In the previous article you've learnt 3 different ways how bookings can be made. In this article we will explain you how a staff member can make a booking. To see a video showing you this process click here.


How can staff members make a booking?


Step 1 Go to menu bar and click Bookings


If there are already some bookings made, you will see a list of all the bookings. If you're going to make a first booking, you will see the following



Step 2 Click


You will see the following:



Step 3 Choose your dates, number of guests and Location (if you haven't added any locations yet, make sure you read first an article about adding locations & rooms)


We are going to use an example of HappySurf Camp that we have created for training purposes and that you will see in your account too.



Step 4 Choose a room which you want to book and click



In our example we will book GVD1 for 06.12.2017 - 13.12.2017.


Once you've clicked  you shall see on the left Booking details with a location you've just booked and on the right a room marked in red that has been booked.




Step 4 Adding guests


Go to Main guest section and click



You will see fields that you need to fill in with customer details. Once you've done that click  .



Once customer's details are added you will see:



Step 5 Adding other guests and extras


Last step is adding:

  • any other guests (if a booking is made for more than one person - although it's not necessary, it's enough to have a name of one guest for the booking to be made),
  • rooms - if a reservation is made for a bigger group, eg 12 people and you need to reserve more than one room
  • products/transfers - if a guest requests any extras (to read what extra services can you create on Trustedbooking platform, read here )
  • discounts - you can create a discount for a guest. To do that, simply click Edit icon - you shall see:



Choose a discount type you want to apply or Voucher. Note that if you haven't created any vouchers yet, the list won't show up any options. 


To read how to create a voucher, head here



To read more how prices change when discounts/vouchers are applied, read here


Step 6 Confirm & Confirm booking



Once you click Confirm you shall see:



You can add some comments, eg a customer is arriving late.


Click . You've just made a booking!


To learn how an agent makes a booking click here.