User Leaflet V5.0_151010

Transcription

Secureholiday.net System
5.0
On-line Booking
On-line Availability Search
User Leaflet
English Version
1/44
Contents
1
Connecting to the administration page
4
2
Managing accommodations
5
2.1
Creating accommodations
2.2
Changing accommodations information
2.3
Creating tariffs
- Periods and tariffs
- Duration / days of arrival & departure
- Special tariffs
- Options
2.4
Updating availabilities
2.5
Accommodation general menu
- Adding accommodation
- Managing accommodation layout
- Activating/Suspending accommodations and/or grids
- Establishment sales terms and conditions
3
Inter Booking Service Pack
3.1
IBS allotment
3.2
IBS booking
10
4
Handling booking requests
4.1
Accepting a request
4.2
Refusing a request
4.3
Cancelling a booking (problem with deposit payment)
14
5
Modifications menu
5.1
Media (video / 360° / …)
5.2
Changing inventories
5.3
Changing pictures
5.4
Linking / Duplicating pictures and inventories
16
6
Managing sales
6.1
Setting methods of payment
6.2
Adjusting the deposit
6.3
Setting balance payment
6.4
Additional VAT
6.5
Cancellation insurance
6.6
Checking on-line sales
6.7
Bookings pending
6.8
Balance pending
6.9
Monitoring payment (except credit card)
6.10
Managing commissions (Alan Rogers, ANWB, etc.)
6.11
Setting tourist taxes
17
7
Extra information
7.1
Updating establishment information
7.2
Changing colours
7.3
Tariff summary
7.4
Establishment type and ranking
7.5
‘News / agenda’ option
7.6
Language selection
7.7
Showing latest update
7.8
More info (texts)
7.9
More info (pictures)
7.10
Creating an e-mailing
7.11
Low Cost Service
22
2/44
7.12
8
‘Small ads’ module
Standard Special offers
8.1
Creating a discount in €
8.2
Creating a discount in %
8.3
Creating a discount on administration fees
8.4
Creating a X=Y discount (X nights bought=Y nights paid)
8.5
Creating a discounted price
24
9
Last Minute/Flash/Exclusive offers
9.1
Last Minute
9.2
Flash
9.3
Last Minute weekend
9.4
Exclusive offers
9.5
Private sales
32
10
Statistics
35
11
Web 2.0 - Consumers’ reviews
11.1
Activating & broadcasting reviews
11.2
Monitoring reviews
35
12
GPS geolocation
37
13
PMS Bridge
13.1
Bridge principles
13.2
Monitoring bookings integration
38
3/44
1 - Connecting to the administration page
To change information on your Secureholiday pages, you need to change from the
administration page.
•
Connect to www.secureholiday.net/admin
•
Enter your Login and Password
From the administration page:
Manage accommodations (description / tariffs / availabilities)
Monitor sales and bookings
Create special offers
4/44
2 – Managing accommodations
All accommodation related information is now available in the new Accommodation menu. Click
on one of the menus:
- Managing tariffs
- Managing availabilities
and you will connect to the new page:
5/44
To go back to the Main menu, click on Back to main menu.
2.1 Creating accommodations
Click on New accommodation
On the main part of the screen, fill in the required fields:
- Select the accommodation type (Pitch – Rental – Room)
If you have selected Rental, you need to select a rental type (apartment, bungalow, canvas
bungalow, caravan, chalet, holiday home, house, mobile home, gipsy caravan, tent and villa).
6/44
- Enter the number of people accommodated that will show next to the accommodation name
(Eg.: 4 ppl. And 4/6 ppl.)
- Enter the accommodation name in the 10 languages of the system.
- Enter a text for the accommodation (optional).
- Save at the bottom of the page.
The accommodation is now created and appears at the top of the pitch / rental / room list on the
left part of the screen.
On the main screen, the tariff grid appears automatically.
2.2 Changing accommodation information
To change the name and text of an accommodation, click on Managing description of the
related accommodation. After entering changes, save at the bottom of the page.
Untick the Active case to de-activate the accommodation.
Please contact CTOUTVERT hotline to change the number of people in the accommodation.
2.3 Creating tariffs
Creating a grid
Click on Managing tariffs, then New grid.
Select a type of grid: per night / per week
Enter the number of people included, the minimum and maximum number of people
accommodated.
Enter the deposit in ONE of the three cases and the administration fees.
Select the visibility that will be used if the accommodation has several tariff grids:
Dual (default): results of all grids will appear.
Prevailing: only the result for this grid will appear.
Cheapest price apply: only the cheapest result will appear.
Grids are activated automatically. Dates can be entered to limit the grid to a set period.
Name: default-displayed grid type. The name of the grid can be changed.
7/44
Free text: you can add a text related to this grid.
Save at the bottom of the page. The summary of the grid will appear.
Select an existing grid to change it.
Creating and changing periods and tariffs
Fill in dates and tariffs.
To read grids on-line easily, we advise you to erase all the periods of the previous season.
Click on
Save.
on the left of each period line to erase the line.
If the accommodation has options, enter the options prices for the new/modified periods.
Setting duration / days of arrivals and departures
To set minimum/maximum duration and set one or several days for arrivals and departures on
some periods, click on Duration.
Should you enter no information, no day will be set for arrivals and departures.
Select one of the 4 duration settings:
By sets a fixed multiple of nights (eg.: By 7 means the accommodation can be sold for 7, 14,
21, etc. nights).
>= sets a minimum duration of x nights
<= sets a maximum duration of x nights
= sets a fixed duration of x nights
You can set different days of arrivals and departures on periods.
Eg.: You accept one week stays, 10-night and 11-night stays with arrivals on Saturdays and
Wednesdays >> Select >=7 with arrivals on Saturdays and Wednesdays.
Save at the bottom of the page.
Entering special tariffs
Click on “Special tariffs” to enter special tariffs for first night(s), weekend nights and booking
fees.
8/44
Entering different tariffs for first night(s)
Indicate a different tariff for the first night, the first two nights, etc. up to the first six nights.
Entering different tariffs for one or several night(s)
Enter a different tariff for Sunday nights/Monday nights, etc.
Entering special booking fees
For one or several periods, enter special booking fees if they differ from standard fees.
Options
Click on Accommodation Menu / Managing tariffs / Options to add/erase/change options.
Changing options
You can change tariffs, quantities and tariff settings for existing options.
You can untick an option to de-activate it.
Adding options
Click on Add.
Tick the option(s) to be added. You can use the filter device.
Validate selection at the bottom of the page.
For each option, enter:
Tariff setting: per night / per week / per stay
The maximum quantity (if available)
The included quantity (if included in the accommodation tariff)
Compulsory option (if available)
The option tariff for each period
If an option is not on sale on one or several period(s), enter no tariff.
If you do not want to sell an existing option, untick the case.
Sorting out options
Select one option, press the left key of your mouse and slide the option upwards / downwards.
Once you have sorted out all your options, save at the bottom of the page.
Erase an option
Untick the option(s) to erase and save at the bottom of the page.
Summary
Check the summary of the grid settings.
9/44
2.4- Updating availabilities
In Accommodation Menu click on Updating availabilities.
There is only one Schedule per accommodation. If several tariff grids are related to a same
accommodation, the schedule will take all different periods in.
Regular Mode (default mode)
Click on
-
on the night you want to update.
Click once to get
: only one accommodation left for this night.
Click twice to get
: no more availability for this night.
Click a third time to get back to
: available.
Proceed on other nights you need to update.
Save changes at the bottom of the page. The page reloads and save changes. Updated
schedules are now available on-line.
Brush Mode
Select the Brush Mode to switch modes. Select a colour in the caption:
Available
Only one accommodation left
Not more availability
Browse over the nights to update.
Save changes at the bottom of the page.
10/44
2.5- Accommodation General Menu
New accommodation See page 5
Managing Layout
Accommodation layout
To sort out accommodations in the pitches / rentals / rooms lists, select one accommodation.
Press the left key of your mouse and slide the accommodation upwards / downwards.
Once you have sorted out all your accommodations, Save at the bottom of the page.
Grids layout
Sorting out one accommodation grids
Select one grid.
Press the left key of your mouse and slide the grid upwards / downwards.
Once you have sorted out all your grids, Save at the bottom of the page.
Number of grids available on-line
5 grids are default displayed. You can display 0 up to 5 grids per accommodation.
Availability schedules layout
Select the month you want to show first on your accommodations schedules. The current
month is default displayed.
For night grids, select the day you want to show first on your accommodations schedules.
Saturday is default displayed.
For week grids, select the day you want to show first on your accommodations schedules.
Saturday is default displayed.
Personalized menus
Show the list of accommodations in menus
Show the complete list of pitches / rentals / rooms when the Client browses over the menus
Pitches / Accommodations / Rooms.
Tick the case and save.
Creating a personalized menu
In Managing Menus, select NEW MENU in the pulldown list. Enter a name in the language
fields below. Save.
To change a menu, select it in the pull-down list and change the name in the language fields.
Save.
You can sort out menus in Sorting out menus.
Select one menu. Press the left key of your mouse and slide the menu upwards / downwards.
Once you have sorted out all your menus, save at the bottom of the page.
Filling menus
Insert accommodations in the personalized menus. Once all accommodations are listed in a
menu, personalized menus are activated.
Suspended accommodations
Tick the accommodations / grids to activate.
Validate at the bottom of the page.
Sales terms and conditions
Enter the sales terms and conditions (booking, cancellation conditions, etc.) in the languages
you have at your disposal.
11/44
3- Inter Booking Service- TO PACK
The Off sign next IBS-TO Pack Stock indicates the module is not activated and no offer can be
seen on partners’ websites. Only IBS can activate the Pack.
WARNING! Before creating stock, accommodations and prices must be entered in the
Accommodation menu.
3.1 - IBS Stock
To create stock for IBS-TO Pack, click on IBS Pack – Managing Stock on the left menu.
Creating stock on accommodations
Select an accommodation in the pulldown list Create stock for.
Create a period: day / month / year for the beginning and end of the period. Each period can
last two months maximum. Click on OK.
You can create several continuous periods or broken periods.
WARNING! When several periods are created, take a special care on bookings overlapping two
periods. The system accepts bookings on available accommodations and dates. If you do not
check these bookings, people may have to switch accommodation during their stay.
To create a stock on this period and this accommodation, click on
To add one or several stock lines, click on
To erase a stock line, click on
.
.
.
activates/de-activates confirmation messages.
To open and close nights in the stock lines:
- click once: Green case=available / Red case=closed
- press [P] key on your keyboard and browse over the nights
Cancels changes and get back to previous status.
Save
When entering stocks, the system automatically updates the information available on all the
partners’ website showing your offers.
are used to sort out stock lines.
Stock lines are closed automatically when bookings are made on IBS partners websites.
The system optimizes accommodation occupancy and inserts bookings on lines enabling the
best occupancy rate.
Stock line periods can be changed manually.
Changing / adding stock
Select one accommodation in Change / add stock for
Enter changes (see above) and save.
12/44
Erasing a period
Select one accommodation in Change / add stock for
Erase all stock lines.
Save.
IBS Stock – Current pop-up messages
PROBLEM: you are creating stock for a period that doesn’t exist for the accommodation in
Accommodation Menu.
SOLUTION: create a period in Accommodation Menu for this accommodation.
PROBLEM: you are creating stock and information is missing.
SOLUTION: click on OK and fill in the blank fields.
PROBLEM: you are creating stock on a period that is no longer available.
SOLUTION: click on OK and change dates into a period that can be sold.
PROBLEM: you have creating a period you want to save but you have created no stock on this
period.
SOLUTION: click on OK and create a minimum stock on this period before saving.
13/44
PROBLEM: You are creating a period longer than a 2-month.
SOLUTION: click on OK and change dates to create a 2-month or shorter period.
PROBLEM: You are creating a period overlapping existing periods.
SOLUTION:
1. Click on OK and change dates that do not exist yet.
2. Click on OK and erase the existing periods to create new period(s). WARNING!
Schedules will be erased; you must check the dates that have been booked already.
Other messages
>> Warning! Dates proposed automatically match the selling periods.
PROBLEM: the period is overlapping several Secureholiday tariff periods.
SOLUTION: click on OK
1. change the period to make it match Secureholiday tariff period.
2. Leave it as it is.
>> No selling period available for this accommodation, you can create no stock.
PROBLEM: You are creating stock on a period with no tariff.
SOLUTION: click on OK and get back to Secureholiday in Managing Accommodations to
create new tariff period for the accommodation.
Warning in Accommodation Menu >> Managing tariffs
>> Erasing periods in Secureholiday has erased stock lines in IBS.
PROBLEM: you are erasing current tariff periods on which IBS stock has been created. Erasing
these periods will erase all linked offers including IBS’.
SOLUTION: click on OK and create a new period in Secureholiday for this accommodation.
Then create a stock line in IBS Stock.
In Booking, Firm Bookings pending:
Check IBS bookings.
14/44
3.2- Inter Booking Service Bookings
How does it work?
Your offers are available on partners’ websites, the travel agency is liable for sales.
Clients can book on-line and through a partner’s call center, when available.
Clients can also contact IBS directly to make phone bookings.
Clients pay their holidays (deposit+balance) to Inter Booking Service and are given a contract
and a voucher.
Sales terms and conditions are Inter Booking Service’s.
Insurances are Inter Booking Service’s.
The Travel Agency takes care of the relation with clients until they are on-site. The Travel
Agency is in charge for any complaints.
Inter Booking Service is establishment’s contact.
When there are bookings, you will receive a confirmation e-mail with a summary of the client /
the travel agent booking. This is an automatic e-mail. Bookings will be checked for IBS to know
you have acknowledged receipt.
If bookings remain unchanged
Clients go to the establishment with vouchers received on balance payment. Vouchers are to
be presented on arrival to justify bookings and services have been paid.
No presentation vouchers.
Check the e-mail you have received for the booking or Firm Booking Check list on
Secureholiday or call Inter Booking Service.
Booking changes
Inter Booking Service will inform establishments for any
changes and cancellation via e-mail and phone to validate
changes. Clients’ documents will mention changes.
15/44
4 – Handling booking requests
You have 72 hours (3 days) to handle booking requests. Beyond this time limit, requests expire
and you will no longer be able to accept/refuse them.
4.1 Accepting a booking request
Via e-mail:
For each request, you receive an e-mail with all the information required (name and address,
dates of stay, type of accommodation, price, deposit).
• Check the schedule to know if the accommodation is still available, if it is, click on YES
at the bottom of the page.
• A dialogue box opens, enter your login and password and click OK to validate.
• You will get all the information about this booking, including the type and number of the
credit card, expiry date and cryptogram. You can print this page. Now, debit the deposit
on your payment terminal and send the customer a copy of the note.
An e-mail is automatically sent to Clients, in the language they used when sending the booking,
to confirm their requests have been accepted and deposits will be debited. In the e-mail, it is
also mentioned they will receive a confirmation when payment is completed.
•
•
•
•
•
Via the administration page:
Connect to Secureholiday
In the left hand menu, in Menu, see Booking(s) pending
Click on Booking(s) pending (if there’s a at least [1])
The information is the same as in the e-mailed request
Process exactly like in the e-mail to handle the booking.
Every action in Secureholiday is recorded
You will have access to the client credit card number only once.
A booking request cannot be accepted twice.
A booking cannot be refused after it has been accepted.
4.2 Refusing a booking request
•
•
•
•
•
•
•
•
•
Via e-mail:
For each request, you receive an e-mail with all the information required (name and
address, dates, type of accommodation, price, deposit).
Check the schedule. Requests can be refused with a NO click at the bottom of the
page.
A dialogue box opens, enter your login and password and validate with OK.
You can add a comment.
Clients will be informed that after checking availabilities you cannot accept their
requests. Requests will be erased from the system.
Connect to Secureholiday.
In the left hand menu, in Menu, see Booking pending
Click on Booking pending (if there’s a number instead of (0)
The exact same information will appear as in the e-mail with the NO button
Process exactly like in the e-mail.
Every action in Secureholiday is recorded.
A booking request cannot be refused twice.
A booking cannot be refused after it has been accepted.
16/44
4.3 Cancel a booking (problem when debiting the deposit)
Via e-mail:
Once the booking has been accepted and you cannot debit the deposit with the credit card
information, go back on the request e-mail and click CREDIT CARD DYSFUNCTION or
DYSFUNCTION PAYMENT.
The payment can be refused for two reasons:
The client is not creditworthy.
The expiry date is wrong.
Credit card numbers algorithms are checked in the system, they cannot be wrong.
• In the new dialogue box, enter your login and password and click OK to validate.
The booking is cancelled. Clients will be informed that you couldn’t debit their deposit and the
bookings are cancelled. They can send a new request. Bookings are erased.
•
•
Connect to Secureholiday, in the left hand menu, click on Sales.
Look up the booking according to the month of purchase or the month of the stay. Click
on
to see the details of this booking. Click on CREDIT CARD DYSFONCTION at
the bottom of the page.
Process exactly like in the e-mail.
Every action in Secureholiday is recorded.
A booking cannot be dysfunctioned twice.
17/44
5- Modifications menu
5.1 Media (video / 360° / …)
Click on Media (vidéo / 360° / …) .
Enter the Internet link of your video, 360° view of campsite or accommodation.
Select a size (eg.: 400 x 200). Test to check the size of the window. If it is too small or too big,
change it. Then Save.
5.2 Changing inventories
Click on Inventory: Change/Add.
Select the accommodation. Tick and untick cases to change inventories. Once changes have
been completed, click Save changes.
Personalize inventory - untick elements in the inventory list you would never use for this
accommodation. Untick elements will no longer appear in the inventory list. Once changes have
been completed, click Save changes.
5.3 Changing pictures
Click on Pictures: Change/Add.
Select accommodation.
To delete a picture, click Delete next to picture. A pop-up box opens with the message ‘Do you
really want to delete the picture’. Click OK. The picture is deleted.
To add a new picture from your computer, click Browse. Select the picture, and open it. Then
click Transfer pictures. The picture is now added to the accommodation. You can check the
picture with See.
18/44
Once changes have been completed, click Save changes.
JPG and GIF formats only with a maximum of 2Mo/picture.
5.4 Link / duplicate pictures and inventories
Click Pictures - Inventory: Link / Duplicate.
Two grids appear with accommodations list. Each accommodation is given a number.
st
In the 1 grid, you can link or duplicate pictures from one accommodation on another.
nd
In the 2 grid, you can link or duplicate inventories from one accommodation on another.
- When linking, pictures/inventories linked will always be the same for the two accommodations.
Only pictures and inventory for accommodation 1 can be changed and will be changed
automatically for accommodation 2.
- When duplicating, pictures/inventories have been copied from accommodation 1 to
accommodation 2. Both accommodations can be changed (recommended).
To link/duplicate, complete with accommodations numbers:
Link/duplicate pictures of accommodation Nr.__ on accommodation Nr.__
Link/duplicate inventory of accommodation Nr.__ on accommodation Nr.__
Click on Link/Duplicate to save changes.
19/44
6 – Managing sales
On Secureholiday administration page, manage sales from the Modification Menu >> Sales &
Bookings.
6.1 Selecting and setting methods of payment
Click on Online bookings-Methods of Payment
1/ Mail and Fax
Default payment method for clients to print an estimate and send it to the establishment if all
other methods of payment have been suspended.
2/ Credit card (distance sale on bank terminal)
Click on Credit card to activate/de-activate payment via credit card and save.
To set credit card payment, you must have a payment terminal with distance sale option.
3/ Credit card (PAYBOX)
PAYBOX proposes direct payment of bookings (deposit and balance) made via Secureholiday
on your bank account.
Credit card information (card number, expiry date, cryptogram and creditworthiness are
checked on order).
A special PAYBOX administration page is available to check and manage sales and bookings.
Contact CTOUTVERT for further information.
4/ Bank transfer
Click on Bank Transfer for national and international transfers.
Step 1: National bank transfer
Select the country of your bank account.
Select the ID numbers of your bank, agency, bank account etc. (all information available on
your bank account particulars) all fields are compulsory.
You can add a comment and indicate the terms of payment (time limit, amount, etc.).
20/44
Tick the case Active to activate national bank transfer and Add to save.
You can enter several bank accounts information if you happen to have bank accounts abroad.
Step 2: International bank transfer
Indicate IBAN and BIC SWIFT codes and the name of the town your bank is located.
You can add a comment and indicate the terms of payment (time limit, amount, etc.).
Tick the case Active to activate international bank transfer and Save. International bank transfer
will be available for all customers coming from other countries than the one(s) set for national
bank transfer.
5/ On receipt of contract:
Click on Receipt of contract.
Step 1: Tick the case(s) for the country(ies) you want to activate this method of booking for.
Step 2: Tick the case Active.
You can add a comment and give instructions for booking (time limit to send back the contract,
amount of deposit, etc.)
Save.
6/ Bank cheque
Click on Cheque.
Step 1: Tick the case(s) for the country(ies) you want to activate this payment for.
You can add a comment and give instructions for payment terms (time limit, address and name
to label the cheque, etc.).
Save.
7/ Postal Order
Click on Postal Order.
Step 1: Tick the case(s) for the country(ies) you want to activate this payment for.
You can add a comment and give instructions for payment terms (time limit, address, etc.).
Save.
Methods of payment appear with a green case when they are activated. Red cases mean they
are not activated.
Warning: We recommend establishments accepting credit card payment not to add any other
method of payment because they will receive requests with firm payment contrary to other
methods of payment that are still pending.
Suspend method of payment
If you should be away for over 3 days, you can suspend methods of payment not to receive
booking requests that will expire after 72 hours.s
As long as they are suspended, clients can only send a booking form via fax and/or post mail.
You can suspend all or some methods of payment and indicate the day you will be back.
Suspended payment(s) will be activated again automatically at midnight on the date entered.
6.2 Deposit adjustment
You can set special terms on deposit payment. Different settings can combine.
1/ X days from arrival
Select accommodations, types or all accommodations.
Dates brackets between the order and the day of arrival (eg.: 1 up to 30 days
before arrival)
The deposit to be paid related to this setting.
Click Add to save this setting.
2/ Duration related
Duration brackets of the stay (eg.: 1 to 6-night stay).
21/44
3/ Period related
st
Period beginning and ending dates (eg.: July 1 >> August 31st).
Several setting can be created. Some can have priority when several can apply.
Click Summary to have a summary of the different settings for each accommodation.
6.3 Setting balance payment
An automatic e-mail is sent to clients for paying the balance of their Secureholiday bookings.
To activate Balance payment
In Sales & Bookings, select Balance Payment.
Click Parametering Balance Payment.
1 – In the grid, enter the time limit (in days) for balance payment before arrival for types or
individual accommodations.
* the e-mail for balance payment will be sent automatically 10 days before the limit date.
Example:
Limit date: 14 days
st
Date of purchase: January 1
th
st
Date of stay: July 24 -July 31
th
Date of automatic e-mail: June 30
th
Balance payment limit date: July 10
* 100% of the stay will be required when booking within the limit date.
2- Tick methods of payment available for balance payment.
Save.
Monitoring Balance payment
To monitor balance payments, 3 menus are available:
E-mails pending (before time limit)
Bookings have been made in Secureholiday but the e-mail for balance payment has not been
sent yet: you can change the balance amount and force sending.
E-mails sent (no answer)
Bookings have been made in Secureholiday and the e-mail for balance payment has been sent
and the client has not paid the balance yet.
You can send the request again.
E-mails sent (answered to)
Bookings have been made in Secureholiday, the e-mail for balance payment has been sent
and the client has selected the method of payment for the balance.
You have received the information via e-mail.
Credit card balance payment
Credit card information is available when clicking on the Get Payment link in the e-mail and on
the administration page Balance pending.
If you cannot debit the balance on your terminal, open the e-mail for balance payment again
and click DYSFUNCTION. The same device is available in Balance Payment >> E-mails sent
(answered to).
22/44
The payment can be refused for two reasons:
The client is not creditworthy.
The expiry date is wrong.
Balance payment is cancelled. Clients will be informed that you couldn’t debit their balance and
payments are cancelled. They can send a new payment.
This booking will be listed in E-mails sent (no answer) again.
6.4 V.A.T. not included
V.A.T. is default included in the price. This function enables you to show and sell
accommodation tax free and set the V.A.T. percent.
6.5 Cancellation insurance
Create / Deactivate / Check-Change (6 steps)
Step 1
- Name the cancellation insurance (compulsory in case of several cancellation
insurances)
- Select the type of accommodation
- Select how the insurance is calculated
- Select if the insurance is compulsory or optional
Step 2 and 3
- Select and enter how the insurance will be calculated:
1/ Percentage with fixed part and minimum amount setting available.
2/ Fixed amount in €uros.
3/ For a set number of nights with a price per night slot.
4/ For a set number of nights with a price per extra night: fixed price per night slot and fixed
price per extra night.
5/ Set price or percent according to the duration/the price of the stay: according to the number
of nights/the price of the stay (please contact Ctoutvert directly).
Step 4
Enter sales terms and conditions for the cancellation insurance: you can use the standard
terms and conditions or specific terms and conditions in language cases.
Step 5
Select the type of cancellation insurance or enter a name.
Step 6
Check all the information in the summary for this cancellation insurance and save.
Settings and deletion
You can de-activate and delete one or several cancellation insurance(s) created in the system.
Create sales settings for cancellation insurances:
Only one
All
Main insurance and second one among all
Main one and all
Summary
You can check all the insurances and rules created.
6.6 On-line sales
Click on Sales
With the pull down menus select the month and the year of the sale or the stay.
You can print the summary of sales (File>Print) or print the grid in Excel.
6.7 Handling bookings
See Section 4 Handling booking requests (page 14).
6.8 Balance pending
Connect to Balance pending and click on GET PAYMENT to access credit card information and
debit the balance for the booking.
23/44
6.9 Managing payments (except credit card)
For all payments via bank transfer, check, postal order and on receipt of contract.
This menu will enable you to monitor and check the payment you have received. You can see
the booking requests dating back to 45 days.
You can send follow-up e-mails for customers who have not send their deposit yet and let an
extra time limit (12, 24, 48, 72 or 96 hours).
You can cancel a request if you have never received a deposit, click on Dysfunction.
6.10 Managing commissions
When subscribing ANWB, Alan Rogers, Ryanair and TO Packs, you will receive commission
bookings.
The grid available in Managing commissions is a summary of the completed stays. You can
correct the price of the stay (eg : if the stay has been cancelled, shorten or extended). You can
add a comment to explain the new price. Then save.
If no change is required, just validate and click OK.
6.11 Setting tourist tax
Click on Tourist tax
1/ Set a pattern. Select the number of periods (with and without tourist tax) and the age
brackets (brackets must start from 0 and ends with Max). Click on Create tax grid.
Enter the period(s) when the tourist tax applies, the age brackets and the price of the tourist
tax. Name the tax (Eg.: 2011 Tax) and Save.
2/ Apply the pattern to one or several accommodation(s).
3/ in the summary will appear the complete list of accommodations with the tourist tax applying
(in green for the current tax, in red if it is no longer valid).
4/ Erase tax settings of the previous year(s).
24/44
7 – Extra information
7.1 Updating establishment information
Click on ‘Establishment information’ to change the telephone number, name, address, e-mail,
etc. then ‘Save changes’.
7.2 Changing colours
Click on ‘Pages colours’. Use the arrows to select the colours from the colour palette and ‘Save
changes’.
7.3 Summary
Click on ‘Prices summary’ to have the complete list of accommodations and options prices. You
can print this page.
7.4 Establishment type and ranking
Select the type of establishment yours is and its ranking.
7.5 News / Agenda
Along with the Individual Pack, you can order the page News / Agenda that will appear in
Secureholiday.net pages. Here, you will be able to show information and news in real time from
your administration page.
On this page, you can write articles, show pictures, enter a contact, a web link or a file to
download. €90 B.T./year. To order the page, please contact us.
7.6 Language selection
Here you can select in which language you want to be connected and use Secureholiday.net
administration pages and system.
7.7 Showing latest update
Click on ‘Show latest update’ and tick the case to show the date of the latest update. Click ‘OK’
to save.
25/44
7.8 More info (text)
This function will create a description page for the establishments. It is currently used for
several groups and within the ANWB Pack.
Select the theme:
- Services (tick cases)
- Short presentation
- Presentation
- Services Leisures & animations
- About the region
- Recommended route.
Fill in the languages fields, enter the location, tick the cases for the services available in the
establishment, etc.
‘Save’ on each theme page.
7.9 More info (pictures)
This function will create a photo album for your establishment. It is currently used for several
groups and within the ANWB Pack.
Add pictures for each theme. Format JPG and GIF only, with a weight maximum of 2Mo.
7.10 Creating an e-mailing
When ordering the Individual Pack the ‘E-mailing’ function is included.
The e-mailing function will enable you to stock the e-mail addresses of your clients and
prospects to send them information e-mails for discounts, news and events taking place in your
establishment.
To creat an e-mailing, click on ‘Prepare an e-mailing’.
Select the addressees (clients/prospects), the month(s) of their stay, the language and the type
of accommodation they booked.
Now you get the list of clients/propspects who will receive this e-mailing. You can have the
detailed list of e-mail addresses.
Then click on ‘Create’. Write your e-mail, add pictures and sign.
This e-mail can be sent to you first as a test before sending it.
7.11 Low cost
When ordering the Individual Pack the Low cost Service is included.
With this function, you can show Internet users and clients the list of airports nearby.
To activate the function, click on ‘Low cost: select airports nearby’, select your region
first then the airports closer to the establishment. ‘Save’ at the foot of the page.
7.12 Small ads
This function will enable you to create a small ad for your establishment in Secureholiday.net
system to be shown on a web portal. Small ads are currently used within the E-Traffic Pack for
the website www.vacances.com.
26/44
8 – Standard special offers
To create, change and delete standard special offers and discounts from your administration
page, click on Standard offers in the left menu.
Click on ‘Create’ according to the type of offer you want to create. 6-step process.
8.1 Create a discount in €
Step 1
Compulsory information
1/ Enter the discounted amount in the first blank.
2/ Enter the period (DD/MM/YY) when the discount will apply: beginning date and ending date
(departure day for clients).
3/ Tick the case ‘Active’ to activate the offer.
4/ By default the offer is shown ‘Lowest price apply’ meaning the lowest price will show first for
the client.
Prevailing: the offer will apply even if there is a lowest price available for the same period.
Dual: the offer will be available along with the standard price and the client will select the offer
(Eg.: Couples offers)
5/ Tick the case for the languages you want the offer to be broadcasted.
Optional
The time-limit will limit the offer in time.
The stock will limit the offer in quantity.
Click on ‘Validate new period’, it now appears just below the cases you filled in. If the offer can
apply on several periods, complete Step 1 as often as needed.
Click on ‘Next step: 2/6’ to go on.
Step 2
27/44
Optional
1/ Give your offer a title and/or write a small description.
You can select a title/description in the pull down menu. The titles and descriptions are already
available in the 7 languages used in the system.
2/ You can write a title in the language cases. WARNING: titles you write will not be translated
automatically; you are to translate your own title in the several languages.
3/ you can describe offers and the language cases ‘Add a description of the offer’. WARNING:
titles you write will not be translated automatically; you are to translate your own title in the
several languages.
Click on ‘Next Step: 3/6’ to go on.
Step 3
Enter the administration fees for this offer. Select:
Price in € if it differs from the usual price.
‘Standard price’ if the price remains unchanged.
‘Offered’ if they are free for this offer.
Optional
This information is to be completed only if the offer requires it.
1/ Number of people included / minimum / maximum. If one of the fields is filled in, the two
others must be filled in too.
For instance, to create a couples offer, you need to indicate 2 people included / 2 people
minimum / 2 people maximum.
2/ Minimum duration: number of nights
3/ Maximum duration: number of nights.
4/ Discount on week 1 / week 2 / week 3: if the offer is calculated on the whole stay, leave the
cases blank. This function is available for weekly rentals only.
5/ Deposit
Leave ‘Standard price’ is it remains unchanged.
Enter an amount in %
Enter a price in €
Amount equals the price of the first night.
6/ Cash payment: the client is to pay the whole stay when booking this offer.
7/ On-line payment: this offer will be available for on-line bookings only.
Step 4
Select the accommodation available for the special offer. To save time, you can tick ‘All
accommodations available’ / ‘All pitches-rented accommodations available’.
Step 5
Select broadcasting channels for the offer:
Individual Pack: on your own website.
E-Traffic Pack: partner websites.
Group Pack: website(s) of the groups you have membership (camping, chain, region group,
etc.).
ANWB Pack: on ANWB and affiliates websites.
TO Pack: on Dansk Fri Ferie website.
If you wish to broadcast your offer on all channels, tick ‘All’.
Click on ‘Summary before saving’ to check the offer.
Step 6
Check the different information entered for the offer.
Click on ‘Save’ then validate with ‘OK’.
(Or ‘Cancel’ to erase it, then validate with ‘OK’.)
28/44
The offer is now available on-line if it has been activated in Step 1. To change or delete the
offer, click on ‘Change (x)’.
8.2 Create a discount -X %
Step 1
1/ Enter the discounted percentage in the first blank.
the client.
Optional
Step 2
Optional
3/ you can describe offers and the laguage cases ‘Add a description of the offer’. WARNING:
several languages.
Step 3
1/ SeIect how the discount will be calculated:
On the accommodation price only
On the accommodation price and the people related options
On the accommodation price and non people related options
On the accommodation price and all the options
2/ Enter the administration fees for this offer. Select:
Optional
29/44
5/ Deposit
Step 4
Step 5
etc.).
Step 6
8.3 Create a discount on ‘Booking fees’
Step 1
1/ Enter the discounted on administration fees in the first blank:
Discount in %
Discount in €
Offered (€0)
the client.
Optional
30/44
Step 2
Optional
several languages.
Step 3
Optional
Indicate if there are conditions for this offer:
1/ Minimum duration: number of nights.
3/ Cash payment: the client is to pay the whole stay when booking this offer
Step 4
Step 5
etc.).
Step 6
8.4 Create a discount X = Y
This offer can only apply to accommodation per night.
Step 1
31/44
1/ Enter the X value and Y value corresponding to the number of nights (X must be bigger than
Y).
the client.
Optional
Step 2
Optional
several languages.
Step 3
1/ SeIect how the discount will be calculated:
On the accommodation price only
On the accommodation price and the people related options
On the accommodation price and non people related options
On the accommodation price and all the options
2/ Enter the administration fees for this offer. Select:
Optional
5/ Deposit
32/44
Step 4
Step 5
etc.).
Step 6
8.5 Create a discount ‘Discounted price’
Step 1
1/ Enter the discounted price in the first blank and select if the price is per night / week.
the client.
Optional
Step 2
Optional
33/44
several languages.
Step 3
Enter the administration fees for this offer. Select:
Optional
5/ Deposit
Step 4
Step 5
etc.).
Step 6
34/44
9 - Last Minute / flash / Exclusive offers
Create Last Minute offers on www.lastminute-camping.com and www.campingweekend.com web portals (only when subscribing the E-Traffic Pack) and on many others
websites. These offers have a dedicated and guaranteed allotment for your clients to make firm
bookings that should be validated within 24 hours (no refusal).
Click on ‘Create’ to access the 9-step offer creation.
9.1 Last Minute offers
Step 1
Duration: 1 week
Accommodation: hard rentals and pitches
Enter a day of arrival for hard rentals / pitches.
Step 2
Period of stay: 3 weeks to come
Accommodations and prices for 4 people and more
Select the week(s) on which the offer will be available.
Step 3
Enter the new price for each week and accommodation.
Step 4
Enter a stock (firm bookings)
The stock (allotment for the offer) will guarantee availability for customers.
Step 5
You can change bookings fees.
Step 6
The deposit is 100% for bookings made within 30 days before arrival.
Step 7
You agree to:
Guarantee firm bookings: no ability to say no to the bookings
Guarantee the allotment available: no overbooking
Answer the booking (Yes) within 24 hours instead of regular 72 hours booking requests.
Bookings with credit card payment only.
Tick the case ‘I agree’.
Step 8
Broadcasting channels
Select on which channels the offer will be broadcasted.
Step 9
Summary
Check the information entered and Save.
9.2 Flash offers
Step 1
Duration: 1 week
Period of stay: high season periods (Christmas, Winter holidays, Summer, etc.)
35/44
Validity duration: offers will be available during 15 days after their creating.
Select the day of arrival and the week in the list for pitches and/or hard rentals.
Step 2
Period of stay: week(s) selected in step 1 and following 3.
Price calculated automatically for 4 people and more
Select the week(s) and accommodation(s) for the offer.
Step 3
Enter a new price for each week and accommodation.
Step 4
Stock (firm bookings)
You need to enter a stock (allotment) guaranteeing availability.
Step 5
You can change booking fees for this offer.
Step 6
Enter the deposit in €. The deposit is 100% when the booking is made within 30 days before
arrival.
Step 7
You agree to:
Step 8
Step 9
Summary
9.3 Weekend Last Minute offers
Step 1
Duration: 1/2/3/4/5 nights
Enter the day of arrival and the number of night for each accommodation type.
Step 2
Period of stay: 3 coming weeks
Price calculated automatically for 4 people and more
Select the weekend(s) for this offer.
Step 3
Enter a new price for each weekend and accommodation.
Step 4
Stock (firm bookings)
You need to enter a stock (allotment) guaranteeing availability.
Step 5
You can change booking fees for this offer.
Step 6
36/44
The deposit is 100% when the booking is made within 30 days before arrival.
Step 7
You agree to:
- Guarantee firm bookings: no ability to say no to the bookings
- Gurantee the allotment available: no overbooking
- Answer the booking (Yes) within 24 hours instead of regular 72 hours booking
requests.
- Bookings with credit card payment only.
Step 8
Step 9
Summary
9.4 Exclusive discounts
Exclusive Discounts are exclusive because they are the biggest discount available for your
establishment (except for Private Sales).
This will be used for broadcaster as a selling point.
Broadcasters will ask for damages if you do not respect this agreement.
Duration: 1 week or short stay (1 > 5-night)
Period of stay: any period
Validity duration: offers will be available during 21 days after their creating.
Tariff including at least 4 people
Set stock (firm bookings only)
Step 1
Select broadcasting channel(s)
Step 2
Select a week or nightly stay
- Week stays: enter a day of arrival for pitches /hard rentals and the period for the
discount to apply.
- Nightly-stays: Week stays: enter a day of arrival for pitches /hard rentals, the number
of nights (1 > 5) and the period for the discount to apply.
Step 3
Select the week(s) on which the discount will apply.
Step 4
Enter the discounted price/discount for the selected period.
Step 5
Enter a stock (allotment) for firm bookings.
Step 6
You can change booking fees.
Step 7
Indicate a % or € deposit.
100% deposit when booking within 30 days of arrival.
Step 8
You agree to:
37/44
Step 9
Summary
9.4 Private Sales
This new device enables you to create exclusive offers on IBS Pack.
Private Sales show biggest discounts (at least -20%).
Guaranteed allotment for firm bookings handled within 24 hours (no refusal allowed).
Click Create. Process exactly like Exclusive Discounts (See 9.3)
10- Statistics
We provide statistics information about your establishment and region.
1/ Establishment average shopping cart
Average shopping cart for on-line bookings in Secureholiday.net, listed per date of purchase
and date of stay.
2/ Region average shopping cart
Average shopping cart for on-line bookings in the region in Secureholiday.net, listed per date of
purchase and date of stay.
3/ Statistics for general redirections
Here are listed the internet users redirections towards the establishment website after they
made an availability search on one of the partners web portals (E-Traffic Pack / Group Pack /
ANWB / Pay-Per-Click Pack).
4/ Statistics for Pay-Per-Click redirections
Here are listed the internet users redirections towards the establishment website after they
made an availability search on one of the Pay-Per-Click web portals. For each redirection, you
will know the date of connection, the date searched, the language used for the search, the type
of accommodation and the original website/web portal.
The dates of the subscription, the date of the first click and the remaining budget for the Pack
are also available.
You can order a new pack directly from this menu.
5/ Last minute offers type
The function is currently under development. It will show the list of establishments which have
at least one current Last Minute offer, the number of offers currently available, the allotment for
each offer, the average price before discount, the average discounted price, the average
discounts.
11- Web 2.0 Consumers’ reviews
11.1- Activating consumers’ reviews collection & broadcasting
Ctoutvert collects consumers’ reviews from clients who have booked on-line via
Secureholiday.net system. Once activated from your administration page, collection is
automatic.
38/44
For people who did not book on-line, connect to Secureholiday.net, in Status & Stats and
Survey, copy the link in each language and paste it in an e-mail.
Below you will find how to process to manage reviews collection and broadcasting.
Connect to www.secureholiday.net/admin and log in.
In Web 2.0, click on Status & Stats.
Status
Activating reviews collection activates and automatic e-mail sent to each client 3 days after
their stay is over.
Retro-active e-mailing for clients who booked on-line within the last 8 months via
Secureholiday.net.
Tick or untick Individual Pack / Ctoutvert portals and partners' websites / On other portals to
select on which site(s) your reviews will be available.
Web portals currently broadcasting reviews
camping2be for all Secureholiday.net users.
Camping Qualité for Camping Qualité labelled sites.
Naturisme.fr for France Espace Naturiste labelled sites.
Camping-direct.eu for E-Trafic Pack campsites.
Camping-lorraine.com for Fédération Camping Lorraine sites.
Camping-airotel-reservation.com for Airotel sites.
Individual Pack on personal sites. Broadcasting is free for Individual Pack establishments.
Contact CTOUTVERT if you want to broadcast reviews on your own site.
FAQ
Questions about consumers’ reviews? Reviews’ goals and relevance? Check the Frequently
Asked Questions!
Survey
You can collect reviews of clients who didn’t book on-line. Copy the web link available on your
administration page and implement it on your website, send it via e-mail, etc.
Personalizing Survey
To personalize the survey:
Page 1: Some themes are default selected. You can tick and untick some criteria for the survey
to match your establishment services and amenities.
Page 2: Quality survey (default activated).
Page 3: Collect clients’ pictures (default activated).
Suspending e-mails
To suspend surveys e-mailing to some clients, select the month of departure of their stay in the
pull down list. Tick the case in Suspending, Save.
You can also change the e-mail address if the client has entered a wrong e-mail address when
booking. Enter a new e-mail address in E-mail, Save.
Statistics
Check average marks and screen results according to dates and languages.
- check average marks per criteria.
- check the number of posted, suspended and erased reviews.
- check acceptance rate (Nr. of reviews posted compared to nr. of surveys sent)
- compare establishment average marks with all Secureholiday.net consumers’ reviews.
Individual Pack Selection
Posted reviews will be default broadcasted on your Individual Pack if you have activated
Broadcasting.
Reviews can be selected for Individual Pack only. They will be listed according to languages
used.
Tick reviews in Individual Pack Selection and Select.
You can untick reviews from the Individual Pack.
39/44
Premium Selection
Tick reviews for Premium Individual Pack.
11.2- Monitoring consumers’ reviews
Once a review is posted it is automatically on-line. You can manage reviews whenever you
want (suspend, activate, erase) from your administration page. In Web 2.0, click Select
reviews.
Managing new reviews
In this menu, all new reviews are listed. Reviews are broadcasted automatically if broadcasting
is activated except
labelled reviews (Content Warning).
Managing reviews
1- Tick reviews in the Selection list
2- Select the action with the grey buttons:
Checked Reviews will now be listed in On-line reviews and labelled
.
Suspend Reviews will now be listed in Suspended reviews. Reviews can be re-activated any
time.
Activate Reviews will now be listed in On-line reviews. Content warnings labelled
wrong.
Erase Reviews will be erased definitely and cannot be re-activated. We recommend
Suspending.
might be
Low mark warning
Reviews with low average mark (below 5) are labelled
in Latest reviews / On-line reviews /
Suspended reviews.
N.B.: Reviews are suspended during 48 hours and broadcasted automatically if you have not
checked them.
Content warnings
Reviews likely to contain abusive and vulgar words are labelled
in Latest reviews / On-line
reviews / Suspended reviews.
Reviews are gathered in a special menu to be read and activated: Warning (New reviews).
Actions available are the same as in Latest reviews.
N.B.: Reviews are automatically suspended. The badword database may not be 100% reliable.
Do not forget to check suspended reviews.
Suspended reviews
Manually suspended reviews
and automatically suspended
menu. Reviews can be activated any time.
reviews are listed in this
On-line reviews
All broadcasted reviews are listed in this menu.
Caption
New review posted, broadcasted automatically
Checked reviews and manually activated reviews
12- GPS location
In the pulldown menus, select the country, the region, the department.
40/44
Enter your GPS codes if you know them or search your location on the map and point it with
the red mark.
‘Save’.
13- PMS bridge
The menu allows a linking between the PMS software (Unicamp – Rivages – Plein Air –
Stratech, I-Resa and AICM) with Secureholiday.net.
13.1-PMS bridge principles
1/ Automatic update of availability schedule.
Secureholiday.net availability schedule is updated automatically once a day (midnight).
In addition to daily update, a real time check is completed for each request:
- When an Internet user clicks on Booking;
- Before the client enters its credit card information.
2/ Automatic integration of bookings in the PMS
You will always have to handle Secureholiday.net bookings within 72 hours.
When one booking is accepted in Secureholiday.net, it is automatically sent and integrated into
your PMS.
Parametering and activating the PMS bridge
Once the PMS is set for linking, you can activate the bridge with Secureholiday.net.
Click on PMS Bridge.
When connecting for the first time, you need to enter the bridge ID’s provided by the PMS
software.
Step 1: linking accommodations
Select an accommodation in Secureholiday and the same accommodation in the PMS then
click on ‘Link’ at the foot of the grid.
All accommodations in Secureholiday.net must be linked.
Accommodations in Secureholiday list appear in pink and are labeled ‘Already linked’.
PMS accommodation list appear in orange and are labelled ‘Already linked’ after the name of
the accommodation.
NB 1: Secureholiday accommodations can be linked only once, contrary to PMS
accommodations.
NB 2: the bridge can work even if all the accommodations in the PMS are not linked.
NB 3: to undo the links, go at the foot of the page in the Active Links Table and click on the
grey button <--> corresponding to the accommodation link you want to undo.
Accommodations with no link will appear in green in the first grid ‘Accommodation list’.
Step 2: Linking options (extra fees)
At the foot of the page in the ‘Active Links table’.
Click on the Secureholiday accommodation (blue) to see the options on both sides.
Select an option in Secureholiday and its match in the PMS and click on ‘Link’ at the foot of the
page.
Secureholiday and PMS options appear in pink in the already linked options table and are
labelled ‘Already linked’.
If people is included in the standard price, select the matching option in the PMS.
Nota bene 1: options can only be linked once.
Nota bene 2: the bridge can work when all options are not linked. Yet, if a Secureholiday option
is not linked to a PMS’ bookings with this option won’t be integrated in the PMS.
41/44
NB 3: to undo the links of options click on the grey button <--> corresponding to the linked
options.
Step 3: Activating the PMS bridge
Tick ‘1’ 100% PMS Mode.
By default, the three levels are ticked:
Automatic update of availability schedule: updating once a day at midnight.
Automatic check of availability during the booking process: when an Internet user click on
‘Booking’ in Secureholiday and before he enters his credit card information, Secureholiday
checks availabilities in the PMS.
Automatic integration of bookings in the PMS: once the booking is accepted in Secureholiday, it
is sent to the PMS for integration.
0-Standard Mode:
The standard mode de-activate the bridge between Secureholiday and the PMS.
Accommodations are still linked but the Secureholiday availability schedules must be handupdated.
You can force automatic updating and not necessarily wait for midnight daily update. To do so,
just click on ‘Force availability schedule updating’. Wait for the message.
Step 4: Managing one-side check mode
When the PMS stops a booking request for broken availabilities or different parametering
between SecureHoliday.net and the PMS, you can:
Propose the client to go on with his request. The booking is to be entered manually in
the PMS.
Stop the booking process and prevent the client from booking.
Step 5: Select mean(s) of payment
For bookings to be integrated in the PMS, you need to select the payment in the PMS:
Credit Cart
Indirect payment (bank transfer)
Step 6: Parametering included options
Some options, non-people related ones, may be already included in the accommodation price
(eg.: vehicle).
To indicate an option is alrerady included in the price, go to the Modifications Menu /
Accommodation / Options: change/Add/Delete.
Select the accommodation, then the quatity already included for the option(s). Save at the foot
of the page.
42/44
13.2 Monitoring bookings integration
Connect to Secureholiday.net administration page:
http://www.secureholiday.net/admin and enter your IDs.
On the left hand menu, click on ‘Booking integration’
43/44
Availability check
-
TRUE: check completed during the booking process
ERROR: one side check only during the booking process, no check in the PMS for
real time availability.
PMS bookings
Green: integration completed with the PMS reference number for the booking.
Red: integration failed. Error message. Contact the hotline directly.
WARNING! When clicking on ‘Dysfunction payment’ in Secureholiday, the booking is not
erased of the PMS software.
44/44

User Leaflet V5.0_151010

Transcription

Similar documents

The Walk Away Scheme

ONLINE TRAVEL AGENT BOOKING NOW LIVE!

The Walk Away Scheme - what does it really mean?

ACCOMMODATION Wyższa Szkoła Języków Obcych w Szczecinie

Melia and Traders KL Flyer1

How to Move House

Travel Agency Marketing

ITA Program 2015 - Pro Travel Network

Please use one form per client, send the filled booking form back to

Hamerton Zoo Park Picture Trail