Purpose The purpose of this article is to explain how to use the Planing Planning chart in the Front office manager.
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- Access to the planning chart to view and create reservations
- Access to the configuration part to set up the reservation details per location which can be seen by users of that location
- Access to open any reservation in the Front office manager
- Access to view the (configured) reservation details
- Access to open any reservation in the Reservation manager
- Ability to link one Distribution channel to one user allowing the user to view reservation booked for this DC only
Planning chart view
- Filter on location/multiple locations/select a future date or use the calendar arrows to navigate through the planning chart
- Filter on amenities
- Filter on number of bed/bathrooms
- Search for one accommodation type/accommodation
- Filter on accommodation kind/accommodation type(s)
- Find reservation by searching on customer last name/reservation number/booking reference number
- Setting where user can select another distribution channel to create a new reservation on the selected channel
- Personal settings which can be switched on/off to view accommodation type prices per day or month/accommodation details like pet welcome/cleaning status
- Unit preference
- Preference next to each other
- Amenity preference
- Display of a locked unit
- Create a new reservation or lock by selecting the first date and drag the mouse to a possible departure date
- Reservation details
- Create a long stay reservation (required is a minimum select of 28 nights)
- Show contract type
- Show short description
- Show events/holidays
- Show reservation status
- Show early check in or late check out
- Filter on available units
Planning chart configuration options
- Option to manage the details users are allowed to see on the reservation detail summary in menu configuration > Planning chart
- Configuration for latitude/longitude to show the accommodation on the map in the planning chart can be done in Content manager > Accommodation level
- Reservation color >> Shown based on the reservation category color which can be configured in the Channel manager > reservation categories
- Linking DC to a partner employee allowing the partner to view reservations booked for the selected DC only
Planning chart print option
- Make your pre-selection by selecting the accommodation kind(s) and accommodation types if you want to print for a certain selection of types/units
- Click on the 3 dots on the right top site of your screen
- Click on Print occupancy
- Make your selection and click on Print occupancy
- The list will always display the available one first, followed by the occupied and blocked one
