Purpose of this article is to explain how to use the Planing chart in the Front office manager.
Permissions
- 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
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
- Reservation details
- Create a long stay reservation (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
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 category color 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
