From “YITH > Booking > Dashboard > “All bookings” you can see all bookings made on your store. When no bookings have been placed yet, a message is shown.
The dashboard of all bookings enables you to filter and search the booking list, and use columns you can sort. (By default, it is sorted by ‘date from’).
Within the ‘all bookings’ tab, you can find various sub-tabs depending on the booking status. The default list of views are ‘Upcoming’ and ‘All’. (Other tabs are automatically populated based on the statuses of your bookings).
The “Upcoming” view shows all current and future bookings (with visibility in the first column on when it starts).
The amount column refers to the order price, only if there is an order. (Only if you would edit the order item price manually, this price can differ from the booking price).
Booking status and icons
Each booking that is placed will be directly visible, you can distinguish the status of the booking not only by name, but also by color.
When hovering over some statuses, you will see the “Action icons” which you can use to directly change the booking status.
The status transitions allowed through “action icons” are:
– Unpaid to Paid ( money icon )
– Paid to Completed ( black check icon )
– Pending to Confirmed ( blue check icon )
– Pending to Rejected ( red X icon )
From YITH > Booking > Dashboard > “Calendar” you can see a calendar overview with all placed bookings.
You can filter by:
- Date and year
- Month or day: You use the ‘Daily view‘ for hourly and/or per-minute bookings, you use the “Monthly view” for daily bookings.
Using the arrows beside the ‘month/day’ header, you can switch easily to the previous/next month or day.
You can also search on any terms available in the booking details.
Each booking that is placed will be visible directly in the calendar, the color of the booking indicates the status of the booking.
If you want to change the name of the shown booking (show only name, only product etc.), you can! Please check the specific settings on this page here.
If you want to know how many seats, rooms, beds etc. are left for a certain booking product, that is possible! You can simply filter the product you want to see, select monthly view or daily view, select date and hit “filter”.
The calendar view only shows the selected product, and its availability in the header of the specific day or time.
Note: This filter can only be applied to booking products that have the “Max bookings per unit” option greater than one.
From YITH > Booking > Dashboard > “Create booking” you can manually add new bookings
Note: this is to create a “booking”, not to create the “booking product” itself.
You can decide to link the booking to an existing user, or a guest user. Search the booking product you want to use, add the dates and the number of people.
Below you will see the totals of the booking, and the button to create the booking.
The “Assign to order” option let’s you decide to link the booking to an order or not:
- Don’t assign this booking to any order: the booking will be created without a linked order.
- Assign this booking to a specific order: a new field will appear where you can add the specific order number.
- Create new order for this booking: Booking will create a new booking and a new order. After creating both of them, you’ll be redirected to the “edit order” page to see the result.
This is the only way to add a ‘booking product‘, to an order. You cannot add a booking product to the order from the ‘edit order’ page.
Be careful if you choose to associate an already existing order.
This could cause issues with invoice management.
From the ‘All bookings’ list, you can click on the booking ID number to enter the edit booking page.
You have an oversight of the booking details and the possibility to edit it. You can change the booking date and duration:
Note: the admin should double check the availability before changing the date, because the calendar used in this page does not indicate the availability.
You can also edit the number of people and the booking services:
Another useful option is to add notes to the booking. These can either be private notes (only visible for the admin) or notes shared with the customer.
To distinguish them, you can see them in different colors, light grey for private notes, and blue for notes to customer.
When choosing the “Note to customer” option, the customer will also be informed per email, with this note.
From the sidebar you have the option to download the customer PDF and the admin PDF, The admin PDF also includes the user information.
When you (or the customer) would click on the product “Sydney Hostel” in this case, the user will be redirected to the frontend product page. When you click on the “order number” you will be redirected to the My Account > My orders page.
As you can see, the same information as for the customer PDF + the user info.
When the admin clicks on the “Sydney Hostel” in this PDF, you will be redirected to the product edit page in the backend, the same goes for the “order number” you will be redirected to the order edit page in the backend.