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Category: Direct Customers

How to Process Direct Customer Reservations

/Processing Reservations / Direct Customers /

Precursor

Once account setup is complete you will be able to receive booking requests / inquiries from direct customers.

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Answering An Inquiry

If you have activated portal sites you will start to receive RoomBoss booking requests.

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Confirming A Reservation

To confirm a reservation, access the booking request in RoomBoss.

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Packaging 3rd Party Services With Bookings Of Your Products

Within RoomBoss it is possible to order 3rd party services and package these with the accommodation or services you provide.

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Adding Your Own Products And Charges With A Guest Services Vendor

It is possible to add your own products, one off sundry items, charges and fees, discounts etc to your bookings using a guest services vendor within your account.

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Invoicing Your Customer

To invoice your customer, open the booking:

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Customer Payment Received

What to do when receiving payment will depend if payment has been received via a payment gateway integration or directly from the customer.

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Customer Payment Overdue

Not all guests will pay invoices on time. RoomBoss provides an easy way to search for bookings with overdue unpaid invoices:

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Categories

  • Manual for Front Desk
  • Account Setup Guide
    • Access Your Account
    • Product Setup
    • Selling Setup
    • Payments and Invoicing Setup
      • Payment Gateway Integration
    • Other Setup
  • Processing Reservations
    • Direct Customers
    • Travel Agents
  • Day To Day Activities
    • Room Allocation
  • Other RoomBoss Features
    • Housekeeping
    • RoomBoss Channel Manager Integrations
    • Owner Reporting
  • Trust Accounting
  • RoomBoss For Travel Agents
  • Ski School Management Accounts
  • –
  • RoomBoss System Updates
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