Create Booking Template - Item Only Sales


You can create booking screen templates for accommodation with extra only booking screens - a good way to earn passive income selling local tours and/or merchandise. DOC Fishing Licence is a good example of an extra only booking screen.


We recommend you view the booking screen overview prior to commencing creation of a booking template as it will aid you in understanding the booking screen components.


The instructions below will show you how to create an accommodation item only booking screen template. For other booking templates types see related articles at the bottom of this page.


Step
Action
1
From left menu, Website Feed group select 'Search/Maintain Booking Screens'
2
Click New Template button on the top right of the page
3
Select from options presented 'New Item Only Template'
4
 Template creator will open, starting at General Fields Tab  - please toggle section headings below in order for information to complete.



General Fields Tab


GENERAL SECTION



Field completion instructions below.


Template Name: This will be displayed on the front booking screen (if set to on the styling tab) the customer will see and also the previous overview screen


Property: Select which property this template will apply to


Display Summary: Select position of top, bottom, both or hide.


This is the overview screen which is on the extras, visitor details and payment screens on the front booking screen, it shows dates booked, amount of guests, price, extras total, accommodation total and then the overall total.


Adult Label: Amend default text as required.


Child Label: Amend default text as required.


Infant Label: Amend default text as required.


Show Extra Category: Select option of First Expanded, All Expanded or All Collapsed.


On the extras screen when first opened you can choose whether to have the categories to be expanded, collapsed or just the first expanded - i.e Transport and all running transports could be expanded but you could have a subsequent category of Miscellaneous items (guide books, tT-shirts, etc) collapsed.

 

ADDITIONAL OPTIONS SECTION


Click + adjacent to section title to expand if required (see image below).
                                    



Field completion instructions below.


Credit Cards: Set as required.


If set as ‘Unticked’ the payment screen will be bypassed. If set as ‘Ticked’ one of the following options will be presented


  • No deposit:  iBex Vault screen will be displayed for credit card entry.

  • Deposit or full payment:  Payment gateway screen or iBex Vault screen will be displayed for credit card entry- depending on whether or not you have a payment gateway connected (eg. DPS, SagePay, etc.).

Link Back To Address: Enter the URL for your website homepage.

 

Promo Text: Enter as required.



Guest Fields Tab



Field completion instructions below.


LEAD GUEST SECTION


Confirm Email: Select from options of Optional, Mandatory or Hide.


Mandatory means email address must be entered twice, optional means email address can optionally be entered a second time, hide means no field for second entry of email address is presented.


First Name: Select from options of Optional, Mandatory or Hide.
Last Name: Select from options of Optional, Mandatory or Hide.
Daytime Ph No: Select from options of Optional, Mandatory or Hide.
Mobile Ph No: Select from options of Optional, Mandatory or Hide.
Fax: Select from options of Optional, Mandatory or Hide.
Postal Address: Select from options of Optional, Mandatory or Hide.
Suburb/Town: Select from options of Optional, Mandatory or Hide.
City/Town: Select from options of Optional, Mandatory or Hide.
Post Code: Select from options of Optional, Mandatory or Hide.
Country: Select from options of Optional, Mandatory or Hide.
How Found: Select from options of Optional, Mandatory or Hide.
Offer Newsletter: Select from options of Optional or Hide.


All above in reference to lead guest making the booking.


The less fields you can make compulsory the less booking bail out you are likely to experience. Consider sending an auto email after booking to collect further information. See Create Email Templates and Scheduling Email Templates.


On completion of all fields, select 'Next' button to proceed to Confirmation tab .



Confirmation Tab


Field completion instructions below.


CONFIRMATION SCREEN SECTION



Enter/amend text here to display on the final booking stage -  confirmation. Styling and images entry (through HTML) is supported.


To add any further tags to automatically pull through information from iBex click on <> (top right in example image above) and select required tag to insert.


CANCELLATION SCREEN SECTION



Here you can enter/ modify text displayed on the booking cancellation screen (if you have enabled online cancellation).


To add any further tags to automatically pull through information from iBex click on <> (top right in example image above) and select required tag to insert.


FACEBOOK LIKE BUTTON SECTION



Complete facebook settings as desired.


Your facebook URL is your facebook page address commencing with https:// - for example Seekom's is https://www.facebook.com/seekomibex


TWITTER FOLLOW BUTTON SECTION



To enable your Twitter follow button you enter only your Twitter account ID (not your full Twitter URL) - for example seekom


CONFIRMATION EMAIL SECTION



Brochure Link: Check if you wish a link to your brochure to be sent with booking confirmation email.


Unit details on receipt: Check if required.


Confirmation Email from: Set as to whom the confirmation email will show as coming from.

 

On completion of all fields, select 'Next' button to proceed to Styling tab.



Styling Tab


GENERAL STYLES SECTION


Field completion instructions below.


Click + adjacent to section title to expand if required (see image below).
                                                    


 

Loading Message: Set text you wish to display while the booking screen is loading.


Booking Screen Title: Select from options Hide, Use Property Title, Use Template Title (per General fields tab).


Pages to Show Title: If the Booking Screen Title has not been set as hidden, select on which booking screens you wish the title to appear.


Alter other fields in this section  to set colours and font styles as desired.

 

EXTRAS SELECTION STYLES SECTION


Click + adjacent to section title to expand if required (see image below).
                                


 

Extra Default View: Set initial style as required.


Your website visitor can change extra layout to suit their viewing preference. If you have loaded extra images we would recommend selecting list & grid, or grid view as providing a better wow response to aid in up-selling extras.


Alter other fields in this section  to set colours and font styles as desired.

 

BUTTON STYLES SECTION


Click + adjacent to section title to expand if required (see image below).
                                                        


 

Set button labels, hover tips, colours and font styles as desired.

 

ADDITIONAL WIDGETS SECTION


Click + adjacent to section title to expand if required (see image below).
                                            



All fields in the Additional Widgets section style the booking progress indicator at the top of the booking screen.


Step Widget Line Thickness: Adjust as required (units are px).


Step Widget Line Colour: Adjust as required.


Step Widget Line Colour: Adjust as required.


Pages to Show Steps: Select pages on which progress indicator should be displayed.


Show Step Widget: Select to show or hide booking progress.


On completion of all fields, select 'Next' button to proceed to Advanced Filters tab.



Advanced Filters Tab


Field completion instructions below.



Extra Categories: Select the categories of extras that you wish to sell with your new Extra Only Booking Screens.

 

Allow Same Day?: Check if you wish to allow same day bookings.


On completion of all fields, select 'Next' button to proceed to Custom Scripts tab.



Custom Scripts Tab


Field completion instructions below.


CUSTOM FIELDS SECTION



Complete custom fields if you wish to add further fields to the booking screen which will be included in the booking record.

 

SCRIPT/TRACKING CODE SECTION



Google Analytics ID: Enter if applicable and check 'Ecommerce Tracking'.


Google Ad-Words ID: Enter if applicable'.


Google Ad-Words Conversion Label: Enter if applicable.


Customise CSS: Enter custom CSS if desired.


Entry of custom CSS should not be attempted unless you have at least a fundamental knowledge of CSS.

View our library of commonly requested CSS script.



Step
Action
5
On completion of all booking template tabs click Save button (top right of screen) or Save Desktop Template button (lower right of screen)
6
You can now click on the 'Mobile Template' mode, and check the setup for the mobile version of your item only booking screen template. You may need to repeat some of the steps above for your mobile template.



7
See related articles below for obtaining script (iframe embed) or link (new window launch) to add the booking screen to your website.