What is the difference between Manual and Auto confirmation?
Manual confirmation implies that the booking will go through to your Backoffice with a "Request" status. The customer is not able to make any payments and you will need to manually confirm the booking via the Backoffice before they can do so. This is useful in cases in which the availability of a package depends on a third-party provider and it needs to be corroborated.
Auto confirmation implies that the booking will go through to the Backoffice with a Pending or Confirmed status. The customer can make a payment. In the case of a Pending booking, it will expire if the payment is not made within the set time. In the case of a Confirmed booking, a payment is not immediately required but can still be made.
The initial booking status, the status in which a new direct booking goes through to your Backoffice, can be set per product. This can be done directly from the product's settings page in the inventory.
If you would like to set the initial booking status of all products to Pending and require immediate payment, you can do so from General Settings > Pending Bookings and select the option Require immediate payment for all bookings. This will overrule the initial booking status set in any product. Here, you can decide as well the time before an unpaid booking made via your Booking Engine expired.
*If you have Bank Transfer as a payment option, we recommend increasing the expiration time to at least 5 days (72000 minutes) as transactions can take several days before they are visible on your bank account.
How to configure Manual Confirmation for a product
Open the product's settings page in the inventory. Go to the Booking Engine section and, under Initial Booking Status, select the option REQUEST - Manual Confirmation.
Now, the product will require manual confirmation when booked via the Booking Engine. After making a booking, your customer will be redirected to the thank you page.
Please note that a product set to Request mode and included as a package item will overrule any other Initial Booking Status the package may have.
Hint: you can design your custom thank you page under Sales > Booking Engine > Thank you page.
The booking will go through to your Backoffice with a "Request" status. You will then need to manually change the status to ''Confirmed'' or ''Pending''.
With Automation, you can create a rule that will send an email to the customer containing a link to the Customer Portal and Payment Form, where they can make a payment.
How to configure Auto Confirmation for a product
Open the product's settings page in the inventory. Go to the Booking Engine tab in your item settings and select the option PENDING or CONFIRMED, based on your booking policy.
CONFIRMED - Automatic confirmation, no immediate payment required
When a booking for a product with an initial booking status "Confirmed" is made, the customer is directed to the Payment Form, however, the payment is not required immediately and the booking will not expire.
PENDING - Automatic confirmation but immediate payment required
When a booking for a product with an initial booking status "Pending" is made, the customer is directed to the Payment Form and required immediate payment, being formed that the booking will expire if it's not made before the expiration date and time.
Tip: You can set automated emails for all these scenarios in order to efficiently manage communication with the new bookers.