What is the difference between Manual and Auto confirmation?
When receiving new bookings via your booking form, you have two options to confirm those.
If your packages have the Initial Booking Status (IBS) set to request, your bookings will enter your Backoffice as booking requests, which you will then have to manually confirm before the booking confirmation is sent out and payments can be made by your guests. This is useful if you want to check capacity in your activity centers or with third parties, for example, before you can guarantee a spot.
On the other hand, if you work with Auto Confirmation for your products and packages, you have two options again. Either your bookings are automatically confirmed in your Backoffice and your booking confirmation will be sent to your client directly after the booking has been made, or the booking comes in with a pending status, you can review it, and then some action from the booker is required before the booking is actually confirmed. Also, when confirming the booking with any possible changes, you may have applied, the client will be redirected directly to the payment page, where a payment can be made (either deposit or full amount).
Click here to read more about the booking statuses.
How to set a package to Manual Confirmation
Open an Inventory item (e.g. a package or activity). Go to the Frontoffice tab in your Backoffice and select the option Manual Confirmation.
Now, as stated before, your packages will have to be manually confirmed in your Backoffice. The client, after having made the booking, will be redirected to the Thank you page.
The booking will enter your Backoffice with its status set as ''Requested''.
- You will then need to manually update its status to ''Confirmed''. Depending on the settings in your Backoffice, the customer can automatically receive a confirmation email with the Customer Portal URL included so that they can make a payment for their booking.
How to set a package to Auto Confirmation
Open the inventory item (e.g. a package or activity) that you want to set to auto confirmation. Go once again to the Frontoffice tab in your Backoffice and select the option PENDING or CONFIRMED based on your business policy.
Now, no manual confirmation has to take place, and your clients are redirected to the payment page after having made a booking:
- Example of the setting: CONFIRMED - Automatic confirmation, no immediate payment required
Depending on their next actions and the amount they pay, your bookings will enter your system as ''Confirmed'' (when no payment is made), ''Deposit Paid'' or ''Paid''.
2. Example of the setting: PENDING - Automatic confirmation but immediate
Depending on their next actions and the amount they pay, your bookings will enter your system as ''Pending'' (when no payment is made immediately), ''Deposit Paid'' or ''Paid''.
In case the transaction is not made until the requested date, the booking will disappear from your Backoffice making the room available for another booking
Tip: You can set automated emails for all these scenarios, in order to better manage your received bookings.