General

Agent Setup

Netbookings allows businesses to use agents to make bookings on the behalf of guests.

Booking as an Agent

Agents must first login to the Netbookings backend in order to make bookings as an agent.

Agent Bathing

Agents using the 'Bathing' menu can find and make bookings for guests; either 'On Account' or by 'Credit Card' payments.
Category: Staff Management

Agent Communications

Agents when making bookings or purchases will receive confirmation communications via email.
Category: Staff Management

Agent Passes

Agents when accessing the portal can generate passes either 'On Account' or upfront by 'Credit Card' payment.
Category: Staff Management

Search Menu

The search menu can be used to find bookings, vouchers, guests and orders across your Netbookings account since it was created.

Accounting Code Setup

To create accounts to be a applied to pricing group, services, retail items, tour/activity templates, packages and anywhere applicable.
Category: Setup

Making Setup Items Inactive

In Netbookings, once setup items are created, they cannot be deleted.
Category: Setup

Questions and Report Summary

Questions have a name that is used for staff to refer to and text (actual question or statement) that is provided to guests in booking process.

Staff Roster Import & Export

Within the Staff Roster menu, it is possible to import and export the roster using Microsoft Excel.
Category: Setup Staff Management

Spa Rooms Calendar

Access and schedule bookings in all Spa rooms you have available for any day selected.

Wizard Options

Enable & edit settings for how the booking wizard will treat services when checked for availability in cart (applies to front and back end).
Category: Setup

Agents Tours/Events/Activities

Agents using the 'Tours Calendar' can find and make bookings for guests; either 'On Account' or by 'Credit Card' payments.
Category: Staff Management

Agent Vouchers

Agents using the 'Gift Voucher' menu can find and make voucher purchases for guests; either 'On Account' or by 'Credit Card' payments.
Category: Staff Management

Online Tour Calendar & Start Dates

Customise the number of days the Tour/Events/Dining calendar will show and which date the calendar will commence from.
Category: Setup

Accommodation Check-In and Check-Out Times

Set check-in and check-out times for Accommodation via pricing setup; which allows for different pricing groups/rooms/sites to have different check-in & check-out times.
Category: Setup

Memberships

Netbookings help businesses to retain clientele by providing incentives through memberships.
Category: Setup

Redeeming Passes

There are various ways to redeem a pass in front end or back end of Netbookings.

Tours/Events/Dining Cut-Off Times

Setting that allows ability to create cut-times for bookings relating to Tours/Events/Dining module.
Category: Setup

Therapist Assign For Sale Of Retail Products

Tag products as 'Staff Assign' in System>POS>Retail Products & Sale of tagged products can be assigned in POS to the treatment therapist.
Category: Setup Staff Management

POS Station Options & Setup

This menu is first step in setup of POS stations.
Category: Setup System Access

Card & EFTPOS Surcharges

Set credit card surcharge to be applied online, or in backend when using 'Credit Card (Gateway)' and 'Manual Credit Card' payment types.
Category: Setup

Discounts, Retail Products & POS

Discounts can be applied to groups of retail products at POS, by using display categories.

Agent Trade Rates

When enabled, agent commission is a selectable discount, not a rate.
Category: Staff Management

Guest Details

Provides information about guests created by staff or by guests online.
Category: Setup

Gift Voucher Discounts

Allows for creation of discounts that can be applied to specific vouchers (via services and packages) at checkout or via custom URL.
Category: Setup

Mandatory Guest Fields

Within Netbookings settings it is possible to enable which fields are mandatory for guest profile in front end and back end, for waivers and voucher creation.
Category: Setup System Access

Spa Therapist Room Assignment

Allows for Spa therapists to be assigned to a particular room for a day (rather than default manual assignment to bookings or auto assignment if enabled).
Category: Staff Management

Payment Link Only

This setting allows for payment links to be sent via SMS and Email that last 30 days with no booking expiry.
Category: Setup

Credit Card & Direct Deposit Requests

Allows for staff to use payment type Credit Card or Direct Deposit to signify that guest will pay via credit card or direct deposit at a later date.

Suggestions and Extras

Enable ability to suggest services & extras; which can be any service, bathing, accommodation, spa, private bathing and more when Guests book online.
Category: Setup

Spa Schedules

Spa Schedules can be used by staff or onsite to display up to date Spa calendar and Therapist Schedule.
Category: Staff Management

Therapist Priority

Therapist priority can be adjusted in Staff and Agents>Staff/Agents Setup to allow ordering of therapists on Spa>Therapists calendar.
Category: Setup

Daily Procedures

Use as a guide for daily cash drawer procedures, raking and checking unusual transactions.

Stored Card Payments

When Guests have previously purchased or booked with your business, there is a setting that allows card details to be stored for easy payment in the future.

Icon Maintenance

If you wish to modify the name of or add new Icons to use for 'Status' throughout Netbookings calendars (typically within Accommodation, Bathing and Spa Calendars).
Category: Setup

Separate Arrivals & Departures

Allows for accounting of separate arrivals & departures, where there are multiple guests under one booking.

Accommodation Settings

Accommodation Settings cover options such as surcharges, discounts, fill-ins, arrival times and more.
Category: Setup

Payment Links & Reminder Letters

If you want to send payment links automatically using email reminders - and allow guests to settle payment before arrival - utilise Letters, Reminders and Payment Links together to achieve this.
Category: Setup

Reset IP Lock

When business logins are locked for any staff - using a mobile or different network to the one your staff are using - it is possible to reset the lock of your Netbookings business.
Category: Setup Staff Management System Access

Refunding Postage

The process of refunding postage paid where certificate has been changed to 'Email' delivery method (or where complimentary refund of postage is to be applied).

Guest Booking Restrictions

Allows restrictions to apply to already existing customers you wish to prohibit from making bookings.
Category: System Access

Retail Display Categories

Products are placed under categories.
Category: Setup

MyAccount login widget

This is a code snippet that can be added to your WEB site (or provided to webmaster) so that guests will be recognised on your home page if they have logged into Netbookings previously.
Category: Setup

Gift Voucher Expiry Reminder

Set the number of months, in advance, that a guest will receive an email reminder for the expiry of their gift voucher or certificate.
Category: Setup

Agent Packages

Allows for packages to be booked by Agents either full price or with a trade rate/discount applied, via the Agent portal.
Category: Setup Staff Management

Login

For help logging in, see these steps.
Category: System Access

Refund to Gift Voucher/Certificate (Booking)

When refunding to gift voucher or certificate at the booking level, follow these steps to ensure correct process is followed.

Discounts

Businesses can create discounts that can be applied by guests during the online booking process by entering a promotional code.
Category: Setup

Supervisor Authorisation Code

A code can be set up for a Supervisor, then apply in the Payment tab to authorise Refunds.
Category: Staff Management

Recording Guest Country & Place Of Origin

Enables ability to record guest country/place of origin, postcode and city at POS.
Category: Database

Custom Gift Voucher Messages

Create default gift voucher messages that Guests can use during checkout - to provide assistance in creating personal messages for their voucher.
Category: Setup

Gift Transfer

When needing to transfer value of order or booking to a certificate/voucher, using Gift Transfer payment type helps track this transfer in system and reporting.

MyAccount login link

A link for guests to use as a place to review upcoming or past bookings, making changes, update profile and more.
Category: Setup

Reinstate a Gift Voucher

If a gift voucher has been redeemed, it can be undone using these steps.

Forgot Password

With help logging into an account with a forgotten password, see these steps.
Category: System Access

Deposit Setup and Settings

A Pricing Group can have a 'Deposit' amount or percentage set, that will be required at booking (online or via staff), instead of full booking payment.
Category: Setup

Table Layouts

With correct user access it is possible to create table layouts and make edits.
Category: Setup

Reports

The Reports menu item is where you can search for specific detail about your business, as well as Marketing, Finance, Online and System oriented information.

Setup of Package for Passes

Using a switch within Package Setup we can enable some packages to be sent as a pass to 3rd parties, agents and more.
Category: Setup

Generating Passes

Package Passes can be issued for partner organisations for the purposes of promotions, 3rd party sales, 3rd party packaging agreements and other Agent use.
Category: Setup

Qualifications and Groups

Qualifications can be setup in your business for use with Tours/Events/Dining module.
Category: Setup

Staff Availability

Change staff availability according to therapist schedules.
Category: Staff Management

Membership Count for Tours/Dining/Events

If membership created includes visits for Tours/Dining/Events or Activities, then within pricing group setup, number of visits counted towards any particular Tour/Dining/Event or Activity can be modified.
Category: Setup

Communications

Set your automatic guest communications to your custom template.
Category: Setup

MyAccount guest login

A WEB page that exists for your guests to see upcoming bookings, address incomplete purchases, make changes to their profile and make new bookings.
Category: Setup

Changing Notes Preferences

Some businesses may prefer to prioritise 'Extras Notes' over 'Master Notes'.
Category: Setup

Lists

Lists enable user-defined suggestions for various fields throughout the Netbookings system.
Category: Setup

Booking Restrictions

Netbookings provides options that allow you to place time restrictions on when guests and agents can make bookings.
Category: Setup

Booking Hold & Payment Links

Booking Hold allows you to set a time frame for when a booking can be paid before the booking is deleted.

Spa Calendar & Grouping Rooms

Spa treatment rooms can be organised into groups for easier management and navigation in the Netbookings backend and POS system.
Category: Setup

Passkeys

Passkeys can be used in Netbookings to allow staff to enter into the system by using a biometric method or code instead of password.
Category: Setup Staff Management System Access

Payment Types

When creating a booking, you can specify how it was paid for.
Category: Setup

Translations

Translate booking types and key words across your Netbookings system to suit your business profile.
Category: Setup

Database Exporting

Through Netbookings, databases are able to be exported for use.
Category: Database

Email Attachments

Automatically sent booking confirmation emails may contain attachments.
Category: Setup

Waiver Guest Details & History

Within guest details there are current waivers listed awaiting completion and historical record of waivers guest has signed.

Waiver Email Template

Waiver email template can be customised using Letter Template Setup and Communications settings.
Category: Setup

Bathing and Spa Waivers

Waivers for Spa and Bathing bookings can be seen in Bathing Calendar and Spa bookings to show status of guest waivers.

Staff Lockout

When a user logs in with incorrect details 3 times it will lock your Netbookings Business account for 15 minutes.
Category: System Access

Adding Staff Members

Adding staff members to the Netbookings system has many functions:
Category: Staff Management

Reports Automation

Reports Automation allows users' to setup a report that will be sent via email on a set cycle.
Category: Setup

Terms and Conditions

A link to a Terms and Conditions page is provided in booking process by default.
Category: Setup

Gift Voucher Value Check

Netbookings provides a URL for a WEB site on the dashboard, that gives Guests the ability to check the value of an existing Gift Voucher.

Communications and Reminders

This menu allows you to adjust the automatic custom or system emails sent to guests for various purposes.
Category: Setup

Bulk Letters

Bulk letters allows you to generate guest indemnity/sign in forms from a letter template.
Category: Database

Guest Contact

The guest contact menu allows you to easily communicate with many guests.
Category: Database

Duplicate Guests

This menu allows you to manage guests that may have multiple entries in the guest database.
Category: Database

Shipping

You may enter your own shipping prices and labels for both your Online Shop and your Gift Certificates.
Category: Setup

Letter Templates

Letters templates are used to create a standard format for communications with your guests about details regarding their booking.
Category: Setup

Branding

Netbookings allows you to upload your custom images to appear on your online booking system.
Category: Setup

Creating Staff Roles

Staff roles allow you to assign different allowed functions and titles for staff members.
Category: Staff Management

Staff Role Functions

Functions must be added to a 'Role' to define how it will be used in the Netbookings system.
Category: Staff Management