General

Making Setup Items Inactive

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

Search Menu

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

Guest Details

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

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

Mandatory Guest Fields

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

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.

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

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.

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

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

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

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).

Separate Arrivals & Departures

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

Login

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

Memberships

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

Discounts

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

Guest Booking Restrictions

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

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

Supervisor Authorisation Code

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

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.

Agent Setup

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

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

Booking as an Agent

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

Staff Availability

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

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.

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

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

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