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General information about Lodgit Desk
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Description of the menu items
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Reservation Schedule
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Edit preferences
- Edit the Preferences
- Edit functions of the reservation schedule
- Edit booking defaults for the reservation schedule
- Evaluate labels
- Create and manage labels
- Preferences for tax rates
- QuickCorrect: edit tax rates in existing bookings
- City / Accommodation Tax
- Preferences for payment terms and methods
- Preferences for currency
- Numbering for invoices, offers and confirmations
- Guest Preferences
- Emails
- Print and PDF Options
- Preferences for letter layout
- Settings for the sender address
- Preferences for country address formats
- Return Confirmation
- Deposit Options
- Invoicing options
- Create database backup
- Check for updates
- Settings for Proxy Server
- Preferences for accounting export
- Show EPC QR code on invoices
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Object Management
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- Create and delete rentable units
- Edit rentable unit information
- Edit unit's profile
- Define Features for a Rentable Unit
- Automatically change the cleaning status of a rentable unit
- Add short description for a rentable unit
- Link package to a rentable unit
- Optional: packages bookable online
- Define print options
- Statistics options
- Notes
- City/Accommodation tax for a rentable unit
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Extras and packages
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Create and manage price lists
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Bookings
- Bookings
- Create booking
- Create a (group) reservation using the booking assistant
- Open booking
- Change booking status to Booked
- Change booking status to Checked In
- Change the booking status to Checked Out
- Change booking status to Disabled
- Edit booking time frame
- Move booking to another unit
- Split a booking (move into another unit)
- Add a main contact to a booking
- Edit price and price unit for a booking
- Add an agent to a booking
- Add child discount
- Add, edit and bill deposits for bookings
- Add guests to a booking
- Print registration form
- Add extras and packages to a booking
- Deleting extras from a booking
- Add notes to a booking
- View and print correspondence
- Add, edit and delete a city tax
- Create group reservation
- Remove from group reservation
- Overview over the (group) booking
- Edit the main contact of a booking
- Delete booking
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Guest Management
- Guest Management
- Add / Duplicate / Delete Guest
- Merge guests
- Block guest
- Automatic and custom groups
- Search for a guest
- Send emails
- Write (bulk) letters and emails
- Edit guest profile
- Define guest discount
- Add and edit communicative and other data
- Add and edit notes to a guest
- Import guest data
- Export guest data
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User Management
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Correspondence
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Dunning Run
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List of unpaid invoices
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Text Management
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Create receipts & Cashbook
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Financial Reports
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Agents
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Lists
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Additional Modules
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- Additional Module: Synchronisation and Channel Manager
- General settings for the synchronisation
- Settings for the Lodgit Online Booking System
- Settings for synchronising with channel manager CultSwitch
- Settings for synchronising with channel manager DIRS21 channelswitch
- Settings for synchronising with channel manager HotelSpider
- Settings for synchronising with channel manager MappingMaster
- Settings for channel manager Siteminder
- Frequently Asked Questions Regarding Channel Managers
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- Kassensicherungsverordnung 2020 (TSE) in English
- Putting the TSE into operation
- Initialisation of the TSE and activation of the interface
- Working with the TSE
- Status Messages of the TSE
- Overview of functions in expert mode
- TSE Export
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- FAQs about Cash Security Regulation & TSE
- Moving the TSE to a new computer
- The certificate of my TSE has expired - What to do?
- Performing firmware updates for the Epson TSE receipt printer TM-m30F
- Connection to local IP address not possible
- Returning to the TSE wizard if you closed the message at the beginning
- Unlock and change PINs and PUK
- Status message: "Not authorised"
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Definitions
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Frequently Asked Questions
- Frequently Asked Questions
- Installing the 64-bit version under Windows
- Moving your Database to a new Server
- Transfer Lodgit database to a new computer
- Download Server Database Backup
- Postpone, shorten, extend billed bookings
- Enter the opening balance of the cash register in the Lodgit cash book
- Channelmanager DIRS21: Set Up Inheritance
- Database server and license data update
- Price for final cleaning to be added to the first night's stay
- Change payment method of invoices
- Renew Your License
- Completing of the HESTA form (CH)
- Which POS systems are compatible with the Lodgit interface?
- MappingMaster - Transfer of prices and linking of extra items
- Datenbankserver: Database malformed
- Database server and "vanished" online bookings or "changing" vacancies
- How to connect Lodgit and Airbnb
- How do I delete an online booking?
- Highlight blocked dates in the Lodgit Online system booking calendar
- GoBD-export - How do you access the data during a tax audit?
- Seperate Invoices for one Booking
- Display Options for the Occupancy Plan
- Completing and setting the cash book to 0
- macOS High Sierra: Do not store database in the iCloud
- Database server error: Database is locked
- Transmitting prices and linking extra items to MappingMaster
- Use Lodgit Desk on more than one computer
- Assign Booking
- How to charge cancellation fees
- Sell and redeem vouchers in Lodgit Desk
- Create comments and remarks on invoice items
- Highlighting Special Periods in the Occupancy Plan
- Invoice with Company Address but Registration Form with Guest Address
- Email attachments will be sent to the recipient as 'winmail.dat'
- Change Language of Lodgit Desk
- cubeSQL: Disconnected / switch back to local database
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Shortcuts
Emails
In the Preferences under Email you can decide, whether you want to send emails created in Lodgit Desk with your usual email program or send them directly via Lodgit Desk.
Using your standard email program
The default setting is for you to use your standard email program.
Depending on which standard email program you’re using, it could be helpful to edit the settings for this option. If your standard program is Mozilla “Thunderbird”, for example, you should always use the “UTF-8” encoding.
Note for Windows users:
The default email program that comes with your Windows operating system does not have the MAPI interface necessary for communicating with Lodgit Desk.
To ensure that your email program can properly receive the emails from Lodgit Desk, please check “Support unlimited text lengths”.
Settings for unlimited text lengths under Windows
1) Under Windows you define whether the MAPI interface should be used for text transfer between Lodgit Desk and your standard e-mail program.
Option 1) If the checkbox is not activated, mails are sent via the MailTo protocol. The character length is limited when transferring to the mail program and the additional transfer of pdf files as mail attachments is not possible.
Option 2) To avoid the text length limitation and to transfer attachments such as pdf files to the e-mail program, activate the MAPI interface by ticking the checkbox.
2) Then specify in the drop-down list how the e-mail program dialog box is to be opened.
Option 1) “Standard (modal, always in foreground)”: The e-mail dialog window will always be in the foreground and the program windows of Lodgit Desk will be blocked.
Option 2) “Nicht-modales Dialogfenster”: With this option the e-mail dialog box can be moved to the background so that you can continue working in Lodgit Desk without first closing the e-mail dialog box or sending the e-mail.
Please note: Option 2 is not suitable for using Lodgit Desk on Windows with the default e-mail program Outlook 2013.
Settings for macOS
When using Lodgit Desk on a Macintosh computer, you will have to enter additional information about your default email program and the sender address:
Specifics under macOS Mojave and Apple Mail
When you send an email with a PDF attachment from Lodgit Desk via Apple Mail under macOS Mojave for the first time, a dialog window for access permissions is displayed:
You need to agree to this with “Ok”.
Please note: The dialog appears only once. If the permission has not been given via the dialog box, it has to be set up manually.
Setting up permissions manually under macOS Mojave
1) Open the System Preferences > Privacy & Security > tab “Privacy”. Select “Automation” from the menu bar on the left.
2) Under the program item “Lodgit Desk.app” you will find the linked application “Mail.app”. A checkmark must be set here.
Sending emails via SMTP server
If you want to use the option to send your emails directly via Lodgit Desk, check the box that says Use SMTP server and enter the required data.
Press the Test button to send a dummy email to the account you have entered. Should the information you have entered be incorrect, an error message will appear.
Note for Windows users: The Windows Firewall blocks the necessary ports by default if no email program was previously configured.
Options
Under “Options” you’ll find more settings as to what is automatically put into the email body when sending emails via Lodgit Desk:
Here you can decide whether you want to show the date as well as sender’s and/or recipient’s address when creating new emails.
Signature
Here you can set a signature for your emails. Please note that these settings are NOT object specific!