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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
Remove from group reservation
The feature Remove from group reservation is explained below;
Starting point:
Mary Bell wants to book three rentable units for herself and two other guests (Francis Philipps and Ivy Roberts).
Three bookings are created in three different units: one for Francis Philipps, one for Mary Bell and one for Ivy Roberts.
You can then put these bookings together in a group. Since the main contact for all three bookings is Mary Bell, a small dot in the upper left corner of that booking indicates that this is the main booking of the group.
The rentable units and guests belonging to the group will be displayed in the “Guests / Group” section of the booking window. After we have created the group, we’ll take a look at each booking window. In each booking window, you’ll find the rentable units of the group in the list item Group.
Main booking of the group:
Situation 1:
The booking for Ivy Roberts is to be deleted from the group because she wants to pay the invoice for her stay herself. There are 4 ways to remove this booking from the group which we will now describe in 3 examples.
Ex. 1:
Removing one of the bookings from the group via the booking windows of one of the other bookings
Head to “Guests / Groups” in one of the other booking windows, select the booking and click the minus button.
After saving, the booking will be removed from the group and the group will then only consist of two bookings. The booking that has been removed from the group will not be deleted. It will continue to exist as an ordinary, separate booking.
Ex. 2:
Remove the booking Roberts via its own booking window:
Double-click on the booking you want to remove from the group in the reservation schedule. In the booking window, uncheck the box that says “Group Reservation” next to the main contact.
After saving, the booking will be removed from the group and the group will from then only consist of two bookings.
Ex. 3:
Remove the booking Roberts from the group in the reservation schedule:
Select the booking Roberts and call up the context menu (right-click) and select the item Remove from group reservation.
Alternative:
Select the booking Roberts and then go to the menu bar Bookings > Remove from group reservation.
This will remove the booking Roberts from the group. The group then consists of the bookings Philipps and Bell.
Result for all 3 examples:
Note:
If there are only two bookings in a group and one is removed, the group booking will be dissolved entirely. It doesn’t matter which booking you remove from the group. Both bookings will then be linked to different main contacts.
Situation 2:
The group reservation Bell is to be dissolved entirely, i.e. all bookings are meant to be removed from the group reservation. You can go about this in two ways.
Possibility 1:
Double-click on the booking Bell (which is the main booking of the group) in the reservation schedule. This will open the booking window where you should uncheck the box that says Group Reservation in the area of the main contact.
You will have to confirm the process.
If you do want to confirm the process, press Continue.
After you have unchecked the box Group Reservation, the list item Group that lists the other units will be deleted. The first guest that is listed in the booking (Mary Bell, in this case) will be made the main contact for the booking.
Possibility 2:
Select the booking Bell (which is the main booking of the group) and select the item Remove from group reservation from the context menu (right-click).
Alternative:
Select the booking Bell (which is the main booking of the group) and then go to Bookings > Remove from group reservation.
You will be prompted to confirm the process, like mentioned above.
Removing the main booking from the booking windows of the other bookings is not possible.