WebReserv offers various types of useful reports. The In/Out report is an excellent report that will help you manage your rental inventory.
The In/Out report is similar to a Reservations Report except it will define what rentals are going Out for the day, and what rentals are due to come back In for the day. This is very helpful during busy times when you need to keep track of bookings and your inventory while still providing the best customer service.
In order to activate the report to work for rentals, follow the steps below.
- In your WebReserv account, go to Setup – Business Information – Advanced Options. In the General section, set the Check In/Out option to “Check-out before Check-in“. Save your changes.
2. To run the report, go to Frontdesk – Reports – select In/Out Report.
- Select your product or ALL.
- Enter your date range.
- Select if you want the report to show only Out and In dates (default), or if you want to see all bookings in between those dates.
- Choose the Change fields button to customize what columns you want to see on the report.
- Select what format you want to view the report in – HTML will open in a new browser or CSV will download the report into a spreadsheet (Excel).
Based on your report settings, the report will show first all rentals that will be going OUT for the date range, and then it will show all rentals that will be coming IN for that date range. This will be noted in the Status column.
That’s right, we’re listening! We recently made a few enhancements to the booking system, and we’re excited to let you know about them. See what we’ve done below.
Added a Search by Reservation Date to the Reservations report.
The Reservations report is our most comprehensive report that gives you all the details about bookings within a time frame that you specify. You now have 2 options for that time frame: Date of Reservation or Start/End Date. Date of Reservation refers to the date that the booking was actually made by the customer. Start/End date refers to the actual visit date of the booking. This is a helpful enhancement as it will allow you to see how many bookings you had on a given day or set of days.
To access the report, navigate to Frontdesk – Reports in your account. Select the Reservations report.
Additional Customization options on the Home page.
The first view that you see when you log into your WebReserv account is the Home page. This is your dashboard and will list all recent bookings in your system. You are able to customize what columns from the booking that you want to see on this page. We recently added additional options for columns to further customize how you want to view your bookings. New options include:
1. Customer’s phone number
2. Customer’s email address
3. Unit name (if defined)
4. Office Notes
To customize your Home page, click on “customize this page” from the Home page. On the Customize Page screen, drag and drop the desired columns from the Available Columns box to the Selected Columns box. Save your changes.
Here’s a look at the view with all the new options added. This is helpful for many businesses who want to be able to see the customer’s phone number at a glance to reach out to them, or see exactly what rental or camp site is booked for the day.
We always strive to make improvements and enhancements to our booking system. If you have any suggestions, please send us an email to firstname.lastname@example.org. We’d love to hear from you!
We recently added a new report to our list of available reports in WebReserv: Manifest Report. This report is great for businesses that need a daily look at who is booked for a given day(s). It helpful when assigning guides to your tours, or ensuring you have enough staff on hand for your rentals.
To access this report, go to Frontdesk – Reports – Manifest Report.
Customize the report:
- Select which tour/rental (Products) you want to view.
- Enter the date range.
- Pick a time slot (Schedule), if applicable.
- Select Change Fields to customize columns in the report.
- Choose to download into a CSV (spreadsheet) or open in a new window (Browser)
Click View to run the report. See below shown in the HTML format.
This is a great addition to the already robust report options in WebReserv.
Welcome to 2018! We’re excited for the new year, and happy to announce that we’ve added a new option to our list of compatible payment processors: Stripe.
To get an account with Stripe, visit their website to create an account.
If you have an existing Stripe account, you can add the integration to your WebReserv account easily.
To do so, log into your WebReserv account, and go to the Setup – Business Information. Select Payments from the left column.
First, you’ll want to enable the credit card option in the Payment Processing section. Select Creditcard, and Auto Process.
Next, in the Payment Gateway section, select Stripe from the drop down menu. Here you will enter your Secret Key from your Stripe account. (Note: you can access your Secret Key through the Dashboard of your Stripe account.) After you add the secret key, save your changes by clicking Save and continue at the bottom of the page.
That’s it! You’ve successfully setup the integration with Stripe.
After setup is complete, you’ll want to make a test transaction to ensure it is working properly. The system allows you to enter a test transaction through the Payment Center. To access, go to Frontdesk – Payment Center. Select the ePay Virtual Terminal option.
Here you can enter a small transaction using a credit card to ensure that you get an authorization. To do so, select Payment (type), Credit Card (payment type), and enter a small amount – $0.10 will work fine.
Enter the credit card details. Choose the Process Payment button at the bottom of the page. If you get an authorization, then the setup is working correctly.
2018 is upon us. As the year comes to a close, now is a great time to make sure your booking system is updated, and ready to manage reservations for the next year. You certainly want to avoid any issues that may arise, so we outlined a small checklist with a few key things you need to review to make sure you have a green light for the upcoming year.
1. Update your rates
The online booking system will only allow customers to make a reservation if it can find valid rates for the season. If your rates aren’t updated, the booking calendar will show grey, and your products will be unavailable for booking. Read the rest of this entry »
7Ps serie – Part 2: Are you reaping the potential benefits of continuous evaluation of your product?
Last week we wrote about how you apply classical marketing mix models like the 7P’s to understand and work on your business’ value proposition (see the article here). Also did we encourage you to have a look at your own value proposition? Did you find anything interesting based on that new understanding of it? We hope so.
In this week’s article in this series will we as promised dive a bit deeper into the P Product. As said, we are not here to guarantee but to inspire you to optimize and grow your business. If you want to take advantage of our lessons learned the hard way and improve your results, keep reading….