Steps
1
Pick the night on the calendar
New bookings start from the calendar. Open Calendar (the New booking button on Bookings takes you there) and click the guest’s first night on the listing’s row, or on a unit’s row in a building. The New booking form opens for that listing and date.
2
Choose the dates and guests
Pick the stay in Check-in and check-out dates and set the Number of guests. For a unit type, leave Unit on Assign automatically, or pick a unit.The Price breakdown shows the price from the listing’s prices and rules, or why the dates aren’t available. Add a Coupon code and click Apply if the guest has one.
3
Choose the source
Source says where the booking came from:
- Direct: the guest booked with you. Overviu tracks the booking’s payments and emails the guest a link to their booking page, so an email address is required.
- Manual: a booking you just want on the calendar. Overviu doesn’t track its payments or email the guest.
- Airbnb, Booking.com, Vrbo or Expedia: a booking made on that site. You can’t change it in Overviu later, only cancel it.
4
Fill in the guest
Under Guest details, fill in the Full name, Email and Phone. As you type the email, Existing guests suggests guests you’ve had before; pick one to fill in their details.Add Internal notes for your team, and the guest’s Special requests.
5
Choose how it's paid and confirmed
For a Direct booking, when you’ve connected Stripe, switch on Ask the guest to pay online: the dates are held until the guest pays on their booking page, within the time you choose in Guest pays within (24 hours to 7 days). The booking is Awaiting payment until they do, and is cancelled if they don’t.Otherwise, switch on Confirm immediately to make the booking Confirmed straight away, or leave it off to keep it Pending.
6
Create it
Click Create booking.
Confirm a pending booking
Bookings from your booking site that the guest pays at check-in, bookings from the API, and bookings you didn’t confirm straight away are Pending: they hold their dates and wait for you. The Dashboard lists them under Needs attention. Open the booking, choose Confirm booking in Choose an action… and click Submit. The booking becomes Confirmed, and the guest gets your Right after booking confirmed message if the listing has one.What happens next
- The booking appears in Bookings and on the Calendar, and its nights are closed on your booking site and the sites you sync with.
- For a Direct booking, the guest gets an email with a link to their booking page. If they’re paying online, that’s where they pay.
- To take a payment in person or by bank transfer, record it.