Retrieve a Booking – List

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Applies to User Plans:

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web_plan

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This generates a list of bookings received in reverse date order.  To activate this list, follow the steps below and refer to the example screen below:

 

It assumed you are logged in to iBex.

 

Step

Action

1

Select Bookings | Retrieve List from the upper menu bar.

 

2

The last 200 bookings created, ordered by descending date booked will be displayed.  The fields are described as follows:
 

Ref No the reference or reservation number as generated by iBex.

Property the property name.

Booked On the date this booking was created.

Arrival the arrival date.

Nts the number of nights stay.

Made By If Pax then made by the pax directly. If your own ID then this was created by you as a logged in user.  If a different ID then this will be the ID of one of your registered users.

For The name of the contact person for this booking.

Pax The total number of pax or guests.

Amount - The value of the booking

Status the current status of the booking.
 

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3

To filter the list to reduce the number displayed or to find a booking of interest, enter values into the appropriate filter fields as described below:
 

Ref No Enter the reservation or reference number and the display will be limited to 1 record with that reference number if it exists.

Status Choose the status if the display is to be limited to only those records with that status.

Name Enter the name or part name and the display will be filtered to only those records containing the letters for that name e.g. if you enter john then any name with that name or having that as part of the name will be included e.g. John, Johnson etc.  This is case insensitive.

Property obviously this is only of value if you have multi properties.  Select the property here if you want the display limited to only the property selected.

Sale Date Enter the date on which this bookings of interest were made and only the bookings made on that date will be displayed.

Checkin Date Enter the date your guest is due to arrive and only those bookings with this date as arrival date will be displayed.

Sale After As for Sale Date but for all sales made on or after this date.

Sale Before As for Sale Date but for all sales made on or before this date.
 

4

Click the Search button  to refresh the list.
 

 

 
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To edit a booking displayed in the list, click on the Ref No displayed adjacent to the  required booking.  This will create a popup Edit Booking screen as described in Edit a Booking.

 

If you wish to export this list to a csv file readable by programs such as Excel or Access, click the Export button after you clicked Search.