> This is part 1 of 3 of the full documentation (pages 1–100 of 242).
> The content is paginated: fetch every part to see all of it.
> Next part: https://help.siestaextranet.com/llms-full.txt/1
> Page index: https://help.siestaextranet.com/llms.txt
# Siesta Extranet Help
In this interface, you will find all necessary information and useful instructions for maximum use of your Siesta Extranet. All clearly structured according to the Extranet structure.
# Getting started
Siesta Extranet is an application for simple and efficient management of accommodation facilities.
## In General
If you are a new user of the application, we also recommend you to watch our video tutorials, which will introduce you to the basic procedures of working with Siesta Extranet.
## Overview
After logging into the Siesta Extranet, you can start managing your device immediately. During your work in this environment you will be guided by two basic controls - the main menu, which is located on the left side of the screen, and the top bar.
The menu on the left can be shown or hidden using the button in the upper left corner, to the left of your hotel name. Use the menu to navigate between all items and functions of the Siesta Extranet.
On the top bar you will first find the calendar icon (s), right next to the search and guest search box. It works on the basis of full-text search, you can also search by Siesta ID, date of birth, original reservation number, etc.
The birthday cake icon will remind you of the birthday of guests who are currently staying in your facility.
A button with a bell icon displays an overview of all your alerts. You will find notifications about new, changed or canceled reservations, alerts will also be displayed if you change prices, send a report to the Alien Police, send an email to a guest, or change a booking on a calendar. You will also see an automatic report to the Alien Police, automatic emails or a new article (new).
Another button with a paperclip icon displays Tasks. In Tasks you can register tasks and assign them to individual Siesta Extranet users. Read more about the tasks in Siesta Extranet here:
{% content-ref url="/pages/-Lr8hhYyNy7cxGkjpwVH" %}
[Tasks](/en/aplikace/rezervace/rezervace/ukoly)
{% endcontent-ref %}
Button with shopping cart icon opens Retail sale. The retail sale also functions as an account, without an associated reservation, see:
{% content-ref url="/pages/-LpT7whG7IiVw0Hbzdnw" %}
[Guest's bill at booking](/en/procesy/untitled/ucet-hosta-u-rezervace)
{% endcontent-ref %}
A button with a calculator icon displays a calculator window. The calculator is accessible from any window in the Siesta Extranet and is always at hand when you need it.
If the icon is red, you have forgotten options or allocations and your intervention is needed. After clicking on the icon and then clicking on the selected option or allocation, the system will take you to the management of the specific reservation, where you can solve the problem.
The question mark button opens a new tab in your browser - Siesta Extranet Help - extensive Siesta Extranet manual you are reading :)
Button with envelope icon opens window for sending request or error. This error will be sent directly to our technical support. Just fill in the subject in the window and describe in detail the error you found. It is also desirable to include a screenshot to illustrate the error.
The last button with the power button is used to log out of the Siesta Extranet.
Clicking on the name of the logged-in user will bring you to a window where you can change your data, application language, color theme dark “dark” and light “light” and in the “Security” tab also the access password.
## Definition of user roles
The possibility of setting user roles in Siesta Extranet is really wide and can satisfy even the most demanding clients.
#### License Manager
They can display all specific client interfaces, this is the highest access for the client.
#### Client Manager
They can display all client-specific interfaces used by the client's administrators.
#### Application Manager
They can display all application-specific interfaces used by administrators from the client's side.
#### Manager
They have access to all application-specific interfaces, including the Management, SIESTA, Applications and Client tabs.
#### Receptionist
They have access to the Home, Message Board, Reservation, Reception and SIESTA tabs.
#### Room Owner
They only has access to the occupancy list of the assigned room, but cannot access it. Serves for owners of rooms or apartments.
#### Driver - Manager
They only have access to transfers, they can also delegate transfers to other drivers. It is designed for drivers.
#### Driver
They have access to transfers only.
#### Cleaning Woman
They can only see cleaning.
# Saving and editing
A simple guide on how to store and edit information in Siesta Extranet.
## In General
As in other applications, it is necessary to save and edit new or changed information in Siesta Extranet. This process has several levels, which will be described in more detail below.
## Overview of editing and saving
When you get to the screen where you create or edit some data, you save all changes with the floppy disk icon in the upper right corner. Close the window without saving.
The second option is to display a "tick" instead of a floppy disk, which means that you have moved down one level when editing on one screen; eg assigning a room when making a new booking. You save the selection of the room with a check mark and save the reservation with the room using the diskette icon.
In cases when saving or canceling are not available, you can go back using the "back" button in the lower right corner.
# Home
Home screen is the first screen that appears when you log in to the application.
## In General
The screen contains a so-called scenario (reception list), a summary of all events for the current day in the device. If you are using Extranet for more than one device at a time, it is possible to display Home screen for each of them separately using the "Devices" filter on the top line.
The scenario shows all departures and arrivals along with information about individual bookings. This will keep you informed of what you can expect every day. \
\
Under the arrivals and departures are also displayed guests along with important information, which may be useful for your daily agenda. You can view this report for any day using the buttons on the top line.
For each reservation in each section you will find their room, number of people, reservation channel, used label, name, arrival or departure time and the bag icon, which will show you immediately whether the reservation has settled accounts. (green - paid, yellow - partially paid) (overpayment, gray - not paid) You can write more information in the note (on the booking detail), which also appears in the scenario for the rooms (reservations).
For rooms that are due to leave on this day, you can indicate whether they are already gone by using the Yes / No button under the room name. You can also mark the rooms that have arrived.
The information from the start screen can be exported to a printable file (eg for maid) for any day. Simply set the date on the top line and click the button with the printer icon (select all the data you want to export in the window that appears). Save the file to your computer and print. An identical report can also be generated in the section Reception / Reports / Reception List. For more information, see the link below:
{% content-ref url="/pages/-LpO1BUnEhCQV5Fs2BOS" %}
[Reports](/en/aplikace/recepce-1/reporty)
{% endcontent-ref %}
# Dashboard
The dashboard is the perfect tool for checking the basic functions of the Siesta Extranet.
## In General
You will find the bulletin board as a separate tab in the main menu on the left side of your Siesta Extranet. After clicking you will open a new window, where you have a choice of several functions that the Wall offers. Each function will be described separately.
A numerical value may also appear in the bulletin board tab. below:
This number shows the number of unapproved reservations that need to be approved in the "Reservation Events" tab. Learn more at the link below:
{% content-ref url="/pages/-LpDwp5ApDtDLcWQBEZ3" %}
[Reservation Events](/en/aplikace/untitled/udalosti-rezervaci)
{% endcontent-ref %}
# Reservation Events
Here you can find all new, changed or canceled reservations.
## In General
The reservations events screen is an overview of all changes related to reservations. You will find all new, changed and canceled reservations here.
### Approval of Reservations
Clicking on an item on the bulletin board will take you to the details of this particular reservation, where you can check or edit it if necessary. Confirm with the "Accept reservation" button, this reservation will disappear from the message board. You can also use bulk approval by first selecting the required reservations and then clicking "Approve selected" to approve them.
## Character Overview
Individual items in the introduction indicate:
# Bookings Checker
Check inconsistencies for individual bookings.
## In General
The next screen is used to automatically check for booking discrepancies. Ideally, this screen is blank, but there may be a few cases where receptionist intervention is required.
## Overview of Controls
If you have multiple devices connected to your Extranet (multiple apartment buildings, multiple hotels, etc.), all checks can be filtered by the appropriate devices.
The "Expired Options and Allotments" icon displays a pop-up window showing both the allocations and options after the expiration date.
### **Overbooking**
This is a situation where a room is sold twice for the same date.
### **Option**
List of non-binding booked (promised) reservations, with the necessary confirmation by a certain date; options can be set in the booking detail at the bottom left by clicking on "Options to."
{% content-ref url="/pages/-Lr8hiTGP7iDhRwZ0FnP" %}
[Details](/en/aplikace/rezervace/rezervace/detaily)
{% endcontent-ref %}
### Expired Options
List of invalid options from the past.
### **Guests and Accommodated**
Rooms not set to accommodate guests. In other words, it shows the rooms to which guests did not arrive. If the guest has arrived and is displayed as unoccupied, this information can be changed in the "Introduction" tab in the main menu, as well as in the booking details using the "door" icon.
### Not Checked In Guests
Displays reservations with no number of guests. You can click on individual reservations to correct this by adding the number of adults and children.
### **Empty Reservations**
Displays reservations that are not assigned a room. Individual reservations can be clicked and modified by clicking the "Rooms" button in the bottom bar and adding a specific room.
### Disagreements (arrival / departure)
It shows discrepancies at the time of arrival and departure, compared to eg. the time of the ordered transfer.
# Finance Checker
Review all payment-related information.
## In General
This tab will show you all unresolved payment issues on your device.
## Overview of Controls
### **Invalid Credit Card**
The credit card entered by your guest has been marked as invalid.
### **Empty Bill**
Bookings without items or payments on account.
### Unbalanced Past Bill
Unpaid account for past reservations.
### Unbalanced Future Bill
Unpaid bill for accommodation for future bookings with non refundable (advance payment), reservations with standard rate are not displayed.
# Invoice Checker
Invoice Checker payment in Siesta Extranet.
## In General
If you use the Billing module, you can check your invoices on this screen. Individual invoices can be clicked to view the invoice detail. You can also click through to the booking detail.
## Overview of controls
### Unpaid Invoices
Found overdue invoices are displayed here.
### Missing Supplier
Here you will find invoices for which the supplier has not completed.
### **Missing Invoices**
Here you will find invoices that exist on the Billing portal but are not registered in the Siesta Extranet.
### Missing Invoices
Here you will find invoices that are kept in the Siesta Extranet but are not kept on the Billing portal.
# Bookings
In this section you will learn how to work with the calendar and how to create new bookings.
## In General
The most used sections in the Extranet. You will find an intuitive calendar that is synchronised with your sales channels. Reservation list, module for creating new reservations, price table and bookmark communication.
# Calendar
In this section, you will find a detailed description of the calendar features in the Siesta Extranet.
## In General
The interactive calendar shows the graphical layout of reservations in your hotel depending on time and room, while allowing you to work with reservations. On the top and left side of the calendar are two bars that show days or rooms respectively.
Today's day is highlighted in green on the calendar day bar, and weekends are highlighted in lighter color.
The horizontal bar shows the individual rooms of your facility. For room names you can set any color in the "Rooms" section.
{% content-ref url="/pages/-LpOcECzt1v8FjCf4TwB" %}
[Rooms](/en/aplikace/aplikace/data/pokoje)
{% endcontent-ref %}
## Calendar Overview
You can see individual reservations in the calendar.
Each reservation contains a "circle" on the left, which indicates the source of the reservation (Booking.com, Airbnb, Expedia, Walk in, etc.). The same "wheels" are color-coded. Green indicates that the reservation is already paid, yellow is partially paid and gray is unpaid. On some reservations, a red credit card icon may appear to indicate that the reservation has an invalid credit card. The "stars" icon indicates an unapproved reservation and finally, the "anchor" icon indicates a locked room for a smart room arrangement (which addresses hotel overbooks). For more information on smart room arrangement, see the link below, or contact your technical adviser.
{% content-ref url="/pages/-LpT0JNodkoU9r6oFSm3" %}
[Settings](/en/aplikace/aplikace/nastaveni/nastaveni)
{% endcontent-ref %}
The calendar also shows graphically the status of accommodation reservations:
The closed room for booking will be displayed in the calendar in this way, as shown below. To learn more about this setting, visit the link below.
{% content-ref url="/pages/-LpNmmLDhI9D8rLGfYEk" %}
[New booking](/en/aplikace/rezervace/nova-rezervace)
{% endcontent-ref %}
Individual reservations can also be marked with the color of your "Partner", more information on the link below:
{% content-ref url="/pages/-LpO0d14eJxgB7n2R13O" %}
[Partners](/en/aplikace/recepce-1/partneri)
{% endcontent-ref %}
You can also assign colors to booking sources (Booking.com, Expedia, Airbnb, etc.). You will then have a well-arranged color-coded calendar. For more information on setting up this feature, see the link below:
{% content-ref url="/pages/-LpT0KysrGw3WI4Lj4zj" %}
[Booking sources](/en/aplikace/aplikace/nastaveni/zdroje-rezervaci)
{% endcontent-ref %}
## Top calendar bar
The icons on the top bar of the calendar are shown and described below:
## Calendar display settings
After clicking the calendar display settings icon, you will see a pop-up window:
With this setting, you can configure your calendar to be more user-friendly. You can adjust the size of the calendar view, the default number of days, the number of people and room capacity, the full day booking view, or the partner-color view. You can also set a default display day from the current day.
## Display practical calendar details
If you do not want to go directly to the details of the reservation, you will certainly use the practical smaller details that the calendar offers.
The first option is to hover the cursor on your chosen reservation, after a while you will see a pop-up window, see below:
In the details page you have the possibility to get an extended overview of the reservation. It includes information such as the name of the guest of whom the reservation was made, the date of the reservation, whether the reservation was paid, and so on.
The second option is to use the right mouse cursor on the reservation, then you will see this detail:
Unlike the first option, with this detail you can already directly edit the reservation. For example, you can add a note, indicate whether a guest is staying, or lock a room. To save a note, be sure to click the floppy disk icon that appears.
# Custom calendars
Setting assistant calendars.
## In General
Creating your own calendar is very easy and with a larger number of rooms it is a great tool for making your calendar work more transparent and efficient. Custom calendars can also be used to keep track of equipment and wellness.
## Calendar overview
Two types of calendars can be created in the Siesta Extranet. The first is a daily calendar, in which you can record each day. Its features are the same as the main calendar. The second type is an hourly calendar, this type is suitable especially for short-term use.
For detailed instructions on how to configure calendars, see the link below:
{% content-ref url="/pages/-LpT0ImHuRYud7ahbFDS" %}
[Calendars](/en/aplikace/aplikace/nastaveni/kalendare)
{% endcontent-ref %}
### Daily calendar
### Hourly calendar
# Bookings
List of all reservations in your facility.
## In General
The reservation screen displays all valid and invalid reservations. You can search them according to specific options. You can search by room, label, booking source, booking cancellation, etc.
You can click on individual reservations as in the calendar to see the reservation details, see below.
## Booking detail
In the booking detail you will find several tabs such as Details, Invoices and more. Each bookmark will be described in separate sections.
# Details
Comprehensive reservation management.
## In General
The Details tab is used for comprehensive administration of the reservation. For easier understanding, we will divide the window into several sections: Reservations (left column of the screen), Assigned Rooms, Accounts, Guests, Dining, Bottom Bar. The individual sections are described in more detail in the relevant chapters below.
## Reservation
In addition to general guest information, this selection also includes some interactive windows. For example, you will automatically see the source of the reservation, you can add your partner to the reservation. To learn more about partner configuration, click the link below:
{% content-ref url="/pages/-LpO0d14eJxgB7n2R13O" %}
[Partners](/en/aplikace/recepce-1/partneri)
{% endcontent-ref %}
In this section you can also mark a reservation as valid and approve it. In case you encounter a situation where a guest has sent an invalid credit card, you can use the "Brand: Invalid Credit Card" button. There are two ways to see the information in Extranet:
If the guest is not sure of their arrival, but would like to have a reservation, you can use the "Option to" icon. In this window you can set any date by which the guest's room will be booked. This is reflected in your calendar as follows:
After the set date has expired, the system will notify you in the introduction section and in the notice board section of the reservation check tab. This change will also be reflected in the calendar as follows:
The options can then simply be deleted by deleting the time stamp in the "Options to" field. You can then consider the reservation as approved or delete it.
The "Labels" are also very practical and can be used to mark a reservation. This will then be reflected in the calendar, booking details, and also when you hover your cursor over the reservation to view the thumbnail of the reservation.
To set up and work with labels, visit the link below:
{% content-ref url="/pages/-LpOcwshnD85fLig7M7u" %}
[Tags](/en/aplikace/aplikace/data/stitky)
{% endcontent-ref %}
For reservations we can also distinguish last minute ones - last minute. They will appear graphically with a turquoise border and a "Last minute" label.
For more information, see the link below:
{% content-ref url="/pages/-LpT0JNodkoU9r6oFSm3" %}
[Settings](/en/aplikace/aplikace/nastaveni/nastaveni)
{% endcontent-ref %}
## Assigned rooms
The assigned rooms will show the rooms that the guest has booked. If a guest wants to add a room, you can use the + buttons to select the desired room and date. Click the open door icon to indicate that the guest is staying, or click the same icon again to indicate that the guest is staying.
After clicking the pencil icon (edit room) a new pop-up window will appear.
In this interface, you can also indicate that a guest is staying, detached, or lock a room. The room lock service is related to the hotel overbook phenomenon and can lock the room so that the system can no longer transfer the reservation to another room of the same type. If you use the "Locked" button, the change in the calendar will be reflected by displaying a small anchor for the reservation:
Use the link below to set up room locks (Booked Room Settings):
{% content-ref url="/pages/-LpT0JNodkoU9r6oFSm3" %}
[Settings](/en/aplikace/aplikace/nastaveni/nastaveni)
{% endcontent-ref %}
The "Alias" function is used to rename a reservation to your desired name, which will appear in the calendar under this new name. The original reservation name will remain unchanged.
Using the "Room Rate" you can easily see what rate a guest has chosen for their reservation and will be able to work with the reservation right away. The rate itself will also be displayed in the booking details in the "Assigned Rooms" section, as in the example below - Booking NON - REF:
You can also write a note. In this window you can also assign guests that have already been accommodated in your facility or create a new guest.
After clicking on the calendar icon (show in calendar), the corresponding reservation will be displayed in the main calendar.
After clicking on the Peg-man icon (add guest) a new window with the management of guests will open. This category is described in more detail in the link below:
{% content-ref url="/pages/-Lr8JHvC38w9A9z5thdu" %}
[Guests](/en/aplikace/rezervace/rezervace/detaily/hoste)
{% endcontent-ref %}
After clicking on the paperclip icon (add task) you will see a new pop-up window in which you can issue a new task relevant to the reservation. Simply select a task type, such as cleaning. Write a subject, specify a task's status, prioritise it, and add a description if necessary. You can select a term and a responsible user. After entering the responsible user who has to complete the task, the system will offer you the possibility to send a reminder email about the cleaning. The newly entered task is then displayed to the responsible user in the top bar of the Siesta Extranet.
Use the link below to set up tasks:
{% content-ref url="/pages/-Ls1BX\_JCl65ujFFRt-E" %}
[Task types](/en/aplikace/aplikace/nastaveni/typy-ukolu)
{% endcontent-ref %}
Click on the cross (delete) to delete the assigned task.
## Accounts
The issue in this section is extensive and is described in great detail on the link below:
{% content-ref url="/pages/-LpT7whG7IiVw0Hbzdnw" %}
[Guest's bill at booking](/en/procesy/untitled/ucet-hosta-u-rezervace)
{% endcontent-ref %}
## Guests
In the guests section, you can see the guests that are assigned to a specific reservation. To learn more about assigning guests, visit the link below:
{% content-ref url="/pages/-Lr8JHvC38w9A9z5thdu" %}
[Guests](/en/aplikace/rezervace/rezervace/detaily/hoste)
{% endcontent-ref %}
By entering key characters in the search box you can assign guests who have already been accommodated in your facility.
## Dining
Dining section is used to order catering for your guests. Simply choose the type of catering your guest has ordered. If you do not yet have configured meals, use the link below:
{% content-ref url="/pages/-LpOcCNS5JaH5Gxz9fA7" %}
[Dining types](/en/aplikace/aplikace/data/typy-stravovani)
{% endcontent-ref %}
## Bottom bar
You can create several orders using the icons on the bottom bar in the booking detail. Add a new account to the reservation, send the guest an email, print the reservation, go to the online check-in link, delete the reservation or return to the reservation list.
No-show boxes and invalid credit shortcuts only appear if the booking came from a Booking.com channel. After clicking on the no-show the system sends information about the guest not arriving, so you will not pay any booking. The invalid credit card button sends a request to add a new card to Booking.com.
If you click on the "Print Booking" icon, you will see a pop-up window in which you can select the information you want to print. If your guests have completed the signature through the online check-in service, this guest print can also serve as a record for the Foreign Police's house book.
# Guests
In this section you simply assign guests to the reservation.
## In General
For the purposes of administration and registration of your hotel guests it is always necessary to assign all guests to the respective reservation. Guests can be assigned individually by clicking on the "Guest" icon.
After clicking you will see the Guest tab:
In the field "Load by booking or guest" you can select an existing guest or create a new one. All required fields are marked with an asterisk when creating. The Guest box type (child, student, soldier, senior) is used to mark and then remove the guest from the city fee report. After selecting the guest you have to select (for the Foreign Police) the purpose of the stay. You can edit guests by clicking on them in the booking details.
{% hint style="info" %}
Another and more efficient way to manage your guests is to use the online arrival form. This is automatically sent after the reservation is made, when the guest fills in their information, the system uploads it to the Extranet section Guests. Please contact your account manager to use this service.
{% endhint %}
To learn more about setting up an online form, visit the link below:
{% content-ref url="/pages/-LpT0JNodkoU9r6oFSm3" %}
[Settings](/en/aplikace/aplikace/nastaveni/nastaveni)
{% endcontent-ref %}
## Guest reports
### Details
In the Details section, you can see all the guest information and you can add practical labels or notes to each guest.
### Booked rooms
In the Booked rooms section, on the contrary, all future and past booked guest rooms will be displayed.
### Bookings
After clicking on the selected guest in the Bookings section, the system will transfer you to the overall management of the reservation.
### Privacy
The Privacy section is used to export information and also to anonymise your guests' data.
# Invoices
Manage issued invoices.
## In General
In the Invoice tab you will see all issued invoices belonging to the reservation. You can click on individual invoices and then you will open its details.
The invoice is then processed. For a detailed section on how to work with your invoices, see the link below:
{% content-ref url="/pages/-LpDFbs7fsS7d81x-yD0" %}
[Invoicing in the Siesta Extranet](/en/procesy/untitled)
{% endcontent-ref %}
# Transfers
Transfers management for the reservation.
## In General
More demanding guests can be offered a transfer service from the airport or railway station. To add a new transfer, click the "Add Transfer" button. In the following window, fill in the time, type of transfer (arrival / departure), place, number of people, etc.
# Services
Manage services for relevant reservations.
## In General
After you have configured your equipment (detailed instructions below), the services themselves can be assigned to the corresponding reservations. It is always necessary to select the appropriate service, enter the time and save. The service reservation is then displayed in the auxiliary calendar on the top bar of the Extranet.
Detailed instructions for configuring the equipment:
{% content-ref url="/pages/-LpT0IB0IuKWPYJ0CBzN" %}
[Equipment](/en/aplikace/aplikace/nastaveni/vybaveni)
{% endcontent-ref %}
# Delivery
Simply order room delivery for your demanding guests.
## In General
Delivery can satisfy even the most demanding guests who are looking forward to above-standard service. Delivery information can be used to effectively enter order information.
## Create a new delivery
Creating a new delivery is possible on the details of the relevant reservation in the delivery tab. By clicking on the button in the bottom right corner "Add delivery". In the new window, fill in everything needed, the time when delivery, supplier, room and account.
After the delivery has been saved, the system will automatically send an email to the vendor with the delivery information. If the delivery is canceled or modified, the supplier will also receive a notification.
The deliveries are described in more detail (settings of accounting items and suppliers) on the link below:
{% content-ref url="/pages/-Lqf4xZnCV8fwWmkBvpH" %}
[Deliveries](/en/aplikace/recepce-1/donasky)
{% endcontent-ref %}
# Tasks
Assigning tasks to your employees has never been easier.
## In General
The Tasks tab is used for a specific task assignment, for a specific reservation and for a specific user. If you have not set up your task types yet, please visit the link below:
{% content-ref url="/pages/-Ls1BX\_JCl65ujFFRt-E" %}
[Task types](/en/aplikace/aplikace/nastaveni/typy-ukolu)
{% endcontent-ref %}
## Assign a task
Assigning a task is very simple, just select the desired task, room, priority of task, due date and responsible user from the menu. After selecting the user, the system will offer you the possibility to send a reminder email to the user who is to complete the task. The task must then be saved.
The extranet will also notify the user responsible for the task when they log on to the system, and at the same time a reminder icon will be displayed in the top bar to show their task.
# E-mails
Send emails directly from your Siesta Extranet interface.
## In General
Directly from the Extranet environment, you can send emails to your guests, such as a welcome email with additional information about your facility or booked room.
All sent emails from the Extranet interface are displayed both in the reservation Emails tab and in the main menu in the Reservation / Communication tab.
## Sending emails
To send an email, use the details of the reservation, specifically the bottom bar and the "Send email" button. It is also possible to set pre-filled templates, which will greatly facilitate the entire process of working with the reservation. More about setting up email templates on the link below:
{% content-ref url="/pages/-LpOcD1Vk1SSgXcyOdnq" %}
[Email templates](/en/aplikace/aplikace/data/emailove-sablony)
{% endcontent-ref %}
E-mails that should have been sent but were not sent, are also recorded so that they do not have a filled-in sending date.
# Privacy
Easily delete your guest information.
## In General
You can use the privacy section in the booking details to anonymise your guest information.
## Anonymization of reservations
Select all the information you want to delete about the guest and click save.
# History
Complete overview of booking adjustments.
## In General
By using the history subpage you will always be able to see the changes made in the relevant reservations. It will be much easier for you to find out when or who introduced the change.
# New booking
Function for creating a manual reservation.
## In General
It is used to make a simple and quick manual reservation. For example, when a guest calls you by phone or comes in from the street.
## Overview of making a new reservation
After you decide to make a new reservation, fill in the name, source of the reservation and other guest information. If you want to make an option on the reservation (pre-reservation of the room that will expire on the specified date), set your desired date. You can also add a partner to the reservation or attach a label to it. For more information on configuring these two features, see below:
{% content-ref url="/pages/-LpT0GNo0wZQc-ge8wP8" %}
[Partner types](/en/aplikace/aplikace/nastaveni/partneri)
{% endcontent-ref %}
{% content-ref url="/pages/-LpOcwshnD85fLig7M7u" %}
[Tags](/en/aplikace/aplikace/data/stitky)
{% endcontent-ref %}
Of course, it is necessary to assign a room and a date to the reservation. This is created by clicking the + icon next to the "Assigned Rooms" tab. First, select the desired date and assign a room to it. After saving, the reservation is complete.
### Closed room
If you want to close the room (for example, for repair). When creating a new reservation, select "Closed" in the "Reservation source" field. This room cannot be booked on sales channels.
This will appear on your calendar as follows:
# Prices
Get price settings quickly.
## In General
In the price tab you can easily find out the price settings. This table can be useful, for example, when you are calling with a client over the phone and need to quickly find the price for the room in time. You cannot change individual prices in this table, please visit the link below to change prices:
{% content-ref url="/pages/-LpODMOaD0kHaTu4f6fy" %}
[PriceGrid](/en/aplikace/management/prodej/tabulka-cen)
{% endcontent-ref %}
## Overview
In the top bar, first select the time and number of days you want to be reflected in the table.
Use the 'gear icon' to adjust the table size, default number of days, view extended version (min. Or max. length of stay), or highlight weekends.
On the vertical bar, there are your apartments (rooms), on the horizontal bar you can see individual days and dates. In each box you will find price, restriction and availability. The price is displayed in the largest font, the restriction is displayed above the horizontal dash and the availability below the horizontal dash. The boxes are also colored. Gray color indicates sold out days. Yellow indicates restricted days. Green indicates unsold days without restrictions. Red indicates closed sales. The three digits in the bottom row of each box indicate the following: maximum length of stay, min. length of stay upon arrival and max. length of stay upon arrival. Weekends can be highlighted with blue lines.
# Communication
All emails in one place.
## In General
In the communication section you will find all outgoing emails from Siesta Extranet. For a simple search, just enter the keywords in the "Search" box. E-mails for which the information in the box is not sent were scheduled to be sent but not sent. After clicking on the reservation name (in the "Reservation" column), the system will transfer you to the booking detail.
# Reception
All the necessary information for the proper operation of your reception.
## In General
The Reception section is the starting point for the receptionist of your accommodation facility. You will find here sections dedicated to guests, transfers, deliveries, reception reports and more.
# Guests
Individual guest lists, clearly divided into three categories.
## In General
In the guests section you will find all the necessary information for registering your hotel guests. Clicking on a specific guest opens a new window with the Details, Booked Rooms, Bookings and Privacy tabs.
Use the link below to manage your Guests:
{% content-ref url="/pages/-Lr8JHvC38w9A9z5thdu" %}
[Guests](/en/aplikace/rezervace/rezervace/detaily/hoste)
{% endcontent-ref %}
## Guest reports
### All guests
A list of all guests who have been entered into the extranet, including those not accommodated, who do not have a reservation assigned. Click on details that you can edit. In the "Booked rooms" tab, there is a list of rooms to which the guest was assigned (resident).
Guests can be easily searched using the "Filter" button, as well as assigning labels to guests according to your preferences and previous choices. This also applies to the other lists below.
### Present quest
List of guests currently staying at your facility. You can easily find out when the guest will be accommodated, what room, nationality, etc.
### Accommodated guests
List of guests who have already been accommodated in your establishment. It is very easy to retrieve all information about your guests or to anonymize their data.
# Services
List of all services you have created.
## In General
Services are for reservation of equipment. Equipment settings are very flexible and it is possible to configure parking, saunas, safes, bike rental and so on.
Manage your equipment by following the link below:
{% content-ref url="/pages/-LpT0IB0IuKWPYJ0CBzN" %}
[Equipment](/en/aplikace/aplikace/nastaveni/vybaveni)
{% endcontent-ref %}
Subsequently, the equipment can be booked with each booking or you can create overview calendars with the equipment.
To manage reservations, follow the link below:
{% content-ref url="/pages/-Lqkf43QAiyIcFN0cV5A" %}
[Services](/en/aplikace/rezervace/rezervace/sluzby)
{% endcontent-ref %}
## Services overview
Here you will find a list of all services where you can filter and search. Click the icon and the reservation name to open the reservation with the service.
# Transfers
List of all past and future transfers.
## In General
It serves as the overview and registration of guests, orders for taxis and transfers. You can add a new entry to the details of a specific reservation.
## Overview of transfers
Here you will find a list of transfers, for filtering purposes you can use the time: Date from.
The transfer management manual can be found in the link below:
{% content-ref url="/pages/-Lr8hZC9\_1Bk38C9a3zF" %}
[Transfers](/en/aplikace/rezervace/rezervace/transfery)
{% endcontent-ref %}
# Deliveries
List of all booked and future deliveries for your guests.
## In General
The Delivery section is used to register all deliveries for your guests. Filter by time: Date from.
## Overview of deliveries
In the section 'Delivery' you will find all necessary information regarding deliveries for your guests.
Before creating new deliveries, you need to define bill items and suppliers. For detailed setup instructions, see the link below:
{% content-ref url="/pages/-LpT0L\_mmFp93Uig17hL" %}
[Bill items](/en/aplikace/aplikace/nastaveni/ucetni-polozky)
{% endcontent-ref %}
{% content-ref url="/pages/-LrOTJESdzX5mUHBwy0C" %}
[Suppliers](/en/aplikace/aplikace/data/dodavatele)
{% endcontent-ref %}
### Create a new delivery
Creating a new delivery is possible in the delivery tab and on the detail of the booking. Click on the button in the bottom right corner and add the delivery. In a new window, fill in everything needed, the time of delivery, supplier, room and account. If you do not see an account, you have not selected the appropriate supplier. If you do not see any items in your selection, it means that the selected vendor has no items assigned.
After the delivery has been saved, the system will automatically send an email to the vendor with the delivery information. If the delivery is canceled or modified, the supplier will also receive a notification.
###
# Finance
In this section you can easily find all the information about the finances associated with the reservation.
## In General
Finance shows details of all financial transactions in the facility and are broken down into logical units by type. Details of Bills, Billed Items, Payments, Retail Sale (not bound to a specific reservation), and Invalid Credit Cards reported are listed here.
## Bills
Lists all created hotel accounts within Extranet. There are accounts assigned to the reservation and from retail sales. The columns provide details for each account.
Each account has its own ID. The purse icon indicates the payment status of the account (green - paid, yellow - partially paid, gray - not paid). Each account has its own currency, in which individual items are charged and in which the account is paid. The account can have any name. Not every account must be associated with a reservation. Accounts without a reservation have been created as a retail sale. Likewise, not every account must be associated with a specific room or guest. The columns with the total amount, total payment and their difference are numerically expressed account balances (the bag in the second column). The last account detail is the date it was created.
We can sort the list according to the listed account details (ascending / descending, alphabetically, chronologically).
Clicking on an account will take you to the details of that account. Only by clicking on the reservation in the account we get to the details of the reservation.
{% content-ref url="/pages/-LpDFbs7fsS7d81x-yD0" %}
[Invoicing in the Siesta Extranet](/en/procesy/untitled)
{% endcontent-ref %}
## Billed Items
This list shows all items charged to accounts on that device. Details of each item include the name of the item, the amount in which the item was charged, the price per item in which the item was charged, in what VAT rate, to which account number and the invoice to which the item was charged. Items in this list are not clickable, but we can sort them again by clicking the column heading.
## **Payments**
List of all payments added for all accounts on the device. Most of the details are similar to the previous lists, but it also shows you what method the payment was made for, what invoice the payment belongs to (not all payments have an invoice), what the purpose of the payment was and what cash register registered the payment. Click through to the account details, click on the reservation to the booking details and through the invoice number to get the details of the matched document.
In this list we can search in addition to sorting items. You can search not only by the details of the list, but also by the billing details or by the person who registered the payment.
## Retail sale
Here you will find accounts that are not assigned to any reservation. This is basically the same list as Accounts, except that the reservation, room, or guest details are missing.
## Invalid credit card
List of credit cards that have been declared invalid by the receptionist on the booking detail.
# Partners
Businesses or legal entities that you work with repeatedly. The Partners feature lets you customise your offers and uses other tools for a better overview.
## In General
If employees from one company come to your facility repeatedly, it is in your interest to accommodate this company and make it easier for you to administer their stay with detailed records of the guests. You can offer individual prices and allocations, which are pre-booked pre-booked capacities at a certain time and room (similar to options for individual customers).
## Partners
The Welcome screen in the Partners menu lists all your partners, including billing and contact information. By clicking on the "Add Partner" button you can configure a new partner. For better orientation in your calendar you can assign a color to the Partner, you can also pair the relevant partner with a partner type (eg for Hotel). To configure partner types, visit the page below:
{% content-ref url="/pages/-LpT0GNo0wZQc-ge8wP8" %}
[Partner types](/en/aplikace/aplikace/nastaveni/partneri)
{% endcontent-ref %}
Click an existing partner to edit your data or settings.
### Details
This screen shows all the contact and billing information you can fill in about your partner. You can also add a color to your partner, which will appear on the booking calendar. Use the buttons in the lower right corner to edit your partner information or delete your entire partner record. The "Back" button is used to return to the list of partners.
### Bookings
All reservations that have a given partner assigned to the booking details in the Partner box will be displayed here. Click on the booking to get to the booking detail.
#### Bulk billing
In case your partner / client wants to issue one invoice for more bookings, click on the desired partner. Then click on the Bookings tab. Check the required reservations, then click the button in the lower right corner of the "Create multi-booking bill" button.
You will then see a pop-up window in which you need to name the new account. Select a common currency for each item and save it.
Then a new account is created, which is not bound to the reservation but is bound to the partner. For each selected accounting item, a duplicate is created in the new account and a reference to the newly created accounting item is created for each original accounting item.
Then just continue as with a classic account, ie create an invoice with the selected items. When you save an invoice and create a payment, a single payment will be created in the new bulk account. Payments are created on the booking accounts according to the value of each item, and they are made a reference to the main payment that was made in the bulk account.
Bulk accounts can be viewed in the section Reception / Partners / Partner Detail.
Bulk account example.
### Guests
Guests for whom we have entered a partner in the guest detail will be displayed in this list.
### Invoices
All invoices issued for that partner will be displayed here.
### **Allotments**
Allotments are pre-booked options (pre-bookings) for one partner. By means of allocations, it is possible to book a part of the accommodation capacity at certain dates that will not be offered for sale. The partner must show interest in the allotment by the specified date so that it is not canceled. Of course, everything depends on your agreement.
Learn how to set up allocations here:
{% content-ref url="/pages/-LrrYXvmrg3IQN5YAyMk" %}
[Partners - Allotments and Price lists](/en/procesy/partneri-alokace-a-ceniky)
{% endcontent-ref %}
### Pricelist
It is possible to create individual price lists for a given partner depending on the date, number of persons or room. Prices can be arbitrary or depend on the table price.
How to set a partner's bid:
{% content-ref url="/pages/-LrrYXvmrg3IQN5YAyMk" %}
[Partners - Allotments and Price lists](/en/procesy/partneri-alokace-a-ceniky)
{% endcontent-ref %}
# Cleaning
Here you will see all cleaning and the types of cleaning.
## In General
In this section you will be rewritten all reservations that fall under your cleaning type cleaning.
Use the "Actions" column to edit the selected task (using the pencil icon) or delete it (using the cross icon).
The daily overview will show you all the cleaning for the day. All cleaning reservations will be displayed in the scavenging list, where you can also use a wide range of filtering.
## Configure repetitive cleanings
Repeat cleaning can be easily set in the Settings / Tasks tab. To learn more about the settings, see the link below:
{% content-ref url="/pages/-Ls1BX\_JCl65ujFFRt-E" %}
[Task types](/en/aplikace/aplikace/nastaveni/typy-ukolu)
{% endcontent-ref %}
# Operations
On the Operations page, you will find a list of tables for all operational issues according to your defined services.
## In General
The operation section is used to clearly and numerically express the hotel data, which is important for the daily cleaning agenda. With the Operations you can plan room cleaning, laundry or maintenance. The lists show the number of rooms and guests on the timeline. \
\
Included are additional services that you have set (parking, rentals etc.).\
\
The table shows the number of arrivals, departures, booked reservations. There is also information on the need for cleaning, calculated from your data.
To set up cleaning plans, you need to go to App / Settings / Settings / Cleaning plans.
Click on the plus to add new cleaning. Fill in the name, how often the cleaning is done (Number of days), the number of nights is the minimum stay of the guest so the cleaning can occur (eg. if the guest arrives for 5 nights or more, bed linen is changed during priority) cleaning if more than one is set.
# Reports
Reports of all your necessary information from your Siesta Extranet.
## In General
With reports you can easily and quickly export your required information, which can be used outside the Siesta Extranet interface.
## Overview of reports
### Reception sheet
With this report you can export the list of events for your selected day. You can choose from a wide range, such as export of cleaning, tasks, transfers, etc.
### Report catering
Thanks to the catering report you can get an overview of the catering of guests in your facility for the selected period. Just enter the time and click Export. The report will then show all reservations, which have ordered meals, their quantity, type and entered notes.
### House book
The House Book report creates an export with a table of accommodated guests in the specified period. In addition to general guest information, travel document numbers or visas are listed here. To generate an export, simply select your device, specify the time, or select an unreported citizenship that you do not want to add into account in the export.
### Calendar
Simple export of occupancy list within selected dates.
### Warehouse activities
Report, will export a table with data about movements in and between your created warehouses.
To manage your warehouses and configure new warehouses, click the link below:
{% content-ref url="/pages/-LpT0JNodkoU9r6oFSm3" %}
[Settings](/en/aplikace/aplikace/nastaveni/nastaveni)
{% endcontent-ref %}
# Invoicing
List of all created invoices in the application.
## In General
An overview of all invoices created on the device. The list shows details and can be searched for invoices. If you often issue invoices to one entity, you also have an overview of your customers.
{% hint style="warning" %}
Note that the billing feature may not be available in some countries.
{% endhint %}
## Invoices
The list of invoices can be searched according to obvious or simple parameters. After clicking "Show more" you can specify your search requirements (billing details, date, amount, EET status, type of payment, etc.). Click "Filter" to filter the list according to the entered requirements. \
\
Each invoice in the list has a number of details that allow you to learn most of the essential information without having to view the invoice detail. (Invoice number, Invoice type, Customer, Total, Currency, Payment type, Paid, Created, Vendor, VS, CS, EET). You can sort the list of invoices (by clicking the parameter column title). Click on the line to get to the invoice detail.
More about billing:
{% content-ref url="/pages/-LpDFbs7fsS7d81x-yD0" %}
[Invoicing in the Siesta Extranet](/en/procesy/untitled)
{% endcontent-ref %}
## Recipients
List of saved and reused invoice customers. You can search the list or sort it according to the displayed parameters.\
\
Use the button at the bottom right to add a new customer. By clicking on the customer we get to its editing and detail.
# Cashier
Overview of all financial movements in the accommodation facility
## In General
The Cashier register makes it easy to record all money transactions at the reception desk. It serves for recording and checking errors or their tracing back. The cash register can serve as an aid in the exchange of shifts.
On the screen you can see in which currency the transactions were executed, how they were paid and how many transactions of the given type of payment were executed.
The right column shows the individual shifts of the receptionists and the movements made while they were present. Clicking on a shift will take you to its detail.
You can see in detail all the movements that took place during the receptionist's shift. You can edit, close, or even edit a shift by adding a financial movement. You can also add movement on the checkout screen.
Working with cash registers and shifts:
{% content-ref url="/pages/-LrsEn0zxRapnXYYJdby" %}
[Cash and shifts](/en/procesy/pokladny-a-smeny)
{% endcontent-ref %}
# Stocks
Stocks are used to record the sale of items and goods.
## In General
Siesta Extranet offers the possibility of recording goods and items in so-called Stocks. You will always have an accurate overview of which goods you are running out of and need to be stored again. Stocks can then be effectively used, for example, for the needs of the investment. In the Items tab you can store items or track activity. The Activity tab shows in detail the activity of all items between individual warehouses, between selling, stocking, picking and returning.
## Overview of stocks
To use the Stocks function, you must first configure new warehouses, see the link below for instructions:
{% content-ref url="/pages/-LpT0JNodkoU9r6oFSm3" %}
[Settings](/en/aplikace/aplikace/nastaveni/nastaveni)
{% endcontent-ref %}
After the creation of stocks and items, nothing prevents the use of stocks. Goods can be easily stored using the + button, on the other hand, using the - button. Items can also be moved between warehouses, using two opposing arrows.
### Onload
Enter the stock where you want to re-stock items and the number of items. Click onload.
### Unload
Items can then be removed in a similar way.
### Move
Using the two opposing arrows to move items between warehouses.
## Items
In the items tab you can define new items that you want to use for your stocks. In the bottom right corner, click Add Item, fill in the name of the new item, and check the "Sale enabled" box to allow the item to sell. After you save a new item, you will need to store it at least once in order to work with the item in the warehouse.
If you want the items to be automatically recorded during the sale, you need to match the stock items with the accounting items. Follow the link below to learn how to pair:
{% content-ref url="/pages/-LpT0L\_mmFp93Uig17hL" %}
[Bill items](/en/aplikace/aplikace/nastaveni/ucetni-polozky)
{% endcontent-ref %}
# Management
Managing your facility has never been easier.
## In General
This section is shown to users who are the managers and users with higher privileges, it is not available for receptionists. You can find here pricing, analytics, tasks, etc.
# Sale
The Sales section is for a wide range of price settings.
## In General
See how to set up various price adjustments. You will find the sections described here, from the price table, through to bulk adjustments, to allocations.
# PriceGrid
Easy price adjustment.
## In General
The price grid is the starting point for setting the ideal prices for your facility correctly and simply, for even better results.
## Overview
In this table you can change prices for individual room types. In the top bar, first select the time and number of days you want to be reflected in the table.
Use the gear icon to adjust the table size, default number of days, view extended version (min or max stay), or highlight weekends.
Each box represents each room type for each day.
The number on the left in the middle is a price that can be changed. Changes must be saved again. The upper number to the right indicates the restriction for that day / period. The bottom number indicates the availability of the room type. For better clarity, grey colours are unavailable, green is available, yellow is restricted and red is closed.
## Explanatory notes to color swatches
Individual fields in the "Price Grid" indicate rooms on specific days. Green indicates free room and the ability to make changes.
The yellow colour of the box indicates the restriction set (the upper number of the "fraction").
Gray indicates that the room is unavailable on this date.
Red indicates closed room. Close the room by double-clicking on the appropriate field.
### Change the colour shades of boxes.
Individual boxes can change their shades after changing prices. The principle is simple, if you lesser the price for a particular day and on a specific room, the "box" will gradually darken, if it has not yet been sold. This will simply alert you to a possible intervention.
The same principle then works with the price increase price, but the box will gradually start to lighten (until it sells) and you know that it is time for another price change.
## Other functions
By right-clicking on a particular box, it displays a menu drop-down.
**Turn Robot Off:** Disables the restriction robot for a particular day. The Restriction Robot is only available for Expert Plan devices.
**Close the room:** Closing the room for specific time period.
**Close Arrival:** The room will close for arrivals.
**Close Departure:** The room closes for departures.
**Disable OTA**: Disable booking channels for specific time period.
**Change history:** In the history, you can easily trace all price changes and the users who made the changes.
# Prices and Restrictions Edit
Advanced price adjustment tool.
## In General
On the price and restriction screen, you will find a simple and very useful feature for quickly adjusting prices, restrictions and other room attributes for multiple days at a time.
It is necessary to select the date on which the required changes will take place. In the “Days” section, you can only assign changes to specific days of the week. The Price Change Unit field allows you to add or remove a specific amount, adjust the price percentage, or set an exact price. After you select what operation you want to perform, you must also select the amount of change.
You can also edit it in bulk, whether the selected days will be closed or opened, the minimum length of stay, switching off or on the robot. You can also choose the "exclude sold rooms" option, which disables changes to sold out days. The next button allows your changes to ignore the maximum and minimum price settings if you have this parameter set to your room.
The last button can include (ideal) availability. The new change can then be applied to individual categories or across the board.
Finally, on the right side of the screen, you can choose which room types will apply.
Confirm the changes by clicking “Save Changes” and if you want to start from the beginning use the “Reset” button.
# Bulk Price Edit
It serves for a one-off flat-rate adjustment of prices.
## In General
Similar to price adjustments and restrictions, the bulk price edit screen works in a similar way. You must select the date and days for which the changes will apply, as well as the unit or operation we will perform. The only difference from the previous screen is the ability to adjust the amount of change for each room separately. This screen is mainly used when setting prices for the coming months and years, etc.
# Ideal Availability
Perfect sales speed management.
## In General
The table of ideal availability shows us how fast we sell capacity in each week, before arrival according to the set schedule. It graphically shows us each week whether we sell our rooms according to schedule. This feature is only available for products **Comfort** and **Expert.**
## Ideal availability overview
The left vertical bar shows each room type and the number of rooms per week in parentheses. Below are the ideal occupancy plans, ADR, weekly sales and RevPar indicator. The top horizontal bar is divided by weeks. Individual boxes (weeks) are colour-coded.
### Colourful interface
We sell significantly too fast - this week is filled with light green. 
We sell too fast - this week is filled with dark green. 
We sell according to plan - this week is without filler, remains grey.
Sell too slowly - this week is filled with dark red.
We sell significantly too slowly - this week is filled with light red. 
### Working with ideal accessibility
According to the table of ideal availability, we can see in what period it is necessary to work with prices in order to achieve the planned sales. Where the colours represent certain levels of availability:
light green - represents a positive availability of +2
dark green - represents a positive +1 availability
grey  - represents the ideal level
dark red - represents negative availability of -1
light red - stands for negative availability -2
For more pricing information, contact your account manager or technical advisor.
# Sales Changes
List of all price and restriction changes.
## In General
On this screen, you will find all historically made price and restriction changes in your application. When you click a change, its detail is displayed.
# Allotments
Set allotments for your partners.
## In General
Allotment is actually a pre-reservation for your partners or clients, also the word option can be used. In this tab you will see all created allotments.
## Set up new allotments
The allotments process is described in detail in the following section:
{% content-ref url="/pages/-LrrYXvmrg3IQN5YAyMk" %}
[Partners - Allotments and Price lists](/en/procesy/partneri-alokace-a-ceniky)
{% endcontent-ref %}
# Analysis
Advanced statistics of your facility in the Siesta Extranet interface.
## In General
This section describes all the statistics and graphs you find in your Siesta Extranet. Each section is dedicated to a particular topic for which additional graphs and information are offered.
# Overview
Advanced analysis of your device statistics.
## In General
In the overview analysis we see 8 graphs that are devoted to occupancy, sales and interrelations. The vertical axis indicates the value for the chart and the horizontal individual months of the year. Light green indicates this year and dark green indicates the previous one. Hovering over the graph field displays the values for that month. You can use room types, booking sources or your partners for filtering.
## Occupancy roomnights (RN)
The graph shows the number of valid occupied nights in individual months.
## Accommodation revenue (RR) - €
The graph shows the sum of the charged items of the accommodation type in the accounts of valid reservations, regardless of whether the items were paid or not. The vertical axis indicates sales in EUR.
## Average revenue for roomnight (ADR) - €
The third graph shows the charged room rates for valid bookings arriving during the period.
## Rev Par
Rev par (Revenue per Available Room) shows the price for an available room. It is an internationally used indicator that is monitored over a longer period of time and is calculated as the ratio of total accommodation revenue for a given period to the total number of available rooms for the same period. Or also, as a product of accommodation revenues and occupancy in % for a certain period.\
\
It can be seen as an indicator to compare whether it is worth selling more nights at a lower price or less nights at a higher price.
## Occupancy - (OCC) - %
The fifth graph shows the occupancy rate relative to the total capacity, ie in %.
## **Storno bookings** - %
The sixth graph shows the development of the ratio of storno bookings to the total number.
## The time between booking creation and checkin
The seventh graph shows the number of bookings divided by the number of days between the time of booking and the time of arrival.
## Average booking window
The eighth graph shows the average number of days between arrival time and reservation time.
# Availability
Analysis of available rooms.
The table provides a quick overview of available room types, including a summary of the total percentage. Shows availability by days, up to a year in advance or up to 25 weeks in advance.
## Availability overview
In day view, sold (that is, unavailable) room types are highlighted in light green , partially sold is in dark green and unsold is in grey. The weekly view uses a wider range of green to distinguish the availability rate for each week. Weekly impressions are calculated as the starting day and the next 6 days, not Monday to Sunday.
# Bookings
Graphs of booking statistics.
## In General
The reservation tab offers 4 graphs that look at reservations, their number, source, and time of receipt.
## Received bookings daily (Date Created)
The graph shows the number of bookings received from sales channels, which is distinguished by shades for better orientation.
## Received bookings (Date Created)
This chart shows the number of bookings received in each month. Light green are valid reservations and dark green are canceled reservations. In the graph we can also filter by individual booking sources such as Booking.com, Airbnb, Expedia or from the street. Hovering over the column displays the value.
## Booking sources
The graph shows how each booking source is represented. Light green are valid reservations and dark green are canceled reservations. We can also filter for the selected period.
## Booked rooms per booking
This chart shows the number of rooms booked for each booking.
# Occupancy
Overview of graphs related to occupancy of your facility.
## In General
Pale green shows valid reservations and dark green canceled reservations. We can filter here by “Booking Sources”, “Time Period” and “Room Type”.
## Room nights (by room type)
This chart shows us the number of room reservations per room type.
## Most frequent length of stay (room nights)
On this chart we can see how many guest guests have ordered and comparisons between them. We can also filter by relevant room types.
## Booked room nights
Here we see the total number of booked rooms for each month.
# Finance
Finance of your facility in clear graphs.
## In General
The Finance tab offers several charts showing the financial side of your facility in the form of payments received, payment types and revenue.
## Accommodation revenue monthly by booking source - €
Here you can see monthly sales by colour, based on booking sources such as Booking.com, Airbnb and other website partners etc.
## Accommodation revenue daily by booking source - €
Here, on the contrary, the daily income from accommodation by individual sources is shown.
## Received payments
The Incoming Payments graph is used to see the structure of the payments received and their amount. To view the results, always fill in the “Currency” field and choose EUR / CZK / USD. In the “Reservation Source” field, you can view the results for a specific sales channel.
## Payment types
The graph of payment types shows us the structure of received payments with the possibility of time. It is also possible to filter according to the source of the reservation and the time period in the respective cell.
## Revenue
The last graph shows the amount of revenue for each month and serves as a clear visual comparison of individual months. Here it is necessary to fill in the field “Currency” and if you want to see the view only for individual sales channels, fill in the field “Reservation source”.
# Guests
Analysis of the composition of your guests.
## In General
In this analysis we find four useful charts that show us the composition of guests according to specific criteria.
## Age
The first chart “Age” divides our guests according to their age and we see what age group most often stays with us and we can adapt the rooms, advertising and communication to it.
## Gender
The second graph “Gender” shows us the representation of men and women among the guests.
## Purpose of stay
The third graph “Purpose of stay” gives us information about the purpose of the guests. It is good for understanding their priorities, but also for behaviour and needs. Again, we can customise our services.
## Citizenship
The fourth graph “Citizenship” clearly shows us the representation of guests from individual countries. From the lowest representation to the largest representation of individual countries.
# Sales statistics
Summary statistics.
## In General
In the last tab you will find summary statistics of your device.
## Financial Value of Unsold Rooms
Simple but very useful graph that shows the value of unsold rooms by months.
# Communication
Overview of completed online check-ins and sent email templates.
## In General
In this tab, there are graphs expressing your online communication and interaction with the guest.
## Online Checkin Statistics
Graph displays amount of manually created guests and amount of guests created via online check in. Guest are accounted in the months according to their booking check-in time.
## Sent emails statistics
Sent emails statistics by used email template
# Robot
The Restriction Robot will be both a time saver and increase your profits.
## In General
Here is the Restriction Robot setting. Contact your technical specialist to switch it on and to set up the robot. The Restriction Robot adjusts the pre-set restrictions according to the precise settings to bring you even more profits. For example, the robot can modify the unnecessary last-minute restrictions that had previously been monitored and manually changed. The Restriction Robot service is only available in the product **Expert**.
## Functions of the Restriction Robot
If you have the Restriction Robot service turned on, you can track its function using two pointers. The first one, is a list of recent actions, in which all recent actions that the robot has performed are clearly displayed. The second, is the activity table, which shows all the modifications made by the robot.
# Tasks
Manage and create tasks in the Extranet interface.
## In General
You can use the Tasks tab to register and assign tasks to Siesta Extranet users. The taskbar is located on the top bar under the paperclip icon, where all users can find it, or in the left menu in the Management / Tasks section, where users with manager authority can access it.
## Create a task
The task can be created in the bottom right corner by using the “add task” button. In addition, it is possible to create tasks directly in the booking details, in the tasks tab, click the button on the bottom right corner “add task”. When entering a task, you can enter the “Subject” of the task, priority, deadline, person responsible or description. Usually, we leave the status to “Entered” and update it as the task progresses.
## Work with tasks
There are four tabs on the task page, which you access through the top bar.
The first is the “My” tab - this tab shows the tasks that are assigned to you and not yet completed.
The “Created” tab shows tasks that have been created and are not yet completed.
The “Not assigned” tab shows all tasks that do not have an assigned user. These can be tasks that need to be done, but it doesn't matter who does them.
In the “Other” tab you will find all unassigned tasks as well as all tasks that you have either created or assigned to you.
Individual tasks can be clicked to change their status, description and all other attributes. Tasks in the Others tab can also be filtered by all attributes.
### Tasks in the Management card
In the "Management" tab you can find an interface similar to the “Other” tab, except that you can see all the tasks here.
# Reports
Advanced manager reports of your Siesta Extranet.
## In General
In the reports section you will find 5 advanced charts that you can perfectly use to improve the processes in the company and increase your profits.
## Occupancy Report
Generating a report is easy - just select the year for which you want to create a vacancy statistics. In addition, there is the possibility to select the second year for year-on-year comparison. The statistics contain very detailed information on the availability of individual rooms for the selected year. At the end of the report there is also a legend, which tells you what each item means.
## Period Report
Period Report is a new statistical report about your bookings and stays for the selected time period.
**The report is divided into the following sections:**
* Basic overview
* Reservation statistics by source
* Reservation statistics by partner
* Occupancy of room types
* Received payments
* Charged items for valid reservations
* Charged items for valid reservations by category
Creating a report is easy - just enter the required period for which you want to compile the report.
All details in each section are well described and need no additional explanation with two exceptions - Charged items for valid reservations (by category). Please note that these items were only charged to the booking account. Therefore, the total amount charged may be higher than the total amount of payments received and vice versa.
## Emails Export
Another management report is Emails export, which is a tool for generating a file that contains email addresses from reservations for a given period. All you need to do is specify the booking period and resources to create the file. You can include emails that have been sent to canceled reservations, or specify domains that you want to exclude from the report.
The Excel file (spreadsheet) that will be generated will contain the email addresses, first and last names of the person who made the reservation.
## Cashflow
The cashflow report is another management report available in this section. This report focuses only on finance and is intended to make it easier for you to review your financial statements. Creating a report is intuitive - just enter the required period and select the type of payments for which you want to generate the report. The report can be created in two formats - PDF and Excel XLSX, for better processing we recommend the latter.
The cashflow report is divided into two parts - payments and invoiced items. Both parts then consist of a detailed list of all payments or items and their totals.
## Room types report
In this management chart you can easily export the report according to your room types. All you have to do is select the period by year and month. In the resulting export you will find the individual parts by room - sales, occupancy, number of reservations, average price per room, etc.
# Cash register
Great overview of financial movements in your facility.
## In General
The cash register makes it easy to record all cash transactions at the reception desk. It serves for recording and checking errors or tracing back. The cash register can serve as an aid in the transfer of shifts.
This section is explained in detail in the links below, please visit them here:
{% content-ref url="/pages/-LpO1cJLqJtbMaNV8Q17" %}
[Cashier](/en/aplikace/recepce-1/pokladna)
{% endcontent-ref %}
{% content-ref url="/pages/-LrsEn0zxRapnXYYJdby" %}
[Cash and shifts](/en/procesy/pokladny-a-smeny)
{% endcontent-ref %}
# SIESTA
All important information about Siesta in one place.
## News
News and important Extranet information. For example, you'll find lists of changes to your app and similar important notifications.
## University
Here you will find tutorials that will help you to navigate and operate the Siesta Extranet. In this section, you will find both video manuals and written instructions for controlling all parts of the Siesta Extranet.
## Hints
In the hints you can find interesting articles from the hotel industry. We are continually adding new hints for hoteliers to this section.
## Services
Other useful services that we can provide.
# App
This is the starting point for the Siesta Extranet settings.
## In General
The key interface for all of the settings in your Siesta Extranet. This section describes all module settings, application data, and advanced settings.
# Modules
Modules that can be connected to the Siesta Extranet.
## In General
This section deals with all modules that can be connected to the interface of your Siesta Extranet.
{% hint style="info" %}
Please note, that some of these modules may not function in specific regions. For further information, please contact your technical advisor.
{% endhint %}
# Wubook
Wubook settings.
## In General
This module is to ensure the proper functioning of the channel manager. We do not recommend making any changes to this module.
# Invoice
Billing module settings.
## In General
{% hint style="info" %}
Please note, that this feature may not function in specific regions. For further information, please contact your technical advisor.
{% endhint %}
This module is used for the correct function of the Billing service for easy administration of your invoices. You can set here whether you are a VAT payer or whether to automatically send issued invoices and corrective tax documents to the EET. We recommend consulting your technical advisor for further modifications.
# Email module
Email module settings.
## In General
Module that allows sending automated emails to your guests. We do not recommend making any changes to this module. If you change your login details or your email service provider, always notify your technical advisor.
# POS Experts
Setting the POS Experts restaurant module.
## In General
This module is used to connect the Siesta Extranet and the POS Experts restaurant module. Contact your technical advisor to set up the connection.
# Agnis
Setting up the Agnis restaurant system.
## In General
This module is used to connect the Siesta Extranet and the Agnis restaurant module. Contact your technical advisor to set up the connection.
# Consulta
Consulta restaurant module settings.
## In General
This module is used to connect the Siesta Extranet and the Consulta restaurant module. Contact your technical advisor to set up the connection.
# Data
Set up your Extranet data.
## In General
The Data section allows you to edit the data of your application. We recommend that you consult your technical advisor or account manager for any changes in this section.
# Facilities
Information about your facility.
## In General
Displays all managed facilities, their address and contact information. Consult for all technical modifications with your technical advisor.
# Foreign Police Config
Tab for setting the reporting of foreigners to the Foreign Police.
## In General
{% hint style="info" %}
Please note, that this feature may not function in specific regions. For further information, please contact your technical advisor.
{% endhint %}
Displays data important for proper reporting to the Foreign Police.
## Setting up for foreign police
On this tab, fill in all the required fields. Select undeclared citizenship (CZE - for Czech citizens). Consult your technical advisor for the settings.
# Rooms
Configure your rooms.
## In General
List of all your rooms. Do not make changes without consulting your technical advisor.
## Setting up new rooms
Configuring the new rooms is very simple, just fill in the required information and add pictures.
# Room types
Setting room types.
## In General
List of room types in your facility. Do not make changes without consulting the technical advisor.
## Setting up a new room type
Contact your technical advisor to set up a new room type.
# Email templates
Setting up email templates in SE.
## In General
You can use pre-set email templates or create your own to make it easier for employees. You can use this saved time for another activity.
## Overview of Email templates
On this screen we can see a list of all created email templates.
## Creating a new template
To create a new template, click the “Add Template” button on the bottom right. A new window will then appear. You can then simply create a new template in this window. First we choose the Template type if we have more types. In the Name field, select a template name that only the sender will see. You can also create an email subject which has automatically filled in information, such as your arrival or departure date, as well as your booking number (you can find the full list in the right column titled Subject). Similarly, the text of the email can be added, with only a few options. The text must be created in HTML code. Plain text can be translated into HTML code, for example, from a Word document using the Save As: Web page option. htm. \
\
It is also possible to select the language for which the email will be sent, this setting can be added using the button on the bottom bar "Add language". Using the button on the bottom bar "Add resource" you can select for which reservation resources the email template is created, then the selected resources will be displayed in the right column within the "Reservation resources" column. Use the "Add Device" button if you have more than one device in Extranet.
For assistance in creating email templates, please contact your technical advisor.
# Dining types
Easy configuration of dining items.
## In General
In this section you can easily configure the types of catering items which you can then use to order the details of the reservation.
## Setting new types of catering
Click the "Add dining type" button at the bottom right of your screen to open a new window:
Fill in the type name, such as Half Board, then you can add a type description. Then you have to click on items within your new type, in your case Half board, should contain. The last step is to pair the new type of catering with the accounting item, which must also be configured. See the link below to learn how to configure new accounting items.
{% content-ref url="/pages/-LpT0L\_mmFp93Uig17hL" %}
[Bill items](/en/aplikace/aplikace/nastaveni/ucetni-polozky)
{% endcontent-ref %}
After pairing, you only need to save using the floppy disk icon in the upper right corner.
Already set, types of dining can look like this. After, the actual specification can still change individual categories for specific types of catering.
# Tags
It creates a clear marking of reservations or guests.
## In General
You can use tags for more information about guests and reservations in the Siesta Extranet. Tags are displayed for each reservation. Labeled reservations can be filtered on the reservation list, and depending on the settings, labels can also be displayed in the calendar. Guest labels appear next to guests and can be filtered by guest list in the guest list.
## Set up new labels
Setting up and using labels is easy. In the Tags tab, click the "Add Tag" button in the lower right corner.
On the Add Tag screen, you can enter a name, select a color, and finally choose a type that determines whether it is a guest or reservation tag.
If you choose a reservation label type, you can also set the "Important" radio button to 'Yes'. Important labels are also displayed in the calendar for reservations.
To assign a label to a guest or a reservation on the booking detail (or guest), start typing the name of the label in the "Tag" field. As soon as you enter the first character, matching labels will automatically appear in the whispers.
# Suppliers
In this section you can set up the supplier or your external service provider.
## In General
Suppliers can be understood as providers of your external services. For example, these can be airport transfers, deliveries or room orders for your guests.
## Supplier overview
The figure below shows a list of all vendors created for your device.
To create a new supplier, click the 'Add supplier' in the lower right corner. You will then see a new window.
Select your own device in the User field. It is very important to enter your supplier's email in the Notification Email box. This email will be notified of the creation of a new transfer or delivery. If you are creating a new supplier for the needs of transfers, click on Transfers then on YES, but not on Delivery. On the contrary, follow the same logic when creating a supplier for the needs of delivery.
To create transfers and deliveries, visit the links below:
{% content-ref url="/pages/-LpO-CkjGA\_Y5ck-pAbg" %}
[Transfers](/en/aplikace/recepce-1/transfery)
{% endcontent-ref %}
{% content-ref url="/pages/-Lqf4xZnCV8fwWmkBvpH" %}
[Deliveries](/en/aplikace/recepce-1/donasky)
{% endcontent-ref %}
# Settings
In this section you will find important settings for your application.
## In General
All sections and their configurations are described sequentially. As with other sections, it accurately copies the Extranet interface.
# Bill items
Here you can set frequently sold items such as toiletries, newspapers, champagne etc.
## In General
Here you can set up frequently sold items such as toiletries, newspapers, champagne per room, etc. Add an item in the bottom right corner to add a new item.
## List of bill items
To set up a new bill item, it is necessary to fill in all information. Name, VAT rate, determine the item's requested price and the currency in which it will be charged. Alternatively, you can assign a category to the item, or add a name in a foreign language. If you want to add an item to your delivery list, make sure to check the "Deliveries enabled" box, a new field will automatically appear in which you need to select a delivery provider. If you do not find a vendor in the list, you will need to set it up first. For instructions on managing vendors and categories of accounting items, see the link below:
{% content-ref url="/pages/-LrOTJESdzX5mUHBwy0C" %}
[Suppliers](/en/aplikace/aplikace/data/dodavatele)
{% endcontent-ref %}
{% content-ref url="/pages/-Ls19WF-JcMM5AhcdIAA" %}
[Bill item categories](/en/aplikace/aplikace/nastaveni/kategorie-ucetnich-polozek)
{% endcontent-ref %}
### Match bill items with stock items
If you have enabled the sale of some inventory items and want to automatically keep track of inventory during the sale, you need to pair the inventory items with the accounting items. Here we either create a new bill item, if necessary, or select an existing one. To pair a bill and stock item, simply select the stock item in the Item field.
In this specific case, we matched the accounting item vodka (in the Name column) with the stock item vodka (in the Items column). Then save. If a subsequently matched accounting item is charged to the reservation account, an identical number of stock items is automatically deducted.
To manage and configure stock items, follow the link below:
{% content-ref url="/pages/-LpO1bianBxK3wq41UMP" %}
[Stocks](/en/aplikace/recepce-1/sklady)
{% endcontent-ref %}
# Booking sources
Name list of sources for your reservations.
## In General
Here you will find a list of all your booking sources. We do not recommend adding additional booking sources without consulting your technical advisor.
## Colour differentiation of resources
It is used to clearly distinguish individual resources in your calendar. Check the Custom colour active box and select your desired colour. Continue with other sources.
{% hint style="warning" %}
Attention. For correct functionality and display of this function in the calendar you must have the option "Show reservations in partner colour". This can be done in the bookmark Reservation / Calendar / Settings (small gear in the moving list).
{% endhint %}
# Currencies
Set the currencies for your Siesta Extranet.
## In General
Here you will find the currencies that are available for your application. Currencies can be added using the “Add Currency” button in the bottom right corner.
For each currency, you can set a default type of course retrieval service, or define your own course in a list of predefined courses. All changes should be consulted with a technical advisor.
# Payment types
Set up payment types for your device.
## In General
Here you will find a list of all possible payment types on your device. Please do not make any changes without consulting your technical advisor.
# Payment methods
Another element to distinguish payment transactions on your device.
## In General
For users who are not satisfied with the interface of payment types (cash, credit card, credit card deposit, bank transfer) we are able to offer another category for differentiation of payments. This category will be reflected in the accounting report (as well as the types of payments).
## Set up a new payment method
The setup itself is very simple. Just enter your payment method name, indicate the type of payment, and enter your internal ID if you need too.
# Settings
Setting other functions in Siesta Extranet.
## In General
In this section you will find settings for many Extranet extensions. They are individually described below.
## Exchange rates service settings
Here you can set the default service according to which currency conversion rate your accounts will be retrieved. If you have set up automatic course loading, you can set here whether you want to download courses from the Czech National Bank or from Open Exchange Rates.
## Default Purpose of Stay
In this section, according to your experience, you can set the default purpose of your stay, depending on which guests come to you most often. Tourism is preset automatically, however, it is here that you can change the settings according to your preferences.
## Bill Names Currency
Set the bill name for each currency separately. You can set the bill name for the currency by clicking on the currency and then on the pencil in the upper left corner of the table. After typing the bill name, it is necessary to press the diskette in the upper left corner of the table and then in the upper right corner of the window.
## Default Bill Currency
Set the currency that appears as the default when you create your bill.
## City Tax (Local Authority Fee in Czech Republic) settings 2019
{% hint style="info" %}
Please note, that this feature may not function in specific regions. For further information, please contact your technical advisor.
{% endhint %}
For correct calculation of city fees it is necessary to fill in this section. On the left side information about the landlord and on the right individual charges for specific types of guests.
If you are unsure about the settings, contact your tech consultant.
## Ideal Availability Settings
With this setting, you can influence the ideal availability table and determine the plan you want to sell. This plan then shows you the ideal availability table whether you are selling too fast or slow. You can set it up to 20 weeks before your arrival, and you can set the percentage of how much capacity you want to be sold in which week. Eg. at what speed you want to sell the capacity. The default is to start selling 2.5 months before guests arrival and plan to sell 10% of the capacity per week. Please consult your technical advisor or account manager for any changes in settings.
## Cleaning plans
Although it may not seem at first glance, setting up the cleaning plans is very simple. To add a cleaning plan, first click on the + button, then a new window will appear.
Here, fill in the name of the cleaner, in the field number of days fill in how often such cleaning is performed. In the minimum number of nights box, fill in for how many nights the guest must stay in order to apply for this cleaning, or in the next box the maximum number of nights. Priority then determines which cleaning has priority, if more than one cleaning is set. After that, we only have to save the new plan, using the floppy disk icon.
## **Email service**
Configuring how emails are sent from the Siesta Extranet. Please do not make any changes without consulting the Technical Adviser. Siesta Extranet offers two ways to send emails. The first option is "Generic", this email service can be configured to send email templates via our email (for your guests it will look as if they received an email directly from you).
However, a more frequent choice is the "Module" type for setting this option, contact the Siesta Solution technical specialists.
## Robot settings
The restriction robot can automatically adjust your restrictions. If you wish to set up the robot, please contact your technical advisor or account manager.
## Arrange booking rooms settings
Smart room arrangement is used to use the Extranet's automatic setup process to prevent the creation of hotel overbooks. For more information on the hotel overbook and settings, contact your technical advisor.
## Automatic modifications
In this section you can set up several functions, but they all share the same denominator and the source of reservations, which will affect the automatic modification. Automatic modifications will be reflected on reservations exclusively from your sales channels (Booking.com, Airbnb, etc.). You can set here to allow automatic modifications, automatic acceptance of changes (as you know changes from Booking.com, if you check "yes" these new changes will be automatically copied and saved to your Siesta Extranet). Automatic changes of room reservations or automatic changes of bill items.
## GDPR agreement text
It serves as a protection element under the General Data Protection Regulation. Any text you type will be displayed if you want to print guest information. To do this, use the "Print reservation" icon on the bottom bar of the reservation detail.
Then enter the text itself in a new window and be sure to change Print GDPR consent to YES. Then just save it.
## Invoice preset
Here you can preset basic invoice attributes, such as currency, language, payment type, and round amount.
## Online check-in form setting
The online check-in form can efficiently save your time and you no longer have to copy your guest data. The form is automatically sent after the room has been booked, the guest information is automatically written when the guest fills it in.
Contact your technical advisor to configure the online form.
## Room billing
Here you can set whether the rooms will be charged to an individual bill or shared.
## Last minute settings
Last minute settings will show you last minute bookings graphically. It will appear in several ways, in the main calendar, the reservation will be bordered by a turquoise color, and at the booking will be a turquoise label with the inscription Last minute.
To use this service, enter a time interval in hours, such as 24 hours. All bookings that will fall within the selected period will be marked with a turquoise color.
# Calendars
In this section you can easily configure your own calendars.
## In General
Creating your own calendar is very easy and with a larger number of rooms it is a great tool to make your work with calendars more transparent and efficient. You can use calendars to manage your equipment, wellness, swimming pool etc.
## To create a calendar
Click Add calendar to add custom calendars.
Click the button to set the name, icon, and colour of the calendar icon on the screen.
Subsequently, in the "Calendar Items" tab you can select any of the rooms and equipment that you want to appear in the calendar. You can drag the item to change the order of the items.
If you have not yet configured the equipment, use the link below:
{% content-ref url="/pages/-LpT0IB0IuKWPYJ0CBzN" %}
[Equipment](/en/aplikace/aplikace/nastaveni/vybaveni)
{% endcontent-ref %}
Once you are satisfied with the settings, click the save floppy disk symbol:
You must log out and sign in to make your calendar available. After signing in, you'll see a new calendar icon in the top bar next to the default calendar icon.
# Equipment
With the equipment tab you can lend your guests a variety of equipment.
## In General
In the equipment tab you can configure various equipment within your hotel. In addition to the amenities you can also configure the services your facility offers, such as wellness, swimming pool, parking, etc.
## Equipment overview
To add new equipment, click Add Equipment in the lower right corner. A new window will appear where you need to enter the equipment name, select one of the available icons and click save in the upper right corner.
After that, it is necessary to define the individual items of the current equipped equipment. You can do this by clicking Add Item. Enter a specific item name and you can also choose a specific colour.
Equipment items can then be booked in the booking details in the Services tab.
# Cashiers
Set up cash registers in your Siesta Extranet.
## In General
Cash registers are used to monitor the cash flows in the accommodation facility. They enable easy recording of all money transactions during the reception desk shifts. Once the receptionist finishes their shift and hands it over to the next person, the shift cannot be changed in any way to prevent "cheating".
If you do not know how to set up and manage cash registers, do not hesitate to contact your technical advisor.
## Cash register configuration
Initial setup is a complicated process, if you are interested in the cash register, we strongly recommend that you contact a technical adviser to set up your cash register. The possibilities of setting up the cash desk is really wide and cover the needs of all types of accommodation facilities.
The first necessary step to using the cash register is to create at least one cash register - by clicking the "Add cashier" button.
In the field "Name" it is important to fill in the box with the name of the cashier (it is appropriate to name it according to the name of the reception - eg "Upper reception"). It is very important to select which types of payments the cashier accepts using the "Add payment type" button.
In the "Payment type" field you will select the type of payment that the cash register will accept. It can be cash, credit card, credit card deposit or bank transfer. Multiple payment types can be added to each cash register, but it is preferable that each cash register accepts only one payment type. This will give you a better overview of the cash flow. You can then fill in the ID of the payment method in Vyfakturuj, with which the type of payment in the cash register will be paired.
If you have two or more receptions at which you receive cash, under the EET Act you should distinguish between the two receptions and send each one separately. This can be done through the cash registers - each reception desk has set up its own cash register, on Vyfakturuj.cz we set up two payment methods and then pair the payment method with the type of payment that the cash register accepts. In this case it is worth to name the cash registers from the name of the reception, as mentioned above. Then remember to save the entire process.
The configured cash registers are then displayed in the cash register list. By clicking on the selected checkout it simply takes you to its overview, where you can change the name, add and remove the type of payment, or open and close it. You can also delete the entire cash register.
# Movements type
Set the movement types for the cash register purposes.
## In General
There are 4 default movement types in the Siesta Extranet - 2 for paying and canceling a guest payment and 2 for shortage / surplus cash. In order to make payments (or withdraw money from the cash registers) directly, you need to set up additional types of movements.
More about cash registers, shifts and movements can be found in the link below.
{% content-ref url="/pages/-LrsEn0zxRapnXYYJdby" %}
[Cash and shifts](/en/procesy/pokladny-a-smeny)
{% endcontent-ref %}
## Set a new motion type
The setting is very primitive, in a new window just enter the name and choose whether it is income or expense.
# Partner types
Setting the types of partners for your accommodation facility.
## In General
The partners feature allows you to distinguish reservations from your travel partners or companies.
## Set partner types
First, it is necessary to set the Partner type in the application settings under the “Partner types” tab. Here you can add a new partner type using the button in the bottom right corner.
The types of partners are closely related to the issue of partners as such, for more information about partners see the link below:
{% content-ref url="/pages/-LpO0d14eJxgB7n2R13O" %}
[Partners](/en/aplikace/recepce-1/partneri)
{% endcontent-ref %}
# Stocks
Stocks can be used to record your goods.
## In General
Siesta Extranet offers the possibility of recording goods and items in so-called Stocks. You will always have an accurate overview of which goods you are running out of and need to be re-ordered again. Warehouses can then be effectively used, for example, for the needs of the investment.
To use the stocks feature, you must first configure each stock.
## Stock configuration
First, click on the button in the bottom right corner of the "Add stock" and then a new window will open.
The new stores are displayed in the list.
How to work with stocks is described in detail in the link below:
{% content-ref url="/pages/-LpO1bianBxK3wq41UMP" %}
[Stocks](/en/aplikace/recepce-1/sklady)
{% endcontent-ref %}
# Bill item categories
Set up grouping of individual bill items.
## In General
Bill item categories is a set of individual bill items. The object of this set or whole are just individual bill items. We can give you a simple example. If you sell crackers, chips, salty sticks and other snacks, you can create a new category of accounting items called Spicery. This category will then be included in the bill report. It serves for a better overview and registration of goods or services.
## Work with bill item categories
After you simply set up your desired categories (using a new window after clicking on the "Add Category" button), all you have to do is pair the relevant Bill items with the categories. To do this, use the "Bill Items" section after clicking on the selected item and selecting the desired category.
Learn more about the bill items themselves:
{% content-ref url="/pages/-LpT0L\_mmFp93Uig17hL" %}
[Bill items](/en/aplikace/aplikace/nastaveni/ucetni-polozky)
{% endcontent-ref %}
# Task types
Easy configuration of your tasks.
## In General
Tasks are a great tool for assigning tasks that you know will repeat in the future. For example, continuous cleaning, arrival and departure cleaning. Cleaning is created automatically according to your preferred settings. In case of doubt, please contact your technical advisor who will be happy to assist you.
## Set a task type
### Task type - cleaning
Set your name, if you want, you can also create a default subject. We choose cleaning as the task type.
Then it is necessary to select the event to which the task will bind - arrival, departure. In other words, if you select an arrival event - the task is automatically created on the date of arrival of the new booking, the same way it is created at departure.
In case of continuous cleaning (in the event field) we will see a new table.
Here you can set the maximum lengths of stay that will be subject to continuous cleaning. For example, if you enter 8 in the number of nights column and 4 in the column, this means that if you book for 8 nights, continuous cleaning is created on the 4th day. You can also specify on which days the continuous cleaning will take place. For example, if you specify that cleaning only takes place on weekdays and not on a weekend, coincidental cleaning will happen just for the weekend - there is the last "Days off" column where you can choose the closest day possible or not even replace it.
This cleaning is then written to the Reception / Cleaning, where you can then filter between the cleaning.
### Type task - task
Just like a task type - cleaning, you can create a task type - task. This task will be reflected in the Management / Tasks section.
# Properties
Here you can find summary information about your application.
## In General
In this section you will find the main information about your Siesta Extranet.
# GDPR
Simple adjustment of GDPR module.
## In General
{% hint style="info" %}
Please note, that this feature may not function in specific regions. For further information, please contact your technical advisor.
{% endhint %}
In this section you will find the necessary information on the GDPR module, which will treat your facility for the purposes of the EU General Data Protection Regulation. [*Obecného nařízení o ochraně osobních údajů EU*](https://www.uoou.cz/obecne-narizeni-o-ochrane-osobnich-udaju/d-20111)*.*
## Module settings
A simple interface that gives you quick orientation. Use the Manual tab to set the GDPR module.
According to this manual, you can set up your module yourself, follow the steps and do not forget any of the points.
For more information on setting up the GDPR module, please do not hesitate to contact your account manager.
# Client
In the Client section, you will find tools for managing users and their actions, a list of acquired Siesta Extranets, your billing information and invoices issued for Siesta Extranet.
## Users
In the first tab you can see a list of all users who have access to your Siesta Extranet. In the details shown, you have, in addition to registration data, an overview of the user's rights and which Extranet they have access to. Clicking on the row will take you to the user detail, which you can edit or delete. \
\
Click the “Add User” button at the bottom right to add more people. In the “Applications” field, select Extranet to choose which the user will have access. Select the permissions according to the user you create the account for. For example, the receptionist will not see Management in the menu, manager will see Management, but not Applications. Set the Extranet language to be displayed to users after login (can be changed later). In the Client field, select your facility. \
\
In case the user forgets their password, you can reset the password using the "reset password" button on the user detail.
The second tab, “User tracking” allows you to trace back changes made by users who have access to the application. Details will show you when the event occurred and what the user did. The “Action” column shows the action performed and the “Object” column as it relates. Click on the user event to get a detailed event detail.
If you are unsure about anything in this section, please contact your technical advisor.
## Apps
List of apps associated with your billing information (see Properties).
## Properties
Client properties are the billing information you use.
## Invoicing
You will find a list of invoices sent to you for using the Siesta Extranet. You have an overview of whether the invoice was paid, when it was issued / paid and for what amount.
# Cash and shifts
In this process you will learn how to work with shifts and cash registers in the Siesta Extranet.
## Cashiers
The Cashier function is used to monitor the cash flow in the accommodation facility. It allows you to easily record all monetary transactions in each receptionist shift. Once the receptionist finishes his shift and hands it over to another, the shift cannot be changed in any way to prevent cheating. \
If you are interested in using cashiers, we recommend that you contact your technical advisor to set it up for you.
### Cashier settings
First, create a cash register in Applications / Settings / Cashiers, by clicking on the "Add cashier" button.
Fill in the name and use the "Add payment type" button to select which types the cash register will receive and register.
For payment types it is necessary to fill in the “Payment type”, then you have to fill in the payment method ID, in the invoicing application Vyfakturuj, with which type of payment in the cashier we pair. Multiple payment types can be added to each checkout, but it is preferable for each checkout to only accept one payment type.
The foundation of the cash register creates the first "shift" that manages the cash register. The operation of shifts will be described in detail in the following section.
First, it is necessary to make an initial deposit in the cashier. To enter the initial state it is advisable to set up the so-called Movement types (there are 4 default movement types in the extranet - 2 for payment and cancellation of payment from the guest and 2 for shortage / surplus at the cash desk). In order to make payments directly, (or withdraw money from the cash registers) you need to set up additional types of movements.
Set the type of motion in Applications / Settings / Movement types. Click “Movement Type.” Then just enter the motion name and whether it is an expense or a receipt.
#### Add a movement to the cash register
In order for the cash register state in the extranet to be responsible to the cash register state in fact, it is necessary to make a deposit. We deposit the deposit at the Reception / Cashier using the "Add movement" button. \
\
Select the cash register that applies to the movement. Currency, Payment type, and Movement type. In the value field we write the amount that we have put into the cash register. We then save everything.
#### Enforcing the cash register
To make it mandatory to select a cashier when recording payments, this must be set. In App/Settings/Payment types, after clicking on the payments that we want to register through the cash register, switch the "Cash register" button to Yes.
## Work with shifts and cash registers
### Overview of cashiers and shifts
On the left we see all active cash registers. As you can see from the overview, there are currently several types of payments with different amounts in the checkout. On the right section of the screen we can see information about shifts.
### **Shifts**
On the “Cash registers overview” screen, click on the active shift, or switch to the shift tab and click here again on the shift you want to work with.
In the upper left part, you can set filters, which can be used to display only some transactions made during the shift. All transactions made in a given shift are displayed at the bottom left.\
The shift overview is available at the top right. In the “Cashier status” column you can see the current state of finance in individual currencies.\
In the “Shift status” column you can see the resulting total exchange status - how much money was received during the exchange.
To close and forward the shift, click on the “Shift closure” button. During closing, it is necessary to select the user who will take the shift in the next window. \
\
The most important thing, however, is to check the state of the finance in the cash register. If the real cash register state corresponds to the cash register state in Siesta Extranet, then everything is OK and no further adjustments are needed. If the cash register states differ, the cash register state in Extranet needs to be adjusted. The state of the real cashier is entered in the “Cashier - reality” column. Siesta Extranet calculates the amount of deficit or surplus. \
\
As soon as the actual cash register is registered in the Siesta Extranet, we can close the shift by clicking on the “Close shift” button.
{% hint style="danger" %}
Attention! This action is irreversible! Once a shift is closed, it cannot be modified subsequently. Likewise, any payment that is recorded in a closed shift cannot be subsequently adjusted.
{% endhint %}
### History of shifts
The shift history is available from the shift tab. The active shift is marked with yellow lettering “Active”. The status indicates whether the shift was passed correctly and without distinction. For more information about the exchange, just click on the exchange that interests us.
### **History of cashier**
By clicking on the cash register we can display the history of all transactions of the cash register. The screen is divided into three parts - at the top left, we have filters for filtering transactions. At the bottom left are all transactions that have been recorded in the cash register. In the upper right part of the screen you can see the total cash register divided by currencies and payment types.
### Adding movements to a shift
There are two ways to add a transaction to a shift. Via the "Add Movement" button on the "Cashier Overview" screen or the second. A more common method, which is more or less automatic - all payments created will be written to the shift. When creating a payment in your account, simply select the cash register and save the payment.
We use the same method when creating an invoice. If we want to automatically create a payment together with the invoice, we select the cash register on the new invoice screen.\
\
If we receive the payment for the invoice only after it is issued, we select the cash register on the “Payment Details” screen, which is displayed when you click on the “Pay” button on an existing invoice.
### Additional movement correction
If you accidentally entered a payment with a guest or moved it to the cash register, it can be corrected, but only if you haven't closed the shift.
#### Correction guest payment
To correct a guest's payment, just edit the payment parameters on the guest's accounts when booking. If the payment is associated with an invoice that has already been sent to EET, the payment parameters cannot be changed. Instead, you need to issue a corrective invoice that automatically generates a negative payment at the checkout. After you issue a corrective invoice, you can issue a new invoice with different payment parameters.
#### Correction of movement in the cashier
If you entered the movement through the cash register screen, just left-click on it to open the same screen as when creating the movement. From this screen, you can adjust any motion parameters. \
# Partners - Allotments and Price lists
Here's how to work with individual partner price lists and how to set up allocations.
## In General
### Allotments
Allotments are pre-booked options (pre-bookings) for one partner. By means of allotments, it is possible to book a part of the accommodation capacity at certain dates that will not be offered for sale. The partner must show interest in the allotment by the specified date so that it is not canceled. Of course, everything depends on your agreement.\
You can set allocations in Reception/Partners, by clicking on a specific partner and the allotment tab. The list shows the allotments created for that partner. For each individual allotment, there is a detail of the type of room to which it is assigned, the number of these rooms, the date of the allotment is active and the date by which the allotment must be converted into a reservation. \
Allotment, serves to reduce availability towards "out" until sale. If you wish, you can place a normal reservation in the allocated rooms.
#### Create an allotment
To create an allotment, click the "New Allotment" button on the bottom right. Make sure you are allocating the right partner. As the date from / to select the date when the availability of allocated rooms will decrease. The Amount box is the amount of rooms of the type of room to which the allocations will apply. Allotments will begin to be phased out according to the number of days you select before the allocation date. (example: for the allocation of 25-27.10 and the selected number of days "3" on 23.10., the allocation for 25.10. is canceled and the allocation is therefore only two days). \
\
The expiration date alerts you on the selected day when you log into the Siesta Extranet, with an expired options and allocations window. \
\
Select the type of room to which the allocations will apply, and if you have a longer period of recurring allocations, you can only assign allocations for specific days. \
You can create an individual price list for the created allocation. It is set in the same way as setting the price list for the partner, which will be described in the next paragraph.
If you hold the cursor over the allocation (parenthesis after availability) in the PriceGrid for a while, you will see the allotment detail. Partner, duration of allotment and number of allocated rooms (first number in parentheses) and number of reservations of partner using the allocation on the given day (second number in parentheses). In the Allotments tab, in Management/Sales you will find a list of all allocations.
### Price list
In the Price List tab on the partner detail you can set individual prices for the partner different from the prices in the Price Table. Click on, add partner price to get to the individual price list window. The principle of data entry is identical to the price list at the allotment, but this is valid for each partner reservation, not only in the allocated period.
You can assign a price list to a specific room type. In Change type, you can set how the room amount should be changed. +/- changes the price shown in the PriceGrid, Change = sets a brand new price. Select a date to set the price list duration. \
In the table on the right you can adjust the room price according to the number of guests. Do not forget to save prices for people and the whole price list separately using the floppy disk icon.
# Invoicing in the Siesta Extranet
In this extensive section you will learn how to invoice in the Siesta Extranet.
## In General
In the following sections, the following topics will be explained in detail: how to manage an account for reservations, how to issue an invoice when a guest pays you on the spot, or how to withdraw money from a credit card through a payment terminal, how to send an invoice to EET and keep backups.
# Guest's bill at booking
Explained process of creating a guest bill at booking.
## In General
The cornerstone of invoicing is the guest bill(s) at the time of booking. There can even be more than one bill for a booking if it's convenient. Before you start issuing your documents to the guest, we recommend that you first familiarise yourself with the functioning of the Siesta Extranet accounts. \
For bookings received from online travel agencies (Booking.com, Expedia etc.) you will always have at least one account. There will be one item in this account with the price for the entire reservation.\
\
For reservations that you have created manually in Siesta Extranet, you must first create a bill. Let's show you how.
## Create a bill
You can create a bill on the booking details using the “Add bill” button located on the bottom bar.
If you want, we will give your bill a name, and we will assign a currency to your bill. If appropriate, we can associate the bill with a specific room and guest. Then save the bill using the "Floppy" icon.
## Pair the bill
Once the bill is saved and created, it can be seen immediately on the booking details. The newly created bill will be completely empty, as shown in the picture below (Accommodation). To work with a bill, just left-click on it.
## Bill
The individual elements of the bill are described in detail below:
#### Currency
The currency of the bill in which the guest is charged.
#### Items total
The total value of all guest charges.
#### Payments total
The total value of all payments made by the guest.
#### Total
The overall status of the bill. If it is zero, the guest does not owe anything to your facility.
#### Billing button
Document issuing button. This button cannot be used if the guest has no amounts due in the item table.
#### Table items
A table of items used to register the amounts charged to the guest for the use of the accommodation facility services. The "Other" field displays the Invoice number to which the item was invoiced.
#### Payments table
The Payment table is used to register the amounts already paid by the guest. The exchange rate field displays the exchange rate, if the payment is in the same currency as the account currency, the value of the exchange account will always be 1.00. However, if the guest pays a currency other than the account currency, you can choose any currency between the account currency and the payment currency. The rate you used to make the payment is shown here. The rate cannot be changed for payments with an existing document. The "Other" field displays the Invoice Number issued to the guest as proof of payment for the accommodation facility.
#### Invoices
This section displays all documents that have been issued for the bill. Valid and also canceled.
#### Deposits
This section is described in detail in the following section:
{% content-ref url="/pages/-LpT7vaIiLGo6brW6Wak" %}
[Deposit invoices](/en/procesy/untitled/jak-evidovat-zalohy)
{% endcontent-ref %}
Now a few words on how the guest's bill works.
The guest' bill is divided into two tables - one for keeping records of the items that are charged to the guest and the other for keeping records of payments. Both tables have the same controls as described in the next section of the manual.
The key is to remember the principle of how both tables work and which is the same as in accounting - all entries in the Item Table are the guest's owed amounts and until the Payment Table records entries of the same value as the Item Table, the overall account balance is guest negative> guest owes you money.\
\
The aim is therefore that the value of all entries in the Table of Items is equal to the value of all entries in the Payment Table.\
The second important thing is related to the currency of the account. The entries in the Table of Items always have the account currency -> therefore the hotel services cannot be charged differently than in the account currency. But this does not apply to the Payment Table. The guest can pay you in any currency.
### Table controls for tables Items and Payments
Both tables have the same button controlsused to add records buttonsfor deleting records and buttonsto edit records. To delete or edit an entry, you first need to click on it anywhere. The selected entry is highlighted in green as shown.
Each green backlit record can be deleted by clicking on a pencil or trash can. Note that document records cannot be deleted or edited. Instead, it is necessary to issue a so-called corrective document.
---
[Next Page](https://help.siestaextranet.com/llms-full.txt/1)