How to create a Voucher

Booking Manager templates allow you to create a unique voucher and offer your clients the option to reschedule rather than cancel the booking. This article one concrete example of the flexible Documents and Templates functionality in Booking Manager.

Using this feature will allow you to automate the process of sending out vouchers in just a few clicks, and set-up the template that is fully customisable to fit your company, you can add your logo, the colours recognisable to your brand and a message that fits your liking.

You can also find a basic Voucher template attached to this article to get you started quickly.

Voucher-2020-v.docx

Codes in Booking Manager

Open Booking Manager application.

Go to Preferences (1.) > Message (2.)

On the right side you will see fields:

Client, Common, Contract, Guest, Owner, Reservation, Skipper, Yacht, Yachtmodel.

Each field contains codes which can be merged in Voucher and automatically filled from Booking Manager application.

Choose for example Reservation (3.)

Find a field about reservation that you want to be automatically filled and mark it, for example Reservation ID (4.)

Drag with mouse into white field (5.) and copy it

Creating Template in Word

Create your own personalized unique document in Word, for example with the name of guest, address, info about your company, logo, photo, marina description, location or general conditions...etc..

On the place where you want to be merged field type

Ctrl+F9 (6.) to merge field.