Local Booking Manager
Booking Manager offers you a complete solution for you to manage your business. On this page, you will find thorough instructions for the features of the Booking Manager.
Main Features
- How to choose specific week in the year from the calendar
- Installation of Local Booking Manager on MAC
- Installation of Local Booking Manager on PC
- How to synchronize the Booking Manager
- Filtering available yachts on the main screen
- Sending Quick price quote
Settings and Preferences
- How to Add Equipment in Equipment Editor
- Planning Revenue
- Multiple Payment Installments
- Setting Region in Local Booking Manager
- How to Quote Full Price to Clients
- How to Manage the User Groups
Creating and Managing Bookings
- How to open a reservation for next year without the pricelist
- How to send payment reminders from Payment analyser
- How to create option on waiting
- How to open multiple bookings from Booking Manager main screen
- How to use special tags on reservations
- How to create custom reservation
Managing clients
- How to create personalized E-mail to client
- How to Send a Birthday Card E-mail
- How to assign addressbook contact to a certain user group
- How to find previous reservations or trips of your guest
- Finding clients from previous years
- Finding clients according to first contact
Invoicing
- Maximum Discount from Agency Commission
- Invoice export to bookkeeping software
- How to Add Additional Agency Discount
- How to send offers/invoices with alternative currency
- How to issue Master invoice in the name of the Guest
- How to separate Agency commission from the invoice
Check-in Features
Newsletters
- Setting up the mailing lists in MailchimpÂ
- Registering to Mailchimp
- Mailchimp integration - Registering to Mailchimp
- Mailchimp integration - Sending the Newsletter
- How to view overall statistics for newsletters
- Mailchimp integration - Creating newsletter signup forms
Reporting
- How to create and print embarkment list of your guests
- How to Create a Price List Report
- How to Use Cash Register Report
- How to print Booking list report
- How to make Agency financial performance report
- How to make Yacht financial performance report
Maintenance
- How to Use Tasks Reports
- How to Use Task Editor
- How to Edit Warehouses
- How to Use Workshops/Warehouses Editor
- How to Use Articles Editor
- How to Use Activities Editor
Features for Croatian charter operators
- New Changes in Croatian Invoices
- How to issue Fiscal invoices
- Taxing advance invoices in Croatia
- How to set up Booking Manager to be ready for fiscalization
- How to setup Booking Manager to issue fiscal invoices
- How to obtain the certificate from FINA
Miscellaneous articles for LBM
- Frequently Asked Questions for Charter Operators
- How to create a Voucher
- How to create customized Word Template document
- Local Booking Manager Manual
- Connecting to Charter Rating Systems
- Connecting to YachtCheck rating system
Booking Manager Releases
- Release Notes 13.1.6437 (08.04.2020)
- Release Notes 13.0.6435 (05.11.2019)
- Release Notes 12.2.0 (13.09.2017)
- Release Notes 12.1.0 (05.05.2016)
- Release Notes 12.0 (20.11.2015)
- Release Notes 11.3 (18.06.2015)