What are the benefits to me of the internal shopping basket?
Perhaps you get a booking enquiry by telephone or email and you want to add a booking manually? A corporate client contacts you and you want to create a special offer tailored to their needs, including various additional products such as catering and drinks, for example. With our internal shopping basket that’s easy!
The benefits are obvious: the internal shopping basket is the perfect B2B tool - set up individual, made-to-measure offers for major clients. Add several booking dates, as well as products and vouchers directly to the order.
Perhaps you would like to retain your customer’s loyalty by offering a discount? That’s no problem either! We are happy to explain clearly and in detail in this article how the internal shopping basket works.
How do I set up a manual order or reservation?
It doesn’t matter where you currently are in bookingkit: on each page you will find the button “+” on the upper left-hand side of the screen. Choose the quick action "booking".
A new page then opens where you can set up a new booking or reservation in just a few steps:
Select first whether you want to set up a new order or reservation
Enter the customer data
Now select the experience you want to book
Fix a date and add the number of participants
You can add flexible offers if used
Add additional products directly to the order
You can now also attach vouchers to an order
Of course, it’s still possible to offset vouchers already acquired or made out, or to grant a discount
Fix the payment method. Note:Online payments are only available for reservations
Then click on “Save”
If you want to create a manual booking, without entering an email-adress, that's possible of course. Just uncheck the corresponding checkbox:
If you are unable to complete a manual order and receive an error message, please follow these steps:
Add participants: Use the corresponding button to add participants to the order.
Add booking: Continue to add the booking to your order.
Save order: Make sure all required fields are filled out, then save the order using the button in the bottom right corner.
Why can manual orders lead to overbookings, but reservations cannot?
Manual bookings bypass the system’s availability checks, allowing vendors to overbook the appointment if necessary. With reservations, however, actual availability must be present for the selected time slot in order for the reservation to be converted into a binding order.
How can I redeem vouchers faster?
Do you want to redeem your vouchers faster and preferably immediately on site? Then please click here...
Alternative Workflow for Issuing Sponsorship Vouchers
When voucher-on-voucher redemption is not allowed, sponsorship vouchers can still be issued using a manual process. This ensures compliance with the redemption rules while providing flexibility for special cases like sponsorships. The recommended workflow is as follows:
Create a Manual Order: Start by creating a manual order in the bookingkit system.
Add the Voucher Item: If the sponsorship involves a voucher, add the relevant voucher item to the order.
Apply a Manual Discount: Reflect the sponsorship by applying a manual discount to the order.
Save the Order: Finalize and save the order to complete the process. This approach allows you to issue sponsorship vouchers without violating the restriction on voucher-on-voucher redemption.
Create reservations via manual bookings
How your end customers can create a binding order from a non-binding reservation.
In bookingkit you can also make reservations. When you create a manual booking, it is possible to choose the payment method, i.e. whether the end consumer wants to pay online or in cash. You can choose between cash, online payment and payment on account. This function is especially useful for corporate customers. So you can of course, as before, apply internal price levels to a manual order. The only advantage is that you can now also map payment on invoice and are optimally equipped for B2B!
How is a reservation converted into an order/booking?
Payment method "Online payment":
A reservation can only be converted into an order if the end customer pays online. It is no longer possible to change the stored payment method to "Bank transfer" or "Payment on site" once the order has been created.
Payment method "Bank transfer":
Reservations can only be converted into an order by bank transfer by the end customer. It is still possible to change the stored payment method after the order has been created.
Please note: Regardless of the payment method used, the end customer always receives an automatic email 24 hours before the expiry date of the reservation as a reminder to convert it into an order. In this email, a link leads directly to the bookingkit checkout. There, the end customer can also use all other online payment methods activated by you to pay for the order more quickly, despite the bank transfer stored in the order.
Payment method "Payment on site":
Reservations can only be converted into an order by you as the provider by clicking the "Confirm reservation" button. It is no longer possible to change the stored payment method at a later date.
How does a manual booking become a reservation?
For cash and online payment, you can check the appropriate box under Reservation and must add an expiry date to the reservation. So you decide how long the reservation is valid and how long the customer can pay for it. If your customer lets the reservation period expire, the reservation becomes invalid and the date is available again in your calendar. With cash payment you can also display invoice payments. As soon as you register an incoming payment, you can convert the reservation into an order with just one click.
How does the whole action look like from the customer's point of view?
If you create a manual booking directly, your customer will receive a booking confirmation by email as usual. However, if you make a reservation from the manual booking, your customer will of course receive a reservation confirmation. In this confirmation, your customer will also be informed to clarify the payment modalities with you (in case of cash payment) or to click on the link in the email to conveniently pay online and thus convert the reservation into an order (in case of online payment).
For reservations by cash payment, the confirmation email looks like this:
And here is the view of the reservation mail for online payment:
How does a reservation look like in my backend?
Reservations are displayed under Orders > Orders next to your regular bookings. There you can confirm or cancel cash reservations (1). You will also see the expiration time of each order under that order (2):
What happens if the money is only received after the reservation has already expired?
In this case you will be notified by email. You can then either refund the customer's money back or you can agree and create a manual booking (as already paid).
What happens if the reservation fails?
This can of course happen in isolated cases, e.g. if the payment fails on the end of customer's side (account not covered, payment is cancelled by customers, etc). If this is the case, the reservation details including the contact details of the end customer are displayed under Orders > Expired Reservations.
Why are booking fees charged for a reservation even though it has not been converted into an order?
In the past, there was a problem with providers creating reservations and then canceling them in order to avoid fees. To prevent this abuse, a booking fee will be charged for a reservation that has not been successfully converted. This is intended to cover the costs of emails, servers and administration of reservations. The unique process of reservations and automated payment allocations also incurs additional costs.
There are no longer enough places available for the date specified in the reservation. Can the end customer still convert the reservation into an order?
As a vendor, you can always overbook the respective date using a manual order. However, in the case of reservations, the availability of places is mandatory for conversion into an order – otherwise, the order will fail.