Check-In and Check-Out are two different events in a Travefy itinerary. You can select the option to automatically have a Check-Out event made when making a Lodging Event from the database, but if you want to make a Lodging Event manually, you can still add a Check-Out event!
First we'll go over adding a Check-Out when pulling information from the databse, and then we'll go over creating one manually. Additionally, you can define the duration of the stay when setting the check-in date, which allows the system to automatically calculate and assign the check-out date. This feature can simplify the process, especially for multi-night bookings.
From the database:
1. Click + New Event
When in an itinerary or proposal, click on +New Event
2. Click Lodging
A list of events will appear. Click on Lodging!
3. Search for the hotel
You can type in the name of the hotel you're looking for in the search bar, and some options will appear!
You can see in this picture, that there are three little bubbles that appear at the top of the search. Those in green show the databases being searched!
Clicking on one of those bubbles will change it from green to white, signifying that it's not being searched in that database. See below to see only Library selected!
4. Specify Check-out Date
After making your selection from the database(s), you can specify the check-out date. That will determine what day the Check-out event will appear on! Alternatively, if the stay duration is known, entering the duration during the check-in setup will allow the system to automatically generate the check-out date, making it easier to manage consecutive nights.
5. Click + Add to Itinerary
All that's left to do is click on + Add to Itinerary!
Manually:
1. Make a Lodging Event
Go to the appropriate day, and click on +New Event, and then select Lodging.
2. Click Add Lodging Information Manually
Sometimes, when importing lodging data via PDF Smart Import, the check-out date might not appear as expected. To resolve this, you can duplicate the Check-In event and adjust the duplicate to serve as the Check-Out event. If issues persist, consider reaching out to Travefy support.
3. Add Appropriate Information
Add the information you want to appear on both the Check-In and Check-Out events. This can include the hotel Place attachment, photos, a title for the event, etc.
4. Duplicate the Event
Click on the More button (...) in the bottom-right corner of the event, left of Done Editing. A few options will appear, click on Duplicate. This will make a duplicate event! Another option for adjusting the dates without duplicating is dragging and dropping the event to a new date. This method can be especially useful for quick adjustments to handle scheduling changes.
5. Edit Duplicate to be a Check-Out
Click on the Pencil icon in the top right corner of the duplicate event to edit it. In the Type section you can change it to be a Check-Out event.
6. Move to Appropriate Date
Simply drag and drop the event to the appropriate date! If further modifications, such as changing the check-out date to reflect updated reservations, are necessary, this method ensures flexibility and ease in keeping the itinerary accurate.
Questions? Chat us in the live chat within your account or send us an email at Professional@Travefy.com