Booking settings
Where: Settings → Booking (/config/booking)
This is the rulebook for how bookings behave — numbering, defaults, room rules, calculation, the calendar, and which templates and notifications fire. Settings here save automatically as you change each field. The page is organised into tabs.
Booking settings tabs
| Tab | What you configure |
|---|---|
| Booking | The main rules (see below). |
| Templates | Which email and document templates are used for each booking event (new booking, offer, reservation, invoice, guest-form, arrival/departure, occupancy). |
| Currency | Base currency, supported currencies, display currencies, the on-site currency, exchange-rate behaviour, and the currency rate list. |
| Notifications | Legacy per-event notification switches (superseded by the dedicated Notification settings page). |
| Booking Source | The list of where bookings come from (walk-in, website, OTA…). |
| Customer Booking / Agency Booking | Self-service booking rules for customers and agencies. |
| Booking Category | Category labels used to classify and scope bookings. |
The Booking tab groups its rules into cards:
- Generated numbers — the patterns for booking, reservation, offer, and invoice numbers, plus Keep invoice number consistent.
- Booking creation — the default "unknown" customer and default agency, the to-do groups added to new bookings, whether changes are allowed after a booking starts, auto-resolve, minimum nights, re-booking limits, and how long deleted/archived bookings are kept (with options to strip documents, guest forms, and dives on archive). Also the terms & conditions link.
- Rooms — mixed-room and mixed-gender rules, global room changes, room sorting, and the default room calculation pattern.
- Calculation — whether surcharge and discount are separate line fields (with translatable labels) and whether the calculation is compressed.
- Booking calendar — moon phase, daily guests, room-occupancy displays, which booking states are visible, and HTML availability emails.
- Guest form — whether guest forms are created automatically, how many days before arrival, and alerts for missing forms.
Tip: The number patterns accept placeholders (for example a running counter and the year). Change them at the start of a financial year, not mid-year, to keep numbering clean. Keep invoice number consistent prevents gaps once an invoice number is issued.
Who can access this: Requires the Settings permission (Update) or Administrator access.
