Video tutorials: everyday practicies

Modified on Fri, 26 Jan, 2024 at 11:05 AM

On this section you will find short video tutorials to help with everyday use of Moder. For instance, we cover how to create a new booking, how to create invoice and payment link and so on. Please use the table of contents as a reference to find the video best suited for your need. If you feel some important tutorials are missing, please let us know by emailing support@moder.fi and we are happy to extend our knowledge base. 



TABLE OF CONTENTS



Bookings calendar, bookings list and invoice list explained


           00:00 Bookings calendar: 

                10:00 Booking preview

                14:45 Move bookings feature


          13:50 Bookings list 

          17:10 Invoices list 

 

Key intakes from this video:

  • by opening a preview of the booking, you will be able to see all key information of the booking (booked extra services, payment status, guest information)
  • you can do a check-in and check-out from the booking preview
  • bookings that have come from external channels (booking.com, Expedia, Airbnb etc.) are marked with purple background and have the sales channel logo on them
  • you can easily move bookings from room to another room by using "Move bookings" function 
  • cancelled bookings can be found from the bookings list
  • you can filter all expired invoices easily from the invoice list




Creating a new booking, sending confirmation and editing dates





              0:00 How to create a new booking from back end

           6:25 How to edit an existing booking (e.g. how to edit the dates)

           9:08 How to send a booking confirmation


Key intakes from this video:

  • easiest way to create a new booking is directly to the bookings calendar
  • Moder does not automatically send a booking confirmation if booking is created from back end
  • if booking has been saved to Moder and you need to edit information that affects the room price --> you must manually insert the new price since Moder doesn't update the room price after the booking has been saved for the first time
    • modifications to extra services will be updated to the price automatically, the manual update only concerns the room price




How to mark a booking as paid in Moder



Key intakes from this video:

  • you can mark a booking paid in Moder without creating an invoice for it (for example, if the payment has been received as a gift card, credit card or through external channel)
  • bookings that have come from external sales channels (such as booking.com, Airbnb or Expedia) must be marked as paid in Moder manually if you wish to keep all booking information up-to-date
  • you can also divide the payment into multiple payment methods. This has been demonstrated on here.





Key intakes from this video:

  • once the guest has paid for their invoice using Stripe payment link, the booking and invoice will be automatically and instantly marked as paid in Moder
  • you can email a receipt to the guest directly from Moder after payment (the guest will be also able to download the receipt immediately after submitting the payment)






Key intakes from this video:

  • once the guest has paid for their invoice using Paytrail payment link, the booking and invoice will be automatically and instantly marked as paid in Moder
  • you can email a receipt to the guest directly from Moder after payment (the guest will be also able to download the receipt immediately after submitting the payment)




Creating and sending a PDF invoice



Key intakes from this video:

  • before sending any PDF invoices please ensure you have inserted your banking details to Moder (Settings ---> Company)
  • PDF invoices do not get automatically marked as paid when payment is submitted. Once you see that the guest has paid for the invoice, you can manually mark the invoice as paid in Moder.




Issuing a refund, creating credit note and cancelling a booking



        0:00 How to issue a refund to a guest

        1:43 How to create a credit note

        5:00 How to cancel a booking


Key intakes from this video:

  • Refund to the guest must be initiated through the channel where the payment came from: if the guest paid using Stripe ---> issue refund from Stripe portal. If the guest paid using Paytrail ---> issue the refund using Paytrail merchan portal. 
  • After refunding the money, it is advised to create a credit note to Moder to balance reports
  • You can easily cancel a booking from the top right corner on the edit modal of the booking




Group bookings



        

        0:00 Creating a new group booking 

        6:05 Creating and sending a group booking invoice 

        7:27 How to mark a group booking as paid 

        7:50 How to get the group booking confirmation 





Resource planning (Housekeeping tool)


                0:00 Resource planning calendar view 

            3:45 Cleaning list 

            7:20 Weekly overview 

            8:10 Monthly overview





Reports


            

            0:53 Report filters

            2:10 Bookings report

            3:50 Orders/invoices report

            4:50 Statistics report

            5:50 KPI report

            7:00 Settled bookings report

            8:40 Sales report by bookings

            10:30 Bookings export


Key intakes from this video:

  • Bookings report: this report shows all bookings that have started (=have check-in date) during the selected time period. It shows also the summary of payment methods and VAT breakdown
  • Orders/invoices report: this report shows all invoices (=PDF invoices) and orders (=Stripe or Paytrail payments) that have the invoice date during the selected time period.
  • Statistics report: has basic statistics such as the occupancy percentage. In addition, it shows how many visitors you had from each different country during the selected time period. If you need to report the visitor statistics per country forward to your government body, this is the report you can use.
  • KPI report: this report shows key analytical numbers for an accommodation business, such as occupancy percentage, average daily rate, rev par and booking window.
  • Settled bookings: this report is similar to bookings report except it shows all bookings that have ended (=have check-out date) during the selected time period. Thus, this is better report for accounting purposes than the bookings report.
  • Sales report by bookings: this report is a handy tool for analyzing sales. It shows all bookings that have been made during the selected time period. It also shows the source of the booking, the agent who made the booking (if back-end booking), and if a discount coupon was used. To get the best out of this report, it is recommended to export it to Excel.
  • Bookings export: this report shows the bookings along with guest contact information for the selected time period. This report will also show whether the guest gave a permission for marketing.




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