Article Summary: This comprehensive tutorial guides you through setting up and managing dedicated groups, allotments, and corporate booking partners within Reservit Accommodation. You will learn how to configure partner profiles, set up secure booking access, apply custom payment and cancellation policies, and manage rates through custom planning filters. Master these steps to streamline your B2B reservation process and provide a seamless booking workflow for corporate clients and event organizers.
The 5 Key Steps to Create and Edit Groups and Partners in Reservit:
-
Create and configure the booking group: Navigate to Partner Management to establish a new group profile and set dedicated schedule availability.
-
Input partner profile details: Fill in essential business information, set validity parameters, and define primary communication languages.
-
Set up partner access and booking links: Choose between password-protected portal access or direct, unique booking links to share with group organizers.
-
Define payment and cancellation policies: Select your currency, credit card requirement rules, PMS rate grid preferences, and applicable terms and conditions.
-
Manage rates and inventory in Planning: Create a custom filter in "My Planning" to control room allotments, rate grids, and availability for the partner channel.
Why follow this guide? Following this step-by-step tutorial prevents booking errors, secures your corporate rate channels, and saves valuable administrative time by automating partner allotments and PMS rate distribution.
1. Click "Partners", 'Partner Management'' and ''Manage Partners''
2. Click on "Add" to first determine the availability of the group
3. Fill in the name of the group
4. Leave the type of commission "on the price of the rooms"
5. Leave the professional distributors to no
6. Switch to yes the general public offer and Leave the rest of the parameters as they are. *Having a schedule dedicated to this group makes it possible to have specific availabilities reserved for the partner. Then click on "Validate" to create the group
7. For the creation of the partner, go to the group and click on "List of partners"
8. Click on "Add" to create the partner
9. To create the partner, it is important to validate each of the boxes in order.
10. First, click on "General Information"
Alert: All fields in red are required!
11. Enter name. This name will be visible in your PMS, if you have one, and in the management of reservations. Address fields can be left blank.
12. Put the country, Canada
13. Set the validity date to unlimited.
-
The phone number is mandatory but is not visible to the customer, so you can put the number of your accommodation.
-
Put the status "open".
-
Set special rates to "yes".
-
Does this partner still benefit from the same offers as my site? Set to no so that the partner does not have access to all the general public offers.
-
Can be closed? Set to no so that it does not appear in the closing of the channels.
14. Then click on "Validate"
15. Click "Detailed information"
16. Choose the language of communication according to the situation
17. You have 2 connection options. The first is to set Secure Partner access to yes and give a username and password to access the booking page.
18. It will then be possible to log in with the username and password by clicking on "Group & Companies" on the booking page
19. The 2nd option is to set the Secure Partner access to "no" and provide a direct and unique link to the organizers of the group so that they can access it.
20. Put at least English and French in the languages to support
21. Leave the rest of the questions as they are
22. Click "Validate"
23. Then go to the "Payment" menu
24. Choose Canadian Dollar (CAD) for currency
25. You can then choose whether you want the credit card to be requested or not.
For the specific price for the rooms, if you have a PMS software which allows the sending of the prices, choose the specific grid. Otherwise, set to "no" and the rack rate will be retained.
Does the customer accept reservations without prices? Leave at "no".
Does the partner allow the hotel to cancel reservations? Set to "yes" so that you can cancel reservations if necessary.
Then finally, validate.
26. Click "Specification of the contacts"
27. Do not fill in anything and go down to validate. IMPORTANT TO VALIDATE even if nothing is filled
28. Note: "Various information" and "Access URLs" cannot be selected at this stage.
29. So, click on the last section "Reservation, cancellation"
30. Choose the General Conditions that apply, if there are no specific conditions, choose "No specific T&Cs"
31. Click "SAVE"
32. Once finished, click on "Save"
33. Your partner is therefore created here. Click on direct access to find unique links to copy and send to group organizers.
34. You can click on the links to access them or copy paste them to send them to the partner so that they can make the reservations
35. To configure availability and prices, go to "My rates and availability" then ''My planning''
36. Click on the current filter, for example here "My availabilities, my rack"
37. Click "ADD"
38. Put the name of the filter
39. In "Allotments" choose the name of your group
40. Then choose the partner in "channels"
41. Choose the rooms that apply
42. Then choose which offer applies. Then, click on "Validate".
43. Now, with this filter, you can control prices and availability. You can transmit the prices from your PMS software or enter them manually if you do not have a PMS.
