Customized documents such as reservation letters, confirmations, statements, and email letters can be created in the property's configuration and merged from within a stay record. Skyware will provide some documents, which can be used or modified to create a more customized document for your property.
Select Other from the Quick Menu on the left side of the screen, then select either Stay Documents or Guest Documents.
To create a new document, click on the New icon, enter the document description, and then click the Save icon.
To view an existing document select a document from the list on the left. The right side of the screen shows the details of the selected document.
To make changes to the document, click Open This Document to go into the document and format it.
The document will be a combination of typed text and custom or standard fields (button on the far right).
The Custom button pulls in fields from the system that are formulas or grids such as the folio total or the room type/night grid.
The standard Fields button pulls in the text fields that are filled in by the user such as first name, last name, etc.
All of the standard formatting can be used, and you can create a document that is quite complex if desired.
Please see our Help Topic How To Create or Customize Your Documents for specific details on using the Document editor screen to generate the document that you want.
Once the document is complete, click the Save Document button.
From within a Stay, click the Custom Documents icon, select the appropriate letter to either print or email. The system will display the merged document or email it out.
A customized document can be used as the properties default Registration Card, Confirmation Card, or email, by setting it up in the Property Definitions.