Table of contents
- Getting Started
- Bookings
- Clients
- Invoicing
- Creating Invoices
- Modifying Invoices
- Updating Invoice Status
- Adding Internal Invoice Notes
- Viewing Invoice History
- Deleting Invoices
- Cloning Invoices
- Merging Invoices
- Printing Invoices
- Emailing Invoices
- Refunding Invoices
- Printing Receipts
- Emailing Receipts
- Quotations
- Online Payments
- Credit Notes
- Manage Invoice Settings
- Printing
- Searching
- Statistics
- Activity Tracker
- Messages, Notes, Watches, and Reminders
- MIDAS Admin Options
- Manage MIDAS
- Manage Appearance Settings
- Manage Booking Settings
- Manage Fields
- Manage Security Settings
- Manage Email Settings
- Manage Print Settings
- Manage Safety Settings
- Manage Invoice Settings
- Manage Database Settings
- Manage Templates
- Manage Public Settings
- Manage Scheduled Tasks
- Manage Miscellaneous Settings
- Check For Updates
- Manage Addons
- Keyboard Shortcuts
- Other Sources Of Support
- About MIDAS
Processing Booking Requests
From the "Pending Booking Requests" screen you can action booking requests in the following ways:
Approve
Accept the Booking Request, add it to MIDAS as a confirmed booking, and automatically notify the client via email that their request has been approved.To automatically create an invoice when confirming the booking, ensure that the "Generate Invoices when approving requests" option at the bottom of the screen is selected (This option will only be present if you have sufficient invoicing user permissions)
Query
Compose a new email to the client to request more information/query their booking request, etc.Modify
Allows you to make modifications to the original Booking Request, before it is added to MIDAS as a confirmed booking - for example the client may have requested "Room 1", you may wish to move them into "Room 2" instead. Once the modified request has been added to MIDAS, the client is automatically notified via email that a modified version of their original request has been approved, and the revised details are also included in the email.Reject
Reject the selected Booking Request, and remove it from MIDAS. You will be prompted to give a reason why you are rejecting the request, which will be sent to the client via email./ Lock / Unlock
Click / tap this icon to "lock" a Booking Request to you. When a request is "locked", no MIDAS user other than yourself may perform any action upon the request. This is useful if you have multiple MIDAS users with access to the Pending Booking Request screen, and you're in the process of querying a request with a client - you don't want another user to approve/reject it if you're currently dealing with the request yourself!Approving / Rejecting Multiple Booking Requests
Selecting the tick box alongside multiple requests will provide you with the options at the bottom of the screen to "Approve Selected" or "Reject Selected" requests. If no requests are selected, these buttons change to "Approve All" and "Reject All".The "Approve All" button, when clicked, will attempt to approve all currently outstanding booking requests. Requests which conflict with existing bookings, fall outside operating hours, or conflict with another request that has just been approved as part of the "Approve All" process will not be approved. The "Approve Selected" button does the same, but only for the requests that have been selected.
The "Reject All" button, when clicked, will reject all outstanding booking requests currently in your queue. You will also be prompted to give a reason why you are rejecting all requests, which will be sent via email to each client with a booking request being rejected. The "Reject Selected" button does the same, but only for the requests that have been selected.
Because the order in which booking requests are approved may affect the availability of other booking requests awaiting approval, you can configure the order in which MIDAS will attempt to approve booking requests when the "Bulk Approve" or "Approve Selected" button is clicked. You'll find this setting via MIDAS Admin Options → Manage MIDAS → Web Requests → Bulk Approval Order.
Settings
At the bottom of your Pending Booking Request screen you'll find a number of options...Tick the "Notify me by email when new requests are received" option to receive automated email notification whenever new booking requests for a venue you manage are received. If the "Only if I'm not logged in" option is additionally selected, you'll only be sent these notifications when you're not logged in.
Tick the "Approve / Reject silently" option prior to processing a booking request to do so "silently" (with no email notification sent to the original requester that their request has been approved/rejected).
Tick the "Generate Invoices when approving requests" box to have MIDAS automatically generate an invoice whenever you approve a booking request.