In this article we’re going to describe the most common tasks required to get setup and running as quickly as possible after MOHOBOOK has been installed.
Again, assuming MOHOBOOK is installed, here are the steps;
1. The very first task is filling in the blanks, and making necessary adjustments to the Settings section of the Frontdesk, these include the following:
a) From the main navigation menu, click on Settings followed by the Property Info sub-menu, simply enter the appropriate information in the fields listed (but do not click Save yet)
b) Click on the Payments tab, choose your Currency from the dropdown menu, select the Offline and Online Payment Methods that reflect your business. Optionally, upload the certificate seal that was provided to you. Optionally, if you have chosen to receive guest’s payment details by fax, enter your InterFAX Username and Password (but do not click Save yet)
c) Click on the Taxes & Surcharges tab, and optionally create any Taxes or Surcharges applicable to your area and business (but do not click Save yet). Note, both Taxes and Surcharges are calculated on the entire booking subtotal
d) Click on the Global Discounts tab, and optionally create any Discounts applicable to your business (but do not click Save yet). Note, Global Discounts are also calculated on the entire booking subtotal
e) Click on the Language tab, and update the Cancellation Policy and any other fields that you would like alternate wording for. Caution, when changing short values such as button labels, ensure not to use long alternatives that can have a negative effect on the interface layout (but do not click Save yet)
f) Click on the Mail Settings tab, and enter your From Name, From Email, and Reply-to Email (but do not click Save yet)
g) Click on the Users tab, and optionally create additional Users with Frontdesk access
h) We will skip the Integration tab for the moment
i) Click on the Miscellaneous tab, choose your Default Country, Timezone, Children’s Max Age and set your Check-in and Check-out Times according to your property, or disable them
It is now time to Save your settings, and remember, you can come back any time to make adjustments!
2. Next you will need to create at least one Room Type to enable various other features, and perform the necessary testing prior to going live, please follow these steps:
a) From the main navigation menu, click on Rooms, then Add New Room (Type) from the sub-menu
b) The screen will default to the Description tab, from here simply enter a value for the Title, Description, and Quantity fields. Next, click on the Enter Room Numbers button and fill in the blank fields (but do not click Save yet)
c) Click on the Images tab, and optionally (but recommended) upload an image thumbnail for this Room Type (but do not click Save yet)
d) Click on the Rates tab, and enter the default room rate as well as rates for additional occupants (but do not click Save yet)
e) Click on the Occupants tab, choose an Occupant Model and select the values that are inline with your property’s rules (but do not click Save yet)
f) Click on the Extras tab, and if applicable, enter any additional comments about this room type, keeping mind they will appear on the email sent to the guest
It is now time to Save your first Room Type, and remember, you can come back any time to make adjustments!
3. Next you will need to integrate MOHOBOOK into your website. Note, this is only necessary if you plan to offer online bookings, otherwise you can skip this task:
a) Go back to Settings and click on the Integration tab
b) Copy the embed code from the first box titled “Booking Engine Embed Code”
c) Create a test page for your website that resembles the same design, layout, graphics, etc.
d) Paste the embed code into the body section of the page where you want the Booking Engine to appear
e) Save the page with a temporary name and upload it your website
4. If you followed the above steps, you are ready to run some tests, here is what we recommend:
a) Navigate to the test page created in the previous step and complete a booking just as if you were a guest (you should receive two booking confirmations, one for your property, and one that is meant for your guest, assuming you used a valid guest email)
b) From the main navigation, click on Bookings, then Add New Booking from the sub-menu
c) Create another booking for a different guest (again, you should receive two booking confirmations, one for your property, and one that is meant for your guest, assuming you used a valid guest email)
If all of the emails arrive, and the bookings appear on the Bookings > Active & Pending Bookings screen, everything is functioning correctly, congratulations!
At this point, you should finish creating any additional Room Types, reviewing your Settings to ensure everything is exactly the way you want it, creating any Extras you wish to offer (and assigning them to room types), adding any custom/seasonal rates that pertain to your property, followed by a couple more test bookings.
If everything still looks good, which it should, you can delete all of the test data (fake bookings and fake guests) from the Frontdesk.
Before you go live, you will want to ensure the test page on your website can be accessed from a secure URL, this means instead of navigating to http://domain/reservationsTest.html, you will want to try from; https://domain/reservationsTest.html. You want to make sure of two things; that the test page actually loads, and that there are no security errors visible in the browser.
You will also need to ensure that in addition to the booking confirmations sent by email, you are receiving the faxes that contain your guest’s payment information (assuming you have opted to enable this feature, otherwise it won’t apply to you).
You are now ready to change the file name of the test page to something more appropriate, for example; reservations.html, or reservations.php, or in the case of WordPress, simply; Reservations
We hope this guide has provided the information you need to get your new software up and running quickly, and remember, there is a complete user manual available in the footer of each Frontdesk page.