Follow these steps to import a new booking from TripStax/HotelZon into GRATIS.

TABLE OF CONTENTS

• 2. Choose the TripStax/HotelZon reservation
• 3. Select the venue
• 4. Check and update the booking details
• 5. Manage the documents

1. Start a new accommodation booking

• From the main menu, select Accommodation Booking.
• In the top-right corner, click New.

• On the new booking screen, enter your Client and Contact.
• Click Import Reservation.

• A small pop-up window will appear.

2. Choose the TripStax/HotelZon reservation

• In the pop-up, click HOTELZON.
• A list of your available HotelZon bookings will display.
• Select the booking you want to import.
• Click Import.

• You will be prompted with the booking's mapped details, such as Room Type, Room Basis, Booking Guarantee and Billing Method, and it's possible to amend them if needed.
• Click OK to proceed.

3. Select the venue

• Choose the correct venue from the list.
• Click the green Select button to confirm your choice.

• The booking details screen will now open.

4. Check and update the booking details

Most fields will be pre-populated from the HotelZon booking, but you can edit anything if required.

• Review all booking details carefully.
• Add any required client fields (e.g. cost codes, references) as needed.

When everything is correct, click Add & Confirm at the bottom of the screen.

5. Manage the documents

The imported booking documents will now appear in your Outbox and in the Documents tab.

• These documents do not need to be sent to the client, and you can delete them either from the Outbox or from the Documents tab.
• To delete the documents in the Documents tab:
  • Open one of the documents.
  • Click on Reject at the top of the page.

• On the next screen, click OK to reject the documents.

• To remove them from the Outbox: 
  • Tick the checkbox on the right of each document you want to remove.
  • Click Reject.