Backyou's home page gives you a direct view of the Alerts that require action on your files and requests awaiting processing.
The Folder section is the default home page. It is divided into 3 separate tabs:
- Assets: files not closed or for which the check has not been passed
- Closed: all cases closed manually or automatically by the issue of an invoice, and cases declined either by the hotelier or by the customer.
- All: You will find all your active and closed files in chronological order by default in relation to the date the request was created.
Active tab: the management module displays alerts requiring action in bold or allows you to filter files according to certain statuses.
- Pending: The file is awaiting processing, no commercial proposal has been sent.
- Modification without response: the customer has made a modification request on their Backyou space and is awaiting a response from the hotelier.
- No person in charge: no person in charge has been assigned to the file
- Option to be confirmed: The customer has requested an option from their Backyou space and is awaiting a reply from the hotelier.
- Forward option: an option placed on a file has expired
- Booking to be confirmed: the customer has asked to book from their Backyou space
- Tasks: a task has been notified on a folder and is due to be completed.
- To be sent to PMS: The reservation has been confirmed, the products need to be sent to the PMS.
- To be invoiced/closed: the check-out date has passed, the file must be invoiced and/or closed.
- Late payment: the payment deadline for a file has passed.
- In progress with no tasks: these are unreserved "in progress" files, with no tasks recorded and potentially no follow-up planned.
- Upcoming bookings: these are all current bookings (with or without registered payment).
On the right-hand side of the screen, different pictograms can be used to display different folders:
Reading a folder thumbnail - Classic view
Front row:
- The name of the company
- The dates of your stay
- The person responsible for the file
Second line:
- The name of the establishment
- The date of the request
- The folder reference generated automatically by Backyou
- Customer reference, if specified
- Source:
- Direct (the request was entered by the school)
- Your website (the request was made on your website)
- Groupcorner (business introducers)
- The allocated segment
- A "No accommodation" tag when the request does not include an overnight stay
- The eye enables you to see how many times the sales proposal has been viewed by the customer
- Use the pencil to manage the file (reference, person responsible, segment, note)
- The two sheets allow you to duplicate the request
- File status
Third line:
- The customer's name and contact details
- The customer's budget, if available
- Tasks and notes relating to the file
- "Responding to demand": direct entry into the demand and specifications