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How to file a report?

Discover a video tutorial and the Step-by-Step procedure to file a report on sibo

File report can be accessed in multiple ways:

The first option is to click on the profile name at the top right corner of any page in the PMS, and in the dropdown menu, select "File a report." In this case, you will need to manually fill in the first two fields, "relates to...," which means either "Booking" or "Property." You will also need to insert the booking ID or to select a property.

The second option is to go to the booking screen and select a booking. Then click on the profile name in the top right corner and then select "File a Report" from the dropdown menu. In this case, the "relates to..." field will be automatically filled in.

The third possibility is to click on the “Report” button from the inbox page. The report will be created directly via the reservation or any conversation related to the specific reservation. The “My report relates to…” part will be automatically filled in and you will still have to complete the “My report is about” part.

The fourth possibility is on the property page. Click on the profile name in the top right corner and then select "File a Report". The “My report relates to…” part will be automatically filled with property details.

For our tutorial, we will file a report from a Booking screen.

We will click on the selected booking ID.

Click on the profile name at the top right corner and select "File a report" from the dropdown menu. We can see that the report has been pre-filled along with the reservation ID.

Provide details in the "My report is about" section.

Click on "Select a category." then choose the category of your problem in the dropdown list.

Specify the degree of importance for this report. You have three options : Emergency, High and Low

Explain your priority change in the field to help other users understand why you're changing the status.

Add a brief description. It will be visible on the report screen below the report card.

Adding any available photos to illustrate the issue.

Finalize your report by clicking on the "Report" button.

Once the report is completed, you can go to the "Report" page from the menu. A list of different reports will be displayed, sorted by urgency level.

On the top of the page you have a search section.

Found our report in the list. You have access to a lot of useful informations like Number of the report, status, title, emergency priority, description, related booking link, related property link and a like to the issue image.

On the right side, we have three actions buttons. – The first button changes the status of the report to "NEW", "IN PROGRESS" and "DONE" in synchronization with the status of the connected task. – The second one is to create a task for the technician. – The third button is to add a comment or to view the different comments.

To resolve the issue, you can create and assign a task to any user. Automatically, information about the city and the apartment is loaded into the form. "City" and "Booking or property name" are already populated. If necessary, you can change them by searching for the correct information.

If you know the person to whom you want to assign this task, you can select them from the dropdown list.

Click on "Add Task" to create it. The task appears below the report.

There are few ways to resolve a report : 

By clicking on the "Resolve" button and choosing an existing task. This comes in handy when you have duplicated reports of the same issue.

Once a resolving task was added to the report, the report's status is automatically driven from it. As a result, when the maintenance person starts the task, the report's status will be automatically changed from "NEW" to "IN-PROGRESS", and when the maintenance person ends the task, the report's status will be automatically changed from "IN-PROGRESS" to "DONE".

Hey it’s time to learn more about theses subjects!

In this comprehensive guide, you'll learn efficient ways to file and manage reports. Discover multiple access methods, follow step-by-step instructions for creating reports, setting priorities, and tracking progress. Streamline your property management workflow by integrating tasks and enhancing your report management process.

Pricing is a crucial element of effectively managing your property, and our PMS allows you to easily control your rates in real-time. This section allows you to manage your rates for each property individually or grouped together. You can reduce manual pricing errors and increase your revenue through smart and dynamic pricing.

How to Manage Your Pricing

Discover a video tutorial and the Step-by-Step procedure to manage your pricing

Step 1: Quickly and easily update the rate for a single date manually

Simply click on the property of your choice.

In the price box and change the amount. For example change it from 150 EURO per night to 200 EURO.

Click outside the table area, and then click the "Apply Changes" button. The price has been sent and updated on all platforms.

Step 2: It is also possible to make changes for a single apartment or multiple apartments at the same time for a period.

In FOR, choose the property to modify, and click the "Apply" button.

In SET, select the days to modify. And also define a period to modify. For example, from April 20th to April 29th.

Now, you can either add a single amount (+5€), which will change 150€ to 155€, or a percentage (+10%). It is also possible to add a fixed amount like 160€.

Simply click on "Apply Changes" to make the change effective.

If certain dates on the calendar are blocked for a particular reason, it is still possible to define a price for that period.

When these dates become available, they will be automatically updated. This change is also possible for dates that have already been reserved.

This way, if there is a cancellation, the prices for that period will also be updated.

Choose the property of your choice, the period, and the days.

Click the "Overwrite blocked days" checkbox.

Finally, click the "Apply Changes" button.

We can now see that the new price will be taken into account as soon as the date becomes available.

Step 4: Change multiple listings on the same period

Select the apartments to modify from your list.

Choose the days to modify for a given period. You can decide to increase the price for the weekend and only on the second half of April.

Set the amount to +5%, and you will see that only the selected dates in yellow are affected.

To finalize your modification, simply click on the "Apply Changes" button.

Step 5: Change multiple listings on different days or periods

It is obviously possible to add another modification line to the same apartment or another apartment in the same update step for defined days or period.

The changes will be visible in the table in different colors for better user visibility. If there is already a reservation for this period, the change will not be visible.

The current minimum stay of two nights can be increased via the Min night field. 

Change the number. For example from 7 to 10 nights

Check on the table that the number of nights is now up to date.

Click on the "Apply Changes" button to make the changes effective.

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How to file a report?

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