The Cape Rocks Website User Manual
Contents
1. 3 a A gt Callbacks Configurations This will bring up a list of current bookings if any Booking status Pending Pending O 9 Pending Schepers Pending Rachael c A ep ae Adults Select Status Children Short info Arrival Departure Amount total Amount paid Amount due Tip It is possible to sort the bookings by clicking on the column you want to sort on Eg Click on the blue heading Booking Status to sort the booking according to status Alternatively you can use the filter field Enter a name a status like pending to filter the bookings accordingly The Cape Rocks User Manual v 1 0 28 March 2013 Page 4 To get more detailed view of the booking you can click on the blue customer name Also you might have noticed that little magnifying glass next to the customer name if you Click it you can get a quick overview of the booking and the customer Creating a new booking At the top right of the Booking Manager page you will see a set of buttons These buttons can be found throughout the back end and represent the different actions you can take on the information shown In this case we have a New button which if clicked while on the Bookings Manager page will allow you to add a new booking You will then be presented with the booking information form this form is the same for adding or editing a booking The Cape Rocks User Manual v 1 0 28 March 2013 Page 52. s Location Where the person the testimonial is from lives Date of Posting The date of the testimonial This isn t shown anywhere but is good to enter for reference Use the format as shown for example 2013 03 26 for 26 March 2013 Comments Enter the actual testimonial text When you have entered all the fields or edited the ones you want click on the Submit testimonial button at the bottom Deleting a Testimonial To delete a testimonial follow the instructions as for adding or editing a testimonial but on the Testimonials management screen with a list of already entered testimonials tick the box to the left of the testimonial s you wish to delete O Manage Testimonials e Email 3q 0 fol fay fal aoa CES ES mW WW Ww Ww bo DoDD Then click the delete button near the top on the right to delete all the selected testimonials eje The Cape Rocks User Manual v 1 0 28 March 2013 Page 21 Changing Text on Pages The Article Manager Pages Manager allows you to change or edit the text on the different pages of the website such as the Accommodation page To go to the Pages Manager click PM from the Administrator Menu at the bottom of the website em mm PM mP Pe This will open the Article Manager screen Administration 0 vistors amp 1Admin 0 GB View Site Q Logou vyWWe wes Site Users Menus Content Components Extensions Help O Q New Edit Article Man
3. Cape Rocks User Manual v 1 0 28 March 2013 Page 13 Dashboard Bookings Availability viewer Items Translations Prices Discounts Callbacks Configurations cg Bookings Availability viewer Items Translations O s ay CA i A gt l i Prices Discounts Callbacks Configurations This will open up the Discount Manager screen Dashboard Bookings Availability viewer Items Translations Prices Discounts Callbacks Configurations Filter Go Reset C wo gt Published Name Nights Percentage O 1 3 or more nights 3 10 12 02 2013 Display 20 x Joomla 2 5 9 Adding or Editing a Discount To edit an existing discount click on the blue name of the discount in the Discount Manager Screen To add a new discount click on the New button at the top right of the Discount Manager Screen E O O QO Delete Publish Unpublish Edit New Enter or edit the discount information as below The Cape Rocks User Manual v 1 0 28 March 2013 Page 14 Dashboard Bookings mher nf ninhteo ctaveor IMDET o gnis Stayed Discount Category Name Number of Nights Stayed Discount input Discount Percentage Discount Start Discount end Availability viewer items Translations Prices DISCOL 3 or more nights zl Dropdo st Percentage as value 1 25 1 25 10 ha 12 02 2013 siz Clear Clear The name for the discount This will appear in the Item Manager for the cabin as an option to apply The number of nights r
4. upload in the menu near the top right of the screen The Cape Rocks User Manual v 1 0 28 March 2013 Page 23 t Upload Publish Unpublish Tag Remove l f This will open the box for uploading photos from your computer Add multiple files Add the following tags automatically Add tags separated by comma Publish the images automatically Select the files you would like to upload jpg png or gif Browse Close Complete the box as follows Add the following tags automatically You can enter a tag here so that the website knows which page the photos should go on Enter accommodation for the accommodation page and enter coast for the West Coast page If you are uploading a mixture of photos to go on both pages it is recommended to do this in two lots one upload for each page Publish the images automatically Tick this if you want the pictures to go on the website straight away If this is not ticked they will still upload but they won t show until you publish them which is covered later Click on the Browse button to open a box to help you find the pictures you wish to upload The uploader should start once you select your pictures Once uploaded your pictures should appear with the others Tip To make it easier to see all the photos for a page on the website e g the West Coast page you can filter by tag in this case coast The Cape Rocks User Manual v 1 0 28 Marc
5. Dashboard booking id Ay 3 Departure As lt She ava ig Pa g pot ng Sta Firstname Lasiname Ema Ihana Ja ri Bookings Availability viewer Items Translations Prices 11 The Cape Rocks Cabin v 19 03 2013 20 03 2013 C Qo ww wm Check 1 Calculate price Pending v Schepers randr schepers gmail com 035418099 To create the booking enter the information as follows Booking id Item Arrival date Departure date Adults Children This is set by the system and is the unique number for the booking This is the item that is being booked in all cases The Cape Rocks Cabin Arrival date Click on the calendar icon on the right to select a date from the calendar Departure date Click on the calendar icon on the right to select a date from the calendar The number of adults for this booking this has been set to a maximum of 2 but can be changed in the Items Menu The number of children for the booking this has been set to a maximum of zero but can be changed in the Items Menu The Cape Rocks User Manual v 1 0 28 March 2013 Page 6 Check Availability This allows you to see what dates are available by clicking on the check button This is to help make sure that when creating a manual booking you don t double book Price You can manually enter the price for the booking here or click on calculate price to let the system work it out based on the prices already set Paid Enter an amoun
6. Manager for managing testimonials PM Pages Manager for editing text on the various pages of the website MP Manual Payment page which allows you to manually enter credit card payments PG Photo Gallery for managing the various photos that appear on the website MN A copy of the website manual eee errr re rrr re ee ee ee rere re eee ee ee eer er ee Te IEW LEALAMNU You will leave The Cape Rocks feeling refreshed and re invigorated Use the box on the leftto see if your dates are available Super bach cabin Had everything we needed Great view even in cloudy weather no wind Coming from Wellington this is a plus Thanks R and A Murray Wellington Dublin View More gt BM TM PM MP PG Web Design by Web Managers 2013 The Cape Rocks ocean view accommodation Logging in Please note that when you first click on one of these menu options you will be asked to enter a username and password The Cape Rocks User Manual v 1 0 28 March 2013 Page 2 Joomla Administration Login Use a valid username and password to gain access to the administrator backend User Name thecsper Go to site home page Password gt Language Default z Log in Enter your username and password Then click the Log in button Managing Bookings Click on the BM link in the Administration Menu su TM PM MP PG After logging in if required you will be taken to the following menu Dashboard Book
7. The Cape Rocks Website User Manual Introduction Administration Menu Logging in Managing Bookings Creating a new booking Editing a booking Deleting a booking Making the cabin unavailable Processing Payments Paypal Payments Paylink Manual Payments Availability Viewer Adjusting Prices Managing Discounts Changing Details About the Cabin Managing Testimonials Changing Text on Pages Managing Photos 10 11 14 16 19 22 23 The Cape Rocks User Manual v 1 0 28 March 2013 Page 1 Introduction Your website has been created with a back end which allows you to administer and change various aspects of the website and its operations This manual will show you how to do the most common tasks associated with the website Please be mindful that any changes you make has the potential to change the website the way it looks and operates For this reason if there are changes to be made that are not covered in this manual please contact us at info webmanagers co nz for help and please do not change configurations or settings without checking as some of these settings have implications for other parts of the website Administration menu At the bottom of the website you will find an Administration Menu This has links to the back end options you will use most often The definition of the abbreviations is as follows BM Booking Manager which allows you to manage bookings pricing etc TM Testimonials
8. ager Articles Articles Categories Featured Articles Filter Search Clear Select Status xl Select Category x Select Max Levels xl Select Access xl E Title Status Featured Category Ordering Access Created by Accommodation Cr e paa Accommodation 0 Public accommodation E Find 28 Find Us 0 Public find us Hom m ane ee Home 2 Public ymen r pay 5 t N H Publi d t payment Thank you Cr 7 PANSE Hom P thank you West Coast Ol eee t Coast Publ west coast Publish Unpublish Featured Archive Check In Date Display 20 xl Batch process the selected articles If choosing to copy an article any other actions selected will be applied to the copied article Otherwise all actions are applied to the selected article Trash Options Help Select Author x Select Language x Hits Language ID To edit a page click on the blue name of the page in the Article Manager list This will open the edit screen Edit Article Title Accommodation Alias accommodation Category Accommodation x Status Published v Access Public Permissions Set Permissions Featured No Language All x ID 4 Article Text Styles Format X hy 4 TM ih il Il Lev HTML The Cape Rocks Cabin The Cape Rocks Cabin is a modern comfortable self contained one bedroom cabin with uninterrupted views ofthe Steeples Rocks and the Tasman sea Sitin the lounge and enjoy th
9. ategory Discount Categories Item url Availability viewer Items Translations Price The Cape Rocks Cabin English United Kingdom i Per Night v No discount multiple nights 2 nights English United Kingdom Browse Current image The name of the Cabin This should stay as 1 The maximum number of adults it can sleep The maximum number of children it can sleep This is the price category that applies Leave as Per Night Highlight the discount categories that apply by clicking on them The discount category first needs to be added through the Discount Manager before it will appear here as an option Leave blank The Cape Rocks User Manual v 1 0 28 March 2013 Page 18 Item Image Click browse to find and select another image you would like to use for the cabin Short Description A short description of the cabin which doesn t need to be completed as it doesn t appear anywhere on the website When your changes have been completed click on Save amp Close at the top right of the screen Cava Ma AE Save Cance Managing Testimonials To manage testimonials click on the TM link on the Administrator menu at the bottom of the website M TM PM MP PG This will open the Testimonial Management menu Site Users Menus Content Components Extensions Help K CSS meus g Testimonials Settings Display css Language Help Style File File Read
10. e asked to pay when they click the link Manual Payments Sometimes you will have people turn up who haven t paid and would like to pay by credit card You can do these manual payments with a credit card by using a special button set up for this purpose To go to the manual payment page click on MP in the Administrator s menu BM mm PM MP Pe This will take you to the manual payment page THE CAPE ROC Ocean View self contained accommodation on the rugged West Coast c Home Accommodation Testimonials West Coast Manual Payment Donate mes as va a This page is only visible to you not to the public and has a Donate button on it Don t worry you re not making a donation but this button does allow you to specify the amount to be paid When you click the button you will be taken to the Paypal page where you can enter the amount and credit card details for payment The Cape Rocks User Manual v 1 0 28 March 2013 Page 9 The Cape Rocks English Please enter your donation amount Purpose Donation amount Total The Cape Rocks 5 Total 0 00 NZD z Donate quickly with PayPal PayPal Secure Payments Important Payments made this way will NOT automatically update on the website You will need to go to the Booking Manager afterwards and manually edit the customer s booking to say that it has been paid Availability Viewer Dashboard Bookings Availability viewer Items Translatio
11. e coast for West Coast page photos or accommodation for Accommodation page photos Deleting a photo To remove a photo all together click on the delete button at the bottom right of the photo The Cape Rocks User Manual v 1 0 28 March 2013 Page 27
12. e views listening to you favourite music or sit on the deck with a glass of wine and nibbles enjoying the ocean sounds and fresh air Everything you need for a relaxing holiday or get away is right here And if you dont feel like doing your own cooking you will always find great meals and hospitality at the nearby friendly local pub eee Path Article 4 Image Page Break Read More 4 Toggle editor The Cape Rocks User Manual v 1 0 28 March 2013 Page 22 You can edit the text on the page by going to the Article Text box double clicking in the area you want to edit and then making your changes When you have completed your changes click on the Save amp Close button at the top right of the page Important These pages contain more than just text and aggressively changing the text here can affect the way the web pages displays If you are wanting to do more than a minor change please contact us as info webmanagers co nz Managing Photos The Photo Manager allows you to edit change or delete the photos that scroll through the Accommodation and West Coast pages To go to the Photo Manager click PG from the Administrator Menu at the bottom of the website BM TM PM MP Lec This will open the RSMediaGallery Photo Manager screen with all the photos that have already been uploaded to the website RSMediaGallery MEDIA MANAGEMENT Q00 600 Adding new photos To add new photos click on
13. en You can tick one or multiple bookings Click the Delete button on the top right of the Booking Manager screen Delete Edit New Back The relevant booking s will be deleted Making the cabin unavailable for a period The best way to block out a period so that people cannot book is to create a booking for yourself for the dates you want to make it unavailable Follow the instructions for creating a new booking making sure that you show it as having been paid so the booking is confirmed Processing Payments Online Paypal payments For those people who pay online through Paypal their payments will automatically be registered in the booking system and the status changed to confirmed You don t need to do anything Paylink For those who have booked but haven t yet paid and who would like to pay online you can send them a Paylink A Paylink is a link that you can put in an email which when the recipient clicks on it will take them to the Paypal payment page When they make their payment it will again register it automatically on the website The Cape Rocks User Manual v 1 0 28 March 2013 Page 8 To get the Paylink link click on the magnifying glass in the Paylink column to the right of the customer booking A box will pop up with a link that you can then copy into an email Note You will need to set the right price in the booking information for that customer as this is what they will b
14. equired for the discount to take effect Choose Dropdown List to select discount rate from a list or Percentage as value to indicate that the percentage you select is actually a set dollar amount The discount percentage amount The start date for the discount Leave blank to start now Click on the calendar icon to choose a date from the calendar The end date for the discount Leave blank to make it indefinite Click on the calendar icon to choose a date from the calendar When you have completed the changes click on the Save amp Close button from the top right of the screen save Cancel Important Once you have created a discount category it will be unpublished meaning it is not available yet To make sure it becomes available click on the box to the left of the discount name on the Discount Manager screen and click publish at the top right of the screen The Cape Rocks User Manual v 1 0 28 March 2013 Page 15 Dashboard Bookings Availability viewer Items Translations Prices Discounts Callbacks Configurations Filter Go Reset wb Published Name Nights Percentage ai 3 or more nights 3 10 12 02 2013 Display 20 x Joomla 2 5 9 N e W Edit Delete Publish Unpublish Deleting a Discount To edit an existing discount click on the box to the left of the name of the discount you wish to delete on the Discount Manager screen Dashboard Bookings Availab
15. h 2013 Page 24 Title Contains Free Ordering Ascending load 20 items per page Apply Filters Select All Title Y Description Tags p Published d o e 3 _ els Click on the Apply Filters button to apply the filter to the photos Publishing Photos The publishing icon is found on the bottom left of the photo Green means it is live on the website a red x means it is not yet live To publish a photo simply click on the red x to change it or to unpublish a photo click on the green tick to change it Editing photo information To edit photo information such as the title which displays under the photo on the website page click on the edit button of the photo The Cape Rocks User Manual v 1 0 28 March 2013 Page 25 This will open up an Edit screen which allows you to make changes Select thumbnail Ocean view from the cabin deck alrree Aspect Ratio Add tags separated by comma URL Description Ocean view from the deck Created Date Thursday 14 February 2013 08 17 Modified Date Thursday 28 February 2013 07 45 Edrubiisnec The Cape Rocks User Manual v 1 0 28 March 2013 Page 26 Notes The title is what shows on the website page a description is not needed as it is not displayed Also a URL is not required Troubleshooting Ifa picture is still not showing even when it is published it may be because it has an incorrect tag The tag for a photo should b
16. ility viewer Items Translations Prices Discounts Callbacks Configurations Fitter Go Reset a ID Published Name Nights Percentage 1 3 or more nights 3 10 12 02 2013 Display 20 x Joomla 2 5 9 Click the delete button at the top right of the screen Delete Publish Edit New Unpublish Changing details about the cabin To change details about the cabin such as how many adults it can take or what discounts apply click on the Items button from the main bookings menu The Cape Rocks User Manual v 1 0 28 March 2013 Page 16 Dashboard Bookings Availability viewer Items Translations Prices Discounts Callbacks Configurations a aA e Bookings Availability viewer Items Translations Prices Discounts Callbacks Configurations This will open up the Items Manager Select the cabin details by clicking on The Cape Rocks Cabin from the Item Manager list Dashboard Bookings Availability viewer Items Translations Prices Discounts Callbac Filter Go Reset ID Published Name Ordering tA Adults Children 1 The Cape Rocks Cabin 1 2 0 Per Night This will open up the cabin details The Cape Rocks User Manual v 1 0 28 March 2013 Page 17 Dashboard Bookings O Name Number of subitems Max adults Max children Price category Discount categories tem url link to article tem image Edit the details as follows Name Number of subitems Max Adults Max Children Price C
17. ings Availability viewer Items Translations Prices Discounts Callbacks Configurations i A C Q Bookings Availability viewer Items Translations a Prices Discounts Callbacks Configurations lceBooking is the name of the software and it consist of The Cape Rocks User Manual v 1 0 28 March 2013 Page 3 Booking manager Item manager Price manager Discount manager Translation Callbacks and Configuration Manager The Booking manager gives you control over all the bookings your system You can add new booking change existing bookings and delete bookings The Item manger gives you control over the details about the cabin It is also where you choose the price category and discounts that apply to the cabin In the Price manager you can set the daily prices In the Discount manager you can create discounts and coupons that your customer can use When creating discounts you can choose the time period that the discount or coupon is valid These have been set up to make the system work on your website and should not be changed If your Paypal address changes or something is not working please contact us at info webmanagers co nz first To manage bookings click on the Bookings button Dashboard Bookings Bjal Bookings Prices Availability viev Availability viewer Discounts vel Items Translations Prices Disco Callbacks o Translations unts Configurations LN B Items oq
18. me Adding and Editing Testimonials To add or edit testimonials click on the Testimonials button The Cape Rocks User Manual v 1 0 28 March 2013 Page 19 Site Users Menus Content Components Extensions Help i K CSS pas Testimonials Settings Display css Language Help Style File File Readme This will open up the Testimonials management screen with a list of already entered testimonials Manage Testimonials e n O Name Email Location C Published ID Edit Delete ml 1 Karen g infod Ma NZ t go hom oS 18 2 e O Aliga a for Gu fi t night h to 17 a A 3 Esthe f Cy Came for 1 night stay rful xed and f h 3 rm in fog y am ight stay a oS 2 A M fog To le Nort tif d eat pl l hank h m kev noa rene no ews A est gt JERE ecaperocks Ess y fi h k z s4 2 amp rmil6 SE d Marg fo tt Ca for us to derfi t t be bett i 6 it To add a new testimonial click on the New button to the right near the top amp Enter or edit the testimonial information as follows The Cape Rocks User Manual v 1 0 28 March 2013 Page 20 Add Testimonial fields are mandatory Submitter Name Email Address Submitters Location Date of Posting yyyy mm dd a Comments l ha Submit Testimonial Cancel Submitter name The name of the person the testimonial is from Email address This isn t relevant but still needs to be entered You can the email address info thecaperocks co nz for this Submitter
19. n the week To the right enter the amount in the box under Set Selected As and then click the Set button This will set the prices for the selected records A month Click on the name of the month at the top of the calendar To the right enter the amount in the box under Set Selected As and then click the Set button This will set the prices for the whole month A year At the top of the screen enter the amount for the year in the box after Set same price for all days and then click the Set for year button The Cape Rocks User Manual v 1 0 28 March 2013 Page 12 Category settings Daily prices Select year 2013 a Save changes Set same price for all dayso _ Set for year January Week Monday Tuesday Wednesday Thursday Friday Saturday Sunday Increase selected by 1000 Set selected as With selection 3 Deselect Inverse Once you have made the changes you require for that year click on Save changes Category settings Daily prices Select year 2013 gt a Save changes Set same price for all days 0 Set for year January Week Monday Tuesday Wednesday Thursday Friday 1000 z Set selected as With selection Deselect Inverse Note Make sure that you save the changes before selecting another year Managing Discounts Click on the Discounts button from the main Booking menu The
20. ns Prices Discounts Callbacks Configurations a AN gt Bookings Availability viewer Items Translations j a ay 7 a i A j Prices Discounts Callbacks Configurations The availability viewer in the bookings menu allows you at a glance to see what dates are available This is particularly helpful if you are on the phone with an enquiry and need to check if the cabin in free When you open the viewer you will see this screen Dashboard Bookings Availability viewer Items Translations Prices Discounts Callbacks Configurations A March 2013 gt gt The Cape Rocks Cabin 1 243 4 5 6 7 8 9 40 11 12 143 44 145 46 47 48 19 20 214 22 23 24 25 26 27 28 29 30 34 Subitem 1 Te a omon ca The Cape Rocks User Manual v 1 0 28 March 2013 Page 10 Yellow boxes mean pending bookings ie no payment has been received and dark black boxes mean confirmed bookings To see different months click the arrows to either side of the month to go backwards and forwards through the calendar Adjusting Prices Dashboard Bookings Availability viewer Items Translations Prices Discounts Callbacks Configurations um FA og AN gt Bookings Availability viewer Items Translations 5 3 a o Prices Discounts Callbacks Configurations The Prices Manager allows you to set prices in advance so that when people book using the website they are automatically given the price
21. t that has already been paid if any Booking Status Select the appropriate status from the dropdown list a Pending X Cancelled Firstname Pending 7 Confirmed Confirmed amp Paid Schepers Note This is the field you will change if you want to manually register that a customer has paid Customer Information Enter or edit the customer information as required adding any notes at the end these notes are for your reference only and not visible to the customer When you have completed all the relevant fields click on the save and close button at the top right of the page uH Ivy O Save amp Close Save Cancel Help This will close the form and take you back to the Booking Manager page Editing a booking You can edit a booking by clicking on the blue customer name in the list of bookings on the Booking Manager screen This will open up the booking information form with all the relevant details see add a new booking for more details of the fields and information they carry Change whatever fields you wish to edit and then click the Save amp Close button at the top right when finished Hive Save amp Close Save Cancel Help The Cape Rocks User Manual v 1 0 28 March 2013 Page 7 The changes will be saved and you will be returned to the Booking Manager screen Deleting a booking You can delete a booking by ticking the box to the left of the booking details on the Booking Mangement scre
22. to pay When you click on Prices in the main Booking Menu you will be shown the following screen Dashboard Bookings Availability viewer Items Translatio Filter Go Reset E ID Published D 1 9 Per Night Select the Per Night by clicking on the blue Per Night words The pricing adjustment screen will then open The Cape Rocks User Manual v 1 0 28 March 2013 Page 11 Category settings Daily prices Select year 2013 an Save changes Set same price for all days 0 Set for year January Week Monday Tuesday LWedresday Thursday Seay _ Saturday S Increase selected by 1000 100 100 Set selected as With selection Deselect Inverse The Select Year at the top left indicates the year you are setting prices for You can change this year by clicking on the arrows to the right or left to go backwards or forwards You can change prices for as many years ahead as you like N W gt Category settings Daily prices Select year 2013 gt k Save changes Set same price for all days 0 Set for year January Week Monday Tuesday Wednesday Thursday Friday SP Down the page will be every month of that year the dates days and prices You can change the price for one day a week a whole month or for the whole year as follows A day Click on the day you want to change and type in the new amount A week Select all the days i
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