https://wiki.holray.co.uk/ 2026-06-03T17:22:31+00:00 https://wiki.holray.co.uk/ https://wiki.holray.co.uk/lib/exe/fetch.php?media=wiki:logo.png text/html 2022-02-15T16:43:38+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:accounts&rev=1644943418&do=diff Accounts Sales Report Advance Tariff Reports Allocation Reports Debtors Report Weekly Comparative Report Reconcile Payments Aged Debtors text/html 2022-02-15T16:35:21+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:activity&rev=1644942921&do=diff Activity Log fill me in! text/html 2022-04-11T15:37:09+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:add_customer_to_list&rev=1649691429&do=diff Add a customer to a list Lists allow you to group your customers for marketing purposes. If you use a bulk mail tool such as Mailchimp, you will already be familiar with the notion of a list. If you need to create a new list, you can find out how here. To add a customer to our text/html 2022-10-27T10:34:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:arrival_certs_reminder_letters&rev=1666866871&do=diff Arrivals and Reminder Letters This report allows you to send a letter or email to a group of customers.Details to follow... text/html 2024-02-17T10:34:29+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:booking&rev=1708166069&do=diff Bookings Click on the links below to learn more * Chart View * Check Availability * Maintain Bookings * Failed Web Bookings * Summary Screen * Web Testing * Web Availability Samples * Fuel/ Deposit Refunds Managing your booking * Make a Booking * Taking payments through the system * Transferring a booking - Dates text/html 2022-04-07T14:37:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:chart_view&rev=1649342253&do=diff Chart View The chart view shows you all your present and future bookings. Here you can see the bookings for all available units. There is a handy colour theme so you can see quickly the booking status. text/html 2022-10-27T11:28:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:check_availability&rev=1666870108&do=diff Check Availability This is a great resource which allows you to search and book anything off profile. Your system's pricing and booking is based upon the premice that your boats have a profile - week, short break, extended break and so on, with start days defined - Saturday and Tuesday, or Friday and Monday etc. This means that your customers have to book their holiday based on the confines of those profiles when booking on the web. The chart view will also show those profiles with start days h… text/html 2022-04-12T10:34:44+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:conditional_menus&rev=1649759684&do=diff Conditional Menus All systems have a core of common menu items but depending upon your plan, you may have some additional menu items. This page documents these conditional menu items. * Latelink * Sponsors aka Owners * Imports text/html 2022-09-29T15:13:21+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:customers&rev=1664464401&do=diff Customers Holray maintains two types of Customer. Enquirers and Bookers. An Enquirer is a potential customer that may have contacted you for a brochure or asked to be included on your mailing list. You can add a new Customer to Holray directly or by importing them from a spreadsheet. A Booker is a Customer with one or more Bookings. text/html 2022-04-11T15:17:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:customer_add_notes&rev=1649690270&do=diff Adding notes to a Customer The main customer record has a basic notes field but for more detail, you can add a note record to the customer. Notes on a customer “shine” through onto any bookings for that customer. N.B. Booking notes do not “shine text/html 2022-04-11T14:19:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:customer_search&rev=1649686795&do=diff Searching for Customers The default view is a list of Customers, as below, with the latest entry at the top. You can search for Customers by using the Search button. A pop-up box will appear, enter your criteria, in this case we are looking for any surname starting with text/html 2022-04-11T14:54:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:customer_search_via_booking&rev=1649688864&do=diff Searching for a Customer via a New Booking When creating a new booking, to prevent the creation of duplicate customer entries, always search for the customer first. The easiest way to do this is to always search for the customer post code as the first part of your completing a booking. text/html 2022-04-11T14:04:43+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:delete_a_customer&rev=1649685883&do=diff Deleting a customer A customer can have many statuses, Active, Deleted, Merge or Purged. Like many Delete actions in Holray deleting a customer does not pysically remove the customer it only marks them as deleted as the record may still be associated with a booking. text/html 2022-04-11T14:44:57+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:discount_groups&rev=1649688297&do=diff Discount Groups A discount group is a set of your units that you want to apply a specific discount to. This group will, by default and when created, include everything. You are then able to un-include whichever unit(s) you want. You can have as many groups as you like. text/html 2023-10-09T13:01:44+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:discount_plans&rev=1696856504&do=diff System Discounts This is where you set your discounts for your system, rather than individual discounts for a specific booker (i.e. Friends and Family as they are created within Extras) There are several discounts you can set. 1. Offer a discount to everyone who books, either manually or online. For example a summer discount of 20% for every booker. text/html 2022-03-01T15:04:15+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:document_manager&rev=1646147055&do=diff Document Manager The document manager is accessed via Files -> Document Manager. It enables you to control which documents and web URLs Holray sends or redirects customers to dependent upon the status of their booking. The document manager allows different documents or redirection URLs for each location (either physical or logical) that you operate. E.g. You may operate from two physically different geographic bases and so your confirmation emails need to reflect the requirement of each base. … text/html 2022-04-11T13:52:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:editing_a_customer&rev=1649685153&do=diff Editing a Customer Clicking a customer link from the Customer table will open it for editing (see Maintain Customers), in our case we click the top row ID 180: We can edit any field on the Record, but the entries in the Tabs at the bottom are readonly. To save any changes, click Save and you will be returned to the list. text/html 2022-05-09T09:07:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:extras&rev=1652087242&do=diff Maintain Extras You may want to have extras (upselling) for your customers to buy for their holiday, such as welcome hampers or dinghies. You may also want to have a discount that you as the operator can add to a booking quickly and easily (mates rates perhaps?) and this is where you set them. There are many set already within the system. text/html 2022-02-15T17:02:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:files&rev=1644944544&do=diff Files Click on the links below to learn more * File Manager * Document Manager * Remote Support text/html 2022-03-01T15:04:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:file_manager&rev=1646147088&do=diff File Manager Editing a file Holray is set with templates for letters / emails that will be sent automatically on a web booking and by the operator when taking a manual booking. They are fully editable so can they can be personalised to suit your company. text/html 2022-06-08T19:49:05+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:getting_help&rev=1654717745&do=diff Getting Help We would like the system to completely intuitive and obvious, but we know it can be complex in places. There are parts of the system such as pricing that you will only touch once a year and you won't remember how it worked. If you're stuck or something doesn't work and you cannot find this answer in this Wiki or on our Knowledgebase then please do get in touch. text/html 2023-05-11T10:00:43+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:hoseasons&rev=1683799243&do=diff Working with Awaze/Hoseasons Holray can integrate directly with the Awaze API and will book off availability as a two-way process leaving you to focus on your bookings and not worry about double bookings. Integrating with Awaze/Hoseasons To integrate with Awaze you will need to know the following:- text/html 2023-05-11T09:25:45+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:hoseasons_settings_-_original_api&rev=1683797145&do=diff Maintain Locations - Hoseasons settings Original API - Obsolescent Once your installation has been enabled for Hoseasons integration, you will need to set the location details for each site from which you operate units also booked by Hoseasons. Go to System text/html 2023-05-11T09:48:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:hoseasons_settings_-_sync_api_-_2023_onwards&rev=1683798508&do=diff Maintain Locations - Hoseasons settings Sync API - 2023 Onward Once your installation has been enabled for Hoseasons integration, you will need to set the location details for each site from which you operate units also booked by Hoseasons. Go to System text/html 2022-04-08T07:37:15+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:import_customers&rev=1649403435&do=diff Import customers This function can be used to import customers from other mailing lists, e.g. Mailchimp or similar. N.B. The layout is currently under review so we've not yet created a wiki page for it. text/html 2022-04-07T15:13:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:insurance_breaks&rev=1649344432&do=diff Maintain Insurance Breaks This screen allows you to create and edit the cancellation and personal insurance rates and the minimum deposit effective for each year. The amount represents the minimum hire charge for which the rates apply. I.e The first line amount should always be zero. text/html 2022-09-12T10:34:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:latelink&rev=1662978866&do=diff Latelink Latelink allows you to set and view the rolling 8 weeks discount plans to send to Latelink. It is not enabled by default, please ask us to have it enabled. You will aloso need to speak to Waterways Holidays. Setting the Discounts Latelink discounts are set via Latelink text/html 2022-04-08T11:24:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:location_dates&rev=1649417062&do=diff Maintain Location Dates This is where you set when your season starts and finishes, for each of your locations. By default, the system will create the dates to be 1st January to the 31st december. You need to tell it otherwise. Each location can be different. Choose the year you want to see, or set, and click the location you want to amend. text/html 2022-05-04T15:44:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_advertising_resourcing&rev=1651679063&do=diff Maintain Advertising Sources This is a very useful bit of information grabbing as you can see where your bookers find out about you, in the form of a “where did you hear about us?” way. The request will appear both for a manual booking within the booking page, and also for web bookers. You can set as many different sources as you like, which may be Google, recommended by friends, Tesco vouchers and so on. text/html 2023-05-11T09:23:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_agents&rev=1683796980&do=diff Maintain Agents This is where you set your agents. An agent can be Hoseasons, Waterways Holidays, Going Boating and also a web booker (web agent). Each agent can be assigned a colour. This will show on the chart view to allow you to clearly see where the booking came from. text/html 2022-04-07T13:49:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_auto-notes&rev=1649339368&do=diff Creating Auto Notes On any booking, you can add notes to that booking, to remind you about something specific to that booking. These notes can be, and are usually, unique to that booking. However, sometimes you might find that you are adding the same note to booking after booking, for example 'Customer would like to arrive one hour late' and this is when auto notes comes in. You can set within auto notes 'Customer would like to arrive one hour late' and it will appear in the drop down within t… text/html 2022-02-14T11:17:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_companies&rev=1644837470&do=diff Maintain Company This is your company name and your API key. Something you do not need to have access to, or change. text/html 2022-04-11T15:45:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_customer_data&rev=1649691922&do=diff Maintain Customers This page list all the Customers on your system. From here you can create, edit, merge or delete customers. For general notes on how the pages in Holray work take a look here. * Searching for Customers * Edit a Customer * Delete a customer * Undelete a Customer * Merge Customers (De-dupicate) * Add notes to a customer * Add a customer to a list text/html 2022-02-24T15:11:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_features&rev=1645715499&do=diff Maintain Features Units -> Maintain Features. Here you can add features to select from for your units. For example, you could have a Pet Friendly feature, a Dual Steering feature or even a Free bottle of Fizz feature! We understand that not all units will have the same features, so by adding them all in on this section, you can then select the relevent ones as necessary. text/html 2022-04-07T14:10:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_hire_elements&rev=1649340631&do=diff Maintain Hire Elements These are the main sources of your booking and are prefilled. You can search for them, using the Alphabet search bar, but in most cases there are fewer than 20 so will all appear on the page. You can amend some, for example, if the VAT rate changes, but otherwise they are mostly left alone. text/html 2022-04-07T14:28:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_label_types&rev=1649341687&do=diff Maintain Labels The system can print to labels, either using a label machine or just a sheet of labels in your standard printer. If you use a certain type of label, you can set the system to default to that label type. You may use the labels for mailshots or brochure runs and so on, from the Mailing Lists and Labels function. text/html 2022-05-04T15:45:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_lists&rev=1651679155&do=diff Maintain Lists Customer lists are a mechanism to allow you to group Customers together. You might choose to create a list for marketing purposes, e.g. “Brochure request” then each time a customer requests a brochure you create a new customer record and tick this list to attach the customer to it. When the new brochure is ready for mailing, you can go to the Mailing List Manager, select the text/html 2022-09-29T14:37:44+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_list_labels&rev=1664462264&do=diff Mailing Lists and Labels The Holray System, whilst having its own email provision, is not an email service. What I mean is that there are specialised email providers that offer all sorts of information to help you with your bulk email marketing and so on. They can identify incorrect or incomplete email addresses, record bounces and numbers of opened emails, aswell as complying with UKGDPR regarding email optouts. text/html 2023-05-11T08:52:53+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_locations&rev=1683795173&do=diff Maintain Locations You may operate your business from more than one location. This is where you add your locations. A location can be an actual place, or it can be used to differentiate between your hire boats, cottages, day boats and so on. To amend an existing location, simply click on it. You can edit it or delete item as detailed in the text/html 2022-03-01T15:34:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_offices&rev=1646148890&do=diff Maintain Offices This is where you set up your main HQ. To edit an existing office, simply click on the office required and amend or delete it. To set up a new office, click the blue New office button. It is most often your head office location, i.e. the town where you are located. This will be your default office. You can have more than one office, but only one default one. text/html 2022-02-28T15:14:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_system_messages&rev=1646061251&do=diff Maintain System Save Dialogs This is where you can set pop up messages for your users when they are creating a booking. For example, a particular route may require seperate licences. You can set the message here, to remind your users (and agents) that when making a booking a licence needs to be additionally purchased. text/html 2022-04-19T15:51:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_units&rev=1650383491&do=diff Maintain units A unit is a physical bookable object, it should represent something that can be booked as a “holiday”. For example, an apartment, a caravan, a cottage or a cruiser would be a unit but something that could be booked to accompany the unit, such as a rowing dinghy in the case of a cruiser cannot be booked on it's own, it is not a unit but an extra. See text/html 2022-02-24T12:40:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_unit_groups&rev=1645706422&do=diff Maintain Unit Groups text/html 2022-03-03T09:52:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_users&rev=1646301130&do=diff Maintain Users This is where you set up the user accounts for your system. Holray is a Super User. This means we have access to your system and the back end code for it. You can search for a user quickly using the search options at the top of the page (in yellow).You can also search using the alphabet buttons. See below:- text/html 2022-04-07T14:05:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:maintain_vat_table&rev=1649340339&do=diff Maintain VAT Table Under System Settings you can set as many different VAT rates as you wish. The system comes with the standard VAT rates, as default so you probably need do nothing. But, if you would like to add another one, click on the New VAT code button. text/html 2022-03-24T10:46:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:makeabooking&rev=1648118784&do=diff Making a Booking How to book a unit Lets assume someone wants to book onto Apollo for 7 nights starting on Tuesday 5th April 2022. As you can see, the duration drop down box is selected to 7 nights and we can see that Apollo is available on those dates. text/html 2022-02-28T15:29:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:manage_opayo&rev=1646062176&do=diff Setting up payments online. The system is a back end booking system with a front end availability calender which can be uploaded onto your website. It can be set to be hold only, when your customner books online, for you to follow up with a call, but you can also set your system to take payments. There is a lot to set up, as the payment card industry has many operating requirements and you will need to follow an application process. text/html 2022-04-11T15:43:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:merge_customers_basic&rev=1649691826&do=diff Merge Customers Holray provides sophisticated customer management options. Over time you may end up with multiple customer records for the same customer, either where a customer has booked multiple times via the web and a new record is created each time or where mutliple bookings have been taken over the phone without searching for the customer, via the text/html 2022-07-07T12:33:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:opayo&rev=1657197212&do=diff Opayo issues We are seeing a high number of issues with Opayo since moving to Protocol 4 and the introduction of SCA2. These problems particularly manifest where a card is not enrolled in 3D secure, e.g. an overseas card. These problems manifest as a failed web booking which instead of being in a cancelled (XP or ZP) state are left as text/html 2022-05-04T13:20:53+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:overview&rev=1651670453&do=diff System menu Holray uses a menu driven navigation to access its features. It is a multi-user system with users allocated to an Agent and with a defined “role”. This role determines which screens the user has access to. The menu bar sits at the top of the browser display area, as below:- text/html 2022-09-30T11:36:29+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:payments&rev=1664537789&do=diff Taking a Payment through the system using a credit or debit card. A booking will only be confirmed when a payment has been received against it. To take a payment you will need the customer's card details (this will be a MOTO payment as it falls under the category of Mail Order Telephone Order and the customer, although on the telephone, is not present for the transaction) and click the Add button, and choose Payment. text/html 2024-08-21T09:20:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:prices&rev=1724232031&do=diff Maintain base prices Overview Holray, currently, maintains two prices per price period for each class of unit, a weekly price and a short-break price. The weekly prices applies to breaks of multiples of 7 days and the short-break price to midweek or weekend breaks. text/html 2023-06-19T13:40:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:price_periods&rev=1687182000&do=diff Maintain Price Periods A price period is any duration where your prices do not change. Every price change is classed as a price period. For example - you may have one set of prices for January, February and March, another set for April and May, a third for June till September and a final one from September to the end of the year. That would be text/html 2022-04-07T13:34:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:pricing_menu&rev=1649338458&do=diff Setting Price Periods and Pricing Holray pricing is per location (logical or physical), per year with each year having one or more price periods defining the change in price for different dates. Once you've defined the price periods you can set the price for each class of bookable unit for each of the defined periods. text/html 2022-02-15T17:01:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:reporting&rev=1644944512&do=diff Reporting Click on the links below to learn more * Arrival Certs/ Reminder Letters * Arrivals/ Reminder Labels * Balances Outstanding * Credit Card Balances Due * Payments Received * Expired Provisionals * Extras Report * Booking Movements * Unit Reports NEW * Departures/ Returns * Bookings * Booking Summary * Bookings By User * Occupancy * Available Units NEW * Drifters Report * Accounts * Booking Analysis text/html 2022-05-04T15:23:05+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:screens&rev=1651677785&do=diff User interface Activating a menu item from the menu will switch to a screen related to that area of the system. Typically, with the primary exception of the pricing screens, each screen will display a table showing the items relevant to that section. E.g. Under Units-> text/html 2024-07-10T11:27:38+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:sidebar&rev=1720610858&do=diff The manual * General * System menu * Interface * Tips & Tricks * Terminology & Syntax * Getting help * Menus * System * Pricing * Units * Customers * Reporting * Bookings including Web * Activity log * Files & Document manager * Conditional menus * How Tos * Working with Awaze/Hoseasons * Working with Waterways Holidays * Working with other channels, AirBnb, Booking.com etc. * Managing unsubscribes in MailChimp/MailJet using web h… text/html 2022-05-09T10:03:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:source_analysis&rev=1652090610&do=diff Source Analysis The system allows you to set the souce for a booker's search and booking of their holiday. This information can be very useful to determine your best advertising sources. The Source Analysis 'report' allows you to look at your advertising results and analyse them. text/html 2022-04-12T11:38:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:syntax&rev=1649763487&do=diff Terminology & Syntax This manual uses some conventions that might be unfamiliar. Burger Menu (or 3 bar menu) - This is typically an options menu in the top-right of the Browser application. Key combinations Some functions are accessed using keyboard combinations, these will typically be described as text/html 2022-04-07T14:41:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:system_menu&rev=1649342464&do=diff System Menu Overview The system menu is critical to setting up your property rental system and controls how your system is structured. It is, for most, a one time set-up with only occasional review and change required. The key items are:- * Maintain companies * text/html 2022-02-28T14:08:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:tips&rev=1646057332&do=diff Tips & Tricks Open in a new tab All menu items, if clicked with the left button will open in the current browser tab. Right-click will give the option to open in a new Tab or new Window,as below:- This can be incredibly useful for checking things in another tab. Watch you don't open too many! text/html 2024-02-17T10:56:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:transfer&rev=1708167408&do=diff To transfer a booking to a new date, start by clicking the “Transfer” button at the top of the page:- [ Transfer start] Click “OK” to confirm you want to proceed with the transfer and you should see the date and duration block change as below:- [ New dates and duration] Select your new date/duration and click text/html 2022-04-11T14:07:44+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:undelete_a_customer&rev=1649686064&do=diff Undelete a Customer If you have a deleted customer and wish to reinstate them you can edit their record and click the undelete button, see below:- Don't forget that rather like Deleting the customer in the first place, when you Undelete them they will disappear from your search list as the're no longer deleted. See text/html 2022-04-19T15:03:45+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:units&rev=1650380625&do=diff Maintain Units Units are primary bookable units. A unit might be a chalet, caravan, apartment or a boat. It is always something that can exist as a booking. For example a Cruiser is a unit, a rowing-dinghy is not, a dinghy is an extra. The core menu options under Units are below:- text/html 2022-04-08T08:50:51+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:waivers_deposits&rev=1649407851&do=diff Maintain Security Waivers and Deposits This screen is where you set the deposits (for when it is the same rate or amount across your fleet), damage waiver, fuel deposits and a security deposit. You do not need to set any of these, but deposits are the most popular charge, to secure a booking. text/html 2024-07-10T11:43:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:webav&rev=1720611787&do=diff Web availability checklist Below is a quick check list reminder if you're struggling to set unit/locations to show on your web availability. System->Maintain Locations * Is “Show on web” ticked? Units->Maintain units * Is “show on web” text/html 2022-02-14T11:34:57+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.holray.co.uk/doku.php?id=holray:welcome&rev=1644838497&do=diff The manual Clients have on and off requested a manual for Holray. We've resisted on the basis that the system changes to frequently or that it's intuitive or that customer's can always ring us. This, then, is the manual you've always wanted. Enjoy.