Bad Books

What does Bad Books do?

Bad Books enables a Consultant to do the following:

1. Search for presence of guest in Bad Books for any booking in booking list

2. Add Guests from bookings created in YesBookit after Bad Books installation date (to cover privacy laws)

3. Update Guest Details

4. Add Multiple Incidents per Guest Entry

5. Edit an Incident

6. Void an Incident

Additionally, a Supervisor will be able to do the following:

1. Search for whether Guest already exists in Bad Books, using surname, telephone numbers and email address

2. Add Guest from External source (agent must have permission from guest for this particular use of their private information. see www.privacy.gov.au)

3. Remove Guest from Register

Background Searching

1. Staff users will get an automated alert from Bad Books when they are creating a booking if the guest is identified based on surname, email address or phone numbers. The booking will be marked if created.

2. If a guest is identified when making an online booking then they will only be able to make a Request Booking and online payment is not an option. The booking will be marked.

Check whether Guest is in Bad Books

1. From Bookings >Guest Bookings search for the guest

2. Click on BB button to right of booking

3. Any existing Bad Book entries that have a matching Surname, or Phone Number or Email Address will display as a red BB button.

4. Click into the Edit button to check the full details and establish whether it is the same guest or not.

5. If it is the same guest DO NOT add the guest as a new Bad Books entry. Instead update the existing entry in Bad Books and add new incident if required.

Add a Guest to Bad Books

From External Source

1. Click Tools > Bad Books

2. Click on Manual Entry

3. Enter the Guest details in the fields provided

4. Select Incident Type from the pull-down menu

5. Write a description/reason in the Note field

6. Click on Add Guest to Bad Books

From Booking in YesBookit

1. From Bookings > Guest Bookings find the booking and click on the BB button

2. If the Guest does not exist in Bad Books (possible existing entries are highlighted at the top of the page) then select Incident Type from the pull-down menu

3. Write a description/reason in the Note field

4. Click on Add Guest to Bad Books

Update Guest Details

1. From Tools > Bad Books

2. Search for the entry or locate the entry in the list displayed

3. Click on Edit and update details where required

4. Click on Update Bad Books Entry

Edit an Incident in Guest Entry

1. From Tools > Bad Books search for the guest and click on Edit

2. Edit a description/reason in the Note field

3. Click on Update Bad Books Entry

Void an Incident

1. From Bookings > Guest Bookings search for the guest and click on BB

2. In the Incident section change Status from Valid to Void

3. Click on Update Bad Books Entry

Search Bad Books for a Guest

1. From Tools > Bad Books

2. Search for the entry by entering part or all of the surname or email address or phone number

3. Or locate entry in the list displayed

4. Click on Edit button to edit entry

Remove Guest from Bad Books

1. From Tools > Bad Books

2. Search for the entry or locate the entry in the list displayed

3. Click on Edit and enter Delete in the Delete field

4. Click on Update Bad Books Entry