Set Up Referral Codes (Desktop) 🎥

Set Up Referral Codes (Desktop) 🎥

🎥 Watch Video

Referral codes will assist you in identifying how your guests made their bookings, distinguishing between walk-ins, OTA bookings, direct bookings with the hotel, returning guests, reservations made through travel agents, and more.
Path: Sales & Marketing > Setup

1. The Referral Codes setup is at the bottom right of the page.



2. Check the "Required" box if you wish to mandate the selection of a Referral Code for each new reservation.
3. If you opt not to select the "Required" box above, designate a default market segment that will be automatically filled in upon saving the reservation



4. Go to the last line to create a new referral code:
      - Enter a code for this new market.
      - Enter a description for this new market.
      - Enter a budget if you want to apply a percentage when you do your market segmentation to be compared to budgetary numbers. Usage will also allow you to take last year's figures and offset them by this budgetary percentage to reflect on a report as a comparative number.
      - Check the "Active" box.


Warning on deactivating or deleting a Referral Code.
If you do not use a segment, you may be tempted to deactivate it. Before doing so, make sure it is not in use in the 2way interface. If the code is deactivated while used or is missing in a setup, it will cause bookings not to be integrated into Visual Matrix.

    • Related Articles

    • Sales & Mktg Referral Code History Report (Desktop) 🎥

      ? Watch Video The Referral Code History report will display the number of rooms, revenue generated and ADR for each Referral Code. The Referral Codes are marketing segments that are setup in "Sales & Marketing > Setup > Referral Codes". Path: Sales ...

    • Set Up Market Segments (Desktop) 🎥

      ? Watch Video Market Segments aid in identifying the demographics of your guests, including business professionals, individual tourists, corporate groups, tourist groups, government employees, and others Path: Sales & Marketing > Setup 1. The Market ...

    • Set Up a Flat Discount Code (Desktop)

      If the code is meant to be used online, it has first to be created in the Channel Manager. A Flat Amount discount code is a specific dollar amount that will be discounted from the applicable rack rate. Path: Management > Setup > Rates > Discounts > ...

    • Night Audit Referral Method Report (Desktop) 🎥

      ? Watch Video The Referral Method report displays the total revenue for each Referral Method Segment for the day, the month, and the year. Path: Accounting > Night Audit > Reprint Reports > Referral Method Generate report Click Refresh. Detailed ...

    • Setup Discount Codes Black Out Dates (Desktop)

      Blackout Dates are dates the Discount Code cannot be used locally. Path: Management > Setup > Rates > Discounts > Setup 1. Select the code from the list of discount codes. 2. In the blackout dates section on the right, double click in the empty ...