BridgeIT Tutorials

How to edit the confirmation template

You can customise your booking confirmation template information unique to your property.

Open Rates & Rules (Setup) and click on 'Templates'

If you need help finding the Rates & Rules (Setup) section, use our tutorial 'How to find Setup' to guide you.

Select the template and click 'Download'

  1. Click on the drop-down menu to show the options.
  2. Select 'Confirmation'.
  3. Click 'Download'.

Open the confirmation document

Once you have clicked on download, you may get a pop-up message telling you that your browser is blocking the site from opening the pop-up window.

Allow this as it is a safe document to download from our system.

  1. Select 'Open with' and chose the program you use to open documents.
    In the image below WPS Office is selected. You may be using Microsoft Word.
  2. Click 'OK'.

Start editing your template

If you wish to include additional fields on your registration template, information on how to do this is available in the document, 'Registration and Confirmation Info.doc', linked below:

Note that each bookmark needs to have square brackets - like this: [and] - at the beginning and end of each word that we list on the document for additional fields.

Do not remove the bookmarks (eg. [GuestName]), unless you do not want the data to pull from the booking when you generate the registration. Removing these fields will result in a blank registration.

Once the template is open, you can edit the document by adding your logo and some pre-arrival information information.  

Make sure to save the changed document with a new name in a place you can find if you need to make more changes.

Upload the edited Confirmation document

Make sure that you save the file as a ".docx" before trying to upload it.

Once you have made your changes, upload the document in the Templates section, where it was downloaded from.

  1. Select 'Templates' - within Rates & Rules (Setup).
  2. Select 'Confirmation' from the drop-down menu.
  3. Click 'Choose File' and select the file that you edited and saved.
  4. Click 'Upload'.
  1. Select 'Guests Communications' from a booking on your calendar. You may need to scroll down on the booking details to see this.
    (A pop-up with your options will appear.)
  2. Click 'Print Confirmation'.

Open the document

Need a new template?

Below is a blank registration document should you need to start fresh.

Previous Article How to edit the registration template
Next Article How to add or remove the VAT calculation on an excel invoice template