Filemaker Bookings and Reservation System
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Filemaker Bookings and Reservation System

Create a Filemaker system that can be used for any reservation system where items are used for periods of time.
4.3 (105 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
613 students enrolled
Created by Guy Stevens
Last updated 8/2015
English
Current price: $10 Original price: $40 Discount: 75% off
1 day left at this price!
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Includes:
  • 11.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Create a complete Filemaker database for any business that needs to rent, lend or hire items for a period of time.
  • Create a complete solution for a hotel, motel or any kind of B&B situation.
  • Use relationships to search for date related conflicts.
View Curriculum
Requirements
  • You don't need to have any prior knowledge of Filemaker or database systems. We take it all one step at a time.
  • There is no need to buy a copy of Filemaker. You can simply download a demo version and try it out to see if FIlemaker is something that works for you.
Description

In this course we will learn to create a Filemaker system used for making reservations and booking items within a date range. In this example we will be using a hotel room as an example but this can equally be used for car rental, equipment rental, studio rental, library lending. In other words any system where you have items that are in use for specific periods of time.

What this system allows you to do is simply enter a start and end date and time and then the system returns a list of hotel rooms that are available within that period.

These free rooms can them immediately be booked or guests that walk in can immediately check in.

Included in the course are the original FIlemaker File plus extra Filemaker manuals.

Take this course if you want to simplify your business by creating an application that does all your administrative work exactly the way you want it. Completely tailored to your needs.

Who is the target audience?
  • This course is meant for people who want to simplify their administration that includes room, equipment or car rental.
  • People who like to have a centralised system in place for all their paperwork.
  • People who enjoy automating boring, repetitive tasks.
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Curriculum For This Course
Expand All 52 Lectures Collapse All 52 Lectures 11:29:24
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Tables and Layouts
5 Lectures 57:01

Let's have a look at what we are going to make. Download the Filemaker file in the download tab to the right.

Preview 06:43

We will be renting out rooms but this could be anything that you rent or lend out to someone.

Preview 14:40

We will use a menu to be able to easily navigate between our different sections.

Menu
08:46

So we can have an overview of our rooms. Organized by type.

Rooms List
13:44

Here we will store the info on our guests.

Guest Table and layout
13:08
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Bookings and Reservations
12 Lectures 02:16:26

Let's get started with the complicated stuff. Booking a room.

Bookings
17:47

We can't simply make bookings. We have to see which rooms are available.
Finding free rooms
12:48

We need to make sure that only the rooms that are actually available show up in our free rooms list.

Refreshing our Rooms list
16:32

Let's create some buttons so we can easily book or check into one of the free rooms.

Booking a free room + Check in
15:25

We would like to see all details of the booking plus have the ability to enter our guest information when we make a booking.

Detailed Booking View
14:18

A handy overview of all the booked rooms. Sorted per day.

Booking List
14:42

Actually checking in and checking out a guest. From the bookings list view

Check in and Check Out
06:21

Let's make sure we don't make any incorrect bookings.

A few extra checks
11:30

There is one big problem that we need to deal with before we can move on.

Solving a few problems and making some improvements
06:44

All of our rooms have features. It would be handy if we could include those in our search for rooms.

Features Filter
06:35

When guests want to check in or check out it's nice to have a list of all checked in guests as also a list of all people who are still going to arrive.

Easily finding Checked in and arriving guests
09:04

Sometimes it can be handy if you can immediately see exactly how many beds you have available.

Amount of available beds
04:40
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Billing and Invoicing
21 Lectures 04:40:11

At some point we will have to create a bill for our clients. And maybe some customers also need an invoice.

Bills or Invoices
17:16

If our bill needs to become an invoice we need to be able to assign it an invoice number.

Invoice Numbers
12:25

For the multiple items that can show up on our Bill or Invoice.

Invoice Details
06:18

Let's make it so that we can enter a multiple prices per room type.

Room Pricing Part 1
16:53

Displaying the prices on the Rooms layout and duplicating them to minimize repetitive work.

Room Pricing Part 2
13:27

Now we get to choose which price we would like to use while booking a room.

Choosing the price while booking a room
16:48

We can already make an invoice or bill item even though we don't even have a bill yet.

Making the actual Bill or Invoice item for the room
13:35

Now that we have started to create bill items we can display them on our Bookings detail layout.

Showing the Bill details on the Bookingsdetail layout
13:02

This can come in handy if a guest wants to know what the total price is going to be.

Adding totals and calculations to our room price list
06:19

Most people will be wanting breakfast and that will have to be included on the bill.

Adding a breakfast to the booking
17:17

If we add it as multiple lines per day we will be able to do some really cool things with this later on.

Adding the breakfast to the Invoice Details
14:25

Now we can actually make the Bill / Invoice.

Effectively making the Bill Part 1
19:51

We can make the process a little bit better.

Effectively making the Bill Part 2
14:08

Now that we have all the info related to our Invoice we can make our Invoice List.

Invoice List
14:40

We are going to make it easy for ourselves to do predictable and useful finds.

Invoice List Finds
18:56

A minor tweak to streamline things. And the addition of government tax.

Invoice Tweak and Vat
08:14

Let's create the print version of our Bill / Invoice.

Invoice Print Layout
13:44

Further tweaks to our layout.

Invoice Print Layout Part 2
07:05

For this to work we will need a script.

Printing a Bill
09:43

Because, seriously, who still prints anyway?

Making a Pdf Bill
11:03

So you don't have to print it at all.

Mailing a Bill
15:02
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Other Hotel related additions
7 Lectures 02:05:59

We made separate lines for our breakfasts on the invoice. Now we are going to learn what kinds of cool things we can do with that.

Breakfast List
19:44

We can look for the breakfasts of today and also turn our list into a handy checklist to check guests that actually take theirbreakfast.

Breakfast List Finds and Checklist
19:35

Let's create the ability to add breakfasts right from the breakfast list.

Add Breakfast
17:54

If a guests shows up for breakfast unexpectedly we should be able to add their breakfast to the list.

Add Breakfast Script
20:00

So we don't accidentally create two breakfast lines for one person.

Add Breakfast check
12:01

We can come up with all kinds of extra services that we would like to charge to our guests. Let's take an easy example and look at how this could work.

Laundry Layout
18:51

Lets try to find the simplest and most fun way to add these Laundry Items to our Bill.

Getting the Laundry items on our Invoice Details
17:54
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Bar
7 Lectures 01:29:47

For our bar section we will be trying out an entirely different technique.

Setting up our Bar section
08:38

If we can make a temporary list of the guests that are in our bar then that could be really helpful.

The Guests in our bar
16:26

If we don't want to add the same guest multiple times we can create a dwindling value list.

Dwindling Value List
11:54

Our bar will need a list of items we can sell.

Bar Price List
15:31

Our bar will need a list of items we can sell.

Bar Price List Part 2
15:53

When a new day starts we want to empty the guest list. Unless they have slept in our bar all night.

Clearing the guest list for the next day
18:25

Let's congratulate ourselves and look at what we have learned.

Conclusion
03:00
About the Instructor
Guy Stevens
4.5 Average rating
856 Reviews
7,287 Students
5 Courses
Filemaker freak

For years I was trying to figure out a good system that would be flexible and allow me to do some proper invoicing and stock management. After years of messing around with Excel files I finally had had enough and went looking. I found Filemaker and discovered a great tool that was packed with great functionality. I dove right in, started to learn everything I could. What started as a simple invoicing database became two and I was always looking to add more and more. I kept running into problems which forced me to find solutions and slowly I started to get to know Filemaker like the back of my hand. Now years later I have taught loads of people how to work with Filemaker and how to solve difficult problems. I have created very complex setups which have taught me everything I need to know about Filemaker.