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Creating a bookings diary on excel

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    Creating a bookings diary on excel

    I am trying to digitalise a booking system, can someone help please?
    I am an agent for a skipper who runs boat trips - I need to create the equivalent of a handwritten bookings diary (which I have used or many years)
    Each day needs up to 6 different trip types, no one day has the same times that they start. Some are one hour, some 2 and some 3. Each one fits up to 12 people on, which can be booked by singles, or families etc
    Each booking needs to record the time it starts, the type of trip (length etc), name, contact number, number of people in that group, whether they are adults or children (different price for kids),the total cost, the addition of a small booking fee, the total they paid and if the trip has to be cancelled due to inclement weather-the total that was then refunded. Each trip then needs a total number of people that are booked in.
    THe total figures for the day then need to be added up into a settlement document to reconcile what is paid to the skipper.
    As you can see it is rather complicated! I have messed around with some spreadsheets but someone suggested maybe Access would be better?
    I cannot seem to find any advice online as its difficult to know what to describe it as!
    Can anyone please help?
    Thank you!

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    Forum Moderator AliGW's Avatar
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    Re: Creating a bookings diary on excel

    Welcome to the forum!

    What you are describing is a complete project. How much are you looking for help and how much for someone to create a solution for you?

    To me, what you have described would be better suited to an Access database.
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    Re: Creating a bookings diary on excel

    I am unfamiliar with Access, so don't know its capabilities, unfortunately I don't have funding to throw at this as it doesn't create a huge revenue for me. More info on what you would suggest would be appreciated please

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    Forum Moderator AliGW's Avatar
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    Re: Creating a bookings diary on excel

    Well, you mentioned Access, so I thought it was a consideration! Sorry.

    If you are wanting someone to create a solution for you (and you have not actually answered that question), then we have the commercial services section. There you can purchase points to offer someone to do the job for you - we are not talking big money, but enough as an incentive to the volunteers who man these boards.

    If you don't wish to do that, then you will need to mock up (manually) a spreadsheet showing the sort of thing you wish to achieve, and then you can get gradual help to realise it, but I should warn you that this could take some considerable time if you are not particularly au fait with Excel.

    Perhaps you could let us know?

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    Re: Creating a bookings diary on excel

    Thank you for your help, are we talking about £1's or £100's?

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    Forum Moderator AliGW's Avatar
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    Re: Creating a bookings diary on excel

    Well, it's difficult to say, but the highest payment that has been made on there this year so far is 60 points (which is £60). Most issues are resolved at 20-30 points. It really rather depends on the people who help there and what they think it might be worth - they would base their recommendation on the amount of time they think it would take to achieve.

    Sorry this is a bit vague, but it would not be me offering the help, so I can't say for sure.

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