You can manually create reservations, view upcoming bookings, and access a complete overview of all your reservations. This will streamline your management and boost efficiency.
What is a reservation?
Reservations are a crucial aspect of your property management system, allowing you to track and manage essential details throughout the booking process. On the reservations page, you can find information such as the booking details, reservation number, check-in and check-out times, and the number of guests. It also provides an overview of financial information like group budget and total spend. Reservations provide a clear overview of all your essential reservation data and the booking status and related activities.
Reservation Statuses
A reservation can have various statusses and remarks.
Status / Remark
Explanation
Cancelled
A canceled reservation will no longer receive touchpoints except for the reservation.canceled triggers. This status can be recognized by the red sidebar.
No Invitations
Reservations without invitations are more complicated to share with guests. We highlight these with a yellow sidebar.
Checked in
Reservations from which we have received the check-in details, and match the brand check-in settings, are marked with a green sidebar
LINKED
Reservations with a green badge, are linked to a parent reservation. They are part of a group of rooms.
PARENT
Reservations with an orange badge are the parent reservations. They are the main booking.
Importing reservations
With our integrations is it is easy automatically sync the reservations. See the list of integrations here.
Parent / Child / Linked Reservations
Reservations can be linked to one-another. If that is the case, one need to be the parent reservation and the others are child reservations. See reservation statusses on how to indentifty them.
Frequently Asked Questions
How to create a reservation?
If you want to create a reservation manually, you will have to provide certain information.
Click on reservations in the menu
Click on Create Reservation
Select the listing for this reservation
If you have a large amount of properties this will look different.
Provide a reservation number
If the reservation has come through an OTA, copy their reference in here. If left blank we will generate a number for you.
Selec tthe check in and checkout dates.
We will copy the check in and checkout times from the listing. After the reservation has been created this will be adjustable
Provide the details of the main booker
This person will automatically become an invite on that reservation
Provide the group setup.
Can I manually cancel a reservation?
Yes, you can! It might happen that you need to cancel the reservation and want to restrict access in the guest portal. Follow the steps below to cancel a reservation.
Open the desired reservation
On the top right of the page click the 3-dots ⋮
Click the Cancel Reservation action.
You will be asked to confirm this action.
If you did this by accident and want to undo the cancellation. Click the Undo Cancellation in that list.
Can I change the listing or any other details of the reservation?
Yes, most PMS will automatically update the listing on the background. No need to worry about that. In the case that you want to do it manually, follow the steps below to cancel a reservation.
Open the desired reservation
On the top right of the page click Edit button
Alter any of the resrevation details and hit save.
If the checkin or checkout times are altered. The touchpoints and their schedule will be recalculated. Depending on your settings in the Reservation Stages, this could also affect what is visible within the app.
Can I delete a reservation?
Yes, if you need to delete a reservation this can be done through editing.
Select the desired reservation.
Click on Edit in the top right
Click on Delete on the bottom left.
You will be asked for confirmatiom.
Good to know, when you delete the reservation:
Invites will no longer be able to join the reservation.
Guests will no longer be able to access the reseration.
Documents documents tight to the reservation will be deleted.
Touchpoints will stop to be processed for that reservation.
Guests will not be notified if a reservation is deleted.
