Skip to main content

Reservation Card

Steeve avatar
Written by Steeve
Updated over 10 months ago

The reservation card contains all reservation details and allows for various actions such as editing, adding payments, and more.



Rooms Tab

  • Contains room details like type, number, arrival date, guest name, occupancy, and rate.

  • Colored dot indicates housekeeping status, chat bubble for notes.

  • Sort rooms by clicking on columns.

  • Bulk update actions available by selecting rooms.

Editing Room

  • Click on room and select edit to make changes.

  • Amend room details and save.

  • Reset rate plan if rate needs updating.

  • Lock room to guest with "Do Not Move" option.

Extras Tab

  • Add items like breakfast, tours, transfers etc.

  • Items set up by manager in backend settings.

  • Select room number and folio to save.

Guest Tab

  • Add guests to room, lead guest is marked with a star.

  • Bulk edit for group reservations by clicking the toggle "Bulk edit guest"

  • Print registration form or click printer icon.

Folios Tab

  • Create guest account folio, post charges and payments.

  • Multiple folios in booking, split or pass charges between them.

  • Move items between folios, split charges by percentage or fixed amount.

  • Create invoice from folio, unchangeable tax document.

  • Add payment to create receipt.

  • Credit receipt for amendments.

Payment Tab

  • View payment transactions, use card vault if connected to payment gateway.

  • Request payment via email with Pay Now button for guest.

  • Add manual transactions, refund payments if needed.

Email Tab

  • Send emails using Basic View, Advanced Email Builder, or templates.

  • Option to attach confirmation or invoice.

  • Ensure guest email is added in the Guests tab if not in profile.

History Tab

  • Logs amendments made on reservation with user details.

Attachment Tab

  • Upload files with important guest information.

Did this answer your question?