Reservation Information
In each folio, the reservation details are organized into three different columns. The first column, called Duration bears general information about the reservation:
There are two scroll down calendars where you can edit the reservation duration. In the example below, my guest is booking from 02/11 through 02/15:
The dates of your choice will be shown underneath the calendar, along with the room number the reservation has been assigned to, and the corresponding room type:
You can select the number of people and children associated with this booking, by using the scroll down menus next to the tags Adults and Children:
Note that the values appearing in these menus have been configured by the account administrator at your hotel, and the system won’t allow you to set up a higher occupancy than the one that has been configured.
You can proceed to fill in all the information under the Duration column. Note that most fields are entirely customizable, so you will probably see a different set of information than the one appearing in the picture below:
The OTA# field is where you can record the confirmation number from Online Travel Agencies associated with the booking you are entering in your account. Note that in case your account is integrated with any of these sites, this field will be automatically filled in upon receipt of the reservation:
Note that once the OTA# field has been filled in, that value will also be appearing on the top left hand side of the reservation folio:
Guest information
The middle column of the reservation folio bears information about the guest/s:
The Profile ID field will be automatically filled in once the name and last name of the guest has been filled in:
Note that once you start typing the guest name, the system will automatically prompt you with suggestions that match what you have typed in. In the example below, you can see that when I type in the name Test, the system will prompt me with any information matching the combination of first and last name. Note also that each of those suggestions is numbered: that is the Profile ID number associated with each of those guests.
Selecting a prompted suggestion will make the Profile ID field default to the Profile ID number:
If you do not select any suggestion, a new unique Profile ID will be creating upon reserving the booking.
Under the Guest Information column, at the bottom, you will find a place where to insert the guest’s credit card number. Click on the small box with the three horizontal lines, next to the written Credit Cards and then click on Add Card:
A new panel will pop down with all the relevant fields you will need to record credit card details. Insert all information and click on the button Save Card:
If the guest’s billing address is different from the guest’s address, uncheck the box next to the tag Billing Information: new fields will appear below and you will be able to record a different billing address:
Note: credit card information entered into the reservation folio will not be saved under the Guest Profile. This means that unless you have saved the card directly in the guest's profile, under the Profile Tab, the credit card information is not going to be saved.
Rate Information
The right column of the reservation folio bears information about rates, taxes and additional charges.
The scroll down menu will contain information about all available rates the account administrator has set up for the selected date, for the selected room type. In the example below, we have two rates applied to this room type, for the chosen date:
The Offered Rate is the one that the administrator has set up as default for the room type for the selected date range. If there are other available rates for the date and room type specified, you will be able to see them in the drop down menu, under Available Rates.
The Duration of the Stay field gives you the number of nights the booking is for, and it is a dynamic field as it changes accordingly with the dates displayed by the scroll down calendars. The Total Charges will give you the total of the room charges:
The list of tax applicable to the selected rate will be listed right underneath the Total Charges field. Note that each tax is exemptable by click on the relevant check-box:
FAQ's - This article answers the following questions
How do I create a reservation?
How do I add a reservation?
How do I reserve a room?
How do I create a multi-night reservation?
How do I create a booking?
How do I add a booking?
How do I book a room?
How do I create a multi-night booking?
How do I extend a booking?
How can I make a reservation?
How can I add a reservation?
How do I assign a room?
How do I modify stay dates?
How do I cancel a reservation?
How do I modify stay dates?