Reservation Card

Created by Margrét Silja Silja Sigurðardóttir, Modified on Mon, 24 Jun at 10:02 AM by Margrét Silja Silja Sigurðardóttir

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.

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