Reservations
The core of the PMS, everything reservation related lives here.
-
Create a Reservation
Using the Add Reservation icon in RMS.
-
Create a Reservation on the Booking Chart
Creating Reservations from the Booking Chart.
-
Email a Reservation Confirmation
Emailing a reservation confirmation in RMS.
-
Cancel a Reservation
Cancel an existing reservation in RMS.
-
Revert a Reservation from Departed to Arrived Status
Correct a reservation accidentally checked-out in RMS.
-
Apply an Add On to a Reservation
Applying an Add On to an existing reservation.
-
Replace a Guest on a Reservation
Changing the guest profile assigned to a particular reservation.
-
Move a Guest to a New Area
Performing a room move from the reservation screen.
-
Find Existing Reservations
Using the Reservation Search in RMS.
-
Edit an Existing Reservation
Editing existing reservations in RMS.
-
Edit a Reservation Account
Accessing an account on a reservation in RMS.
-
Repeat an Existing Reservation
Setting up repeating frequencies of an existing reservation in RMS.
-
Opt Guests Out of Marketing
Using the Marketing fields in RMS.
-
Modify Reservation Dates
Changing the Arrive or Depart Dates on an existing reservation in RMS.
-
Change the Rate Type on a Reservation
Changing the rate plan used on an existing reservation in RMS.
-
When Does Rate Recalculation Occur
Reservation changes that result in a rate recalculation in RMS.
-
Set a Reservation to 'Do Not Move'
Setting a reservation as Fixed in RMS.
-
Use Repeat Charges
When to use Repeat Charges in place of ordinary Rate Creation on reservations in RMS.
-
View the Total Rate Breakdown on a Reservation
Viewing a breakdown of the rate for each reservation stay date in RMS.
-
Override Rates on Individual Reservation Dates
Using Total Rate Breakdown to change rates or discounts per reservation date in RMS.
-
Add a Discount to a Reservation
Applying a discount to a reservation in RMS.
-
Override a Discount on a Reservation
Manually overriding the discount amount on a reservation in RMS.
-
Change the Deposit Due Date
Giving extensions on the deposit due for reservations in RMS.
-
Hide Rate Amounts from Correspondence
Remove rate amounts from displaying on reservation correspondence in RMS.
-
Override the Base Rate
Manually overriding the base rate on a reservation in RMS.
-
Reset the Base Rate
Undoing a previously overridden base rate on a reservation in RMS.
-
Create Credit Card Tokens
Creating a new Credit Card Token in RMS.
-
Create a Reservation Using an Existing Guest Profile
Use an existing guest profile when creating a new reservation in RMS.
-
Find Reservations Using Custom Guest Fields
Searching for reservations using custom guest field information in RMS.
-
Difference Between Unconfirmed & Confirmed Status
Information on the different Reservation Statuses and their meanings in RMS.
-
Create a Group Pro Forma Invoice
Create a Pro Forma Tax Invoice for a Group Reservation in RMS.
-
Email a Form Letter to Multiple Guests on a Reservation
Sending correspondence to multiple guests on a reservation at the same time in RMS.
-
Create a Pencil Reservation
Steps to create a pencil reservation and place a temporary hold on an Area in RMS.
-
Convert a Pencil Reservation
Turning a Pencil Reservation into a Confirmed Reservation in RMS.
-
Check-in a Reservation on the In/Out Screen
Checking in reservations using the In/Out Movements screen in RMS.
-
Check-in a Reservation from the Reservation Screen
Checking in reservations from the Reservation Screen in RMS.
-
Void a Charge Transfer
Reversing a Charge Transfer completed in RMS.
-
Access a Reservation Account Using Quick Account Access
Accessing a Reservation Account using Quick Account Access in RMS.
-
Correct an Incorrectly Entered Meter Read
Reversing an incorrectly processed Meter Read in RMS.
-
Reservation Message Alerts
Adding a message to a reservation to alert other users in RMS.
-
Check-out a Reservation
Departing a reservation in RMS.
-
Park a Reservation on the Booking Chart
Parking a reservation on the Booking Chart in RMS.
-
Release a Parked Reservation on the Booking Chart
Releasing a Parked Reservation on the Booking Chart in RMS.
-
Multiple Booking Dates for the Same Guest
Using Group Reservations to manage serial stays from a single guest in RMS.
-
Cancel a Reservation with a Fee & Refund
Cancelling a reservation and applying a cancellation fee in RMS.
-
Undo an Accidental Check-out
Reversing an accidentally processed Check-out in RMS.
-
Transfer Sundry Charges from Accommodation to Extras
Quickly transfer incidental charges between accounts in RMS.
-
Undo a Room Move
Changing a reservation back to its original Area in RMS.
-
Override the Per Person Base Rate on a Reservation
Overriding the Per Person Rate on a Reservation in RMS.
-
Apply a Tax Exemption to a Reservation
Selecting a Tax Exemption on a reservation in RMS.
-
Bulk Copy Reservations
Copying multiple Reservations at the same time in RMS.