Reservations
Manage reservations in RMS.
Decision Tree
The Reservation Screen provides central management of individual reservations and their guests in RMS.
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Information
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Use
- Add Button
Information
The Reservation Screen provides central management of individual reservations and their guests in RMS.
Fields displayed on the Reservation Screen can be customised using Field Maintenance.
Additional tabs will display depending on the setup and modules used in RMS.
Reservations cannot be saved in RMS until the property has been set as 'live' by the RMS Accounts or RMS Training department.
Visit the RMS Youtube Channel for more videos on using RMS.
Users will require Security Profile access to the Reservation Screen and Reservation Functions use this feature.
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Use
- Add Button
Use
The Reservation Screen is used to create new reservations and manage existing reservations in RMS.
The Reservation Screen can be customised to suit a user's preferences.
Guest Details, Reservation Details and the Reservation Account are all visible on the main Reservation Screen as well as a series of icons in the toolbar and on the side panel for managing the reservations day to day including:
| Toolbar Icon | Description | Side Panel Icon | Description | Reservation Icon | Description |
|---|---|---|---|---|---|
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Change Status Change the status of a reservation to Quote, Unconfirmed, Confirmed, Cancelled or No Show. |
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Reservation The primary reservation view with Guest Details, Reservation Details & Reservation Account. |
Guest |
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 |
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Area Manage the Areas booked &  Key Cutting.
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CC Token Manage Credit Card Tokens or Vault Tokens for the Guest. |
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Check-out Change the reservation status to 'Departed'. Only appears on reservations in 'Arrived' status. |
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Guest Manage the Guest Profiles on the reservation. Set the Primary Guest or add Secondary Guests. Log individual Guest Movements or manage the Guest Profile. |
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Guest Account Access the Guest Account. |
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Display Options Customise the view size of fields and if the Notes & Requirements sections should default open, closed or only open if records exist. |
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Correspondence View the history of correspondence sent including read receipts. Send SMS or Email, Add Notes, Record Received In or Add Reservation Messages. |
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Guest Options Replace the Guest on the Reservation, access Membership options or save changes made in the Guest Details. |
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CC Pre Auth Create a CC Pre Auth Token using the configured Payment Gateway. |
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Housekeeping View and manage Housekeeping Tasks and Linen requirements. Add Notes for the Housekeepers. |
Reservation |
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Opportunities Requires Sales Lead Management. |
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Rego/Access Numbers Display is optional. View and manage car registration details and Boomgate Access Numbers for guests on this reservation. |
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Special Events View Special Event dates for a 14 day period across the reservation stay dates. |
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Job Create a Job for the Area or an Asset when using Asset Maintenance. |
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Requirement View and manage Requirements on this reservation. |
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Add Area Convert a single reservation into a Group Reservation or increase the number of Areas booked on the Group Reservation. |
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Registration Card Print a paper registration card or initiate the Digital Registration Card for this reservation. |
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Audit Trail View the change log for this reservation. |
Account |
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 |
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Charge Redirection Redirect charges for this reservation to a different Guest or Reservation Account in RMS. |
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Reservation Accounts Open the primary reservation account or hover to view all account balances and access any account on the Reservation. |
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Save Save the changes made to this reservation. |
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Split Rate Set the share of the Total Rate each Guest on this reservation is responsible for. |
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Bill To Change the party responsible for charges on the reservation accounts. |
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Save/Exit Save the changes made to this reservation and leave the Reservation Screen. |
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Add Ons View and manage Add Ons for this reservation. |
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Receipt Record a payment without opening the account. |
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Exit Leave the Reservation Screen without saving. |
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Transfers View and manage Transfers for guests on this reservation. |
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Revert Reservation Change an 'Arrived' reservation back to Unconfirmed or Confirmed status if checked-in mistakenly. |
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Repeat Reservation View and manage recurring instances of this reservation (repeats) in RMS. |
||
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Unconfirmed Change a reservation in 'Departed' status back to 'Unconfirmed'. Can be used to cycle through reservation statuses if a mistaken action has been taken. |
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Encashment Display is optional. Record payments taken in foreign currency and issue Exchange Certificates for exchanging currencies. |
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Keys Cut or program keys for the reservation when using to Door Locks module in RMS. |
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Hold Display is optional. View and manage Holds placed on this reservation for set dates. Holds are used for FIFO (Fly in, Fly out) or other operations where an Area remains assigned to a person or persons and they go off site for lengths of time. |
||
Use
The Reservation Screen is used to create new reservations and manage existing reservations in RMS.
The Reservation Screen can be customised to suit a user's preferences.
Guest Details, Reservation Details and the Reservation Account are all visible on the main Reservation Screen as well as a series of icons in the toolbar and on the side panel for managing the reservations day to day including:
| Toolbar Icon | Description | Side Panel Icon | Description | Reservation Icon | Description |
|---|---|---|---|---|---|
|
Change Status Change the status of a reservation to Quote, Unconfirmed, Confirmed, Cancelled or No Show. |
|
Reservation The primary reservation view with Guest Details, Reservation Details & Reservation Account. |
Guest |
|
|
|
Area Manage the Areas booked & Key Cutting.
|
|
CC Token Manage Credit Card Tokens or Vault Tokens for the Guest. |
|
|
Check-out Change the reservation status to 'Departed'. Only appears on reservations in 'Arrived' status. |
|
Guest Manage the Guest Profiles on the reservation. Set the Primary Guest or add Secondary Guests. Log individual Guest Movements or manage the Guest Profile. |
|
Guest Account Access the Guest Account. |
|
Display Options Customise the view size of fields and if the Notes & Requirements sections should default open, closed or only open if records exist. |
|
Correspondence View the history of correspondence sent including read receipts. Send SMS or Email, Add Notes, Record Received In or Add Reservation Messages. |
|
Guest Options Replace the Guest on the Reservation, access Membership options or save changes made in the Guest Details. |
|
CC Pre Auth Create a CC Pre Auth Token using the configured Payment Gateway. |
|
Housekeeping View and manage Housekeeping Tasks and Linen requirements. Add Notes for the Housekeepers. |
Reservation |
|
|
Opportunities Requires Sales Lead Management. |
|
Rego/Access Numbers Display is optional. View and manage car registration details and Boomgate Access Numbers for guests on this reservation. |
|
Special Events View Special Event dates for a 14 day period across the reservation stay dates. |
|
Job Create a Job for the Area or an Asset when using Asset Maintenance. |
|
Requirement View and manage Requirements on this reservation. |
|
Add Area Convert a single reservation into a Group Reservation or increase the number of Areas booked on the Group Reservation. |
|
Registration Card Print a paper registration card or initiate the Digital Registration Card for this reservation. |
|
Audit Trail View the change log for this reservation. |
Account |
|
|
|
Charge Redirection Redirect charges for this reservation to a different Guest or Reservation Account in RMS. |
|
Reservation Accounts Open the primary reservation account or hover to view all account balances and access any account on the Reservation. |
|
|
Save Save the changes made to this reservation. |
|
Split Rate Set the share of the Total Rate each Guest on this reservation is responsible for. |
|
Bill To Change the party responsible for charges on the reservation accounts. |
|
Save/Exit Save the changes made to this reservation and leave the Reservation Screen. |
|
Add Ons View and manage Add Ons for this reservation. |
|
Receipt Record a payment without opening the account. |
|
Exit Leave the Reservation Screen without saving. |
|
Transfers View and manage Transfers for guests on this reservation. |
||
|
Revert Reservation Change an 'Arrived' reservation back to Unconfirmed or Confirmed status if checked-in mistakenly. |
|
Repeat Reservation View and manage recurring instances of this reservation (repeats) in RMS. |
||
|
Unconfirmed Change a reservation in 'Departed' status back to 'Unconfirmed'. Can be used to cycle through reservation statuses if a mistaken action has been taken. |
|
Encashment Display is optional. Record payments taken in foreign currency and issue Exchange Certificates for exchanging currencies. |
||
|
Keys Cut or program keys for the reservation when using to Door Locks module in RMS. |
|
Hold Display is optional. View and manage Holds placed on this reservation for set dates. Holds are used for FIFO (Fly in, Fly out) or other operations where an Area remains assigned to a person or persons and they go off site for lengths of time. |
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