How to Create a New Booking?

1. 1. For returning bookers (or guests if booker is staying), click Existing Booker/Guest to search for their profile:
      
      
      

      ☝️Please note:

      Step 1 details apply to the booker. Selecting their profile here will auto-fill Step 3. If the booker isn't the guest, you can add guest details later as described in this article at step 3.

      
      
      
   2. If desired, add an Existing Company: 
      
      
      
      
   3. Select the stay dates in the date range field:
      
      
      
      
      
   4. Select the guest's Nationality:
      
      
      
   5. Select the number of adults and (if known) their age:
      
      
      When selecting the number of children, you will be able to select their age:
      
      
   6. You can opt to add more rooms to the reservation by clicking + Add Room :
      
   7. When all is selected click on Get Rates:
      

1. 1. Select the Room Type by selecting the Rate Plan in that room type:
      
      
      
      

      💡Tip:

      To view the total including taxes (like city tax), simply switch on the Taxes toggle.

      

         

       

   2. Hit Book to continue:
      
      
      
      
   3. Hit Next to go to step 3:
      
      
      
      

1. 1.  Enter Company details Optional:
      
      
      
      
      
   2. Remarks vs Notes:
      Notes are internal comments to stipulate important guest or booking information:
      Remarks usually display comments from OTA bookings. Since this is a manual entry, leave this blank unless you are migrating a booking from an OTA or a previous PMS.
      
      
      
      
      
      
      
      
   3. Provide the booker's information.
      Remember, the booker and guest are not always the same person, add staying guests details later in step 3-d.
      
      

      📝Note:

      The fields marked with a red asterisk (*) are mandatory. The mandatory fields are configured and managed by your manager.
      

   4. To identify the staying guests, click on the pen icon in the Group for ... (room type) :
      
      
      
      Fill out the gender, name and age for each staying guest if these are not the same as the Booker:
      
   5. Hit Next to continue to step 4
      
      

Fields explained:

1. 1. Bookings Reference - This field is typically left blank, as it is intended for the OTA reference number associated with a booking. It’s especially useful when manually importing bookings from a previous PMS, or in the rare event a booking doesn’t transfer due to a technical issue.
   2. Market Segment - Categorise your booking by adding a Segment is desired. Read the article 'How to create and manage Segments'
   3. Edit Price - To adjust the set price for this booking, click the pen icon:
   4. Extras - When extra items are attached to the rate plan, they will be mentioned in this field.
   5. Booker - The Booker name will be stated here.
   6. Breakdown -The total amount is displayed both with and without taxes, with each tax clearly itemized by type.
   7. Check in- and Out times - For internal reference, use this field to indicate times that fall outside the standard check-in and check-out hours.
   8. Discount - If permitted by your user role, you can apply a percentage-based discount in this field.
   9. Send Notification - By default, this option is enabled to automatically send a confirmation to the booker once an email address has been provided. Untick this box if you do not wish to send a confirmation.
   10. Add Credit Card - If credit card details are available, enter them here to guarantee the booking.
   11. 3 Options:
       
       
       1 - Confirm
       2 - On Request With 'On Request' bookings, the room stays available until confirmed by the hotel. Manual confirmation is required to guarantee the reservation and allocate the room.
       3 - Quote (Specify a deadline for automatic cancellation if the booking is not confirmed) :
       
       
       

1. From the main menu click on Rooms:
   
   
   
2. If a booking extends beyond your current view, use the date range bar to select and display the correct period.
   
   
   
   
   
3. Select a room number. For immediate walk-in check-ins, choose a room marked as 'clean'
   
   
   
4. Hover over your desired arrival date next to any room number. When the cross appears, click to select:
   
   
5. Click on the cross to trigger the pop-up window.
   
   
   
   
6. To extend the booking, click and hold the double arrow, then drag the bar to the guest’s departure date:
   
   
   
   
   
7. Click on the cross > a drop down menu will appear:
   Out Of Order
   Out Of Service
   Add Booking
   
   
   
   
   
   
8. - Click Add Booking
   - Select a Rate Plan
   - Enter the Booker's name
   - Hit Confirm or Quote (*see 📝 note below for more information)
   
9. The reservation will instantly show up on both the Room Calendar and the Booking List: