Reservation Plan Control Panel
The Reservation Plan Control Panel is found in the top section of the Reservation
Plan and has a number of useful
tools.
Date Selector
You can click the
calendar to select a date. The Reservation Plan will jump to the
selected date.
Today
Click ‘Today’
and the Reservation Plan will jump back to today.
View
Click on ‘View icon’ to change the view of the Reservation Plan.
Note that ‘Detail’ view includes guest’s and company's Star Rating, Do not move symbol (lock), and Deposit requested symbol ($). The ‘Group/Company’ view
shows the Group name and guest’s Company Name. ‘Booking Source’ shows the
booking source for each
reservation and ‘Nightly
Rates’ shows the rate charged
for each room, each night.
Search
Click ‘Search’ to access the Reservation Search screen.
This screen uses Smart Search, so you can
enter part of a name, company name, email address, reservation reference,
online booking site reference (e.g.
Expedia booking number) etc. By default, only current and future
bookings are searched,
however, you can activate
the ‘Show Past Reservation’ option.
New Reservation
The ‘New Reservation’ button
will open a New Reservation screen.
Recent
Click the ‘Recent’ button, to quickly see the 10 most recently opened
reservations.
Unallocated
The ‘Unallocated’ button gives you access to reservations
that do not yet have a room number allocated. If you have unallocated bookings, the ‘Unallocated’ button
is orange and has the number of unallocated reservations next to it.
Orange warning symbols will appear on the
Reservation Plan on the dates of any unallocated bookings.
Clicking the ‘Unallocated’ button will open the ‘Unallocated
Bookings’ screen.
The number of rooms available can be displayed by clicking the arrow down button next to 'Unallocated'. The number of unallocated rooms is shown in the orange box. If you are over-allocated (more bookings than you have rooms), the number is shown in a red box. If you are over-allocated, the warning triangle also changes to red.
To allocate
an Unallocated Booking
to a room, click on the orange (or red) box. You will now see a list of Unallocated Bookings for the date you selected. Simply
select a room number from the list and click ‘Save’. You can also click on the guest's
name to edit the reservation.
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