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Modify Dates, Occupancy, Rate, Room, and Status for a Reservation

Last Updated: Jun 13, 2018 11:42AM EDT
Learn how reservations can easily be modified as needed. 

Editing Arrival/Departure Dates, Room, Rate Type, Number of Guests, or Reservation Status:

After opening the reservation, to the right of the room name, you will find a button with an arrow pointing down next to the Check in/Check out button. Click on the arrow and choose Edit from the drop-down menu.
Menu under "Check in" button.
The pop-up window below appears:

Edit Room popup
Please note that for reservations with multiple rooms, there will be a 
Check in/Edit drop-down for each. Each room is modified individually.

Check In: Change the arrival date for this room.

Check Out: Change the departure date for this room.

Room: Switch the guest
into a different room. If the price is different a popup will ask you if you would like to update the price or not.

Do Not Move: Select the checkbox to pin this room in place on the reservation calendar. When this checkbox is selected, the reservation will not be moveable using the drag-and-drop functionality. Deselect the checkbox to allow for drag-and-drop editing.

Rate Type: Switch the room into a different rate type. Any change in room price will be reflected in the bill after this update is saved.

Number of Adults: Indicate the number of adults staying in this room. The price will be updated based on the room occupancy settings.

Number of Children: Indicate the number of children staying in this room. When you select children, you will then be able to indicate the age. The price will be updated based on the room occupancy settings. 

Status: Choose to update the status of the guest. Scheduled means that this guest has not arrived.

Confirm your changes by clicking the Save Room button in the pop-up. The reservation will be updated.

 

Alternatively, Use Drag-and-Drop to Edit the Dates or Room for a Reservation:

Adjust rooms and dates easily and efficiently. Drag-and-Drop allows you to move a reservation across dates and rooms, if needed. Please note that Drag-and-Drop does not allow you to adjust the length of stay. Please use the method above to edit the number of nights for a reservation.

When you attempt to move a reservation, it will turn solid blue. A blue border appears around the boxes where you are set to drop the reservation.

 

Built-in safeguards help prevent drag-and-drop mistakes, pricing errors, and double-bookings. This message below is an example of what will appear after dropping the reservation to a new spot on the calendar:
 

Another one of those safeguards is the ability to pin a reservation which prevents it from being moved without unpinning it first. A pinned reservation will appear to have a pin on the left-hand side:
 
 
If you attempt to move a pinned reservation, you'll see the reservation turn solid blue as before, but the area where you are trying to drop it will turn red and a prohibition symbol is displayed. You may undo the pin by opening the reservation and editing it to remove the restriction.
 

Contact Us

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