Overview
Capture all necessary guest and booking information for a new reservation, including status, source, and address details. Select a date range and provide a contact email to finalize and book the reservation.
Reservation Action Selection
Select Date Range
To begin a new reservation or block dates, select the desired check-in and check-out dates on the calendar. This action opens the 'Select an Action' modal, allowing you to proceed with your chosen dates.
Choose New Reservation Action
After selecting your desired dates, choose 'New Reservation' from the 'Select an Action' modal to initiate the creation of a new booking for the chosen period.
Reservation Details Input
Enter Guest Information
To specify the number of guests for the reservation, input the guest count into the 'Guests' field. This ensures the booking accurately reflects occupancy.
Specify Reservation Status and Source
To categorize the reservation and track its origin, select the appropriate status and source from the 'Status and Source' field. This aids in managing the reservation lifecycle and reporting.
Input Contact Email
To ensure communication with the guest, enter their email address into the 'Enter email address' field. Select the 'Send booking & payment link via email' checkbox to automatically send relevant booking information and payment options to the guest.
Email Link Check
Confirm the 'Send booking & payment link via email' checkbox is set correctly to ensure your guest receives their reservation details.
Provide Address Details
To complete the guest's contact information, fill in the 'Address Details' fields, including the address, city, zip code, and country. This provides comprehensive guest records for the reservation.
Reservation Finalization
Add Reservation Notes
To include specific instructions or important information related to the booking, add notes in the 'Notes' field. These notes are saved with the reservation for future reference.
Book Reservation
Once all reservation details are accurately entered, finalize the booking by selecting the 'Book Reservation' button. This action confirms the reservation and adds it to your calendar.
Referal
Select Listing
Assign the reservation to a specific property by selecting the desired listing from the "Select Listing" field. This ensures the reservation is correctly associated with an available unit.
Set Reservation Dates
Define the duration of the guest's stay by entering the check-in and check-out dates and times. Specify the start date and time in the "From" field and the end date and time in the "To" field to block the listing for the selected period.
Enter Guest Count
Record the number of individuals for this booking by inputting the total guest count. This allows the system to track occupancy for the reservation.
Set Reservation Status
Categorize the current state of the booking by selecting the appropriate status. Choose from options like "Inquiry" or "Confirmed" in the "Status and Source" dropdown to reflect the reservation's progress.
Enter Price
Establish the financial terms of the stay by inputting the total reservation price. This sets the amount the guest will be charged for their booking.
Enter Contact Information
Gather essential communication details for the guest by filling in their contact information. Provide the guest's name, email, and phone number in the "Contact Details" fields to ensure effective communication.
Confirm Reservation
Book Reservation
Finalize and save the new reservation by clicking the "Book Reservation" button. This action confirms all entered details and officially creates the booking, updating the listing's availability.
Cancel Reservation
Discard the current reservation details without saving by clicking the "Cancel" button. This action closes the new reservation form without creating a booking, allowing you to start over or exit the process.
Do Not Cancel
After entering all reservation details, avoid clicking "Cancel Reservation" unless you intend to discard your work.