Information on the icons displayed on reservation screens in RMS.

Overview

The Reservation Screen in RMS serves as the central point for managing reservations and guest details. It allows Users to create new and oversee existing reservations efficiently.

Additional tabs will display depending on the setup and Modules used in RMS.

Guest details, reservation details and the reservation accounts 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.

Fields displayed on the reservation screen can be customised by using the Field Maintenance for all Users, or can be customised to suit a particular User's preferences.

Guest Details Icons

Guest Details Icon	Description
	CC Token Manage Credit Card Tokens or Vault Tokens for the Guest.
	Guest Account Access the Guest Account.
	Guest Options Replace the Guest on the Reservation, access Membership options or save changes made in the Guest Details.

Reservation Details Icons 

Toolbar Icon	Description
	Change Status Change the status of a reservation to Quote, Unconfirmed, Confirmed, Cancelled or No Show.
	Check-in Change the reservation status to 'Arrived'.
	Check-out Change the reservation status to 'Departed'. Only appears on reservations in 'Arrived' status.
	Display Options Customise the view size of fields and if the Notes & Requirements sections should default to open, closed or only open if records exist.
	CC Pre Auth Create a CC Pre Auth Token using the configured Payment Gateway.
	Opportunities Requires Sales Lead Management.
	Job Create a Job for the Area or an Asset when using Asset Maintenance.
	Registration Card Print a paper registration card or initiate the Digital Registration Card for this reservation.
	Copy Reservation Create a duplicate of this reservation.
	Save Save the changes made to this reservation.
	Save/Exit Save the changes made to this reservation and leave the Reservation Screen.
	Exit Leave the Reservation Screen without saving.
	Revert Reservation Change an 'Arrived' reservation back to Unconfirmed or Confirmed status if checked-in mistakenly.
	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.
	Keys Cut or program keys for the reservation when using to Door Locks module in RMS.
	Special Events View Special Event dates for a 14 day period across the reservation stay dates.
	Add Area Convert a single reservation into a Group Reservation or increase the number of Areas booked on the Group Reservation.

Account Details Icons

Account Details Icon	Description
	Reservation Accounts Open the primary reservation account or hover to view all account balances and access any account on the Reservation.
	Bill To Change the party responsible for charges on the reservation accounts.
	Receipt Record a payment without opening the account.

Side Panel Icons

Side Panel Icon	Description
	Reservation The primary reservation view with Guest Details, Reservation Details & Reservation Account.
	Area Manage the Areas booked  & Key Cutting.
	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.
	Correspondence View the history of correspondence sent including read receipts. Send SMS or Email, Add Notes, Record Received In or Add Reservation Messages.
	Housekeeping View and manage Housekeeping Tasks and Linen requirements. Add Notes for the Housekeepers.
	Rego/Access Numbers Display is optional. View and manage car registration details and Boomgate Access Numbers for guests on this reservation.
	Requirement View and manage Requirements on this reservation.
	Audit Trail View the change log for this reservation.
	Charge Redirection Redirect charges for this reservation to a different Guest or Reservation Account in RMS.
	Split Rate Set the share of the Total Rate each Guest on this reservation is responsible for.
	Add Ons View and manage Add Ons for this reservation.
	Transfers View and manage Transfers for guests on this reservation.
	Repeat Reservation View and manage recurring instances of this reservation (repeats) in RMS.
	Encashment Display is optional. Record payments taken in foreign currency and issue Exchange Certificates for exchanging currencies.
	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.