The Reservation Screen provides central management of individual reservations and their guests in RMS. Fields displayed on the reservation screen can be customized by using the Field Maintenance feature. Additional tabs will display depending on the setup and modules used in RMS. Guest Details, Reservation Details and the Reservation Account 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.
Guest Details Icons
| Guest Details Icon | Description |
|---|---|
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CC Token Manage Credit Card Tokens or Vault Tokens for the Guest. |
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Guest Account Access the Guest Account. |
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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 |
|---|---|
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Change Status
Change the status of a reservation to Quote, Unconfirmed, Confirmed, Cancelled or No Show. |
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Check-in
Change the reservation status to 'Arrived'. |
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Check-out
Change the reservation status to 'Departed'. Only appears on reservations in 'Arrived' status. |
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Display Options
Customize the view size of fields and if the Notes & Requirements sections should default open, closed or only open if records exist. |
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CC Pre Auth
Create a CC Pre Auth Token using the configured Payment Gateway. |
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Opportunities
Requires Sales Lead Management. |
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Job Create a Job for the Area or an Asset when using Asset Maintenance. |
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Registration Card
Print a paper registration card or initiate the Digital Registration Card for this reservation. |
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Copy Reservation
Create a duplicate of this reservation. |
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Save
Save the changes made to this reservation. |
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Save/Exit
Save the changes made to this reservation and leave the Reservation Screen. |
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Exit
Leave the Reservation Screen without saving. |
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Revert Reservation Change an 'Arrived' reservation back to Unconfirmed or Confirmed status if checked-in mistakenly. |
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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. |
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Keys |
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Special Events |
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Add Area |
Account Details Icons
| Account Details Icon | Description |
|---|---|
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Reservation Accounts Open the primary reservation account or hover to view all account balances and access any account on the Reservation. |
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Bill To Change the party responsible for charges on the reservation accounts. |
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Receipt Record a payment without opening the account. |
Side Panel Icons
| Side Panel Icon | Description |
|---|---|
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Reservation The primary reservation view with Guest Details, Reservation Details & Reservation Account. |
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Area Manage the Areas booked &  Key Cutting. |
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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. |
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Correspondence View the history of correspondence sent including read receipts. Send SMS or Email, Add Notes, Record Received In or Add Reservation Messages. |
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Housekeeping View and manage Housekeeping Tasks and Linen requirements. Add Notes for the Housekeepers. |
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Rego/Access Numbers Display is optional. View and manage car registration details and Boomgate Access Numbers for guests on this reservation. |
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Requirement View and manage Requirements on this reservation. |
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Audit Trail View the change log for this reservation. |
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Charge Redirection Redirect charges for this reservation to a different Guest or Reservation Account in RMS. |
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Split Rate Set the share of the Total Rate each Guest on this reservation is responsible for. |
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Add Ons View and manage Add Ons for this reservation. |
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Transfers View and manage Transfers for guests on this reservation. |
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Repeat Reservation View and manage recurring instances of this reservation (repeats) in RMS. |
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Encashment Display is optional. Record payments taken in foreign currency and issue Exchange Certificates for exchanging currencies. |
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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. |