A guide to setting up Booking Sources in RMS.
Overview
Booking Source is a Lookup Table that you can use to record and report on the source of a reservation.
Lookup Tables are user-created lists that you can use to record and report on additional information for Reservations.
You can set a Booking Source on a Guest Profile, Company, Travel Agent, Online Channel Connection, or Rate Type so that RMS fills in the Reservation's Booking Source automatically.
Selecting a Booking Source as a 'Walk-in' will include Reservations with that Booking Source in reported 'Walk-in Reservation' figures on the Flash Report, Night Audit Statistics and Financial Exports.
You can set up a Booking Source Contact as the person for the purpose of correspondence related to that Booking Source.
The Marketing Report, Occupancy Report, and Reservation by Lead Time Report all include options to view data by Booking Source.
A Booking Source you set on an online channel's connection in Setup > Online Bookings > Channel Management applies to reservations arriving from that channel only when neither the booking nor its Rate Type supplies one. That setting is held separately for each property, so on a multi-property database, set it on every property that uses the connection.
Tip! Enable the Booking Source field in Field Maintenance to show it on the Guest Profile or Reservation.
Please Note! You can set a Booking Source in several places (Rate Type, guest profile, Travel Agent, Company, or an online channel). On a new reservation made in RMS, a Rate Type with a Booking Source replaces any other value. Otherwise, the first Booking Source to fill the empty field stays. On a reservation arriving from a channel, a Rate Type with a Booking Source still takes precedence: RMS uses the channel's Booking Source for the property only where neither the booking nor its Rate Type supplies one. The full order is in the Setup Hierarchy article. Once a Booking Source is recorded on a reservation, it does not update automatically if the Company or Travel Agent is later changed, so adjust it manually if required.
Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Guide
In the side menu of RMS, go to Setup > Lookup Tables > Booking Source.
- Select Add.
- Enter the Booking Source.
(Optional) Enter the Code. - Enter a Short Description.
(Optional) Enter Contact Details.
(Optional) Select a Grouping.
(Optional) Select a Colour.
(Optional) Select Walk-In. - Select Save/Exit.
Please Note! The 'Voucher' checkbox is a legacy field no longer used in RMS.
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