Master the complete reservation lifecycle - from creating bookings to collecting payments, managing guest communications, and handling cancellations.
1
Create a Reservation
Learn how to create new reservations manually, including guest details, pricing, and payment collection.
2
Edit a Reservation
Modify reservation details including dates, guest information, pricing, and special requests.
3
Reservation Details Page
Understand the reservation details page layout and all available information and actions.
4
Cancel a Reservation
Handle cancellations properly, including refund processing and channel synchronization.
5
Managing Payments
Collect payments, track payment status, process refunds, and manage payment schedules.
6
Invoices & Receipts
Generate, customize, and send invoices and receipts to guests.
7
Pre-Check-In Flow
Set up and manage guest pre-check-in to collect information before arrival.
8
Reservation Timeline
View the complete history of a reservation including all activities and communications.
9
Searching Reservations
Find reservations quickly using filters, search, and advanced query options.
10
Bulk Actions
Perform operations on multiple reservations at once for efficient management.
Quick Tips
Quick Create
The fastest way to create a reservation is from the calendar - click and drag across dates on a property row to open the new reservation form with dates pre-filled.
Reservation Status Colors
Reservations use color coding: confirmed bookings show in their channel color, pending shows in yellow, and cancelled shows in red. Use this to quickly identify reservation status at a glance.