Bulk Actions

Perform operations on multiple reservations at once for efficient management

4 min read Advanced
Manager Admin
Bulk Reservation Actions in Boom PMS
Bulk Reservation Actions in Boom PMS

Overview

Bulk actions save time when you need to perform the same operation on multiple reservations. Instead of updating each booking individually, select multiple reservations and apply changes in one step.

Selecting Multiple Reservations

  1. Go to Reservations List

    Navigate to the reservations page

  2. Apply Filters (Optional)

    Filter to find relevant reservations

  3. Check Selection Boxes

    Click checkbox next to each reservation

  4. Or Select All

    Click header checkbox to select all visible

Selection Tips
Hold Shift and click to select a range. The selection count shows in the toolbar.

Available Bulk Actions

Communication Actions

ActionDescription
Send MessageSend same message to all selected guests
Send ConfirmationResend booking confirmations
Send InvoiceGenerate and send invoices
Send Pre-Check-InSend pre-check-in links

Status Actions

ActionDescription
ConfirmChange status to Confirmed
CancelCancel selected reservations
Mark Checked InSet as checked in
Mark Checked OutSet as checked out

Organization Actions

ActionDescription
Add TagsApply tags to selected reservations
Remove TagsRemove specific tags
Add NoteAdd same note to all selected
ExportExport selected to CSV/PDF

Task Actions

ActionDescription
Create TasksGenerate cleaning/maintenance tasks
Assign TasksAssign existing tasks to team member

Performing a Bulk Action

  1. Select Reservations

    Check boxes for desired reservations

  2. Click Bulk Actions

    Opens the actions dropdown

  3. Choose Action

    Select the operation to perform

  4. Configure Options

    Set action-specific settings

  5. Review Selection

    Confirm the selected reservations

  6. Execute

    Apply the action to all selected

Use Cases

Bulk Messaging

Notify all guests checking in on a specific day:

  • Filter: Check-in date = Tomorrow
  • Select All
  • Bulk Action: Send Message
  • Content: Arrival instructions, weather update

Tag Management

Tag all direct bookings from a promotion:

  • Filter: Source = Direct, Date Range = Promo Period
  • Select All
  • Bulk Action: Add Tag "Summer Promo 2024"

Status Updates

Mark all departed guests as checked out:

  • Filter: Check-out = Yesterday, Status = Checked In
  • Select All
  • Bulk Action: Mark Checked Out

Task Generation

Create cleaning tasks for all arrivals:

  • Filter: Check-in = Tomorrow
  • Select All
  • Bulk Action: Create Tasks (Cleaning)

Best Practices

Verify Before Acting
Always double-check your selection count before executing bulk actions. Destructive actions like cancellation cannot be easily undone.
  • Start small - Test with a few reservations first
  • Use filters - Narrow selection before selecting all
  • Check count - Verify selection number before confirming
  • Review results - Check a few reservations after bulk action
  • Off-peak timing - Run large bulk operations during slow periods

Limitations

  • Maximum selection - May be limited based on action type
  • OTA reservations - Some actions may not sync to channels
  • Processing time - Large batches may take time to complete
  • Undo - Most bulk actions cannot be bulk-undone