Create a Reservation

Learn how to create new reservations manually with guest details, pricing, and payment options

5 min read Beginner
New User Manager
Create Reservation in Boom PMS
Create Reservation in Boom PMS

Overview

Creating a reservation manually in Boom PMS allows you to book guests who contact you directly, handle phone bookings, or enter reservations from other sources. The two-step process collects reservation details first, then optionally processes payment.

Create Reservation dialog showing the reservation form
The Create Reservation dialog with reservation details, guest information, and financial sections

Ways to Create a Reservation

There are several ways to open the Create Reservation form:

Method How Best For
Quick Add Button Click the + button in the header and select "Reservation" Fast access from any page
Calendar Drag Click and drag across dates on a property row in the calendar Dates pre-filled automatically
Calendar Click Click on an empty date cell in the calendar Single-night or starting date

Step 1: Reservation Details

The first step collects all the essential information for your booking:

Reservation Section

Field Description Options
Status Current state of the reservation Confirmed, Pending, Inquiry, Cancelled
Type Rental type classification STR (Short-Term Rental), MTR (Mid-Term Rental), LTR (Long-Term Rental)
Source Where the booking originated Manual, Phone, Email, Walk-in, Referral, or custom source
Listing Property for the reservation Select from your properties
Dates Check-in and check-out dates Date range picker
No. Guests Number of guests staying Numeric value
Notes Internal notes about the booking Free text
Tags Labels for categorization Select or create tags

Guest Section

You can either search for an existing guest or enter new guest information:

Field Description Required
Search Existing Guests Find a guest already in your database No
First Name Guest's first name Yes
Last Name Guest's last name Yes
Email Contact email address Recommended
Phone Phone number with country code Recommended
Home Town Guest's city or location No
Local Citizen Checkbox for local resident status No

Financial Section

Field Description
Accommodation Fare Total nightly rate for the stay (auto-calculated based on dates if pricing is set)
Cleaning Fare One-time cleaning fee (auto-filled from property settings)
Total Sum of accommodation and cleaning (taxes calculated separately)
Auto-Pricing
When you select a listing and dates, the accommodation fare can automatically calculate based on your property's pricing rules, seasonal rates, and length-of-stay discounts.

Step 2: Payment Details

After entering reservation details, click Continue to proceed to payment collection. You can also click Skip without pay to create the reservation without collecting payment.

Payment Options

  • Full Payment - Collect the entire reservation amount
  • Deposit Only - Collect a partial payment or security deposit
  • Skip Payment - Create reservation and collect payment later

Payment Methods

  • Credit Card - Process via Stripe (if configured)
  • Bank Transfer - Record a manual bank transfer
  • Cash - Record a cash payment
  • Check - Record payment by check
  • Other - Custom payment method
Payment Processing
To process credit card payments, you must have Stripe connected in your account settings. Contact your administrator if you need to set up payment processing.

Quick Create from Calendar

The fastest way to create a reservation is directly from the Multi-Calendar:

  1. Navigate to the Calendar

    Go to the Multi-Calendar view from the main menu

  2. Find Your Property

    Locate the property row where you want to create the reservation

  3. Drag to Select Dates

    Click on the check-in date and drag to the check-out date

  4. Complete the Form

    The Create Reservation dialog opens with dates and property pre-filled

After Creating a Reservation

Once you've created a reservation, you can:

  • View on Calendar - The reservation appears as a colored bar on the calendar
  • Send Confirmation - Email confirmation to the guest
  • Add Additional Charges - Include extra fees or services
  • Set Up Pre-Check-In - Enable guest self-service check-in
  • Create Tasks - Schedule cleaning or maintenance tasks

Common Issues

Issue Solution
Dates show as unavailable Check for existing reservations or blocks on those dates. Use the calendar to view conflicts.
No pricing calculated Ensure the property has base rates configured in its pricing settings.
Guest not found in search Enter guest details manually to create a new guest profile.
Payment fails Verify Stripe connection and card details. Check for sufficient funds.