This screen shows you a diary view with every reservation allocated to a room. Hover the cursor over a reservation for an overview or double-click on it to see further options.
You can choose to group the Room Schedule by Room Type, Room Category or Room Group by clicking on View Options in the top left corner of the screen and ticking the respective boxes. Tick the ‘Show Unallocated’ box if you wish to see reservations which have not yet been allocated to a room. You can drag these to any room that is available (please remember to press the green ‘Save’ button afterwards) or double-click on the reservation to bring up further information.
Each reservation is colour-coded dependant on the status of the reservation – there is a key at the bottom of the room schedule.
Additionally, the top right corner of each booking is colour-coded to signify the payment status, as follows:
If the reservation item is configured to make ALL charges to Reservation Item Level:
Reservation Item Balance = zero: Green (paid)
Reservation Item Balance > zero but < total Reservation Item price: Orange (part paid)
Reservation Item Balance = total Reservation Item price: Red (unpaid)
If ANY charges are configured to be made at Reservation Level:
Reservation Balance OR Reservation Item Balance > 0: Red (unpaid)
Reservation Balance OR Reservation Item Balance < 0: Orange (prepaid OR overpaid)
Reservation Balance AND Reservation Item Balance = 0: Green (paid)
Adding a new reservation
Click the ‘Create New’ button at the top of the screen, hover your cursor over the room and date required and date required and “draw” a new reservation over the room for as many nights as it is needed. This will then bring up the Create Reservation screen with the selected dates and room type, you just need finish entering the remaining booking details.
Editing a reservation
Click and drag a reservation to move it from one room to another, from one date to another, or to extend/shorten the length of stay. Please note that you must press the green ‘Save’ button in the top centre of the screen to save your changes otherwise they will be discarded.
Adding a Service Status
You can set a room as Out of Inventory, Out of Order or Out of Service from here by clicking the drop-down arrow next to ‘Create New’ and select block to draw a Service Status over the room.
Editing a Service Status
Click and drag the ends of a Service Status to change its length. Please note that you must press the green ‘Save’ button in the top centre of the screen in order to save your changes otherwise they will be discarded. Alternatively, double click on the Service Status to see further details, add notes or delete it entirely.
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