Managing Reservations
Reservations can be managed by Reservation Manager,
Reservations List, and Reservations Details.
1. Reservation Manager (Classic View)
You can view, create, modify or cancel reservations on a date grid at the Reservation Manager. The numbers
shown on the date grid indicate the number of rooms available for a perticular room type.
1.1 How to view reservations on a date?
Click on a date on the grid, the following reservations will be listed on the right side of the grid:
- Reservations checking-in on selected date
- Reservations checking-out on selected date
- Reservations staying over on selected date
1.2 How to view reservations on a date on a particular product (room type)?
Click on a parcular block on the grid, the reservations that are made on the corresponding product (room type)
on that day will be listed on the right side of the grid
1.3 How to manage the reservations listed on the right side of the screen?
Sorting - click on the column head to sort the reservation list by the selected column.
Filtering - click on the Filter icon
to expand the Filtering sections, where you can enter certain Reservation ID, Guest Name, or select
a particular product to filter the reservation list by ID, guest name, or product (room type).
Tasks - click on the icon to display
options for various tasks for each of the reservation.
Viewing Details - click on the button with Reservation ID to open the Reservation Details window
More details with Reservation Details can be found in the section below.
1.4 How to create a new reservation?
Two ways to create a new reservation:
- Click on the New Booking button to open the Reservation Details
window for creating a new reservation
- Click on (or Drag & Select) a date (or date range) on the date grid on a product (room type),
and select the New Booking button on the pop-up widget to open the
Reservation Details window which has the desired date(s) and selected product (room type) populated
in the form.
1.5 How to modify a reservation?
Two ways to modify a reservation:
- If you just want to modify the reservation dates or room type, you can drag the Reservation ID
button, e.g. 800001 and drop it into the date grid where the
desired start date and room type is.
- You can also click on the Reservation ID button, e.g. 800001 to
open the Reservation Details window to change any details of the reservation.
1.6 What else can you do on a date grid?
You can perform other operations for a certain date (or date range) by clicking on various buttons on
the pop-up widget, e.g. Set Inventory button to set the inventory for the
selected date(s), and Set Rates button to set the Rates for the
selected date(s).
2. Reservation Manager (Enhanced View)
2.1 What's new?
The Enhanced Reservation Manager has the following improvements / updates:
2.2 How to switch between the Enhanced View and Classic View?
When you login the first time after the new Reservations Manager is deployed, you will be prompted to choose to either try the enhanced Reservations Manager
now or stay with the current Classic view. Once you've made your choice, it will be set as your default Reservations Manager.
To change your default Reservations Manager, click the following botton on the top right corner of the screen, e.g.
- Classic View
- Enhanced View
2.3 How to use the Filter function?
You can click on the filter box as shown above, type in the product name (full or partial), the product rows in the table will be filtered
by the full (or partial) name you have typed in. For example, you can type in "double" to show all products that have "double" in its name. Note that this
filter only applies to the parent products (the inventory room types).
Alternatively, you can also click on the dropdown options to display only the parent or child products. The default view is only showing the parent
products, hence clicking on the "Parent Products only" is essentially the same as "Remove Filter"
To remove the filter, click on the "Remove Filter" option in the dropdown
2.4 How to use the Smart Search function?
You can use the Search box as shown above to find reservations in the system by the following information.
- ID - can be the standard OnRes Reservation ID, e.g. 9123456, the Master Reservation ID, e.g. M12345, or the OTA/GDS Confirmation #
- Guest Name - can be just the last name, first name, or full name, e.g. "Smith", "Mike, "Mike Smith", or "Smith, Mike"
- Guest Email
- Guest Phone Number
The system will try to search the reservations within the date range that your calendar is currently showing. If no desired search results found,
you can click on the "Search other dates", and the system will search all reservations from the past 30 days to 18 month out in the future.
You can click on the Reservation ID link on the search results table to open the Reservation Details window.
2.5 How to show/hide the reservations on the right side panel?
By default, the right side reservation panel is hidden. There are two ways to bring them out:
- Click on a date on the table header. This brings out the reservation panel which displays the reservations on the selected date.
- Click on the left arrow to bring it out. On mobile, you also swip left to bring it out.
To hide it, click on the right arrow, or swipe right if it's on mobile
3. Reservations List
Clist on the "Reservations" tab on the left navigation menu to open the Reservation List page, which allows
you to view and search any future or past reservation(s)
3.1 How to view / find reservations in the list?
By default, the list is populated with the reservations booked during the past 30 days.
You can change the Date Range and the Date Range For dropdown list to populate the list at
your prefrence.
Or use the Quick Access buttons to show reservations for Today, Tomorrow, or any Month. Note this list
is still controled by "Date Range For" dropdown, which would show the different lists depending on
your choice. For example, if you choose Tomorrow at the Quick Access,
and Date Range For is set to "Check-out Date", then the list would show all reservations checking-out
tomorrow.
Sorting - click on the column head to sort the reservation list by the selected column.
Searching - you can enter certain Reservation ID, Guest Name, or select
a particular product to find the reservation by ID, guest name, or product (room type).
Viewing Details - click on the Reservation ID in the list to open the Reservation Details window.
More details with Reservation Details can be found in the section below.
Exporting - click the Export button to download the reservation list
showing on the current screen in a CSV format file.
4. Reservation Details
You can create new reservations, view or modify existing reservation on the Reservaion Details window
4.1 What are the tabs on the Reservation Details for?
Guest Info - Guest contact information. You can look up an existing guest info by entering
the email and click on the icon. The guest information
will be populated into the fields below if it is in the record. You can also click on "View history"
to view the guest booking history.
Guest History - shows a list of reservations booked by the guest, and his or her current
Reward Points and Status (if it is recorded in the Contact Manager).
Room Assignment - allows user to assign rooms to each guest
Reservation Info - Miscelleneous reservation related information. E.g. Check-in/out status,
Room Clean status, etc.
OTA/GDS Info - OTA (Booking.com / Expedia) or GDS related information, e.g. their confirmation
number. Not applicable to reservations directly booked through OnRes.
Notes - allow user to enter any reservation related notes.
Add-ons - allow user to view, add, or delete add-on items.
Availability - allow user to run availability search for the dates entered in this window during
the process of making a reservation. When the search results are ready, click on the
Select button to populate the room type and rate group to the respective
fields in the Details window.
Activity Log - shows a history of changes made to this reservation.
Emails - allow user to send various type of guest emails, e.g. Confirmation, Check-in Reminder,
or Custom Emails, etc.
4.2 How to view daily rate break down for a multi-day reservation?
Sometimes user would like to know the what is the rate for the each day of the reservation. You can click
on the (details) link next to the Amount box in the Summary section to show the break down of the daily
rate.
4.3 How to manage the guest credit card number?
Guest credit card numbers are managed in the Payment Details section, where you can Add, Delete, Update, View
the card info, or charge the card if the Payment Gateway is enabled in your account.
To view the card details, click on the View Card button. Then you need to
go through the reCAPTCHA validation process powered by Google to prove that "I am not a robot". Then click
the Reveal Credit Card Number button in the popup to reveal the card details.
Note:
- For each credit card, you only have up to 2 chances to reveal the card details.
- If you still need to reveal it after you have exhausted both chances, please contact
OnRes Support
- Re-entering or updating the card allows you to have another 2 chances to reveal the card
- The card data will be deleted 5 days after the reservation check out date.
4.4 What is Auto Re-pricing and How to Disable it?
Auto Re-pricing is a feature that automatically calculate the cost when you make any changes in the
Reservation Details window, e.g. changing dates, number of rooms, product, rate group, etc.
It is an efficient tool that allows you to instantly see the price change when you make
these changes without any extra clicks.
However sometimes you may also want to lock the price while you make these changes.
For example, when you want to make a free upgrade for your VIP guest to another room type and
keep the price the same, then you can use this Price Lock to disable the Auto Re-pricing
feature temporarily.
First, before you make any changes, click on the green lock to lock the price. Then
you can make the changes, which won't trigger any price re-calculation.
Remember to save your changes before you unlock it. Reload the reservation page will unlock
it automatically.
You can have this feature always disabled by default: Go to Settings >> Web Booking Setup,
toggle on the option "Enable Default Price Lock" under the Miscellaneous tab.
4.5 How to split a multi-room reservation?
When you booked a reservation that contains multiple rooms (with the same room type),
sometimes you may want to split them into multiple single-room reservations. For example,
when a guest booked 2 King Rooms under his or her name, one for him/her self, and the
other one for a friend. Then the guest wants to split the bill so he/she and the friend
can pay for their own room separately.
Then you can split the reservation into 2 single-room reservation for the guest, by clicking on
the Split Multi-Room button at the bottom to do that.
The system will produce a number of new reservations, each with single-room occupancy,
and split the room costs evenly.
Note 1: The system will split the number of guests evenly, but sometimes
the number of guests may not be accurate after the split. E.g. if the original reservation has
2 rooms for total 5 guests. After split the number of guests will be 2 on each room. So please
double check the number of guests in each reservation and make necessary corrections if needed.
Note 2: If there is Add-on items in the original reservation, the system will keep the
add-on items in the original reservation. Please examine the add-on costs and make necessary
adjustment.