Add a Reservation to a Guest Folio

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group-bookings guest-folio

Overview

This document explains how to use the Add button within a reservation's Guest Folio. The feature allows a user to add a new or existing reservation to a single reservation to create a group booking, or to add another reservation to an existing group booking.

Prerequisites

  • Access to the reservation's Guest Folio.
  • Permission to create and modify reservations.
  • The reservation number when adding an existing booking.
  • An existing reservation with no payments previously applied, when using Add Existing Booking.

Steps

  1. Open the reservation's Guest Folio.
  2. Click the Add button.

  1. In the Add Booking dialog, choose one of the following options:
  • Add New Booking
  • Add Existing Booking

Add a New Booking

  1. Select Add New Booking, then click Submit.

  1. The Booking Quote screen opens. Select the required reservation dates and unit type.
  2. Click Submit to finalize the reservation.

  1. The original single reservation is converted into a group reservation.

Add an Existing Booking

  1. Select Add Existing Booking.
  2. Enter the existing reservation's Rez Number, then click Submit.

  1. When the reservation is found, verify that it is the correct reservation.
  2. Click Yes to add it to the group booking.

  1. Review the group reservation's Present Setting. Reservations grouped using this process default to Single Client/Multi-Account, but the setting can be adjusted when required.

Troubleshooting

  • When charges for a new reservation must be edited, create the reservation separately, make the required charge changes before submitting it, and then use Add Existing Booking.
  • An existing reservation cannot be added to the group if payments have already been applied to it.
  • If the reservation is not found, verify that the correct Rez Number was entered.
  • If the group does not use the required account arrangement, review and adjust the Present Setting.