Editings on the reservation plan
1. How can the reservation plan be edited?
5 actions can be performed in the reservation plan:
- Create a new reservation
- Move a reservation to another room
- Lengthen or shorten the duration of a reservation
- View a reservation
- Display the menu of possible actions for a reservation
In the main menu, click on the “Rooms per month” button on the left side. The reservation plan will open in a separate window.
3. Create a new reservation
To create a new reservation directly on the plan, follow these steps:
Double-click on the field corresponding to the arrival date (shown in the horizontal axis) and to the desired room (shown in the vertical axis) of the new reservation.
Move the cursor slowly to the right until reaching the departure date of the new reservation.
During this process, the fields will be coloured pink. This indicates that the room will be booked for the selected days.
Double-click on the field in the departure date.
In case you want to stop creating the new reservation, click “reload.”
Other fields might turn pink as well, but this is not a problem.
It is only important that the arrival and departure dates are correct.
In case the arrival and departure date fields correspond to different rooms, the room for the arrival date is taken into account.
At this point, the address search window will open.
First, you have to check whether the guest is already in the databank. (A)
If the guest is found, you can select them by clicking on their name or surname. (C)
If the guest is not found in the databank, you have to add them as a new guest. (B)
The new reservation automatically opens. You can edit and save it as shown in this chapter.
4. Move a reservation to another room
To move a reservation from one room to another, follow these steps:
Click and hold the mouse button on the reservation you want to move.
By holding the mouse button, move the cursor up or down. This way, you can drag the reservation to the line of the desired room.
When you reach the new desired room, release the mouse button.
At this point, a popup window will appear asking you to confirm the reservation move. If you are satisfied with the changes, confirm by clicking on “OK,” otherwise on “Cancel.”
5. Lengthen or shorten the duration of a reservation
To lengthen or shorten the duration of a reservation, follow these steps:
Move the cursor over the right side of the reservation you want to edit. As soon as the double arrow appears, click and hold the mouse button .
By holding the mouse button, move the right side of the reservation to the desired departure date.
When the desired date is reached, release the mouse button, so that the duration of the reservation is modified.
Please note: Accounts that are multiplied x days will be automatically updated. If there are accounts not multiplied by days, these will not be updated and have to be checked.
6. View a reservation
By clicking on the name of a reservation, the view of all reservations of that guest opens. For the reservation you selected, the accounts section is automatically opened. More information
7. Display the menu of possible actions for a reservation
Right-clicking on the reservation will open a menu with all possible actions for that reservation. More information