How do I find a reservation or in-house guest?
Short answer
For a quick look type a name, folio number, phone or reservation ID in the search box of the top bar (Ctrl+K opens the command palette, which also searches guests). For more use Reception > Search Reservation (name, reservation ID, CRS folio, dates, room, channel) or Reception > Deep Guest Search (phone, e-mail, passport or vehicle).
Steps
- Open Reception > Search Reservation.
- Click a status chip: Confirmed (default), Not Confirmed, No-Show, Cancelled, Transfer Out or All Reservation.
- Fill what you know: Res. ID, First Name, Last Name, CRS Folio #, or the reservation date range (tick the box). Under More filters you also find Status, Building, Floor, Room Type, Room, Sales & Channels and Date In.
- Click Search (a click on a status chip also searches). Use Filter these results to narrow the list. Double-click the row or click the Folio # link.
- Not found? Open Reception > Deep Guest Search, enter phone, e-mail, Doc. #, vehicle or company, tick the date for in-house / arrival / departure, and click Search.
- For today's lists use Guest Account Ledger (In-House Guests, Due Check-Out Guests, Checked-Out Guests, Reserved Guests, Room Move Requests).
Check the result
The grid lists matches with room, dates, charges and balance. The row menu (Open Menu) offers Open Folio, Copy Reservation, Edit Guest Details, Other Charges, Payments, the Folio and Detail Folio print-outs, Cancel Reservation and Active Reservation, depending on the status.
Common problems
- Nothing found: click Clear all; leftover ticked dates narrow the search. Check the status chip (a cancelled booking is under Cancelled).
- Channel bookings do not open by double-click; use the Folio # link.
- Sorry, you do not have permission to access past dated transaction. Needs Access to Past Days.
- Messages: Reception messages.