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Make a Reservation From the Occupancy Map

This article explains how to create a reservation directly from the Occupancy Map. 

 

 

     1.  Click on the arrival date cell for that unit.

     2.  Hold your mouse button and drag across to the departure date.

     3.  Release the mouse button once the correct date range is highlighted.


The selection panel displays on the right side. Fill out the following information:

     4.  Confirm dates and unit 

     5.  Choose a Rate (and Package, if applicable).

     6.  Enter the number of guests

     7.  Review the rate, taxes, and total.

     8.  Click Book Now to continue and save the reservation.


     9.  Search for an existing name or add a new name.

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Use the following steps to search for a name:

     1.  Type all or part of a name.

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     2.  Matching names are displayed. Left click to select a name from the list.

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     3.  The Reservation Details page is displayed. Add any appropriate tags or notes and click the Continue button.

             

     4. Select either Confirm with Credit Card or Book without Confirmation.

       

         Confirm with Credit Card - Select Add New Card and fill out the required fields.                                                                            Select Save to complete the reservation.

         Book without Confirmation - This option skips the payment screen and completes the reservation. 

To add a new name, follow the steps below:

     1.  Click the New button.

     2.  Enter the guest's name, company, and source.

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    3.    Enter a zip code and click the search button. (The city and state fields are automatically populated)

Note: For international guests, please ensure the address matches correctly. First, select the appropriate Country, then enter the provided Zip/Postal Code. All fields can be edited if needed.

     6.  Add an email address and phone number. Click the Save button in the upper right-hand corner.

Note: You can add more than one email address or phone number. The first one added will automatically be marked as the Primary contact. To change the Primary contact, simply select the email address or phone number you would like to use as the main method of communication for the guest.

     7.  The Reservation Details page is displayed. (Add any additional details or notes)

     8.  Select the Continue button.


 

     9. Select either Confirm with Credit Card or Book without Confirmation.                 

     6.  The Reservation Detail page is displayed.          


 

Reservation is displayed on the Occupancy Map.