Create a Company Reservation .ng

Step

Action

Platform Guidance & Operational Details

1. Access Frontdesk Dashboard

Click the New Booking button on the main Frontdesk Dashboard.

Opens the primary reservation initialization interface.

2. Select Company Field

On the Stay Information screen, enter the required stay details and click the Company field.

Prepares the booking to associate a corporate entity or local account.

3. Search for Company

The Company window will appear. Search for the company via Name or Code.

Retrieves matching corporate accounts or local company profiles based on input criteria.

4. Prospect Company Options (Optional)

If a company is not found during reservation creation (Walk-in, Availability, or New Booking), use Prospect Company options at the bottom:

• Search Prospect Company: Look up existing temporary or prospect corporate accounts.

• Create Prospect Company: Instantly generate a new prospect profile and attach it.

Note: This feature is permission-based and requires specific user access rights.

Allows staff to handle missing accounts on the fly using temporary or prospect corporate records.

5. Select Company

Choose the correct company from the populated results and click Confirm.

Attaches the selected corporate account to the active booking.

6. Configure Payment Responsibility

Select Guest if the guest pays, or Company if billed directly. Click Next. (Note for VP+ Companies: Travel Agent IATA Number and Name are automatically retrieved and displayed on the right-hand section if linked).

Establishes explicit billing accountability and verifies linked travel agency data.

7. Select Room & Rate

Select the price for the desired Room and Rate combination (e.g., Best Flexible Rate) and click Select.

Applies negotiated corporate pricing or standard rack rates to the reservation.

8. Stay Enhancements

Select required add-ons and click Next.

Attaches optional packages, amenities, or special stay features.

9. Guest Information

Enter required guest details (First Name, Last Name) and click Next.

Collects primary guest identification and contact details for the booking record.

10. Guarantee Information

Select and confirm the Company Guarantee, then click Next.

Secures the reservation under corporate financial backing.

11. Complete Booking

Review all booking summaries, terms, and conditions, then click Book.

Finalizes all inputted parameters and generates the system booking record.

12. Confirmation

On the Booking Confirmation screen, verify details and click Dashboard to return to the main Frontdesk interface.

Transitions back to the main dashboard and wraps up the booking workflow.

11. Return to Reservation Listing

Navigate back to the reservation listing screen once the company is successfully attached.

Accesses the active listing view to review the attached company details.

12. View Attached Company Icons

Observe the reservation card on the listing screen to view the standard Company Icon (hover to see the company name tooltip) and any direct bill indicators displaying a dollar sign or lamp indicator if the company is configured for direct billing where the company pays.

Confirms that the corporate profile and direct billing configurations are properly linked and visible on the reservation card.

During the booking flow, if you wish to remove the added Company due to attaching the wrong one, simply click on Remove.

The popup confirmation for removal of the company from the reservation appears.

Select Confirm.

Step

Action

Platform Guidance & Operational Details

1. Navigate to Reservation

Go to the Frontdesk Dashboard and open an existing Booked or In-House reservation.

Locates the target record requiring corporate profile updates.

2. Edit Guest Details

Open the Guest tab and click the Edit (pencil) icon in the Guest Detail section.

Unlocks editable fields within the guest profile and association blocks.

3. Search and Attach Company

Navigate to the Company tab, enter a company name or code (minimum 3 characters), select the desired company from the dropdown results, and click Select.

Populates matching company records showing Name, Code, and address details to validate and link the account.

4. Purchase Order (If Applicable)

Enter the required PO Number if prompted in the Company Information window and click Next.

Satisfies mandatory corporate auditing fields before proceeding.

5. Select Billing & Confirm

Choose Guest or Company under the Method of Pay. If user selects guest pays, then no change. If user selects company pays, then an additional folio should automatically be created. Click Done, review the modification summary, and click Confirm.

Updates financial responsibility on the existing record, automatically generating a separate corporate folio when Company pays is selected.