Group Master - Bulk Actions Overview

Navigate to Frontdesk Dashboard and open the Group Master from the left side menu.

• The Group Reservation list will open up.
  Select the desired group from the list.

Click on the Manage Reservations tab to view the list of guests associated with the group.

Click the Bulk Reservation Actions button located above the reservation list.

A dropdown menu will appear with all available bulk actions.

Click the Bulk Reservation Actions button located above the reservation list and choose Room Type Change from the dropdown menu.

A list of guests in Booked (HOLD) status is displayed

• Select the required reservations using checkboxes and click on Next

Select the New Room Type from the available room types.

• Add Remarks for the change (Mandatory)
  e.g,“Moved due to floor maintenance”

• Click on Confirm and System updates all selected reservations

A success message is displayed once the process is completed

Future Arrival

Posts on the guest's specific arrival date.

Oct 12

Past Arrival

If the guest is already in-house or arrived yesterday, it posts immediately.

Oct 5 (CBD)

Click the Bulk Reservation Actions button located above the reservation list and choose Post Batch Charges from the dropdown menu.

Choose the Charge Code and Enter the Amount.

• Click on Next

Choose the Charge Type (One-Time or Recurring).

Check the boxes for the specific reservations that should receive the charge (or "Select All")

• Review and click Confirm.

The charges will now appear on the individual folios of all selected guests.

A Success message is seen in Green colour

Click the Bulk Reservation Actions button located above the reservation list and choose Reminders from the dropdown menu.

Review Reservation List

Only in-house and booked reservations (cancelled and no-show reservations are automatically excluded)

All reservations pre-selected by default, deselect if needed.

Confirm Selection

The "Add Reminders" modal appears where you can set reminder details (date, time, message, etc.)

Verify: Reminders now appear at the individual reservation level for each selected booking.

Click the Bulk Reservation Actions button located above the reservation list and choose Bulk Edit Arrival / Departure Time from the dropdown menu.

Use the checkboxes to Select All guests or filter and select by Room Type.

Note: The list will include Booked and InHouse reservations only.

In the popup window:

Choose Arrival Time, Departure Time, or Both and select the required time(s) using the time picker.
The system will automatically apply these changes to all your selected reservations.

Select Confirm to apply the changes.

A success message will appear once the bulk update is finished.

Validation
Select a booked reservation and update the arrival/departure time.

Return to the reservation list and open the reservation.

Verify the updated time in the Stay tab.

Click on the Bulk Reservation Actions menu.

Options available:

• Apply Packages

• Remove Packages

Apply Packages

• Click Apply Packages from Bulk Reservation Actions.

The Bulk Apply Package modal opens.

Select reservations:

• Bulk selection using Select All (with count).

• Individual selection via checkboxes.

• Click Confirm.
  Note: The list will include Booked and InHouse reservations only.

Select the applicable package from the list.

Once applied:

Success messages displayed per reservation.

Green highlight confirms successful application of the package to selected reservations.

Remove Packages

• Choose Remove Packages from the Bulk Reservation Actions list.

• Bulk Remove Package modal opens.

The modal displays only reservations with an existing package applied and reservation with status as HOLD / CHECKED_IN

• A package icon is shown next to the Rate Plan for each applicable reservation.

Select reservations:

• Bulk selection using Select All (with count).

  • Individual selection via checkboxes.

• Confirm action:

  • Confirm button is disabled by default.

  • Becomes enabled once at least one reservation is selected.

• Click Confirm to remove the package.

Success messages displayed per reservation: “Action carried out successfully.”

Select Group Check In to check in one or more reservations linked to the group.

• Click Start Group Check In.

Choose the target reservations using the individual checkboxes, or click Select All.

• Locate and select Check-in Without Payment from the available actions list.

A confirmation modal will appear:“Reservations will be checked in without authorization or payment. Continue?”

• Click Confirm to proceed.

An async progress popup will appear, displaying a progress bar alongside real-time success and failure counters.

You may click Return to Group Master to navigate away and allow the process to run in the background.

Wait for the progress bar to reach 100%. The screen will automatically transition to the Action Required / Check-In Successful summary screen to review the final status of the reservations.

For failed checkin, review the failure reason and restart the check in process.

Navigate back to the Bulk Reservation Actions menu.

• Click the History option located under the Group Check In button.

A Group Check In History popup will display past batch processes.

• Click View Details next to any specific batch to view more information.

Click on Bulk Reservation Actions

Select Group Check Out

Note - All folios must be configured for express checkout and have a zero balance to successfully be checked out via the group check out function

The Group Check Out screen opens

Select the reservations required to be checked out by using the check box

Click on Proceed with Check Out

A confirmation message will appear stating: "Credit cards will be authorized and payments completed on applicable reservations. Continue?"

Click Confirm.

An async progress popup will appear, displaying real-time success and failure counters.

You may click Return to Group Master to navigate away and allow the process to run in the background.

Wait for the progress bar to reach 100%. The screen will automatically transition to the Action Required / Check Out Successful summary screen so you can review the final status of the reservations.

Viewing Check-Out History

Navigate back to the Bulk Reservation Actions menu.

Click the History option located under the Group Check Out button.

A Group Check Out History popup will display past batch processes.

Click View Details next to any specific batch to view more information.

Click on Bulk Reservation Actions and select Print Reg Card section.

Confirm Selection:
On the Print Reg Card page, Select the checkbox for multiple guest reservations (or use "Select All") and Confirm.

Review Output:

Observe one single browser tab opening with PDF.

Print: Use the browser's PDF viewer to scroll through the pages (one page per guest) and click Print once to output the entire batch to the physical printer.

Click the Bulk Reservation Actions button located above the reservation list and choose Update Rate from the dropdown menu.

Use the checkboxes to Select All guests or filter and select by Room Type.

Note: The list will include Booked and InHouse reservations only.

Rates can be updated individually or applied to all selected reservations.

Click the "i" (information) icon next to the rate field to review the Price Breakdown

• Select Confirm to apply the changes.

A success message will appear once the bulk update is finished.

Return to the reservation list and open an individual guest's Stay tab to verify that the updated rate is correctly reflected.

Click on Bulk Reservation Actions and select Print Guest Folios.

Use the checkboxes to Select All guests or filter by options (first name, arrival date etc)

Select the reservations to print guest folios

• Click Next to proceed.

Review and set the following toggles (visibility depends on property configuration):

• Select Language

• Show Transferred Charges

• Show Transfer Remarks

Note: "Confidential folios will not be printed."

• Click the Print as PDF button.

The system starts a background (asynchronous) job to process the folios one by one.

A Printing Guest Folios modal appears displaying a progress bar.

You may click Return to Group Master to continue working. The job will continue in the background. If you close the browser and return, the progress bar will resume where it left off.

Once the job is 100% complete, the system will automatically trigger a PDF download in your browser.

The result is a single PDF file containing all selected folios, with a page break after each guest's folio.

• A flyout "toast" message will appear:

  • Success: "Group Bulk Folio Print PDF download has been completed"

  • Failure: "Group Bulk Folio Print PDF download failed"

Click the Bulk Actions button located above the reservation list and choose Bulk Edit Arrival / Departure from the dropdown menu.

Use the checkboxes to Select All guests or filter and select by Room Type.

In the popup window:

Choose Arrival Date, Departure Date, or Both and select the required date(s) using the date picker.
The system will automatically apply these changes to all your selected reservations.

Select Confirm to apply the changes.

A success message will appear once the bulk update is finished.

Return to the reservation list and open the reservation.

Verify the updated date in the Stay tab.

Click on Bulk Reservation Actions and select Stay Requests.

In the popup window, select the required stay requests from the available list.

• Click Confirm to apply the changes.

A confirmation popup appears with the following options:

• Save to Master Only

• Save to All Reservations

• Save to Selected Reservations

• Cancel

Select the appropriate option based on the requirement and click confirm

Return to the reservation list and open the reservation.

Verify the updated stay requests in the Stay tab.

Click the Bulk Reservation Actions button and select Make Room Keys from the dropdown.

Use checkboxes to select the reservations for which room keys should be encoded (or use "Select All").

• Click Confirm to apply the changes.
  The system displays only reservations that have an assigned room number. Reservations without a room assigned are excluded.

Depending on property configuration, you may be prompted to select the number of keys per room (typically up to 6) and the specific key encoder to be used.

Click Confirm to begin the encoding process. The system will process the keys sequentially; if a specific room fails, you can usually proceed to the next reservation in the batch.

Once complete, a success message appears.

You can verify the key status in the individual guest's Stay tab.

Click on the Bulk Reservation Actions and select the Cancel Reservations.

A list of guests in Booked (HOLD) status is displayed.

Use the checkboxes to Select All guests or filter and select by Room Type.

Click the Confirm button. The system will process the cancellations and update the status of the selected reservations.

Return to the group details list. The updated status for these bookings will now display as Cancel Reservation.

The reservation detail screen shows the message: "Reservation Has Been Cancelled".

Open the Folio tab to review the financial summary

If any refund is due to the guest as shown at right, the refund must be processed before the reservation can be cancelled.

Click the Bulk Reservation Actions button located above the reservation list and Click the Manual Room Assignment .

Choose the specific reservation(s) you wish to assign and click on Proceed with Room Assignment.

Use the checkboxes to Select All guests or filter and select by Room Type.

Select your preferred method to find available rooms:

• Grid View

• Floor Plan View

Click on Grid View to see a visual map of room availability.

Click on the Floor Plan View (e.g., Floor 2) to see availability restricted to a specific level.

Click on any available room from the view

A success message is displayed to confirm the room has been assigned to the guest.

Return to the reservation list and open the reservation.

You can further verify this by opening the individual guest's Stay tab, where the assigned room number will now be listed.

Click on the Bulk Reservation Actions button and Select Detach Reservations from the dropdown list.

From the list of group members, use the checkboxes to select the specific reservations that need to be removed from the group.

• Click the Confirm button to initiate the detachment.

Once confirmed, the reservations will be removed from the group’s Manage Reservations list and will now exist as independent bookings accessible via the main Frontdesk Dashboard.

Click the Bulk Reservation Actions button located above the reservation list and choose Auto Room Assignment from the dropdown menu.

From the list of group members, use the checkboxes to Select All or pick specific reservations for assignment.

Select the Arrival Filter based on the requirement

Choose All Arrivals or Arriving Today

Select applicable statuses (e.g., Vacant Ready,Vacant Dirty, Vacant Clean,Vacant Occupied Dirty) to ensure only prepared rooms are assigned.

Click on the Floors filter and select the desired floors
Only rooms from the selected floors will be considered for automatic allocation.

Click Proceed with Room Assignment to trigger the automatic allocation.

A SUCCESS message is displayed for each successfully assigned reservation.

Return to the reservation list and click on any reservation.

Open the Stay tab to confirm that the room has been auto-assigned correctly.

Click on the Bulk Action Reservation and select the Room Preferences from the dropdown list.

Now the list of reservation will be displayed.

Select any reservation for Room Preference Once Confirmed.

In the popup window, select the required room preferences from the available list.

• Click Confirm to apply the changes.

A confirmation popup appears with the following options:

• • Save to Master Only

  • Save to All Reservations

  • Save to Selected Reservations

  • Cancel

• Select the appropriate option based on the requirement and click confirm

Return to the reservation list and open the reservation.

Verify the updated stay requests in the Stay tab.

Click the Bulk Reservation Actions button located above the reservation list. A dropdown menu will appear with all available bulk actions.

Click on the Post Charges to Reservation from the dropdown list.

Now the list of reservation will be displayed.

Select any Reservation and click the Next button.

Now the SUCCESS Reservation is displayed on the screen.

Click the Bulk Reservation Actions button located above the reservation list.

• Select Hide Rates from the dropdown menu.

Select the desired reservations using the checkboxes (or click Select All to choose all group members).

• Click Confirm to proceed.

Once applied:

A success message will display for each successfully updated reservation.

To validate the changes, return to the reservation list and open a specific reservation.

Navigate to the Stay tab to confirm that rate values (Today's Rate, Average per Night, Total for Stay) are now hidden.

Navigate to the Folio tab to confirm that room rent and tax charges have been moved to a separate folio marked with a confidential indicator.

Click the Bulk Reservation Actions button located above the reservation list and select Stop Charges from the dropdown menu.

Select the desired reservations using the checkboxes (or click Select All).

• Click Confirm to proceed.

Once applied:

• Success messages will display for each updated reservation.

To validate, return to the reservation list and open the reservation.

Navigate to the Folio tab to confirm the Stop Charge toggle is now enabled and Stop Charge indicators will display on all folios.

No new charges will be posted during Night Audit or manual charge posting.

If you want to enable charges, click the Bulk Reservation Actions button located above the reservation list and choose Enable Charges from the dropdown menu.

Select the desired reservations using the checkboxes (or click Select All).

Click Confirm to proceed.

Once applied:

• Success messages will display for each updated reservation.

To validate, return to the reservation list and open the reservation.

Navigate to the Folio tab to confirm the Stop Charge toggle is now disabled and Stop Charge indicators are removed from all folios

Charge posting is re-enabled and future charges will resume normally.

Click the Bulk Reservation Actions button located above the reservation list and select Tax/Fee Exempt from the dropdown menu.

Select the applicable reservations using the checkboxes (or click Select All).

Click Confirm to proceed.

The Tax Exemption modal is displayed.

Select the required Tax Exemption Code and click Save

Add Notes in the provided text field (optional)

Click Confirm to apply the exemption to the selected reservations.

Once applied:

• Success messages will display for each updated reservation.

To validate, return to the reservation list and open the reservation.

Navigate to the Stay tab to ensure the Tax and/or Fee Exempt indicators are visible under the Rate Plan Details section.

Navigate to the Folio tab to confirm the applicable taxes have been removed and the Tax & Fee Exempt indicator icon is displayed.

Click the Bulk Reservation Actions button located above the reservation list and select Bulk Billing from the dropdown menu.

Select the applicable reservations using the checkboxes (or click Select All).

Click Confirm to proceed.

The Confirm button will remain disabled until at least one reservation is selected.

Click on Copy Payment Source next to the required Payment method

Note : If the payment method is not added to the group, click Add New Payment Method to add a new one, or click Apply Direct Bill Company to add a company as a payment source.

The system will process the updates sequentially to the default folio of each selected reservation.

Review the generated summary report upon completion, which highlights Success and Failed reservations.

To verify the changes, return to the reservation list and click on the required reservation.

Navigate to the Folio tab to review the newly applied payment source.

Click on Actions, select Audit Log from the dropdown menu, and review the activity to ensure the payment source update was recorded.

If the payment method is not added to the group, click Add New Payment Method.

Select the required payment method from the options.

The updated payment source is reflected in the payment method modal.
A pop-up appears to confirm making this the primary method.

While bulk billing the group, In payment method modal
click Apply Direct Bill Company in the payment method modal to add a company as a payment source.

Enter the company code or name and click Search. (Note: Partial search is supported, but a minimum of 3 characters is required).

Choose the correct company from the populated search results.

The system will sequentially process the updates to the default folio of each selected reservation.

Once done, review the generated summary report to see the Success and Failed reservations.

Return to an updated reservation, navigate to the Folio tab, and click the Payment source pencil icon to review the newly applied Direct Bill Company.