Reminders on a Reservation - Create, View and Close

Reminders can be created for a reservation in Arrival or In House status.

For this example, we have an Arrival reservation. Once selected, the Guest tab opens by default.

• Click on the Reminders section

• Select the + button

The Reminders screen loads

From here, the following details can be configured for a reminder to be set for hotel staff:

• Date and Time for the reminder

• Setup Recurring Reminders - see next

• Title or subject of the reminder

• Templates - templates can be created by the property, default is none

• Description - details of the reminder

• Setup Recurring Reminders - setup a reminder that repeats pattern

In this example, the reminder is set to remind Daily beginning at the date and time scheduled and then each day at that time until the defined end date or scheduled number of days.

Once completed, the Reminders tab will show a small number next to it to indicate how many active reminders are present

The checkbox indicates when the task has been completed and will remain in the dropdown until the task has been completed

The 3 (three) dots located on the right of the reminder, when clicked, will reveal options to Mark As Read or Mark Archived

Note:
Marking the reminder as Read does not remove the task from the list but does disable it from being active

Marking it as Archived will remove it from the reminders screen. Caution - archiving the task does not indicate the task has been completed, it just simply removes it from the list

Reminders will show on the reservation listing screen - an alarm bell icon is visible and when hovering over the icon, a label appears indicating the reservation has a reminder on it.

Open the reservation that has a reminder,
Click on the reminders section to reveal the reminder tasks

• Select the active reminder

A Reminder Details popup loads

From here you can choose to:

• Edit Reminder

• Close without Action

• Complete the reminder

• Archive the reminder

• Mark as Unread

• Edit changes to the reminder

• View the Audit Log

Each of these options, when selected, a popup will appear and allow for remarks.

Once the Reminder has been completed, archived or closed, the reminder will no longer be visible from the Reminders tab.

To view the tasks again, engage the Filter By feature and select the desired filter from the available options.