Reservations & Check-In/Out

Welcome to Reservations & Check-In/Out. Use this landing page to find the workflows your team needs to manage a guest stay, from booking and reservation updates to arrival, in-house changes, and departure.

Start here: Create a Reservation (Standard & Walk-in) • Check In a Reservation • Room Move – In House Reservation • Check Out a Reservation

📂 What you will find in this section:

To help your team quickly find the right workflow, this page is organized into five key areas that follow a typical guest stay:

📅 Reservation Creation
Create standard, walk-in, group, company, package, recurring, multi-room, and day-use bookings.

✏️ Reservation Changes
Update stay details, guest counts, rates, tax status, company profiles, room types, and folio splits.

🛎️ Arrivals & Check-In
Assign rooms, check in guests, add pets or stay remarks, and prepare reservations for arrival.

🔄 In-House Guest & Inventory Management
Move rooms, protect assigned inventory, link reservations, manage reminders, and flag DNR profiles.

🚪 Departures & Check-Out
Express, early, and standard check-outs, undo check-out, and post-stay folios.

📅 Reservation Creation & Modifications

Article	What you’ll learn
Create a Reservation (Standard & Walk-in)	Book standard individual and walk-in reservations from Grid View or Availability.
Corporate ID - Booking a Reservation	Apply Corporate IDs and negotiated business rates across booking channels.
Create a Company Reservation	Book company reservations with billing, PO tracking, and profile rules.
Create a Day Use Reservation - Same Day Reservation	Create a same-day Day Use reservation for immediate guest arrival.
Create a Group Member Reservation from Booking Flow	Book group member reservations from the booking flow using a contracted group block.
Create a Multi-Room Reservation	Book and manage multi-room reservations for individual or group arrivals.
Create a Recurring Reservation	Set up repeating stays across daily, weekly, or monthly schedules.
Create and Split a Booking for Multiple Rooms	Split a multi-room booking into separate reservations for billing and guest management.
Day Use (Zero-Night) Reservations	Manage zero-night reservations for daytime room use without standard overnight inventory impact.
How to Create a Package Reservation \| How to Attach a Package to an Existing Reservation	Create package reservations or attach package add-ons to existing bookings.
Send Email Confirmation	Generate and send booking confirmation emails to guests.

🛎️ Arrivals & Check-In Workflows

Article	What you’ll learn
Auto Room Assignment	Automatically assign available rooms from the Arrivals screen using custom filters.
Check In a Reservation (pre-assigned and un-assigned)	Check in reservations with pre-assigned or unassigned rooms, including room assignment during check-in.
Add a Pet to a Reservation	Add pet details and apply associated pet fees to active or pre-arrival bookings.
Add a Stay Remark to a Reservation	Record stay-specific comments, guest preferences, or operational notes.

🔄 In-House Guest & Inventory Management

Article	What you’ll learn
Copy a Reservation - In House and No Show	Duplicate reservation details from an in-house or no-show stay into a new booking.
Do Not Move - Lock and Unlock a Room	Lock or unlock assigned rooms to prevent unintended reassignment.
Linked Reservations - Link \| Unlink \| Cancel	Link, unlink, or cancel connected reservations for multi-room bookings and shared itineraries.
Mark a Reservation DNR - Do Not Rent	Flag guest profiles and reservations to prevent unauthorized future bookings.
Reminders on a Reservation - Create, View and Close	Create, view, and close reminders across each guest stay stage.
Room Move: Flag Vacated Room as OOO / OOS	Mark a vacated room as Out of Order or Out of Service during a room move.
Room Move - In House Reservation	Move an in-house guest to a new room while keeping booking and folio history intact.
Schedule Room Move for In-House Reservation	Schedule a future room move and secure the target room with a maintenance hold.
Split Folio and Add Payment After Check In	Split guest folios and post-check-in payments across charges or payment methods.

📅 Reservation Changes & Folio Updates

Article	What you’ll learn
Add Adult / Child Counts	Update adult and child counts so occupancy records and rates stay accurate.
Add Extra Guest, Pre-Arrival	Add extra adult guests before arrival with contact, profile, and billing details.
Apply Tax Exempt Status to a Reservation	Configure tax exemption for arrival or active reservations.
Remove Tax Exempt Status from a Reservation	Restore standard tax calculations when a reservation is no longer tax exempt.
Cancel a Reservation	Cancel reservations, record cancellation reasons, and process applicable refunds.
Extend or Shorten a Reservation	Modify arrival or departure dates for stay extensions or early departures.
Force Availability and Allow Overbooking	Book stays during restricted, limited, or sold-out dates when permitted.
Modify a Reservation Room Type	Change room types for complimentary or paid upgrades and related charge updates.
Override Rate: Keep Current Rate vs. Use New Rate	Decide whether to keep an override or use a new rate during reservation changes.
Remove or Replace Corporate and Local Company Profiles on Reservations	Update or remove company profiles while maintaining rate compliance.
Split Rates on a Folio	Divide nightly room rates among guests using equal or custom split rules.

🚪 Departures & Check-Out Execution

Article	What you’ll learn
Check Out a Reservation - Zero Balance, Refund and Payment	Complete standard check-out, including zero-balance departures, payments, and refunds.
Early Check-Out	Process early departures, apply departure fees, and update departure dates.
Email Guest Folio - Post Check Out	Send final folios and billing statements to guests after check-out.
Express Checkout	Use express check-out to expedite departures and automate folio settlement.
Undo a Check-Out	Reverse accidental check-outs on the departure date to restore the guest stay.

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