Reservations & Check-In / Out
📂 What you will find in this section:
To help front desk agents and reservation teams navigate guest stays from booking to departure, we have organized this section into four key functional areas:
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📅 Reservation Creation & Booking Modifications: Step-by-step guides for making standard, walk-in, day-use, recurring, and package bookings, as well as modifying dates, rate overrides, room types, and guest counts.
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🛎️ Arrivals & Check-In Workflows: Operational guides for auto/manual room assignments, checking in pre-assigned or unassigned guests, adding pet/stay remarks, attaching packages, and handling corporate IDs.
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🔄 In-House Guest & Inventory Management: Best practices for handling room moves (immediate or scheduled), locking rooms ("Do Not Move"), linking multi-room bookings, managing reservation reminders, and flagging DNR profiles.
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🚪 Departures & Check-Out Execution: Workflows for express checkout, early departures, processing zero-balance or payment-required check-outs, reversing accidental check-outs ("Undo Check-Out"), and emailing post-stay folios.
📂 Knowledge Base Articles
📅 Reservation Creation & Modifications
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Knowledge Base Link |
KBA Description |
|---|---|
Add Adult / Child Counts
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Learn how to update adult and child guest counts on existing reservations to ensure accurate occupancy records and rate recalculations. |
Add Extra Guest, Pre-Arrival
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Learn how to add extra adult guests to a pre-arrival reservation and capture complete personal contact details, profiles, and billing preferences before guest arrival. |
Apply Tax Exempt Status to a Reservation
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Learn how to configure tax exemption on guest stays for accurate tax removal across arrival and active reservations. |
Auto Room Assignment
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Learn how to use the Auto Room Assignment tool on the Arrivals screen to automatically assign optimal available rooms to guest reservations based on custom selection filters. |
Cancel a Reservation
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Learn how to cancel a reservation, manage cancellation reasons, and process applicable deposit or advance payment refunds. |
Corporate ID - Booking a Reservation
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Learn how to book reservations using Corporate IDs to apply negotiated business rate plans across direct web, GDS, and front desk channels. |
Create a Company Reservation
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Learn how to book company reservations with flexible billing, PO tracking, and profile management rules. |
Create a Day Use Reservation - Same Day Reservation
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Learn how to quickly create a same-day Day Use (zero-night) reservation directly from the PMS front desk interface for immediate guest arrival. |
Create a Group Member Reservation from Booking Flow
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Learn how to book group member reservations directly from the booking flow to draw room nights from a contracted group block. |
Create a Multi-Room Reservation
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Learn how to book and manage multi-room reservations for individual or group guest arrivals. |
Create a Recurring Reservation
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Learn how to create a recurring reservation to automatically book repeating stays across specified daily, weekly, or monthly schedules. |
Create a Reservation (Standard & Walk-in)
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Learn how to create standard individual and walk-in reservations directly from Grid View or Availability. (Note: Group/Company covered separately.) |
Create and Split a Booking for Multiple Rooms
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Learn how to create a multi-room booking and split it into separate, individual reservation records for independent billing and guest management. |
Day Use (Zero-Night) Reservations
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Learn how to book and manage Day Use (zero-night) reservations to monetize room usage during daytime hours without decrementing standard overnight room inventory. |
Force Availability and Allow Overbooking
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Learn how to use force availability and allow overbooking functions to bypass room or rate restrictions and book stays during limited or sold-out dates. |
How to Create a Package Reservation | How to Attach a Package to an Existing Reservation
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Learn how to create new package reservations and attach package add-ons to existing bookings to include bundled services, amenities, and specialized rates. |
Modify a Reservation Room Type
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Learn how to modify a reservation room type to apply complimentary or paid room upgrades and adjust associated room charges. |
Override Rate: Keep Current Rate vs. Use New Rate
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Learn how to use the 'Keep Current Rate vs. Use New Rate' prompt during reservation modifications to preserve manual rate overrides when changing room types or stay details. |
🛎️ Arrivals & Check-In Workflows
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Knowledge Base Link |
KBA Description |
|---|---|
Add a Pet to a Reservation
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Learn how to attach pet details and process associated pet fees on active or pre-arrival bookings. |
Add a Stay Remark to a Reservation
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Learn how to add stay remarks to a reservation to record specific comments, guest preferences, or operational notes for a particular stay. |
Check In a Reservation (pre-assigned and un-assigned)
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Learn how to check in guest reservations for both pre-assigned and unassigned rooms, including assigning room numbers on the fly during the check-in process. |
Remove or Replace Corporate and Local Company Profiles on Reservations
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earn how to update or remove corporate and local company profiles attached to bookings while maintaining proper rate compliance. |
Send Email Confirmation
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Learn how to generate and dispatch booking confirmation emails to guests for upcoming reservations. |
Split Rates on a Folio
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Learn how to divide nightly room rates among accompanying guests using equal or custom folio split rules. |
🔄 In-House Guest & Inventory Management
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Knowledge Base Link |
KBA Description |
|---|---|
Copy a Reservation - In House and No Show
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Learn how to copy an in-house or no-show reservation to duplicate guest profile details, billing preferences, and stay parameters into a new booking. |
Do Not Move - Lock and Unlock a Room
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Learn how to lock and unlock assigned room numbers on reservations using the 'Do Not Move' feature to prevent unintended room reassignment. |
Extend or Shorten a Reservation
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Learn how to modify arrival and departure dates on existing guest bookings to manage stay extensions or early departures. |
Linked Reservations - Link | Unlink | Cancel
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Learn how to link, unlink, and cancel connected reservations to manage multi-room bookings, group stays, and shared itineraries efficiently. |
Mark a Reservation DNR - Do Not Rent
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Learn how to flag guest profiles and reservations with Do Not Rent (DNR) status to prevent unauthorized future bookings and maintain property security rules. |
Reminders on a Reservation - Create, View and Close
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Learn how to create, view, and close reservation reminders across all guest stay stages—from arrival and check-in to in-house and check-out. |
Room Move: Flag Vacated Room as OOO / OOS
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Learn how to flag a vacated room as Out of Order (OOO) or Out of Service (OOS) directly within the room move workflow to capture maintenance details and update room availability. |
Room Move - In House Reservation
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Learn how to perform a room move for an in-house guest to transfer their active stay to a new room number while maintaining booking and folio history. |
Schedule Room Move for In-House Reservation
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Learn how to schedule a future room move for an in-house guest to pre-assign a target room and automatically place a maintenance hold to secure inventory. |
Split Folio and Add Payment After Check In
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Learn how to split guest folios and process post-check-in payments to separate room charges, incidental expenses, or routing across multiple payment methods. |
🚪 Departures & Check-Out Execution
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Knowledge Base Link |
KBA Description |
|---|---|
Check Out a Reservation - Zero Balance, Refund and Payment
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Learn how to check out guest reservations, including processing zero-balance departures, collecting remaining folio balances, and issuing refunds. |
Early Check-Out
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Learn how to process early guest departures, apply departure fees, and update departure dates. |
Email Guest Folio - Post Check Out
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Learn how to send post-check-out folios and final billing statements directly to guest email addresses. |
Express Checkout
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Learn how to use express check-out features to expedite guest departures and automate folio settlement. |
Remove Tax Exempt Status from a Reservation
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Learn how to remove tax-exempt status from booked or in-house reservations to restore standard tax calculations to the guest folio. |
Undo a Check-Out
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Learn how to reverse premature or accidental check-outs on the departure date to quickly restore active guest stays. |