Editing Reservations      
 

Reservations can be edited from a central reservation management area.
It is important to read the chapter on ‘Creating a Reservation’ before commencing this chapter to acquire a good understanding of reservation terms and definitions.

This module explains how to amend:
1. Reservation Details
2. Reservation Notes
3. Reservation Extras
4. Reservation Billing
5. Track and manage reservation communications

Reservations can be selected from reports or searches, selecting a reservation will open the reservation details screen. From here the user can edit or update reservations from a central reservation screen.



       
The reservation header displays summary information about the reservation including:

Reservation number   A system-generated unique number allocated to a reservation
Reservation name   A name allocated to a reservation by the user
Created by  

The user who created/captured the reservation in Resrequest
Created on   The date the reservation was initially created
Amended on   The date the reservation was last amended/edited

 

Reservation header
     


       


For ease of editing, reservation information is categorised and separated on different tabs. A tab works like a file divider – it indicates what categories there are. To go to a selected tab, click the required tab. The tab the user is currently viewing appears a lighter colour than other tabs



Each tab includes information regarding a specific aspect of the reservation information. Resrequest has 5 tabs:

Details   The details tab includes a summary of reservation contact information and a summary of the reservation itinerary
Notes   This tab includes all reservation notes, a note image to the left of the notes tab indicates that notes are stored for the reservation
Billings  

This tab includes all billing-related information such as billing contacts and payment overview
Extras   Additional services such as extras and travel items can be allocated to the reservation from this tab
Comms   This tab displays all correspondence emailed for this reservation

 

Reservation tabs
     


       


This button is displayed on all the reservation tabs. This will open the updated reservation documentation, from a PDF can be generated or emailed to a contact for the reservation

 

Documentation
     


       


This button is displayed on all the reservation tabs. This will open an email window with a text summary of the reservation, from here the user can add a message and send the email. The email is recorded as being sent on the Reservation-Comms tab

 

Notify contact