Once the itinerary is created, creating a reservation involves 3 simple steps. To capture reservation details for a reservation request, click the Make Booking button at the bottom right of the itinerary summary. This step is where reservation details are entered.

				Some contact information is compulsory to store the record. Contact information displayed to internal users differs to external/public users: External users do not have a consultant field displayed If the user is an external user who has a relationship with an agency, the agency name is pre-populated in the Agent field (appropriate commissions are applied when the itinerary is created), in the case of a public reservation, this field is a free-format field for the user to enter the relevant agent information and no commission is applied (the amount for the reservation is calculated by the rate type defined for the reservation) External users cannot select an originator or contact name, the originator field is a free-format field that is added to the Notes when the reservation is generated and the contact name is a system-generated field that is populated with the user name (if the user is logged in) or is blank (in the case of a public user) External users cannot update contact information  Reservation name     Enter a free-format reservation name to identify the reservation This is a compulsory field  Consultant   Consultant is the internal user who is creating or managing the reservation. A user is setup as a consultant on their access control group When a reservation is created the consultant field defaults to the consultant-user logged on When an internal user who is not a consultant is making a reservation, this field remains blank. If there is no consultant allocated to a reservation, the reservation is considered a reservation requests and is included in the ‘Reservation Requests’ module for future intervention by a consultant (internal user)· This field cannot be changed  Agent name   If an agent was allocated on the calendar (refer to creating a quotation for detailed information on allocating an agent to a reservation), the selected agent name is pre-populated in this field The agent cannot be allocated on this step  Originator   Select an originator for the reservation by clicking the Search button to the right of the Originator field and selecting the respective contact  Contact name   Select a contact name for the reservation by clicking the Search button If an agent has been allocated to the reservation the pop-up defaults to display users linked to the agent Internal users can create a new contact from the contact pop-up Once a contact allocated to the reservation, existing details are populated (from the respective contact record), internal users can amend this information, on click of Proceed to Step 3 any amendments will be updated on the contact record Information entered here by external users is added to the reservation note  Contact email   Enter or update the email address for the contact. If an external or public user enters an email address, a copy of the reservation is automatically emailed to them when the reach step four of the wizard.  Contact tel   Enter or update the contact telephone number. If the contact is new, the number entered here is set as the default contact telephone  Contact fax   Enter or update the contact fax number  Postal address   Enter or update the contact postal address
	Reservation contact details

				Reservation extras are services that can be allocated to a reservation. Only internal users can allocate extra services to a reservation, the user can select the show/hide button to expand or collapse the extras section - when expanded, extras can be allocated to the reservation.  Property     The itinerary item that the reservation extra is allocated to – itinerary items are consolidated by property name and arrival date  Service date   An optional date field indicating when the extra will be applied  Description   Click the Search button and select extra services available (all extras listed on the Extras code table are displayed in this pop-up)  Travel Type   This is a non-editable field that is preset on the Extras code table indicating what type of travel extra the service is. If there is no travel type populated it means that the extra is not travel related  Comm rec   This is the amount of commission that the principal receives on booking the respective extra This field can be edited on this screen, but is pre-populated from the Extras code table  Comm pay   This is the amount of commission that is payable to the service provider This field can be edited on this screen, but is pre-populated from the Extras code table  Units   The quantity of the service to be provided  Unit price   The total cost per unit. This field can be edited on this screen, but is pre-populated from the Extras code table  Discount   Any special discount applied per unit. This field can be edited on this screen, but is pre-populated from the Extras code table  Tax rate   Where necessary a tax rate can be allocated to extras. This field can be edited on this screen, but is pre-populated from the Extras code table  Exchange rate   Where the extra currency differs to the currency the reservation is being created in (i.e. the rate type currency), an exchange rate must be allocated to the extra. If the exchange rate has already been applied, it is pre-populated in the exchange rate field – to change the exhange rate click the Set Exchange Rate button and edit from the exchange rate pop-up  Extra note   A note allocated to the service, this note appears on all documentation where ‘Extras notes’ are included. This field is pre-populated from the Extras code table but can be edited once allocated to the extra  Internal memo   An memo available to internal users only, this note appears on all documentation where ‘Internal Memos’ are included. This field is pre-populated from the Extras code table but can be edited once allocated to the extra  Add this extra   to the reservation   This will add the selected extra to the reservation and clear the ‘edit’ area for the next extra to be allocated
	Reservation Extras

				Guest details that can be stored for a reservation include: guest names, history at the camp, special requests, nationality and last point of contact. Have guests travelled before   Information entered here is added to the internal reservation notes Guest nationality   To allocate a guest nationality, select the Search pop-up, from the list select a guest nationality (this is allocated to reservations for statistics) Guest names   A free-format field for guest names and ages, this field is combined with guest special requests under a heading “Guest Names” Details entered here can be edited in the Guest Info field on the Reservation-Notes screen Guest notes/ special requests   A free-format field for guest notes, this field is combined with guest names under a heading “Guest notes/requests”. Details entered here can be edited in the Guest Info field on the Reservation-Notes screen Detail dietary requirements   A free-format field for guest dietary requirements Information captured here is added to the standard reservation notes Last point of contact   A free-format field for guest dietary requirements Information entered here is added to the standard reservation notes
	Guest Information

				Reservation notes are general reservation notes or requests. Reservation notes can be displayed on documentation provided to the guest. Internal Memos are also general reservation notes, but are considered confidential memos that guests do not have access to. Internal memos can only be viewed by internal users (internal memos are often detailed or confidential instructions that the camp/resort manager needs to address). Notes entered in the ‘Dietary requirements’, ‘Last point of contact’ and previous guest are added to the reservation note when proceeding to step 3. Free-format notes can be entered directly into the Reservation Notes or the Internal Memo fields. To reduce repetitive notes being re-entered for each reservation, Standard Notes can be allocated from the standard notes code table. Allocating standard notes means that a general note is added to the Reservation Notes field and/or the Internal Memo field – all existing notes remain in the notes area, the standard note is added to the list. Once the standard note is added, it can be amended and customised for the reservation. External users who encounter an overbooking on Step 1 of the wizard and chose to continue and request more rooms are prompted to enter details for more rooms, the free-format note the user enters here is also added to the reservation notes under the heading “Request for more rooms”. Adding notes There are two ways to add notes: 1. Enter a free-format directly into the reservation notes and internal memo area 2. Select a standard note To enter a free-format note, enter text in the reservation note and internal memo fields, any text added here is saved to the reservation notes on click of Proceed to Step 3. To add standard notes, click the Standard Note button, this will open the standard notes pop-up.
	Reservation Notes

				Select the relevant status from the options displayed by clicking the button to the left of the required status. Reservations with a status of ‘confirmed’ or ‘provisional’ will keep rooms from the calendar Quotation and waitlisted reservations have no affect on the availability calendar (the reservations are recorded in the system and can be tracked, however they do not affect availability on the calendar) The provisional expiry date defaults according to settings from the default table If the internal user is not a consultant, the reservation is listed in the reservation request queue (the same as when external and public users submit requests) regardless of the status selected External and public users have different status options including: Descriptive status options Overbooked reservations cannot be confirmed or provisional Overbooking details are not displayed No provisional expiry date is displayed If the reservation itinerary includes an overbooking, overbooking details are displayed in the status area
	Reservation Status

				Return to top   Return to the top of the page Cancel   This will return the user to the reservation calendar (the itinerary selected will be cleared) Proceed to Next Step   This will save the reservation, move to Step 3 and: update any amended contact details (available to internal, offline users only) combine all reservation notes allocate a reservation number When reservations are generated by external users, clicking Proceed to Next step will submit a text email of the reservation to the system administrator as well as an automated text email to the external user (provided they allocated an email address on the reservation details screen).
	Reservation Options