1.7.4 - Reservations - Daily Procedures

RESERVATIONS-DAILY PROCEDURES

 (Step by Step task list for VRM Clients)

• Check in Guests (under Reservations> Batch Check-In/Out> Batch Check-In tab OR on the reservation> click the Check In button)
• Automatically updates housekeeping to occupied status 
• Populates "Present Guest" Report (under Reservations> Reports).

• Check out Guests (under Reservations> Batch Check-In/Out> Batch Check-Out tab OR on the reservation> click the Check In button) 
• Automatically updates housekeeping to departure cleaning status 
• Automatically populates Schedule Housekeeping "update schedule" screen
• Automatically allocates reservation monies at 11:20 p.m.

• Make sure all income received has been posted to each reservation.(Go into the reservation> Pay Up> Pay Receivable)

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• Process confirmations - Print, email or mail 
• Print or email confirmations from the reservation (Go into the reservation> Summary tab> click "Print Confirmation" to print OR "Send Member Confirmation" to email) 
• Print Batch Confirmations (Go to Reservations> Reports> "Reservation Confirmations" report) 
• Batch Email Confirmations (Go to Reservations> Reports> Batch Email-Confirmations)

•  Verify Receipt of "Reservation E-Mail" (hooked emails) Summary Report for the day. (This report is sent to the email address that is set up under System Configuration> Company> Email Settings)

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•  Prepare Check-in Packages needed for the next day (Go to Reservations> Reports> Check-In Packages)

• Process Security Deposits 
• Check "hold deposit" box on the reservation if you want to hold Security Deposit (General Screen within the reservation> check the Hold Deposit box> and Save) 

•  Run "To Be Cancelled Reservations" report (take appropriate action) - this report will display the following
• -Confirmed short term reservations not paid in full using the "Days Required for Full Payment" under system configuration.
• -Un-Confirmed short term reservations that have not meet the required down payment using the "Confirmation Required By" on the general screen of the reservation.

• Run "Unconfirmed Reservations" report - this report will display reservations which have not paid their down payment/required prepay using the "Reservation Confirmation Days" under system configuration (Reservations> Reports)