Searching Client History in the System

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Overview

This document provides instructions on how to search for client history within the system. It includes steps to perform a search, view client records, and access reservation history.

Prerequisites

  • Access to the system with appropriate permissions to search client history.
  • Client information available for search criteria.

Steps

  1. Initiate Search
    - Click the Search button located above the Grid.

  1. Enter Search Criteria
    - Input the client information that matches the search criteria.
    - Click Search.
  2. Widen Search Criteria
    - Tick the Any Part of Field box at the bottom to broaden the search criteria to any part of the field.

  1. View Search Results
    - If multiple records match, they will display in the Results tab. Select the required client record.
    - If only one record matches, it will automatically load as a Selected Client on the top right of the Availability Grid.

  1. Disable Auto Select
    - Check the Disable Auto Select Client box to ensure all records display in the Results tab, even if only one record is found.
  2. Access Client History
    - Within the Select Client box, click the History button.

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  1. View Reservation History
    - This loads the Client Editor - Reservation History tab.
    - If the client has any reservations linked to their account, they will show up on this panel.

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  1. Select Reservation
    - To view the guestfolio for a specific reservation, select a line item and click the Select button.
    - Use filters to narrow the search if needed.

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Troubleshooting

  • Clients can view their own reservation history via the online portal:
  • After logging in, click the Rez Activity tab in the menu bar.

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  • Click the Reservation History button.

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  • This loads the client's Reservation/booking history.
  • Each reservation line item has actions accessible via the hamburger icon on the right side.

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  • Available Actions Based on Reservation Status:
  • Print: Prints a reservation-related report.
  • Details: Loads details about the reservation.
  • Notes: Opens a window to add a note about the reservation.
  • Pay: Allows the client to pay any outstanding balance.
  • Check In: Allows the client to self-check-in if permitted.
  • Cancel Booking: Allows the client to issue a cancel request.
  • Occupant Details: Loads the client details page.
  • Close: Closes the action window.

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For a visual guide, refer to this video on how to search a client history within RezExpert.