Adding Day Visitor to Checked-in Reservation

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Overview

A person may arrive to stay just one day/night of a registered (Checked-in) Guest's reservation.

Prerequisites

  • Access to the Availability Grid or the Registered tab of the Arrivals/Departures (In/Out) panel.

Steps

Reservation Guest Folio

  • Locate the staying Guest’s reservation from either the Availability Grid or Registered tab of the Arrivals/Departures (In/Out) panel.
  • From the Availability Grid:
  • Right-click on the reservation and select Make Sale.

  • From the Arrivals/Departures panel:
  • Select the reservation and click Sale.

New Sale/Quote Screen

  • The New Sale/Quote screen will appear, and the extra Day/Night visitor sale can be charged for the period they are staying.
  • Select:
  • Product Group: Occupant Products.
  • Product Label: Select the Occupant Type, e.g., Adult.
  • Quality: Enter the number of days, e.g., 1 Adult visiting for 2 days – Quality: 2.
  • Price per Unit: Enter the amount to charge per visitor per day.
  • Click Post (or anywhere on the screen) to allow the system to calculate the Tax for the sale.
  • Click Post again to post the charge.

  • Repeat this process if multiple Occupant Types are visiting.

Payment Options

After all the visitor charges have been posted, there are two Payment Options:

  1. Instant Payment – transaction NOT displayed on Reservation Balance (separate invoice):
    - Select the Payment Type being used, e.g., Cash.
    - Click Post to post the payment.
    - Click Submit to finalize the payment and sale.

  1. Reservation Balance – If the sale is to be recorded on the Reservation and included in the Reservation Balance:
    - Select the Payment Type: Guest Folio Transfer.
    - Click Post to post the payment.
    - Click Submit to finalize the payment and sale.
    - Press the Guest Folio button to open the Guest Folio.
    - Click on the Charges/Payments tab to process the payment for the sale.

Troubleshooting

For further assistance, refer to the Help Document.