Right Click Menu Options for Reservations

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Overview

Operators can access quick additional options for a selected reservation by using the right-click button on the mouse or pad. This feature allows for multiple options to quickly change or access reservation details, thereby speeding up reservation handling within the Availability Grid.

Prerequisites

  • Access to the Availability Grid.

Steps

  1. On the Availability Grid, select the reservation using the right-hand button on the mouse or pad.
  2. The Right Click menu will appear with the following options:
    - Guest Folio – Opens the reservation’s Guest Folio.
    - Move Reservation – Opens the Available Units box to select a new site/unit.
    - Click To Move - Allows the user to move a reservation by selecting the desired grid cell.
    - Check In – Opens the Rez Status box to check in a reservation. Available for reservations due to check in – past their check-in date.
    - Check Out – Opens the Rez Status box to check out a reservation. Only available on checked-in reservations past their check-out date.
    - Cancel – Opens the Rez Status box to cancel the reservation.
    - Make Sale – Opens the New Sale/Quote screen to process a sale.
    - Make Payment – Opens the Charges/Payments tab to process a payment.
    - Add Reservation - Add another reservation to the selected reservation, creating a group reservation.
    - Split - Splitting reservation.
    - Print Statement – Opens the Print Statement print selector screen to print/email a Reservation Statement Summary/Detail.
    - Print Other - Opens the Print Other print selector screen to print/email a Tax Invoice/Receipt, Check-in form, etc.
    - Charges/Payments – Opens the Charges/Payments tab.
    - View History – Opens the History tab of the Guest Folio.

Troubleshooting

  • Ensure the right-click functionality is enabled on your device.
  • Verify that you have the necessary permissions to access the Availability Grid and perform reservation actions.