Create a new reservation

How to create a new resevation

Intel Cloud PMS provides two ways to create a new reservation:

1. By using the Create Reservation button: You can start the reservation process by clicking the “Create Reservation” button on the main dashboard.
2. By selecting available dates on the calendar: Reservations can also be created by selecting the desired dates and room directly from the Calendar view.

Method 1: By using the Create Reservation button

1. Go to Front Desk → click Calendar → click the “Create Reservation” button.
   
   
    
2. Check-In, Check-Out: Select the period of stay.
3. Adult, Children, Infant: Select the number of guests.
4. Room Type: Select the room type.
5. Rate Plan: Select the rate plan.
6. Booking Type:​​
   • Individual → One room
   • Group → Multiple rooms
7. Room: Select the room number (Unallocated Room = Room not yet assigned).
8. Status: Select the booking status → Reserve
9. Click Add Room button → Proceed to the next step.
   
   
    
10. Booking Detail: Channel Type shows booking information. The booking channel is divided into 3 types:
    • Direct: Booked directly with the hotel (e.g., Phone, Email, Walk-in, Line, etc.).
    • Online: Booked through Online Travel Agents (OTAs) such as Agoda, Booking.com, Expedia, etc.
    • Agent: Booked through offline travel agents such as B2B or local travel companies.
      
      
       
11. Channel Reference Name: Used to identify the booking source (must be created by the hotel). You can click drop down list and select Other to create new channel reference name such as Walk-in, Facebook, Phone, Agoda, Booking.com etc.
    
    
     
12. Reference Code: Enter the booking number (if any).
13. Room Detail: Displays general details of the reservation:
    • Add Room button → Add new room
    • Edit Period button → Edit period to stay
    • Period → Stay dates
    • Room → Number of rooms
    • Room Type → Room type name
    • Rate Plan → Selected rate plan
    • Room → Room number
    • Guest → Number of guests (Guest Info: customer details)
    • Room → Room price
    • Extra → Additional paid items
    • Discount → Discounted price
    • Total → Total price
    • Edit Room Price → Adjust room rate
    • Apply Standard Rate → Revert to standard rate (from Inventory page) Avoid using unless necessary
    • Status → Reserve, Check-In, Check-Out, Cancel, No Show
    • Split Room → Split stay into different room numbers (same room type but separate periods)
    • Contact Detail → Name of the booking holder (may differ from guest name).
14. Guests tap: Displays guest details:
15. Note tap: 
    • Reservation Note: Information displayed on the Calendar page with a red icon (also visible on the Reservation & Confirmation forms).
    • ​Internal Note: Information not displayed on the Calendar page. Internal use for staff only.
16. Click Create Reservation button

Method 2: By selecting available dates on the calendar

1. Go to Front Desk → click on the desired dates and room directly from the Calendar view.
   
   
    
2. Check-In, Check-Out: Select the period of stay.
3. Adult, Children, Infant: Select the number of guests.
4. Room Type: Select the room type.
5. Rate Plan: Select the rate plan.
6. Booking Type:​​
   • Individual → One room
   • Group → Multiple rooms
7. Room: Select the room number (Unallocated Room = Room not yet assigned).
8. Status: Select the booking status → Reserve
9. Click Add Room button → Proceed to the next step.
   
   
    
10. Booking Detail: Channel Type shows booking information. The booking channel is divided into 3 types:
    • Direct: Booked directly with the hotel (e.g., Phone, Email, Walk-in, Line, etc.).
    • Online: Booked through Online Travel Agents (OTAs) such as Agoda, Booking.com, Expedia, etc.
    • Agent: Booked through offline travel agents such as B2B or local travel companies.
      
      
       
11. Channel Reference Name: Used to identify the booking source (must be created by the hotel). You can click drop down list and select Other to create new channel reference name such as Walk-in, Facebook, Phone, Agoda, Booking.com etc.
    
    
     
12. Reference Code: Enter the booking number (if any).
13. Room Detail: Displays general details of the reservation:
    • Add Room button → Add new room
    • Edit Period button → Edit period to stay
    • Period → Stay dates
    • Room → Number of rooms
    • Room Type → Room type name
    • Rate Plan → Selected rate plan
    • Room → Room number
    • Guest → Number of guests (Guest Info: customer details)
    • Room → Room price
    • Extra → Additional paid items
    • Discount → Discounted price
    • Total → Total price
    • Edit Room Price → Adjust room rate
    • Apply Standard Rate → Revert to standard rate (from Inventory page) Avoid using unless necessary
    • Status → Reserve, Check-In, Check-Out, Cancel, No Show
    • Split Room → Split stay into different room numbers (same room type but separate periods)
    • Contact Detail → Name of the booking holder (may differ from guest name).
14. Guests tap: Displays guest details:
15. Note tap: 
    • Reservation Note: Information displayed on the Calendar page with a red icon (also visible on the Reservation & Confirmation forms).
    • ​Internal Note: Information not displayed on the Calendar page. Internal use for staff only.
16. Click Create Reservation button