Copy a Reservation

The Copy a Reservation command feature in the Reservations Menu area allows you to search for and open an existing reservation and copy the information for the reservation to a different guest or group, or to different dates for the same guest or group. Essentially, the Copy a Reservation feature provides a quick way to generate a new reservation using the information from an existing reservation.

You can use the same dates and room information and apply them to a different guest (for example, if guests are traveling together but not staying in the same room), or you can retain the existing guest on the reservation information and simply change the dates (for example, if the guest will be coming to stay multiple times).

The Copy a Reservation command opens the Select Stay to COPY screen, allowing you to select an existing reservation which then opens its Reservation form, allowing you to create a new reservation by making the necessary changes to the pre-entered information and saving it as a new reservation. The Stay Information screen then appears with the new information as a separate reservation.

 

 

Select Copy a Reservation from the Reservations Area (select Reservations from the Quick Menu).

 

 

The Reservations Menu may be reached either directly from the Quick Menu, or by using the Full Menu and selecting Reservations => from the Other section.

 

1. Select Reservations from the Quick Menu (left side of screen).

Quick Quote menu with Reservations option selected

OR

2. Select Reservations from the Other section of the Full Menu,

Click the icon on the left for the Full menu.

Full Menu Icon

This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.

Full Menu Table

Select Reservations => from the Other section.

Other section of Full menu, with reservations command selected

This will display the Reservations menu in a tabular form, with two sections, Guest Reservations and Group Reservations.

Reservations Menu Table

The Copy a Reservation command is in the Guest Reservations section of the Reservation Menu.

Guest Reservations section of the Reservation Menu with Copy a Reservation command selected

 

When the Copy a Reservation command is selected, the Select Stay to COPY From screen appears.

Select stay to copy from screen example

The Select Stay to COPY screen appears, allowing you to enter search criteria such as Confirmation number, Booking Name, Last Name, First Name, Phone, ID, Company, City, State, Arrival, Departure, and/or Room Number.

By default, the search looks for individual guest reservations only, however you can use the checkboxes across the top of the search fields to search by All, In House, Reservations, Groups, Cancellations, History or No Shows.

After entering the search criteria, select <<Press to Search>> to search for matching records.

Select Stay to copy from search results with stay selected

Click on a reservation from the search results list. This opens the (quick) Reservation form, allowing you to create a new reservation by making the necessary changes to the pre-entered information.

Alternately, you can open the Reservation Wizard by clicking the Advanced Reservation button at the top of the reservation form.

When you are finished making the appropriate changes to create the new reservation, click the orange button Finish.

Main Folio screen example

This opens the Stay Information screen with the information for the new reservation (as a separate reservation, with a new unique confirmation number).

 

Date Updated June 15, 2021