Hotelizer PMS manual
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  • Introduction
  • System requirements
  • Hotelizer PMS Sing in
  • Installation
  • โš™๏ธ Update Hotelizer
  • ๐Ÿ’กChange log
  • ๐Ÿ“ŒGETTING STARTED
    • Navigation
    • Presenting information
    • ๐Ÿ“”Reservations
      • Add Reservation
      • Reservation & Accommodation changes
      • Reservation steps
    • ๐ŸงพInvoicing
      • Invoicing Wizard
        • Invoice options
          • Invoice a Guest/Business
          • Invoice each guest separately
          • Billing Wizard
          • Issue Credit note
          • Cancellation fees
      • Bills
      • Invoices
      • Manual invoicing
      • Common questions
  • ๐ŸงญMENU
    • Dashboard
    • Calendar
      • Plan settings
      • Plan actions
      • Availability & Restrictions
      • Multi-property calendar
    • Reservations
      • Reservation list
        • New reservation
        • Booking
          • Accommodation
          • Guests
          • Extra
          • Charges
          • Payments
          • Bills & Invoices
          • Tasks
          • Transfers
          • Log
          • Email Log
      • Hotel Status
      • Accommodation
        • Split Accommodation
        • Join Accommodation
        • Move Accommodation
        • Primary Visitor Assignment
        • Price List Change
        • Extend Accommodation
      • Contracts / Allotments
      • Unallocated accommodations
      • Arrivals
      • Booking Plan
      • Availability Plan
      • Forecast
      • Meal Plan
      • Meal Forecast
      • Reservation Extras
    • Customers
      • Contacts
      • Businesses
      • Guest in house
      • Guest history
      • Contact levels
      • Phonebook
    • Finance
      • Charges
      • Payments
      • Unallocated payments
      • Open Bills
        • Edit bill
        • Issue invoice
        • Transfer precharges
        • Add extra
        • Add a charge
        • Transfer payment
        • Add payment
        • Refund payment
      • Invoices
        • Add invoice
      • Invoices overview
      • Invoices Summary
      • Invoices Balance
      • Hotel balance
      • End of day
      • Debitors
      • Accounting transactions
      • Orders
      • Cashier shifts
      • Expenses
    • Rate Management
    • Operations
      • Tasks
      • Transfers
      • Logs
      • Email Logs
      • Housekeeping
      • Maintenance
      • Bedding
      • Events
    • Statistics
      • Overview
      • Daily summary
      • Monthly summary
      • Room types summary
      • Source summary
      • Countries summary
      • Revenues by department
      • Businesses
      • Reports
    • Rates Plans
  • Quick Guides
    • Click2Learn Videos
    • Add reservation
    • Reservations
      • Check In / Check Out
      • Guest details
      • EL.STAT:
      • Tasks
    • Invoicing
      • Charges
    • Operation
      • Housekeeping
      • Maintenance
      • Transfers
    • myDATA
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      • ฮ•ฮฝฮตฯฮณฮฟฯ€ฮฟฮฏฮทฯƒฮท myDATA
      • ฮฅฯ€ฮฟฮฒฮฟฮปฮฎ ฯ€ฮฑฯฮฑฯƒฯ„ฮฑฯ„ฮนฮบฯŽฮฝ ฯƒฯ„ฮฟ myDATA
      • FAQs
    • ฮŸperating period
    • Climate Change Resilience Fee 2024
    • Climate Change Resilience Fee 2025
    • EFT/POS Support
  • Settings
    • Property
      • Companies
      • Room types
      • Rooms
      • Room Groups
      • Room Floors
      • Room Location type
      • Room View Types
      • Facilities
      • Amenities
      • Cancellation policies
      • Payment policies
      • Segments
      • Integrations
    • Financial
      • Payment options
      • Taxes
      • Invoices types
      • Invoices Templates
      • Invoice Counters
      • Bank Accounts
      • Accounting Categories
      • EInvoice Services
      • Cashiers
      • Expense Categories
      • Budget
    • Rates
      • Pms Rates
      • Availability periods
      • Availability Period Groups
    • Extra
      • Extra
      • Services
      • Board types
      • Transfer Categories
    • POS
      • POS Spots
      • POS Sections
      • POS Tables
      • Products
      • Product Categories
    • Channels
      • Channels
      • Channel mapping
      • Sources
    • Users
    • Housekeeping Services
    • Reports
      • Default Report Templates
      • Custom Report Templates
    • Emails
    • Satellites
      • Satellites
      • Satellite Devices
      • Device Commands
  • Integrations
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On this page
  • Basic plan actions
  • RESERVATION
  • TASKS
  • PREFERENCES
  1. MENU
  2. Calendar

Plan actions

When opening the reservation plan, you have a clear picture of the reservations in your property.

PreviousPlan settingsNextAvailability & Restrictions

Last updated 3 years ago

Basic plan actions

You can drag & drop into any room and so you can perform some actions for the room and the dates you have chosen.

  1. Drag & drop to choose a room and a specific date

  2. Add new reservation by default of the specific room and the arrival/departure dates you selected

  3. Mark the room as Out of order

  4. Stop selling this room for the dates you have chosen.

RESERVATION

RESERVATION APPEARANCE

Each booking in the plan is displayed with a box that has various information. The appearance of the reservation can be changed from the plan settings.

RESERVATION ACTIONS

You can drag & drop to move the reservation to another room.

If you have access to Hotelizer from a computer then you can right click on the reservation and more options will be displayed regarding this reservation.

The options you have and you can execute them directly from the plan are the following:

  • View Reservation: Show booking tab

  • Print Reg. Card: Printing the registration card

  • Split reservation: Split accommodation by choice of date and room

  • Move accommodation: Move the reservation to another room and date.

  • Park Accommodation: Move the reservation to Parked, which in essence characterizes it as a reservation without a room assignment

  • Lock Reservation: You can lock the reservation in this room so that it cannot be moved

  • Assigning Primary guest: View and edit guest details

  • Price list change: Change price list and prices

  • Extend accommodation: Here you can extend the stay of the reservation.

  • Reduce accommodation: Here you can reduce the stay of the reservation.

  • Modify departure / arrival: Here you can modify the time of arrival and departure.

  • Modify occupants: Here you can change the number of guests, add or remove people.

  • Modify options: here you can add a bedding to your reservation, ex. playpen and change the color that will appear in the booking plan.

BOOKING INFORMATION

By clicking (or hover if you have changed the setting) you can see more information about this reservation.

In the room details tab, can you see all the details of the reservation, such as when is the check-in and check-out, in which room it is placed, the price list, how many occupants they are, the ADR it has and if it has make any payment

  1. Reservation status By clicking can you see the available options to change the status

  2. Basic information regarding the booking

  3. Tasks related to the reservation

  4. Preferences related to the reservation

  5. Reservation options

  6. Show reservation tab

TASKS

From the Tasks tab you can easily go through various tasks by clicking the Add task button. You can then fill in a name, select the date you want it to be happen and then assign it to another user. In front of each task there is a check icon in case you want to mark it as complete.

PREFERENCES

In the Preferences tab you can see or change the customer preferences for the specific reservation.

๐Ÿงญ
Basic plan actions
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Booking information
Reservation Tasks
Reservation Preferences