Changing the Customer

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This function is only available on the Rack if the reservation is a Group reservation, and is not yet checked in.  (It's also available on the Reservation Details dialog for any reservation, but requires Manager access if the reservation is already checked in.)

 

While not recommended in general, changing the customer with this function is much preferred to just editing the customer details to change the actual customer this reservation belongs to -- you should never just overwrite customer information with that of another customer, in case that customer record has been used for other reservations or transactions.

 

This which will open a Find Customer dialog, where you can select an existing customer or click "Cancel / Add New" to enter a new customer for the reservation.

 

If the reservation already has transactions, all transactions will be transferred to the new customer, which could result in that customer's balance to be wrong -- make sure you know what the consequences will be (if the reservation has a balance due, if can result in the wrong customer getting a bill).

 

Also note that if this reservation is currently synchronized with others, it will no longer be synchronized after changing the customer.  This is done without warning, since that's usually what you want to do (if it's a different customer, they're likely to check in or out at different times).  However if the reservation has sub-members linked to it, then the customer will be automatically changed for its sub-member reservations as well.

 


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