Making several reservations for one customer, different dates

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Q. How do I easily make multiple reservations for a customer, for different dates (e.g. every other week) at the same time?  They don't need to be linked, I want them to be billed separately each time.

 

A. There are a few ways you can create additional reservations for the customer.  While it's possible to do it all at once while you're in New Reservation, it takes some careful manipulation of the "Linking" options each time you change the dates and select a site, since you don't want those separate stays linked together.

 

A couple options:

 

A1.  It may be easiest for most users to complete one reservation so it saves the customer information, then create additional reservations for them one by one.  A few different ways to proceed once the first one is made:

 

1. If you can see the reservation on the Rack or other tab view, right-click on their name and select "New Reservation for this customer", and proceed as usual.  Repeat as needed, going back to the Rack each time.

 

2. Go straight to New Reservation again (e.g. click the telephone icon), enter the customer's last name and let it Find the customer, and proceed for each one (returning to the main screen and using New Reservation each time).

 

3. Open Customer Details for the customer, and click New Reservation.  Here's a trick -- once you create one reservation and finish (closing all the way back to the main screen), use Ctrl-R to re-open the Reservation Details for the last reservation used, then click Customer Details... then New Reservation.  When done it should still be in Reservation Details, just repeat as needed.

 

 

A2:  OK, so maybe you want the more advanced method, for instance to link them as non-synced or non-linked all at once while in New Reservation.

 

Normally if you try to select the same site again on different dates while in New Reservation, e.g. using Quick-Pick or double-clicking in the grid, you can't do it because it's going to use the dates in the First/Last fields, which are the same as the current reservation, so it reports a conflict.  However, you can get around this by using an alternate method to select sites and dates.

 

1. Click the "Linking" button to choose either  "All non-synchronized" or "Not linked at all", depending on your preference.  This will lock the linking type for all subsequent sites added.

 

2. Use click-drag in the grid, in the exact site/dates you want, to highlight those cells for the dates needed (usually in blue).

 

3.  Click the "Add Selection" button.  That will be added as a new, separate reservation (shown as <NEW> in the cells), linked as selected above.

 

4. Repeat steps 2 and 3 as needed for additional dates.

 

 


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