Creating reservations manually is a straightforward process in RentalWise. You can create either guest reservations or owner reservations, depending on the context of the booking.
How to Create a Reservation
There are several ways to start creating a reservation:
1. CRM Menu: Click on Add a New Booking.
2. PMS Menu: Click on Create Reservation.
3. Property Menu: Click on Create Reservation within the desired property's settings.
Importing Bookings
If you need to add multiple reservations at once, you can:
1. Go to the CRM module and select Import Bookings.
2. Use the provided template to populate the necessary details in an Excel file (or upload an existing file with the required format).
3. Import the file to upload the bookings successfully.
Reservation Configuration
When creating a manual booking, you’ll have the following options:
Reservation Type: Choose between a reservation or holding the property for later confirmation.
Details: Add information such as guest details, booking source, booker details, and any relevant notes.
Post-Booking Management
Once the booking is saved, you can:
Edit booking details.
Add Booking Products or additional services.
Configure the payment schedule and damage deposit.
Set up the Online Check-in Configuration and attach the Online Check-in Form for the guest.
To read more about Managing your Bookings, click here