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    Unconfirmed Reservation to a Pencil Reservation

    Change an Unconfirmed Reservation to a Pencil Reservation in RMS.

    Decision Tree

    Unconfirmed Reservation can be changed to a Pencil Reservation to place a temporary hold on the availability pending additional Guest information or Deposit payment.

    • Information
    • Use
    • Add Button

    Information

    Unconfirmed Reservation can be changed to a Pencil Reservation to place a temporary hold on the availability pending additional Guest information or Deposit payment.

    Pencil Reservations place a temporary hold on availability for a Guest and require minimal Guest information. Pencil Reservations can be converted to an Unconfirmed Reservation or left to expire if the Guest does not confirm the requested payment or information in time.

    Reverting an Unconfirmed Reservation to a Pencil Reservation puts the Reservation back into a temporary hold with an expiry.

    Pencil Reservations will continue to deduct from available inventory until they are cancelled or expire.

    Unconfirmed Status indicates a Reservation where no payment has been taken. If payment is applied to the Reservation Account of an Unconfirmed Reservation it will automatically be updated to Confirmed Status.



    Pencil Reservations must be enabled to change an Unconfirmed Reservation to a Pencil Reservation.

    Guest and Reservation are default System Labels that can be customised.



    Users will require Security Profile access to use this feature.



    • Use
    • Add Button

    Use

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Reservation Number.
    3. Press 'Enter' on the keyboard.
    4. Select the 'Change Status' icon.
    5. Select 'Pencil' as the Reservation Status.
    6. Select the Pencil Expiry.
    7. Save/Exit.



    Pencil Reservations must be enabled to change an Unconfirmed Reservation to a Pencil Reservation.



    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Reservation Number and press 'Enter' on the keyboard.

    Select the  'Change Status' icon.

    Select 'Pencil' as the Reservation Status.

    Select the Pencil Expiry.

    Select 'Save/Exit' to store the changes made and return to the Reservation Screen.

    The Pencil Reservation will expire at the time set unless cancelled or converted before the expiry time.


    Use

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Reservation Number.
    3. Press 'Enter' on the keyboard.
    4. Select the 'Change Status' icon.
    5. Select 'Pencil' as the Reservation Status.
    6. Select the Pencil Expiry.
    7. Save/Exit.



    Pencil Reservations must be enabled to change an Unconfirmed Reservation to a Pencil Reservation.



    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Reservation Number and press 'Enter' on the keyboard.

    Select the  'Change Status' icon.

    Select 'Pencil' as the Reservation Status.

    Select the Pencil Expiry.

    Select 'Save/Exit' to store the changes made and return to the Reservation Screen.

    The Pencil Reservation will expire at the time set unless cancelled or converted before the expiry time.



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