How to Create a Reservation in StayNTouch Cloud PMS
To create a new reservation in StayNTouch Cloud PMS, either click the + NEW button from the dashboard or navigate to Front Desk > Create Reservation. This will direct you to the Reservations screen, where you will be asked to enter the information pictured below.
In order to speed up the reservation creation process, the only mandatory fields are the arrival and departure dates. You can select the dates directly on the calendar or enter the number of nights in the space provided.
However, if you do have the extra details, you can enter information in the remaining fields.
From the ROOM TYPE(S) field, you can select the desired room type from a dropdown menu as well as indicate the number of extra ADULTS, CHILDREN, INFANTS, and ROOMS for the reservation.
Below that, you will be asked to enter the Guest First Name and Last Name, as well as the following (if applicable):
- Company/TA Name
- Corporate ID
- IATA Number
- Group Code
- Allotment Code
- Promo Code
Finally, if the guest qualifies for a member rate, you can select the checkbox for MEMBER. If selected, hotel staff can select the TYPE from the dropdown menu provided upon selection.
For this example, however, we will create a reservation using just the stay dates and guest first and last name.
ROOMS & RATES
After you have entered this information, select FIND ROOMS & RATES to be directed to the Rooms & Rates screen. On this screen, StayNTouch Cloud PMS will display any matching guest records.
If the guest does not have an existing record, you can opt to select the NEW GUEST >> button to create a new guest card.
However, if the guest does not have information in StayNTouch Cloud PMS, and you do not want to enter guest details, you can proceed directly to the Rooms & Rates page.
On this page, there are several things of which to take note. At the top right corner of the screen, you will see blue, purple, and green tabs for Company, Travel Agent, and Group Cards, respectively. Details are immediately retrievable from the respective cards if we made note of this on the first page of the reservation process.
Below this, you can select a checkbox for Show Closed Rates. Based on your user permissions, you may or may not be able to select a closed rate for a guest.
Next to this, you will also see a checkbox for Show Stay Dates, which will show the guest's stay dates when the checkbox is marked.
From this page, you'll also be able to sort by RECOMMENDED, ROOM TYPE, and RATE.
The RECOMMENDED tab is useful in cases where your hotel has special rates or promotions you'd like your team to promote first.
Furthermore, the ROOM TYPE tab will sort availability by room type; whereas, the RATE tab will sort availability by rate.
The Rooms & Rates screen also gives you the option to toggle back and forth between the ROOMS & RATES and CALENDAR displays. The CALENDAR display is useful for scanning through your hotel's month-to-month availability and can be sorted by either ROOM TYPES or BEST AVAILABLE. Hovering over a particular date will give you the details of that room/rate selection for that day.
If you toggle away from the CALENDAR and back to the ROOMS & RATES view, you will see orange downward facing arrows next to each rate. When you click these arrows, a list of the room types available for that rate will appear, each with downward facing arrows, as well. Clicking these arrows will reveal a description of the room type with rate details. Once you have identified the right rate for the guest, click the green BOOK button.
After you select the BOOK button, you will be directed to the Enhance Stay screen, where you can attach add-ons to the reservation. Here you will see a selection of different packages your property offers, and an add-on can be attached simply by clicking the green ADD button.
Doing so will display a ROOM ENHANCEMENTS popup with details about the package. You will also be given the option to ADD MORE TO THIS ROOM and continue with the add-on process. If you instead want to continue with the reservation process, simply click BOOK.
If, however, you would like to bypass add-ons completely, simply click the green BOOK button at top right of the screen to continue with the reservation process.
Upon clicking the BOOK button, you will be prompted to enter the guest Last Name and First Name to either create a new guest card or find an existing one. You can either choose a guest card that populates when entering the name or click the NEW GUEST >> button to create a new guest card.
GUEST DETAILS & PAYMENT
After selecting one of these options, you will be directed to the Guest Details & Payment screen, which shows a RESERVATION SUMMARY with the CONFIRMATION # and room rate selected. If you would like to enter an arrival and departure time, you can do so by selecting the dropdown arrows underneath the arrival and departure dates.
On this screen, you'll also find buttons for DEMOGRAPHICS and BILLING INFORMATION.
The DEMOGRAPHICS button allows you to track the various characteristics about the guest, such as the RESERVATION TYPE, MARKET, SOURCE, ORIGIN OF BOOKING, and SEGMENTS.
You will also want to select the BILLING INFORMATION button to set up specific bill routing information for the reservation.
To the right side of the Guest Details & Payment screen, you will be given an option to select a PAYMENT TYPE from a dropdown menu.
Please note, StayNTouch Cloud PMS does not save whole credit card information in the system. After swiping a credit card, StayNTouch Cloud PMS passes that information to the payment gateway. The payment gateway encrypts the guest credit card and passes an encrypted message back to StayNTouch Cloud PMS. As a result, StayNTouch Cloud PMS only holds the encrypted or tokenized information the payment gateway produces. Please also be aware, for existing guest cards with credit card information already attached, StayNTouch Cloud PMS will pull previously saved credit card information and auto load it for the PAYMENT TYPE, eliminating the need to reenter the guest credit card details. There is, however, always the option to add a new card.
Once you've selected a PAYMENT TYPE, you will be able to proceed by selecting the green CONTINUE button. On this last screen, you can review the reservation and specify if the confirmation email should be sent to one or multiple email addresses. As you can see, you can also choose not to print the guest rate by selecting the checkbox DON'T PRINT RATE, and if you'd like to enter a unique, personalized message that will appear in the guest confirmation email, you can do so by selecting CONFIRMATION CUSTOM TEXT. After reviewing this information, simply click CONFIRM RESERVATION to finalize your reservation. The reservation is confirmed, and you can proceed to the guest stay card or navigate back to the dashboard if desired.
The above explains the reservation creation process in StayNTouch Cloud PMS. For more information, see one of the below videos or contact Customer Support.