Hello Softinn PMS user!
Let’s imagine that you have a guest who will check-in on 18th Nov for 2 nights for Deluxe Room. After his 1st night stay, the guest requests to upgrade the room to Pool Chalet for his 2nd night.
Check out this video to find out how you should handle the Guest Folio page when there is a change of room type during guest’s stayover :
Steps to Handle the Guest Folio for Change of Room Type During Guest’s Stayover:
Follow the guidelines below:
Step 1 : Login to Softinn PMS
Step 2 : Select the correct property
Step 3 : Click “Reservation”
Step 4 : Click “Edit” button to edit the selected reservation
Step 5 : Firstly, untick the “Follow Date” to edit the date for Deluxe Room to be 18th -19th Nov
Step 6 : Click “Add More Room” to add Pool Chalet room type
Step 7 : Untick the “Follow Date” to edit the date to be 19th -20th Nov
Step 8 : Select the Pool Chalet room type & room number
Step 9 : Insert the Daily Rates for Pool Chalet
Step 10 : Click “Save Reservation”
Step 11 : Click “Folio” button to open the guest folio for the reservations
Step 12 : On the Deluxe Room Guest Folio page, click “Arrow” icon next to the “Refund” button to move the payment to another folio
- Click “Move” button
Step 13 : Choose the folio number that you wanted to move the folio item to
Step 14 : Click “Move Item” button
Step 15 : On the Pool Chalet Guest Folio page, click “Arrow” beside “Refund” button to reassign the Deluxe Room payment to Pool Chalet
- Click “Edit” button
Step 16 : Select the Pool Chalet room charges and click “Save Payment”
Step 17 : Click “Add Payment” button to add the payment for the remaining amount.
- Tick the Pool Chalet charges
- Select the Payment Method and Payment Account
- Click ” Save Payment“
Hope this video helps on how you should handle the guest folio for the change of room type during the guest’s stayover 🙂
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