How Hotel Handles Room Upgrade in Softinn PMS for Booking Received from OTAs

Hello  Softinn PMS  users!

Your hotel received a reservation from OTA for Double Deluxe Room at the price of RM100 per night. Prior to the guest check-in, your guest requests to upgrade the room to Villa Room.

Villa Room price is RM200 per night, your guest agreed to pay the upgrade by cash upon check-in.

Check out the video & guidelines below to find out how to edit the reservation in PMS for this room upgrade request :

Steps to Edit the Reservation in PMS for the Room Upgrade Request:


Follow the guidelines below:

Step 1 : Login to Softinn PMS.

Step 2 : Select the correct property.

Step 3 : Go to ‘Reservation‘ and click ‘Reservation

Step 4 : Look for the respective reservation, click “Option” menu icon and select “Change Room”.

Step 5 : From the “Update Folio Reservation Details” pop-up window, change the Room Type to ‘Villa Room’

  • Select the Room Number
  •  For the Daily Rates, remain it as RM 100 first

Step 6 : Click ‘Save

Step 7 : To record the charges for room upgrade, click “Option” menu icon and select “View Folio”.

Step 8 : Click ‘Misc. / Others‘ to add the charges for Room Upgrade

  • Select the correct charge applicable date
  • At ‘Item Type‘ column, choose ‘Room Upgrade‘ charge type
  • Insert the additional sum that the guest needs to pay for the Room Upgrade to Villa Room. In this case, it is another RM 100
  • Click ‘Add Remarks‘ to add remarks, if any

Step 11 : Click ‘Add Charge

Step 12 : When the hotel receives the payment for room upgrade from the guest, click the ‘Add Payment’ button

  • Insert the amount of payment received and select the Payment Method & Payment Account

Step 13 : Click ‘Add Payment

Hope this video helps you on how to handle room upgrade in Softinn PMS for booking received from OTA! 🙂

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