Hello Softinn PMS Users!

Scenario: A walk-in guest (e.g., Lisa) arrives at your hotel and wants to book a single room (e.g., Executive Room) for 3 nights. You need to create a new reservation directly within the PMS and proceed to their guest folio.

Steps to Add a Single Room Reservation :

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Phase 1: Accessing the Reservation Form

• Option A: Log in to Softinn PMS, click Reservation on the top navigation bar, and select Create Reservation.
• Option B: Click Create Reservation under the Quick Actions panel on the Dashboard home page.

Phase 2: Filling in Basic Reservation Details

• Step 1: Select the Reservation Type (e.g., Nightly).
• Step 2: Choose the Booking Source (e.g., Walk In).
• Step 3: (Optional) Enter a promo or booking code in the Booking Code field if applicable.
• Step 4 (Main Contact): Search for the guest under the Guest field. If they are a new guest, click Add New Guest to create their profile.
• Step 5 (Stay Dates): Select the Check-In date and enter the number of nights (e.g., 3 nights). The Check-Out date will auto-calculate.
• Step 6 (Room Assignment): Select the desired Room Type (e.g., Executive Room) and pick a specific room number under Assign Room.

Phase 3: Rate Plan & Tax Setup

• Step 7: Scroll down to the Rate Plan & Taxes section and select the Tax Mode (e.g., Exclusive if room rates do not include tax).
• Step 8: Under Taxes, check the boxes for all applicable taxes (e.g., Service Charge, Sustainability Fee).
• Step 9: Select the appropriate Rate Plan (e.g., Best Available Rate) and click Apply.
• Step 10: Review the pricing breakdown table below to verify room rates, taxes, and line totals for each night. You can manually adjust rates per night directly in this table if needed.

Phase 4: Additional Details & Finalizing

• Step 11: Click Next (Additional Details) on the right side panel to proceed.
• Step 12: Enter any Reservation Remarks if required.
• Step 13 (Staying Guest): Under Room Guest, click the three-dot menu (…) and select Add Staying Guest to attach additional guest details to the room.
• Step 14: Click Create Reservation.

What Happens Next?

Once saved, the system automatically redirects you to the newly created Guest Folio. The reservation status will show as Arrival, allowing you to immediately click Add Payment to collect and record the guest’s payment.

Notes: Ensuring the Tax Mode (Inclusive vs. Exclusive) is set correctly before clicking “Apply” prevents invoice mismatches on the guest folio later!

Hope this guide helps you easily create single room reservations using the new reservation form in Softinn PMS!