Hello Softinn PMS user, receive new bookings from online travel agent? Wonder how to add new reservation for bookings from OTA in PMS?
To add reservation received from OTA to your PMS, check out the video & guidelines below:
Steps to Add New Reservation for Booking from OTA:
Follow the guidelines below:
Step 1 : Go to https://booking.mysoftinn.com/pms and login to PMS.
Step 2 : At “HOME” page, click on the “Create Reservation” that showed in orange colour.
Step 3 : You also can click “Reservation” at the panel to add new reservation. Click “Add New Reservation”.
Step 4 : Fill in the new reservation details.
Step 5 : In the booking source column, choose the booking source from OTA. Then, fill in the OTA code, number of children and comments of guest if any.
**NOTE: OTA code refers to the alphabetical booking code found on the booking voucher received from the respective OTA (booking.com ; Agoda ; Airbnb)
Step 6 : Remember to click on “New” after you type in the new guest name. Or you can choose from the existing guest list if the guest booked before.
Step 7 : Once you have finished fill up all the guest information and total charge of booking, click “Save Reservation”.
Step 8 : Click “Yes,add it!” and “OK”. The new reservation had been added successfully. The status of reservation will show “New” in red colour.
Step 9 : If the guest paid directly to OTA, record down the payment of booking. Click “Folio” icon of the reservation.
Step 10 : Then, click “Add Payment” and fill in the amount of payment. Choose the payment method & payment account. It depends on how you setup your payment account.
**NOTE: Corporate account – guest paid to online travel agent (OTA).
**NOTE: Internet account – guest paid by using online banking.
**NOTE: Payment account is the certain types of payment method which guest paid with.
Eg. Corporate account(OTA) – Agoda, Airbnb, booking.com
Step 11 : Click “Add Remark” and type in remark at the remark column.
Step 12 : Once done, click “Save Payment”, “Yes,add it!” and “OK”. From the folio transaction, you can see the payment transaction has been added.