Hello Softinn PMS Users!
Scenario: Two guests have existing bookings and request to exchange their assigned rooms (e.g., Nurhafizah is staying in Room 101 and Derek is staying in Room 301, and they would like to switch rooms). Instead of unassigning and manually reassigning both folios separately, you can swap their rooms directly via drag-and-drop on the PMS Calendar.
Steps to Swap Room :
Phase 1: Locate Both Reservations
- Step 1: Log in to Softinn PMS and select the correct property.
- Step 2: Click Calendar on the top navigation bar to view the calendar board.
- Step 3: Locate both active reservations on the timeline grid (e.g., Nurhafizah in Room
101and Derek in Room301).
Phase 2: Drag, Drop & Confirm the Swap
- Step 4: Click and hold the entire reservation bar of the first guest (e.g., Nurhafizah’s reservation in Room
101), then drag and drop it directly onto the second guest’s reservation bar (e.g., Derek’s reservation in Room301). - Step 5: A confirmation dialog will appear detailing the room exchange between Room
101and Room301, verifying that both guests retain their original check-in and check-out dates. - Step 6: Click Yes, Swap it to confirm.
- Step 7: A success notification will confirm the room exchange, and the calendar grid will immediately refresh to display Nurhafizah in Room
301and Derek in Room101.
Notes: You can only swap a reservation with another valid guest reservation. Reservations cannot be swapped with room allocations or blocks (such as Maintenance or Miscellaneous holds).
Hope this guide helps you easily swap rooms between two reservations on the Softinn PMS Calendar page!
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