How to Edit Guest Folio for Change of Room Types

Hello  Softinn PMS  users! Guest request to change or upgrade room? Or, Guest not satisfied with the room?

Don’t worry, updating and upgrading the room for a guest are with just a few clicks in Softinn PMS.

Check out the video & guidelines below to find out how to edit Guest Folio for Change of Room Types in Softinn PMS :

Steps to Edit Guest Folio for Change of Room Types:


Follow the guidelines below:

Step 1 : Go to Softinn PMS

Step 2 : Select the right property

Step 3 : Go to “RESERVATION” tab, find the reservation that you want to make an amendment, Click ‘Guest Folio

Step 4 : Click ‘Reservation No.

Step 5 : On the reservation form, go to “Room” tab to change the Room Type and select the Room Number, accordingly.

Step 6: If the change of Room Types results in different room charges, update the Room Charges to follow the new room’s price charges. Click ‘Save Reservation‘.

Step 7 : Click ‘Go to Guest Folio‘. You shall see the system had automatically posted a “Reversal” of Room Charges to the initial room type.

Step 8 : Proceed to click ‘Add Refund‘ to refund the excess balance of payment in the folio

  • Fill in the refund amount and choose the right payment account and click ‘ Add Refund

Note:

  • You will not be able to check out the guest if there are any “Open” Charges that have not added payment to

Room type upgrading in Guest Folio is made easy with Softinn PMS 🙂

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