Hello Softinn PMS Users!

Scenario: You need a comprehensive, bird’s-eye view of all physical rooms, room types, daily availability, and reservations across custom date ranges to manage room assignments, handle walk-ins, and inspect occupancy trends.

Steps to Navigate Guest Folio Tab :

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Phase 1: How to Access the Calendar Page

• Step 1: Log in to Softinn PMS and select the correct property.
• Step 2: Click Calendar on the top navigation bar to land on the main calendar board.

Phase 2: Search, Filter, and View Controls

1. Header Navigation & Filtering Tools

• Search Box (Top Left): Type a guest name or reservation/folio number to locate specific bookings immediately on the timeline.
• Filter Icon: Filter the displayed calendar matrix by specific date ranges or room types.
• Date Range Selector (Top Right): Use the left/right arrows to move forward or backward in time, or click the date range picker directly to jump to specific dates.
• Days Dropdown: Adjust the timeline view duration (e.g., toggle between 7-day, 14-day, or monthly views).

2. Options Menu (Three-Dot Button)

Click the three-dot icon (…) at the top right to access secondary operational actions:

• Create Reservation: Open the reservation creator modal directly.
• Split Reservation: Divide a multi-night reservation into separate segments.
• Block Room: Set up an inventory block or maintenance hold.
• Holiday: Mark local public holiday indicators on the timeline grid.
• Copy URL: Copy a direct deep link to the current calendar view to share with team members.

Phase 3: Reading the Calendar Grid & Color Indicators

1. Room Hierarchy & Inventory Rows

• Timeline Layout: Dates run horizontally across the top header (with Today’s Date highlighted), and room numbers are listed vertically down the left panel.
• Room Type Groups: Physical rooms are grouped by room type (e.g., Executive Room, Presidential Suite). Click the arrow next to a group to collapse/expand it, or click Show All to toggle all room categories simultaneously.
• Daily Availability Counters: Displayed beside each room type header showing total available units versus active sales per date.
• Unassigned Row: Located at the bottom of each room type section, holding reservations that have been booked but do not yet have a specific physical room assigned.

2. Reservation Bars & Allocations

• Coloured Solid Bars: Represent active individual reservations displaying the Folio Number, total nights, and guest name.
  • Hover Effect: Hover over any bar to view check-in/check-out dates, room details, and booking source.
  • Direct Link: Click any reservation bar to launch its full Guest Folio in a new browser tab.
• Striped Allocation Bars: Indicate rooms closed out or locked for a specific duration:
  • Dark Striped Bar: Maintenance holds.
  • Grey Striped Bar: Miscellaneous allocations/blocks.

3. Calendar Status Legends

Located at the bottom footer of the page, the legend reference helps identify system states at a glance:

• Inventory States: Selling, Overselling, Underselling, Stopped Selling.
• Stay/Reservation States: Arrival, In House, Departure, Checked Out.
• (Click More at the bottom footer to expand the full key).

Notes: Keep an eye on the Unassigned row daily. Assigning physical room numbers to unassigned reservations early prevents room allocation conflicts during peak check-in hours.

Hope this guide helps you easily navigate and master the Calendar Page in Softinn PMS!!