Filling out the Reservation Header
To fill out a Reservation Header:
• Fill out fields in the Reservation Header before selecting products.
• Required fields are listed in red. Once completed, fields turn green.
• Start by entering guest name. Lookup guest to attach existing guest to prevent creation of duplicates. If guest is new, fill out guest form to create new guest record.
• If group reservation, lookup account or create a new account to attach to the reservation.
• Complete all required fields before saving Reservation Header and selecting products.
• Reservation # vs. Confirmation # - Reservation # is a system issued number that is a unique identifier of the reservation. Confirmation # is a user-entered number that is often from a property management system to allow cross-referencing between lodging and ticket reservations.
Note: Householding – a linking of child/dependents to parent, including addresses. To preserve householding, head of household is entered as primary guest on reservation with first products in sale sold to this guest.