Select the property and account for bookings

When you create a booking, you need to assign it a property and an account. If you create a booking from an existing account or contact, this information is filled in for you. If you create a booking from the Bookings tab, you need to assign a property and account.

To assign a property

The Select Property list displays the properties that you have access to. When you create the booking from an account or contact, this list is filtered to show the properties with access to the account.

To assign an account

If you create the booking from the Bookings tab, the list of accounts is controlled by the selected property. Select the account you want to associate with the booking. If you create the booking from an account or contact, the appropriate account name displays.

You can use the Account Filters to search for the account you want. Click Apply Filter to reduce the number of search results. To see the entire list again, click Clear Filter.

Click Create Booking when finished to open the New Booking page to enter the booking details.

Learn more...

Overview: Bookings

Use the Bookings Home page

Create bookings

View booking details

Edit bookings

Delete bookings

Banquet check revenue summary by booking report

Booking Recap report

Change the booking owner

Change the status of a booking

Clone bookings

Move bookings

Reassign bookings

Repair partially moved bookings

View the booking history

Working with booking sources