Pilot: Navigating the Reservation page

The Reservation page is your central hub for managing guest stays. Whether you need to update arrival times or check payment statuses, you'll find everything you need in one place to keep your operations running smoothly.

Access a specific reservation's page

Sign in to your Guesty account. Click the reservation widget on the homepage and select the relevant reservation from the side panel.

You can also access a reservation's page through the reservations report, Multi-Calendar, and Inbox.

The Overview tab is the default view, but you can use the side-bar to see a summary or navigate to the Inbox and other tabs.

The reservation card appears regardless of the selected tab. It displays a general summary, including the reservation status, payment status, timing, and guest details.

Overview

Use this tab to view or change general reservation details:

Quick actions

Use the quick actions bar to manage reservations based on their status: before check-in, during the stay, and after check-out. Click to see more options, like printing or canceling a reservation.

Details to manage

• Reservation timing: View and update check-in and check-out times, the total number of nights, and the guest's stay status. You can also block the night before check-in or after check-out.
• Calendar: View the listing's monthly calendar.
• Guest: View guest identity, update the number of guests, or navigate to the Guests tab.

• Property: Move the reservation to another property.

  Pilot: You can also see an indication for mid-stay relocations.

• Channel: Identify the channel or source of the reservation and view more channel information.
• Payment status: View the payment status and balance due, or navigate to the Guest folio and invoice tab or the Payment tab.
• Notes: View and add notes.
• Custom fields: View and edit the reservation custom fields.
• Rate plan: View the rate plan applied to the reservation.

Reservation page tabs

Select a tab from the right side panel to manage specific information.

Guests

View and edit the guest's details in this tab. At the top-right corner, click to open the guest's contact profile. Hover over a section and click to edit the details.

Tasks

View and add tasks.

Guest folio and invoice

View and edit the guest folio, and share guest invoices. You can filter the guest folio breakdown By line item or By night, and add or adjust items as needed. Once finalized, you can send the invoice directly to the guest.

Accounting

This tab is available for Accounting users only. Use it to view and edit the accounting folio and accounting dimensions.

Payments

Use this tab to manage payments. View past and future payments, add, charge, or capture payments, refund guests, and record transactions. You can also add a payment method to the reservation.

Locks

View and change guest codes, backup codes, battery level, and remote unlock. 

Insurences

• Damage Protection and Screen and Protect: View coverage, deductibles, and claim status, or file a claim.
• Travel protection: View policy details, cancel, or add coverage.
• GuestVerify: View coverage, screening status, and reasons for failure.
• Liability coverage: View coverage.

Activity log

View the history of changes made to the reservation. You can sort by date to see what changes were made and which team member made them. Click Activity type or Team member to filter the results or use the search bar.