Moving a reservation from one unit to another couldn't be simpler. There's two methods to moving a reservation, but our favorite is using the Unified Calendar. The calendar is so easy to use and allows you to drag and drop a reservation from one unit and into another!
Where to go
To access the calendar, go to:
Reservations > Unified Calendar
The Unified Calendar is a single dashboard that lets you manage reservations, quotes, rates, and property care tasks. When you first load the calendar, it will show all of your listings, each on its own row. Each colorful bar represents a reservation, and empty space represents availability. This makes it easy to see which units are available to move a reservation to another unit if needed.
Move a reservation
To move a reservation to another unit, simply locate the reservation in the Unified Calendar and drag and drop it into the desired unit. It's as easy as 1, 2, 3!
Using the Reservation Folio
If you're working in the Reservation Folio, you can also move a reservation into another unit from here.
To do so, follow these steps:
Locate the applicable reservation > Open the Reservation Folio
Select "Reservation Actions" > Move reservation
The available units will show within the "New Unit" dropdown. Select the new unit and then click move:
Don't forget to audit the financials in case the rates are different for the new unit and you need to update them.