Front Desk Registration Workflow

This tutorial will walk through how to register a guest for a program. This will focus on what a front desk worker would perform, but really any manual guest registration would follow the same path.

Find the program

Click the top-left icon and then click Program Search.

In the Program Search page the fastest way to find a program is to type of the name of the program (or just part of the name) in the search field and click 'Go'. By default the search is over programs occurring in the next 12 months, but you can click the arrow by the dates to select a different date range.

Once you've found the program the guest wants to register for click the 'Edit' link on the far right column.

Find an open reservation

On the program details screen click the Resources on the left side and then click Reservations.

You will see a list of all reservations for the program. Find a row that matches the type of accommodation (e.g. Commuter or a given Room) and be sure the 'Party name' is Unassigned. Click the three dots in the Actions column for the appropriate row. Then click 'Assign guest'.

Assign a guest

After clicking 'Assign guest' a dialog will appear with the ability to search for a guest. In the search box you can type any part of a guest name to find the guest to assign.

If you find the appropriate guest, then click the 'Select' link to assign that guest to the reservation.

If you do not find the guest, then click the 'Create' button.

Fill in the guest details and click 'Create and done'.

You'll see the guest appear in the chosen reservation row.

Create and print invoice

For the newly assigned reservation click the three dots in the Actions column and select

'Create invoice'

The row's Invoiced and Balance column will get updated automatically.

You can optionally click the three dots again and select 'View invoice'

When the invoice appears click the 'Printable view' button at the bottom to view and print the invoice.

Record payment

If the guest is paying for all or part of the reservation, then click the three dots for the appropriate reservation and select 'Record payment'.

In the dialog there is a section to select the type of payment (e.g. cash, check, credit card) and then the reason for payment and finally the amount of the payment. If choosing to pay with a credit card, then another set of fields will appear asking for the credit card details. You may optionally click 'Yes' to 'Print on save' so you can print the receipt after the payment is recorded.