Platform 2.0 - Edit a Reservation

You are able to edit a reservation while viewing it. You use the Edit Reservation option when you want to change the reservation dates, the site or add/remove inventory items on the reservation.

Click here for an article on finding a reservation.

Once you are in the reservation, in the upper right click the drop down with "Make Changes:"

Select the "Edit Reservation" option:

This opens the edit reservation window:

Change Reservation Dates

To change the dates, click on the calendar next to Dates and select new check in/check out dates for the stay:

Click the check in date and then check out date. If you have trouble selecting proper dates, click the Reset option and then select dates.

Once new dates selected, click Apply. If you are not able to select certain dates, it is because the site is not available on those dates.

The totals will update to reflect the new amount for the reservation based on change. You may enter a comment in the "Message" field. This will be displayed to the guest. Click "Save changes" to complete the process.

Shortening a reservation stay

Change Reservation Site

To change the site on a reservation, click the pencil next to site:

This brings up the window to search for sites. If the dates will remain the same along with the other information, just click "Show Sites" button to see available sites. You may also change the dates and other information to search for and then show sites.

This shows available sites. Select the new site you want to change the reservation to.

This brings you back to the screen to show the updated cost for the reservation. You may enter a comment in the "Message" field. This will be displayed to the guest. Click "Save changes" to complete the process.

Add or remove Inventory Items on Reservation

To add or remove an inventory items on a reservation, click the pencil next to Add-ons:

This brings up the Add-ons screen with the list of inventory items:

Click "Add to Reservation" button to add an item to the reservation. You are able to adjust the quantity to add by using the plus/minus signs or just enter Quantity. To remove an item, change the quantity to zero.

Once you adjust items as needed, click the "Save Add-ons" button.

This brings you back to the screen to show the updated cost for the reservation. You may enter a comment in the "Message" field. This will be displayed to the guest. Click "Save changes" to complete the process.

If you have any questions or want clarification on how to edit a reservation, please reach out at [email protected] and we can review it with you.