Taking a reservation over the phone is easy! You can perform all steps while on the phone with the guest: give the customer an indication of what your availability is, create the reservation, take their information, record a deposit, and send the confirmation email.
Here is how you take a reservation over the phone, step by step overview:
Step 1: Open the 'New Reservation' Modal
Step 2: Choose a room and rate type
Step 3: Add Upsell Items
Step 4: Associate a guest to the reservation
Step 5: Add Reservation Notes
Step 6: Take or Record a Payment
Step 7: Send the Confirmation Email
Note: On a mobile device, if you have the feature flag for Mobile View Support enabled, the screen above will be broken into two pages - one for entering search criteria and the next for choosing a room and rate type, as shown below.
Next: Chapter 4 - Taking a Payment