Reservation Creation and Editing Help
Overview
The Reservation Creation and Editing form lets administrators manually create or modify guest reservations. It appears as a slide-in drawer on the right side of the screen when you click an empty cell in the calendar. Clicking an existing reservation card in the list opens the drawer in Detail or Edit mode.
What you can do with this form:
- Create a reservation with date, unit, and time pre-filled from the calendar
- Choose between nightly and hourly stay types
- Select a room type and plan
- Enter guest information
- Send payment and key links after creation
How to Access
Booking Management Dashboard → Calendar tab → click an empty cell (or the [+] button)
Or:
Booking Management Dashboard → Reservations tab → click a reservation card → Edit button
Features
Feature 1: Creating a Reservation from the Calendar (Create Mode)
When you click an empty area of the calendar, the date, unit, and time are pre-filled depending on the current view mode.
Auto-fill by View Mode
| View Mode | Action | Pre-filled fields |
|---|---|---|
| Month | Click the [+] button on a day cell | Check-in date |
| Week | Click an empty cell | Check-in date + unit |
| Timeline | Click an empty area | Check-in date + unit + time |
Form Fields
| Field | Description | Required |
|---|---|---|
| Check-in date/time | Start of the stay | Yes |
| Check-out date/time | End of the stay | Yes |
| Stay type | Toggle between Nightly (per night) and Hourly (per hour) | Yes |
| Room type | Select the room type to reserve | Yes |
| Plan | Select the plan for the chosen room type | Yes |
| Guest name | Name of the guest | No |
| Guest email | Email address (used for sending payment and key links) | No |
| Notes | Admin-facing notes (not shown to guests) | No |
Feature 2: Post-Create Actions
After a reservation is created, two action buttons appear:
| Button | Description |
|---|---|
| Send payment link | Email a payment link to the guest's address |
| Send key link | Email an access code link to the guest's address |
These buttons require a guest email to be entered. You can also send them later from the Detail mode.
Feature 3: Reservation Detail Mode
Clicking an existing reservation from the list or the calendar opens the drawer in Detail mode.
| Field | Description |
|---|---|
| Guest info | Name and email address |
| Dates | Check-in and check-out date/time |
| Amount and payment status | Total amount and paid/unpaid state |
| Access code | Guest-facing door code (if issued) |
| Source badge | Booking origin (Direct / iCal / OTA) |
| Send payment link | Email a payment link to the guest |
| Send key link | Email an access code link to the guest |
| Edit button | Switch to Edit mode |
Feature 4: Reservation Edit Mode
Click the Edit button in Detail mode to switch to Edit mode. The form is pre-filled with the current reservation data so you can update and save.
Editable Fields
| Field | Description |
|---|---|
| Check-in date/time | Start of the stay |
| Check-out date/time | End of the stay |
| Stay type | Nightly / Hourly |
| Room type | Room type for the reservation |
| Plan | Plan applied to the reservation |
| Guest name | Name of the guest |
| Guest email | Email address of the guest |
| Notes | Admin-facing notes |
Source Color Coding
Reservation source badges are color-coded by origin:
| Color | Source | Description |
|---|---|---|
| Blue | Direct | Created manually in the dashboard, or via a direct booking URL |
| Sky blue | iCal / Airbnb | Imported from an iCal feed (e.g. Airbnb) |
| Coral | OTA | Reservations from other OTA channels |
Frequently Asked Questions
Q: When I create a reservation from the calendar, how is the room type determined?
In Week and Timeline views, the room type is pre-selected based on the unit row you clicked. In Month view, you select the room type manually in the form.
Q: What is the difference between Nightly and Hourly?
Nightly is for multi-night accommodations billed per night. Hourly is for short-term rentals such as coworking spaces or meeting rooms billed per hour.
Q: I did not enter a guest email when creating the reservation. Can I still send the payment link later?
Yes. Open the reservation in Detail mode, add the email, then click "Send payment link" or "Send key link".
Q: Can I edit a reservation that was imported from iCal (Airbnb)?
iCal-imported reservations are read-only in the dashboard. Change dates on the source platform (e.g. Airbnb); the update is reflected automatically at the next iCal sync.
Q: How do I collect detailed guest information like address or passport number?
For reservations where guests check in themselves, configure the fields in Guest Form Configuration. For manually created reservations, enter guest information directly in the reservation form.