How to create a new reservation using the Split View Option

By default, when adding a new reservation on myfrontdesk, the system shows you availability for the same room type for the entire stay using the Simple View.

Sometimes, there might not be a continuous availability for a same room type in your property and you need to assign the guest to different room types during their stay.

This article shows how to make a new reservation using the Split View option. You will be able to create a split reservation across multiple room types.

Getting Started

You may create new reservation from different pages inside Cloudbeds PMS:

The quickest way is by using the + button on the Navigation bar.
From the Calendar
From the Reservations page
From the Dashboard
From the Guests page

Step 1 - Search for Availability

On New Reservation page, you may check availability for specific dates and add accommodations:

Select the Source of your reservation. If you have an allotted availability for specific Source, ex. Website, it will affect search here.

Selecting Third Party sources will allow you to create a booking for dates with no rates or availability. This is due to the fact that the search requirements are different with Third- Party sources than those of Primary sources.

When creating reservations from OTAs manually (Booking.com, Expedia, etc), the system will require the Source Reservation ID / Third party confirmation number. Make sure to enter the correct reservation ID. Only with this information, the communication between myfrontdesk and the channel manager (myallocator) will be successful in case of modifications or cancellations.

Select Check-In and Check-Out dates
Enter Promo-code (if needed): it will apply discount immediately if you have a package with promo code created on the Rate Plans & Packages page.
Switch the view to Split View to create a split reservation across multiple room types
Select whether to display accommodations available based on Base Rates, Rate Plans & Packages or Promotional Rates (rate plan with promo code)
Select Accommodations: You can search availability for certain room types
Click Search to display the availability of the given parameters.
On this screen you will see the room types and their availability. The red icon means that room type is not available to sell on that particular day. The system will not let you select the room.

[Demo] Bali Jungle, Resort - Reservations

Select the room type and dates that are applicable for the stay
Once a room type and dates are checked, they will be populated in the Reservation section which gives you a brief summary of the dates/room type/price selected
If needed, you can click Edit to change room rate
The flag symbol represents that this one reservation has split accommodations and will require room moves by the guests
Select the number of Adults, Child, and quantity of rooms
Click on the ADD button to proceed to the next step

Example

In the following scenario, the guest will be at the property from December 30th to January 2nd. However, there is no continuous availability for the same room type for that period.
The guest is willing to stay in different room types during their stay, in this case, the split view works perfectly. You can accommodate your guest as following:

Sea View Room for December 30th
Family Room on December 31st
Then, they can move again to the Sea View Room on January 1st.

You can only create a reservation across multiple room types with consecutive dates (there can't be a gap between the dates)
The system will prompt an error message if 2 room types are selected on the same day

If the guest wants two different intervals in one booking:

Check in January 1st - Check out January 2nd
Check in January 4th - Check out January 5th

The system will not allow you to make a reservation using the split view with a gap between selected dates as shown below. In this case, you need to create a new reservation for the second booking.

In Accommodations section, you can review all the accommodations added
You can also see the price summary: Sub-Total, Taxes & Fees, Grand Total, Suggested Deposit (if applicable), and Balance Due.
Click Booking Details to proceed to the next step

Step 2 - Add Guest Details

On the new page, you may start filling in the information about the primary guest. If it's a group booking, you'll be able to add information about them on the next screen.

Mandatory fields are only:

First Name
Last Name
Email (if you don't have guest's email, you can add a temporary information like email@email.com and update later)
Country

These fields should be always completed and can't be removed or made not mandatory.

Enter guest's Estimated arrival time (optional)
Enter Primary Guest Information

First Name*
Last Name*
Email*
Phone
Cell Phone
Date of Birth
Gender
Personal Tax ID Number
Company Name
Company Tax ID Number

If you have a repeat guest, you can start typing their name or email and the system will suggest you the autofill* of their details, if you have this feature available.

*Cloudbeds believes every lodging business is unique. We have tools for every size and budget to establish and grow. Reach out to our Support Team for more information on each available package.

Enter Guest Address

Address 1
Address 2
City
Country*
State/Region
Postal/ZIP Code

Enter Guest Document information

Type of Document (can only be selected from the drop-down list, more type of document will be added in the future)
Document number
Document issue date
Document issuing country
Document expiration date

Take Photo of the gust if you have a webcam or upload a photo
Click 'Guests' if you have multiple guests belonging to one reservation,
Click Add-Ons if you want to add the add-ons to the booking
Click Confirm & Pay if you wish to add the payment to the booking and confirm it.

Additional Guests' Details

Additional guest options will only be available if there are one or more occupants assigned to this accommodation type.

You may enter the details of several guests staying at your property.

Select the accommodation
Assign the room to the guest (optional)
Click Guest 2 to enter the additional guest details, you can follow the same steps described above

If you want the system to auto-populate the information from the primary guest, leave the fields blank.

Step 3 - Confirm & Payment Screen

Reservation Summary: Displays guest reservation in detail
Accommodations Summary: Displays details of the rooms booked

The flag sign shows that the reservation has split accommodations and will require room moves during their stay.

Price Summary: Displays room rates, taxes, totals and suggested deposit if applicable In the payment information, it will display the type of payment used.
Select whether you would like to automatically check-in the guest to room upon completing the reservation. If the room was not pre-assigned in the guest details section, a pop-up box will appear for you to assign the room.
Guests: Goes back to the previous step
Click on Confirm Reservation to complete the process. A pop-up box will ask if you want to send email to the guest before proceeding, you can either select send or continue without sending.

Reservation is complete

The flags show that the reservation has split accommodations
If the reservation is made for a group with multiple accommodations, for example, 1 room type for the entire stay and the other room type is a split (meaning guest needs to move to a different room in middle of their stay), you will be able to identify them by the dash sign (-) or by hovering over the reservation ID.