Reservations Tab - Everything You Need to Know

The Reservations page provides access to all existing reservations in your Cloudbeds PMS and allows you to:

  • Create new reservations
  • Filter existing reservations
  • Manage Groups of reservations
  • Import and Export reservations
  • Print a list of reservations

Reservations Tab Overview

Here is a short overview of the features you will find on this page:

  1. Create New reservation button: it takes you to the reservation creation page;
  2. Reservation Filter: You can use a variety of filters to refine your reservation list;
  3. Reservations Import Options, Export reservations, and Print reservations list;
  4. Reservations section: a complete list of all existing reservations in the system;
  5. Reservation Search bar: search for a reservation by a guest's name or reservation ID;
  6. Bulk Action: save time with bulk actions (check-in, check-out, add payments, or delete multiple reservations at once);
  7. Guest's name shortcut: to access the reservation details by clicking on their name;
  8. Sort List icon: all columns can be sorted in descending or ascending order.

 

Check the related articles to learn more about Reservations: Reservations- General Information

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Comments

2 comments
  • Reservation Search bar: search for a reservation by a guest's name or reservation ID

    How do you set this up to show Confirmed reservations before showing Canceled reservations or Checked Out reservations.

    For frequent guests the box fills with old reservations and does not allow you to see upcoming reservations. At the very least the list should sort in date order - newest to oldest.

    0
  • Hello, Martin Catmur!

    Thank you for sharing your feedback here.

    To make sure we are providing our Product team with all the necessary details, could you please clarify a couple of things?

    • Which search bar are you primarily using? (e.g., the Global Search bar at the top of the screen or the search within the Reservations list?)
    • Is your goal to hide Canceled/Checked-out stays entirely from that quick view, or would simply having Confirmed stays appear at the top of the list solve the issue?

    Having these extra details will help us advocate for the right logic change.

    We look forward to hearing from you. 
    Thank you!

    0

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