Cloudbeds PMS allows moving reservations from one room type/unit to another. However, there are some limitations which won't allow you to move reservations by dragging and dropping them.
Background
A reservation will not be able to be dragged and dropped in different scenarios.
As a general rule, a reservation that is In-house cannot be dragged and dropped to a different room type.
This can be fixed by either:
- Changing the whole reservation status from In-house to Confirmed.
- Changing the remaining dates to a split reservation which can then be assigned/dragged & dropped (recommended).
Find detailed instructions below:
If the reservation is in the past, changing the reservation status won't allow you to drag and drop the reservation on the calendar. You will be able to change the guest's room dates by editing reservation.
Change the reservation status to Confirmed directly in the reservation.
When the reservation is confirmed, drag and drop it to a different room type.
If the prices of the rooms are different, a warning message will appear and you'll have the option to override the difference, continue without overriding, or cancel the change.
Once the booking is reassigned, check the guest in again directly from the calendar.
In this example, there is an In house reservation for 5 nights.
- Click Edit reservation
- Click on the current accommodation
- Switch to Split View
- Select another accommodation for the remaining days of the stay
- Click on Update
- Save Updates
The reservation has been changed.
Now you can see the split reservation on the calendar and reassign it for the remaining days of stay if needed.
You will find that you can drag and drop the split reservation to another room type.
If the new room type has a different rate, an alert will pop up asking you to confirm or override the new total (the room rates will not change in this case).
Other reasons and solutions
Issue: The reservation has a lock icon next to the guest's name on the calendar, as shown below. Meaning, a user locked the room assignment for this reservation.
Solution: We recommend to check if you can remove the calendar assignment since it could be a reason behind it (example: the guest asked to stay on this room when they booked the reservation).
For further information about it and how to remove calendar assignment, check the following article: Calendar - How to Lock/Unlock Assignments
Issue: The room you want to drop the reservation into still has a guest in it who has not been checked out yet
Solution: Check out the current guest before dragging in the new booking
Issue: The selected room is not available for all of the days booked by the reservation. This includes past dates as well.
SOLUTION: make a split reservation as shown on steps above.
Solution: Go to reservation details and change the assignment manually
Solution: Remove the room block or assign to an available room.
Issue: The reservation has a higher number of guests attached to it than occupancy for the room.
Example: Farrah's reservation can't be moved to a Shared Dorm since the reservation has 2 guests and the Dorm room allows only 1 guest per bed.
Solution: add the guest as a new accommodation inside the reservation or move the reservation to a different room type that allows the number of guests.
