Overview
The new Reservations Page brings a new customized navigation experience to Cloudbeds PMS users. Within this page, users will be able to perform the following actions based on their needs and property requirements:
- Sort and configure the Reservations Page table
- Apply bulk actions
- Apply filters
- And more!
Access the new Reservations Page
- Click on the Main Menu
- Click on Reservations
- The Reservations Page will load to show the Reservation table and settings. Continue reading below to learn more about the page navigation.
- Use the Switch to new button to load the new Reservations Page, and click back on the switch to return to the old page.
- Remember that this is a temporary switch that will no longer be available once the classic version is phased out from the PMS.
Page navigation and configuration
- Switch to classic: Temporary button to change from the classic to the new version and vice-versa.
-
Header options:
- Reservation Import
- Export reservations
- Print reservations
- Search bar: Search by First name, Last name, reservation number, email, or phone number.
- Clicking the Filter
icon will open the Filter Drawer. Here, you can turn on any filters you wish to use. If a Filter is already on, it will be displayed as a blue icon above the Reservation table.
- Click individual filters to change the input right on the Table or by opening the Filter Drawer. You can remove filters by clicking the “X”. You may also select “Reset” to remove all.
- Click to Apply your filters. You can always return to the drawer to adjust your filters as needed.
Important information: The Reservation page remembers the filters used last, and when you reload the page, it keeps them.
- Click on the Configure Reservation Table icon
- By selecting the Table Configuration icon, the menu will pop out, and the user will be able to select which options to display as columns on the table.
- Drag and drop to reorder the selected columns.
- Click to Apply the chosen configuration
Frequently Asked Questions
How to export reservations from the new Reservations Page
Follow the steps below to download a spreadsheet (.xlsx) with the reservation details you select.
- Click the Export Reservations icon in the header.
- Select filters for your export (optional). You can filter by guest name, date booked, check-in / check-out dates, stay date, status, room type, and more. When ready, click Next.
- Choose the columns you want to include in the export. Use the arrows to move fields between Available Columns and Selected Columns, then click Next.
- Review your selections on the Confirm step. When ready, click Export Reservations.
- The export will begin generating. You may close the modal—your file will download automatically when ready.
- Your file will download in .xlsx format. Open the file to review your exported reservation details.
Large exports may take a few moments to generate.
How multi-property reservation exports work
The export from the Reservations Page always includes reservations from the single property you currently have selected. Multi-property reservation exports are not generated from this page.
If your Organization has Cloudbeds Insights enabled, you can export reservation details from multiple properties at once using Cloudbeds Reports.
Go to Reporting → Cloudbeds Reports, open a reservations-type report, select the properties you want to include, and then use Export to download the combined dataset in one file.
Comments
Please sign in to leave a comment.