1. Cloudbeds
  2. Front Desk Operations
  3. Reservations
  4. Reservations Page

(New) Reservations Page [Pilot] - Everything you need to know

Juss Reyes
Updated

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

  1. Click on the Main Menu Main menu.png
  2. Click on Reservations Reservations.png
  3. 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

Header and Search Bar
  1. Switch to classic: Temporary button to change from the classic to the new version and vice-versa.
  2. Header options:
    • Reservation Import
    • Export reservations
    • Print reservations
  3. Search bar: Search by First name, Last name, reservation number, email, or phone number.

Apply Filters
  1. Clicking the Filter Reservations filter blue.png 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.
  2. 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. 
  3. 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.

Reservation Table configuration
  1. Click on the Configure Reservation Table icon Configure Reservation Table.png
  2. 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.
  3. Drag and drop to reorder the selected columns.
  4. Click to Apply the chosen configuration

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