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

How to use the Reservations Page

Gabriela Garcia
Updated
Purpose Navigate and use the Reservations Page to search, filter, configure, update, and export reservation records.
Best for Front desk staff who manage reservations day to day, managers/GM who review reservation activity, and admins who need to understand the available page controls and actions.
Use this when You need to find or organize reservations, customize the Reservation table, assign Tags to multiple reservations, or export reservation data.
Requirements Applicable role privileges for the actions you perform. Bulk Reservation Tag assignment follows the permissions described in Tags - Everything you need to know.
Expected result You can use the Reservations Page to locate the records you need, adjust how they are displayed, perform supported bulk actions, and export the relevant reservation data.

Introduction

The Reservations Page in Cloudbeds PMS provides a central workspace for finding and managing reservation records. You can search and filter the list, choose which information appears in the Reservation table, perform supported bulk actions, and export reservation data.

Use the sections below to access the page, configure the view for your workflow, assign Tags to multiple reservations, and export the reservation information you need.

Table of contents

Access the Reservations Page

Open the Reservations Page from the Cloudbeds PMS Main Menu to review and manage reservation records for the current property.

  1. Click the Main Menu Main menu icon 
  2. Select Reservations Reservations icon
  3. The Reservations Page opens with the Reservation table and available navigation controls.

 If the classic Reservations Page opens first, use Switch to new to open the new experience. From the new page, select Switch to classic to return to the classic version. This switch is temporary and will no longer be available once the classic version is phased out.

The example below shows where to open Reservations and how the new Reservations Page appears after it loads.

Cloudbeds PMS Main Menu with Reservations selected and the new Reservations Page open with the Reservation table

Navigate and configure the Reservations Page

The Reservations Page includes search, filtering, table configuration, header actions, and bulk actions. Expand the section that matches the part of the page you want to use.

Search reservations and use page actions

From the Main Menu Main menu icon, open Reservations Reservations icon to access the available page controls.

  1. Switch to classic: Temporarily switch between the new and classic Reservations Page experiences.
  2. Header options: Use the available controls for Reservation Import, exporting reservations, and printing reservations.
  3. Search bar: Search by first name, last name, reservation number, email, or phone number.

The numbered areas below show the page switch, header actions, and Reservation search.

Reservations Page showing the Switch to classic button, reservation header action icons, and search bar

When you select one or more reservation records, use Bulk Action to perform supported actions on the selected reservations, including assigning Reservation Tags.

Filter the Reservations list

From the Main Menu Main menu icon, open Reservations Reservations icon when you need to narrow the records shown in the Reservation table.

  1. Click the Filter Filter icon control to open the Filter drawer.
  2. Turn filters on or off and select the applicable filter values. Enabled filters appear above the Reservation table and can also be adjusted directly from the page. Select the X on an applied filter to remove it, or use Reset Filters to clear the applied filters.
  3. Click Apply to update the Reservation table.

 The Reservations Page remembers the filters used most recently and keeps them when you reload the page.

The Filter drawer lets you enable the fields you want to use, choose their values, and apply them to the Reservations list.

Reservations Page with the Filter drawer open, showing filter controls, available filter values, and the Apply button

Choose and reorder Reservation table columns

From the Main Menu Main menu icon, open Reservations Reservations icon to choose which information appears in your Reservation table.

  1. Click the Configure Reservation Table icon Configure Reservation Table icon
  2. Open Column to display and choose which columns should appear in the table.
  3. Drag and drop the selected columns to change their order.
  4. Click Apply to save the configuration.

The table configuration control is located above the right side of the Reservation table.

Reservations Page showing the Configure Reservation Table control above the Reservation table

Use the configuration drawer to select the displayed columns, reorder them, and save the updated table layout.

Configure Reservation Table drawer showing the column selection control, draggable column order, and Apply button

The Date Booked column is sorted newest to oldest by default.

To review Reservation Tags directly in the table, include the Tags column in your Reservation table configuration.

Assign Tags to multiple reservations

Use Assign tags when several reservations need the same Reservation Tags. This bulk action lets you update the selected reservations from the Reservations Page instead of opening each reservation individually.

  1. From the Main Menu Main menu icon, open Reservations Reservations icon
  2. Select the reservations you want to update.
  3. Click Bulk Action and select Assign tags.
  4. In the Bulk assign tags window, search for and select one or more Reservation Tags.
  5. Click Save.

The bulk Tag window lets you choose the Tags that should be applied to the selected reservations.

Reservations list showing multiple selected reservations and the Bulk assign tags window used to select Tags for bulk assignment

After the update is complete, the selected Tags are applied to each reservation that can be updated. When the Tags column is visible, you can review the assigned Reservation Tags directly in the Reservations list.

If any reservations cannot be updated, review the failed records and use Retry to retry those reservations.

For Tag setup, required permissions, available Reservation Tags, bulk assignment limits, and additional behavior, see Tags - Everything you need to know.

Export reservations

Export reservation records when you need a spreadsheet containing selected reservation details. The export workflow lets you choose both the records and the columns included in the resulting Microsoft Excel file.

  1. From the Main Menu Main menu icon, open Reservations Reservations icon, then click the Export Reservations icon in the header.

The Export Reservations control appears in the page header.

Reservations Page showing the Export Reservations icon in the page header

  1. Select the filters to apply to the export, if needed. Available options include search criteria, date booked, check-in date, check-out date, stay date, status, room type, source, and other available filters. Click Next.

The Filters step controls which reservation records are included in the export.

Export Reservations Filters step showing available reservation export filters and the Next button

  1. Choose the columns to include in the export. Move fields between Available Columns and Selected Columns, reorder them as needed, and click Next.

Use the Columns step to control which reservation fields appear in the exported spreadsheet and their order.

Export Reservations Columns step showing Available Columns, Selected Columns, controls for adding or removing fields, and the Next button

  1. Review the selected columns and active filters on the Confirm step. When ready, click Export Reservations.

The Confirm step summarizes the export settings before the file is generated.

Export Reservations Confirm step showing the selected column count, active filters, export information, and Export Reservations button

  1. The export begins generating. You can close the window while the file is being prepared. The file downloads automatically when it is ready.

The Download step confirms that the reservation export is being generated.

Export Reservations Download step showing Export Generating status and a Close button while the file is prepared

  1. Open the downloaded .xlsx file to review the exported reservation details.

The completed spreadsheet contains the reservation fields selected during the export workflow.

Microsoft Excel spreadsheet showing reservation data columns from a completed Reservations Page export

 Large exports may take a few moments to generate.

Export reservations across multiple properties

Reservations Page exports include reservation records for the property currently selected in Cloudbeds PMS. You cannot generate a multi-property reservation export directly from this page.

 If you need reservation reporting across multiple properties, review the reporting options available to your Organization and see Reporting Overview and Navigation for the applicable reporting workflows.

Now that you understand how to navigate, configure, update, and export records from the Reservations Page, review these resources for deeper guidance about Tags, multi-property management, and reporting options:

Was this article helpful?
0 out of 0 found this helpful

Comments

2 comments
Date Votes
  • Avatar
    Kevin Haefeli

    this view needs a "refresh" button. When I change reservation status it doesn't refresh the stauts / list. So I always have to hit F5 which takes ages to load. Even better: event based refreshes of the list, that if something happend, the list refreshes. 

    0
  • Avatar
    Juss Reyes

    Hello, Kevin Haefeli,

    We truly appreciate your valuable feedback about a Refresh button on the Reservations page. We have already escalated this to our Product team for review. 

    Thank you!

    0

Please sign in to leave a comment.