Use Quick Actions in the New Calendar

Introduction

Quick Actions in the New Calendar provide a starting point for four common tasks:

• New Reservation: Start creating a reservation.
• Out of Service: Mark a specific room or bed unavailable for operational reasons.
• Courtesy Hold: Temporarily hold an accommodation for a potential guest.
• Blocked Dates: Block a specific room or bed for selected dates.

This article focuses on how to start these workflows from the New Calendar. Use the linked resources in each section for the complete workflow and additional product details.

Table of contents

• Open Quick Actions
• Start a new reservation
• Create an Out of Service period
• Create a Courtesy Hold
• Create Blocked Dates

Open Quick Actions

You can start Quick Actions in either of these ways:

• Select the Plus (+) menu in the Calendar toolbar.
• Select an available area of the Calendar grid for the dates and accommodation you want to work with.

Both entry points provide access to New Reservation, Out of Service, Courtesy Hold, and Blocked Dates.

The animation below shows both ways to open Quick Actions from the New Calendar.

Start a new reservation

Select New Reservation to start a reservation from the New Calendar. After the New Reservation page opens, continue through the standard reservation creation workflow.

1. Open Quick Actions and select New Reservation.
2. Review or enter the stay criteria and search for available accommodations.
3. Select the applicable accommodation and reservation options.
4. Enter the reservation and guest information required for the booking.
5. Review the reservation details and complete the reservation.

The image below shows New Reservation available from both Quick Actions entry points.

For the complete reservation workflow, including availability, accommodations, guest details, add-ons, payment options, and reservation confirmation, see Create a new reservation in Cloudbeds PMS.

Create an Out of Service period

Use Out of Service when a specific room or bed needs to be unavailable for operational reasons.

1. Open Quick Actions and select Out of Service.
2. Enter the reason, review the start and end dates, and confirm the room or rooms that should be marked Out of Service.
3. Select Save.

The first image shows where to select Out of Service from Quick Actions.

The Out of Service panel lets you enter a reason, review the dates, and confirm the affected room or rooms before saving.

For detailed information about Out of Service and other ways to manage room availability, see Blocking, Unblocking, and Managing Room Availability in the Calendar and Availability Matrix.

Create a Courtesy Hold

Use Courtesy Hold when you need to temporarily hold an accommodation for a potential guest.

1. Open Quick Actions and select Courtesy Hold.
2. Enter the guest contact information, review the dates and room or rooms, and set when the hold should be released.
3. Select Save.

The first image shows where to select Courtesy Hold from Quick Actions.

The Courtesy Hold panel includes guest contact information, the hold dates and room selection, and controls for setting how long the hold remains active.

For more information about Courtesy Holds and how they affect availability, see Blocking, Unblocking, and Managing Room Availability in the Calendar and Availability Matrix.

Create Blocked Dates

Use Blocked Dates when you need to remove a specific room or bed from availability for selected dates without closing the entire accommodation type.

1. Open Quick Actions and select Blocked Dates.
2. Enter the reason, review the start and end dates, and confirm the room or rooms to block.
3. Select Save.

The first image shows where to select Blocked Dates from Quick Actions.

The Blocked Dates panel lets you enter a reason, review the selected dates, and confirm the affected room or rooms before saving.

For detailed guidance on Blocked Dates, accommodation blocks in the Availability Matrix, channel closeouts, and restoring availability, see Blocking, Unblocking, and Managing Room Availability in the Calendar and Availability Matrix.

Related articles

Now that you know how to start common tasks with Quick Actions, review these resources for broader New Calendar orientation and for working with reservations after they have been created:

• Getting Started with the New Cloudbeds Calendar
• Manage reservations from the New Calendar