Property Management System (PMS) helps you as the host to manage bookings more optimally, easily, and efficiently. The Booking List feature allows owners to efficiently manage their properties. It includes such as Booking Date, Guest Name, Property, Room Name, Check-In and Check-out date, and even the Payment Status. With this feature, owners are able to keep in track of their guest bookings.
Step 1 : Navigate to Booking List
Log in to your Delta PMS account.
Go to the sidebar menu on the left side.
Click Booking > Booking List.
The All Bookings and Draft tab will appear.
All Bookings Tab
The search bar in the All Booking and Draft tab will appear in the header of the page. It helps you to find the specific result from Booking ID, Neppan Booking ID, Property Name, Room Name, Guest Name, Booking Source, Receipt ID, or Invoice ID.
Section :
Booking Date, Booking ID, and Status: the date you make the booking and the Booking ID. For the Status, each part has its own meaning.
Guest Name: shows the name of the guest you registered when booking.
Property: shows the selected property.
Room Name: shows the room name of the property that you have chosen.
Booking Source: shows the source where you make the booking either from Host portal, Agent portal, Direct Booking, or Online Travel Agent (OTA).
Amount Due: shows the total amount of a particular invoice that remains unpaid.
Payment Status: shows the payment status of the booking. This status will change automatically after you start the payment steps by generating the invoice.
Check-in Date: shows the start date of your stay.
Check-out Date: shows the end date of your stay.
No. of Nights Stay: shows the total number of nights for your stay.
2. For the Guest Name, Property, Room Name, Booking Source, Amount Due, Payment Status, Check-in Date, and Check-out Date, you can sort it by clicking the “Arrow Down” (⬇) and “Arrow Up” (⬆) beside the wording.
Guest Name, Property, Room Name, Booking Source, Payment Status :
Arrow up ⬆to set booking list with guest name with ascending order (A-Z)
Arrow down ⬇to set booking list with guest name with descending order (Z-A)
Check-in Date :
Arrow up ⬆to set booking list with check-in date with ascending order (oldest - latest)
Arrow down ⬇to set booking list with check-in date with descending order (latest - oldest)
Draft Tab
Go to the sidebar menu on the left side.
Click Booking > Booking List > Draft tab.
This Draft tab has a similar function with the All Bookings tab in the Booking List. What makes it different is only the process of how a booking can be entered to the Draft tab.
When the booking is created from the PMS Host portal, the booking status will automatically become 'Draft' until you change the booking status into 'Confirmed'.
All newly made bookings, including those booking status that has been changed to ‘Draft’ status again, will be included in this tab.
Step 2 : How to use a Filter Button
The filter button is used to filter more specific booking results.
You can filter from several sections, such as Booking Status, Payment Status, and Property. Follow these steps to use the filter feature.
Select the booking status in the dropdown list. You can check one booking status or more.
Next, select the payment status. You can also check more than one payment status.
Then, select the property. You can also check more than one property the same as the other two sections.
4. Select the type of date you want to filter : Check-n Date / Check-out Date / Booking Date
5. Select for the period : Today / Tomorrow / Custom. If you select the ‘Custom’ period, you can set the start date and end date.
6. Click "Confirm" to see the result.
7. The result will appear based on what you have set in the column filter.
8. On the "Filter" button, there will be a number in the red circle icon of the active filters.
9. Once you refresh the page, the filter will automatically removed to the earliest condition.
10. This filter will be set in the All Bookings and Draft tab.