Room Allocation is a management that allow user to manage their property room.
Step 1 : How to open Room Allocation
Login to PMS (Host Portal)
Go to Dashboard
Select 'Room Allocation'
Room Allocation Feature : Room Allocation Calendar
Room Allocation Calendar will show the date and the property room. The date display will be based on the period (Weekly, Biweekly, Monthly) that have choosed by user.
You can select your period from this options :
This overview for each period :
Weekly :
Biweekly :
Monthly :
You will also able to select for specific period when you click the Start Date - End Date display above the calendar.
You able to horizontal scroll to see the list of future and past booking with loading interval for each 3 months (actual month, not counting based on number of day in a month)
This 'Room Types' button will un-show when you click
At the bottom of the page you will find legends for each statuses with the info icon to open the pop-up to show the description for each statuses
Booking Status :
Confirmed : Condition when booking already consumed the availability. Manually changed from Draft.
In House : Condition when guest already stay at the property.
Checked-out : Condition when guest already checked-out from property.
No Show : Condition when user decide that guest not come at the property.
Archived : Terminal status for booking
Payment Status :
Pending Payment : Condition if no invoice has been created in the booking.
Waiting Payment : Condition if any created invoice with or without payment action has been initiated
Partially Paid : Condition if booking amount (accommodation + guest service) has not been fully paid
Paid : Condition if booking amount (accommodation + guest service) has been fully paid
Step 2 : How to Filter the Room Allocation
Open the Room Allocation
Click 'Filters' button beside 'Settings' button
Select the property type
Checklist the specific property name
Click 'Confirm' to save the filter
you will only see the property based on your selected filter (the filter button will showing the red icon for the active filters)
Step 3 : How to Reset Room Allocations Filters
Make sure you have active filters in Room Allocations
Click 'Filters' button
Click 'Reset' for reset all the filters.
Room Allocation Feature : Settings
Room allocation have settings feature to help you manage the property by the booking status or payment status with the specific period.
This feature, located beside Filters button.
If you click this 'Settings' button, Room Allocation Settings page will appear. This page will serve you several status and period, you can select based on your needs. You also can rearrange the order of the property to be display in you Room Allocation page.
Room Allocation Feature : Manage you bookings through Room Allocation Page
On Room Allocation page, you able to manage your booking by click on the booking. If you click the booking, booking overview pop-up will appear and you can manage your booking.
What can be managed from the booking overview room allocation?
Booking Details
Room Lock Allocation
Booking Status
Room Allocation Feature : Create New Booking from Room Allocation Page
You can drag and drop into the column in calendar to manage your selected date for create a booking.
The booking below shows that, you will book a room at the property Luxe Luminar with the stay date from 20 July 2024 until 23 July 2024.
If you want to proceed for create new booking, you just click on the 'Add Guest' options.
Room Allocation Feature : Change Room Status from Room Allocation Page
You can drag and drop into the column in calendar to change the room status.
click on the 'Change Room Status' options to manage the room status into Active or Inactive. You also able to make description for the inactive room status.
Room Allocation Feature : Holding Reservations
If you drag and drop your booking, you will see the holding reservations bar. This holding reservations bar is help you to manage and move your room into another room, date, or another property.
if you drag your booking into Holding Reservations bar, this is what it looks like :
You able to click (x) to revert back the booking into the origin place or you can move your booking into another room, date or property.
this is what it looks like if you move to another room or date :
this is what it looks like if you move to another property :
You have to confirm to move the booking and click 'Confirm and Proceed Payment' to move your booking into another property
