Linking Reservations to Corporate/Member Accounts

By linking the respective reservations to the Corporate/Member Account, the system can accurately track all bookings associated with the Account. Also, in case of direct billing, the system will seamlessly tabulate and transfer charges to the Master account as stipulated. You can link a reservation doing the following:

• Create a new reservation or open an existing reservation
•  Click on the Guest Info tab
• Scroll down to the Contact Information section and locate the Account field
•  Search for the respective account by entering; Name or Account #, then click on the account
•  Choose whether you want to associate the Account Data to the reservation or just the Reservation Data
•  Click Save/Save and Close
• The reservation is now associated to the account

After Reservations are linked to the Corporate Account; they can be tracked and managed from the master account.

•  Click on the respective Account ( under Accounts )
•  Click on the Reservations tab
•  A list of reservations will be displayed that are connected to the master account
•  Reservations can be researched, sorted and printed from this section

Attachments (1)

mceclip0.png
47.8 KB