Adding a New Reservation (Invoice)
Reservations and invoices are synonymous within Lodgix. There are two ways to add a new reservation to Lodgix.
- Calendar Tape
- Reservations > Create New Reservation menu item.
Calendar Tape Method - Step 1
Click on the correct arrival date cell in the calendar tape that's within the row of the property you wish to reserve. A info box will appear confirming the check-in date and asking how many nights will comprise the new reservation. Select the number of nights.,
Calendar Tape Method - Step 2
A window will appear, confirm the check-in / check-out dates. Click BOOK to create a new reservation. Click QUOTE to create a new quote which can be emailed to a potential guest. Click BLOCK to simply block off the dates for the property and mark them as unavailable.
Calendar Tape Method - Step 3
- Click on the link to "Select Existing Guest or Add New Guest".
- Enter the first name and last name of the guest, as well as their email address. If the guest does not have an email address, check the System box to have a fake email dynamically assigned to the guest.
- Click ACCEPT.
- Click CREATE INVOICE.
Calendar Tape Method - Step 4
Once the new reservation has been created, an invoice number will appear in a new tab (see arrow above). Click on the tab to edit the invoice (if necessary).