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Adding a New Reservation (Invoice)
Adding a New Reservation (Invoice)

How to add a new reservation to Lodgix

Brent Kleinheksel avatar
Written by Brent Kleinheksel
Updated over a week ago

Reservations and invoices are synonymous within Lodgix. There are two ways to add a new reservation to Lodgix...

  1. Calendar Tape

  2. Create Reservation interface

Calendar Tape Method

Navigate to Calendar > Calendar Tape

Choose Dates

Select the arrival and departure dates for the property you are looking to book.

Add the correct number of Adults and Children to the reservation and click the "Book X Nights" button.

Alternatively, click Quote to create a new quote which can be emailed to a potential guest or click Block to simply block off the dates for the property and mark them as unavailable.

Add Reservation Interface

  1. Add the guest information (see below). The dates of stay and property will already be populated.

  2. If necessary update the Reservation Type. This could be a guest stay or an owner stay. You can also update the tax exempt status.

  3. Click Create Reservation

Add Guest Interface

  1. Enter the guest details. First Name, Last Name, and Email Address are required.

  2. A list of previous guest will be displayed. If the guest has stayed before their name will display when you enter their email address. You can click on it to use the existing guest profile.

  3. Accept Reservation

View the Reservation

Once you save the reservation, you can toggle between the Details tab to edit the guest details, or the Invoice tab to edit the invoice if necessary.

Create Reservation Interface

Navigate to Reservations > Create Reservation.

  1. Add the guest name, or choose an existing guest

  2. Add the dates of stay

  3. Choose the property. Only properties available for the selected dates of stay will be shown.

  4. If necessary update the Date Entered, Reservation Type, and Tax Exemption fields.

  5. Click the Create Reservation button.

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