How to allocate Bedrooms

Modified on Fri, 8 Sep, 2023 at 11:04 AM

By the end of this training article you will be able to:

 

  • Auto allocate rooms
  • Allocate a room to a booking manually and how to use the allocation wizard

To auto allocate rooms


Go to Reception > Arrivals which brings up the arrival screen. Using the calendar drop down on the right-hand side, click on the date you are looking for and press the search button.


 

On the right-hand side, you will see the assignment section. Pressing the auto button will auto allocate rooms to all your bookings on the selected date. Please note, auto allocation does not take into consideration any traces or requests.


 

HART TIP:  If you had a group arriving who you wanted to auto allocate, you can first use the Filter option to filter that group and then press the auto allocate button. This will only allocate the reservations on the screen.


To allocate a room manually.

You can allocate a room to a reservation from both the arrival screen, from the room booking, or at the start of the reservation booking by using the room rack.


Option one

From the arrival screen, highlight the reservation and press the manual button on the right-hand side. This brings up the allocation wizard screen for the room type that has been booked.

From this screen, you can see;

Guest /rooms

  • Guest name: displays the name of the guest.
  • Preferred room: displays the preferred room of the guest. Note this is set in the guest profile.
  • Last room booked: displays the last room that was last booked.
  • Room rate: displays the price of the room.
  • Room type: displays the room type booked.
  • Sold as room type displays the room type price that was booked.

 

Allocation, traces, and feature selection

Features: pressing this button allow you to filter the room according to the guest requirements. For example, show all rooms that allow pets. 

Clear: pressing this button clears your selection.

 

NOTE: the allocation wizard does not show any traces or requests.

 

Rooms to show

  • Available:  this is ticked by default and shows available room(s) by the room type of the chosen reservation.
  • Preferred or last: if this box is ticked this displays the preferred or last room, press search after ticking.
  • Booked:  if this box is ticked this displays the booked rooms, press search after ticking.
  • Out of Order: if this box is ticked this displays the out of order rooms, press search after ticking.
  • Connecting: if this box is ticked this displays the connecting rooms, press search after ticking.

Actions

  • Clear: pressing this button clears the room number and takes you out of the allocation wizard.
  • Search: press the search button if you are searching for any of the ‘rooms to show’ once you have ticked the box.
  • Filter: pressing the filter button will enable you to filter your search.
  • All rooms: pressing this button displays all the rooms.
  • Exit: pressing this button exits the allocation wizard.

 

 

Once you have chosen the room you wish to allocate double click on the room, the room will now be allocated to the booking.

 

Option two 

By the room reservation screen, when in the room reservation screen double click into the room field to enter the allocation wizard and proceed as above.

 

Option three

By making a room reservation booking from the room rack this automatically allocates the room.

  


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