Greetings!

March is here and change is in the wind!  CHANGE is our theme for this newsletter.  We are going to focus on changing and cancelling reservations.  When it comes to reservations it's inevitable.  It is also quite EASY in RMS.

There are many options available during the reservation Change or Cancel process.  Which option you take depends on what you want to do.  Are you moving the guests to a new unit?  Are you changing the dates of the stay?  Are  you changing the rate or charges?  How do  you track all your changes?  What happens if I cancel a reservation with money on it?
A reservation can be changed in RMS using the Change/Cancel option available on the Reservation View screen when a reservation is retrieved.  The Change or Cancel option is also available from the Reservation drop-down menu. 
Once you are in the Change or Cancel screen, you will see that RMS wants to know if you want to change the unit for this reservation.  When you enter a new unit, you are given the option to process a quick change.  A quick change means you want to move the guest and keep the rates and charges the same even if the new unit uses another rate.
If you do not already have a unit that you know is available to enter into the unit text box, you can click the search button and allow RMS to look for a unit using the reservation by search screen.
If you are not moving the guests to a new unit, choose the "same unit" button. You can then change anything about the reservation such as the dates, the number of guests, the rates and charges, even the taxes and commission.
If you want to Cancel the reservation, choose the "Cancel" button.  If money has been paid to the reservation, RMS will set up a payable for you to do with as your policy dictates. You can redistribute, refund or perhaps reapply the payment to another reservation. 
If you want to add or remove charges or equipment on a reservation it is easiest to use the Charges and Equipment buttons on the View Reservation screen .  It's easier and quicker to use View Reservations than to go through the Change/Cancel process for these simple charges and equipment adjustments.
Now all you need is a report to track  your changes.  Check out the Daily Reservation Report.  Read on for more tips on making the most of your RMS.

The Daily Reservation Report

The Daily Reservation Report is an excellent way for you to track all reservations booked, changed or cancelled on one day or over a period of time.   It is easily found under Reservations Reports on the Main Reports menu.  But did you know you could also track which operators are booking the most reservations and what packages, equipment or charges they are booking? 

Let's say Sally Sue is booking a  mountainous amount of ski-lift tickets, or Betsy Lynn is booking a boat load of charter fishing trips and you want to know about it!  You can designate a reservation note category for the event of these items being booked. This category is assigned in the Equipment or Charge file. Then in the Control File, Notes Information screen 4, enter the category in the Reservation categories for  Daily Reservation Report text box.
The only tricky part may be if you want to create a new reservation note category code.  This is done in the Notes Information Screen 1.  You do not want to accidently delete a category code.  You may want to give us a call and the RMS Support team would be happy to assist you!