Marking Reservations for Auto Folio Settlement

New Reservation

1. From the Navigation Bar, click Bookings, click Reservations, and then click Look To Book Sales Screen.

2. Set an arrival and departure date, and any other reservation information; select a guest profile; and then click Search.

3. Click Book Now.

4. On the Payment Instructions screen of the newly created reservation, ensure that the Auto Settle check box is selected. If it is not, click Edit, select the Auto Settle check box, and click Save.

5. Ensure the Profile has a Folio Settlement Type set:

   1. Search for and select the guest profile.

   2. Review Profile Details to ensure the Folio Settlement Type is set.

   3. If it is not, click Edit, select a Folio Settlement Type, and then click Save.

Existing Reservation

1. From the Navigation Bar, click Bookings, click Reservations, and then click Manage Reservation.

2. Enter search criteria then click Search.

3. Select and open the reservation from the search results.

4. In the Reservation Overview section, select Payment Instructions, and then ensure that the Auto Settle check box is selected. If it is not, click Edit, select the Auto Settle check box, and click Save.

5. Ensure the profile has a Folio Settlement Type set:

   1. Search for and select the guest profile.

   2. Review Profile Details to ensure the Folio Settlement Type is set.

   3. If it is not, click Edit, select a Folio Settlement Type, and then click Save.