Create a Reservation (Video Transcript)
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In this video, you will learn how to create a reservation in OPERA Cloud.
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Let's get started.
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Go to Bookings, Reservations, and then select the Look to Book Sales Screen.
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If configured, you may be prompted to enter any information about the person who called
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to make the reservation.
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In this example, I enter the caller's name and phone number.
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And then click New Reservation.
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You can review and close any sell messages.
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Sell messages typically mention special promotions to offer the guest or events near the property.
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Now, I select the arrival date, the number of nights, number of rooms, adults, and children
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for this reservation.
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I can search for or create a guest profile now, or later in this process.
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In this example, I click search to view the room type and rate availability.
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Now, I see the best available rates, including the number of available rooms for each room
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type.
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I click the property name to view the Property Brochure and find out more about the amenities,
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transportation, and local attractions for this property.
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If the reservation is for more than one night, then I can toggle between viewing the nightly
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rate, the average rate, or the total cost of the stay for each room type and rate.
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Click the price tabs to view the details about each room type and rate.
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I can click the room image to view more photos for this room type.
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I click view policies to see the rate's deposit and cancellation policy for each reservation
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type.
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I click Show Estimated Amount to view the estimated amounts for each reservation type.
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Next, I click the X to close the details for this room type and rate.
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Now, I click "initial display set" to view more available rooms and rates.
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Or click next rates to view the next best available rate, and continue to browse rates.
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Click the plus sign to expand and view the room details for the rate.
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To book the reservation for this room type, click select.
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On the left, I see the reservation Stay Information displays including a summary of the deposit
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or cancellation policy.
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Next, I click the magnifying glass to search for an existing guest profile.
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Alternatively, I could click the link to create a new profile.
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Now, I enter the guest's last name and then click search.
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If there are external solutions integrated with OPERA Cloud, then I see the solution
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appear as a tab, that I can click to view and download the profiles available from that
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external solution.
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In this example, I select the profile from the list and then scroll down to click select.
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The room type and rate amount are pre-populated based on the what I selected on the Look to
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Book screen.
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Next, I enter the a market code and source code for statistical tracking.
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In some cases, the market and source code fields are automatically populated based on
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the rate code.
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Now, I click the packages magnifying glass to add a packages or items.
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In this example, I add an 18 hole golf package.
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I can add more packages by changing the number or I can change the date for the package.
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In this example, I enter 4.
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And then click continue booking.
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Next, I click the items magnifying glass.
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If an item is available to add to the reservation, then the number of items is highlighted in
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the date column.
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I click the green check mark to confirm, and then click continue booking.
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In this example, I click to add an extra bed to the reservation, on Monday June 20th.
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Now, I see the packages and items I added included in the Reservation Stay information.
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If needed, I click more to go to the membership details or to go to the charge routing instructions
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for this reservation.
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To set up a share reservation, I can click add a sharing guest.
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I can click show more to add special requests, or to add the guest's smoking preference.
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Next, I scroll down to enter the payment information.
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Select the payment method from the drop-down list, and then click book now.
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if configured, you may see a closing script to read to the caller confirming the reservation
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details.
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Click confirm.
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Now, I see the confirmation number for the new reservation I just created.
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I can scroll down to view any information or actions for this reservation.