New Reservations Tab Overview

This guide introduces the redesigned Reservations Tab in ReservationKey. The new version has been rebuilt using a modern framework and offers a faster, more flexible, and feature-rich experience for managing your reservations.

Overview

The new Reservations tab provides a streamlined interface where almost every field is interactive. You can click into reservation details, view pricing and tax breakdowns, manage custom columns, filter results, and even perform natural-language searches.

Clickable Fields and Reservation Details

• Hover your mouse over fields such as Price or Taxes to see that they’re clickable.
• Click Price to view a detailed rate breakdown.
• Click Taxes to view individual tax components.
• If a photo has been added, a thumbnail appears—clicking it opens a larger preview with more reservation details.
• Any cards that are expiring soon are also highlighted for quick visibility.

Status Column and Customization

Statuses now appear as a colored line next to each reservation. You can expand the status area or add it as a visible column:

1. Click Manage Columns.
2. Add the Status column to your view.
3. Reorder columns by dragging and dropping them into your preferred sequence.
4. Click Done to save your changes or Reset to Default to return to the original layout.

Custom Fields and Tax Columns

You can also display custom fields and tax-related columns directly in the table. Turn them on from the Manage Columns menu, and drag them into the desired order for a personalized layout.

Row Selection and Bulk Actions

Selecting one or more checkboxes to the left of reservations opens a menu of bulk actions, including:

• Change Status — Update the status of multiple reservations at once.
• Print — Open the print dialog for the selected reservations.
• Hide — Temporarily remove selected rows from view.
• Delete — Permanently remove reservations (if the user has permission).

User Permissions

The ability to delete or modify reservations depends on user permissions set in User Settings. If a user cannot delete or edit reservations, the related buttons will not appear.

Currency and Formatting

Currency formatting in the Reservations tab automatically adjusts to the settings in your account. For example, switching from dollars to euros or pounds updates the entire interface accordingly.

Saved Views

The Saved Views feature lets you create and store multiple customized layouts:

1. Click Manage Columns and select the columns you want to display.
2. Click Options ? Saved Views.
3. Click Save and enter a name, such as Financials This Month.
4. Optionally include the current date range or filters in your saved view.

Later, you can switch between different views (for example, “Default View” and “Financials This Month”) with a single click. Each saved view acts as a customized report layout for your needs.

Filtering and Searching

The new filtering panel makes it easy to narrow down reservations by property, room, status, or balance:

• Filter by Property or Room — Only the properties and rooms the user has access to will appear.
• Show Outstanding Balances or Tax-Exempt reservations.
• Filter by Starred Reservations, Rate Plans, or Status.

Natural-Language (AI) Search

The search bar now accepts natural-language queries, allowing you to type requests as you would speak them. Examples include:

• “Show me reservations for Smith.”
• “Show me Smith in July 2022.”
• “Show me reservations with an outstanding balance.”
• “Show me reservations with balance greater than $500.”
• “Show me reservations where total price was more than $1,000.”
• “Show me reservations with more than two children.”

When an AI-based search is applied, an AI indicator appears along with a list of the filters being used behind the scenes. This allows for fast, intuitive searching without manually setting filters.

Multiple Status Selection

Unlike the old version, you can now select and display multiple statuses at once in your results. This makes it easier to review a mix of pending, confirmed, and cancelled reservations in one view.

Classic View Option

If you prefer the original layout, you can still switch to the Classic View. This ensures continuity while you get used to the new interface. The Classic View contains the same data but uses the older layout and filter controls.

Summary

The new Reservations tab introduces an improved, modern interface for managing reservations with more flexibility and control. Key benefits include:

• Interactive, clickable data fields.
• Fully customizable columns and saved views.
• Advanced filters with multi-status selection.
• Natural-language search powered by AI.
• User-specific permissions for edit and delete actions.
• Support for multiple currencies and formats.

We encourage you to explore these new tools and provide feedback on any improvements you’d like to see in future updates.