How to Create a Reservation for a Location

Please see video below on how to create a reservation for a location on the SoftPoint Dashboard. 

Steps to Create a Reservation

1. Accessing the Location:

   • Start by selecting the desired location where you want to create the reservation.

2. Navigating to Reservation Tab:

   • Go to the Reservation tab where you can view existing reservations for the selected date.
   • If there are no reservations for that date, a message indicating so will be displayed.

3. Adding a New Reservation:

   • Click on the "Add Reservation" button to start the process of creating a new reservation.

4. Selecting or Adding Guests:

   • If the guest is already in your system, search for them by name or phone number.
   • If it’s a new guest, you'll be prompted to add their details, such as:
     • First Name
     • Last Name
     • Phone Number
     • Optionally, Email Address

5. Creating the Reservation Details:

   • Fill in the necessary reservation details:
     • Select the type of room or space (e.g., office, conference room, etc.).
     • Set the check-in time (e.g., today at 3 p.m.).
     • Specify the check-out time (e.g., tomorrow at 11 a.m.).
     • Enter the number of guests included in the reservation (e.g., 2 guests).

6. Pre-submitting the Reservation:

   • Review the reservation details before finalizing.
   • Click on "Pre-submit" to create the reservation.
   • You will receive a confirmation number for the reservation.
   • An SMS notification will be sent to the guest (if applicable).

7. Viewing Reservation Status:

   • After submitting, you can view the reservation status.
   • The status will indicate whether the guest has completed the check-in process or not.

---

Conclusion

Creating a reservation involves:

• Selecting the location and viewing the reservation tab for the selected date.
• Adding or selecting guests from your system.
• Entering the reservation details like room type, check-in/check-out times, and the number of guests.
• Pre-submitting the reservation to confirm, with a confirmation number provided.
• Viewing reservation status to track check-in progress.

Ensure that all details are accurate to avoid discrepancies in the reservation process.