How to deal with existing bookings with duplicated treatments
Casey Stuart
27 steps
2 minutes
Journey
1
Open up Reports in Reception.
2
Go to 'Reservations Unscheduled'
3
Run the report.
4
Look for any reservations that include a duplicate dynamic package.
5
You will need to make a note of any reservations that contain duplicate dynamic packages that require action.
6
Close the reports.
7
Navigate to Reservations.
8
Click into the search bar and search for the reservations you have previously made a note of.
9
Select the correct reservation.
10
Click the green tick to confirm.
11
Click into Schedule Details.
12
In here you will see both packages. One will be scheduled and one will be unscheduled.
13
Click into Schedule.
14
You will see both appointments already scheduled. Drag the first appointment into Unscheduled Appointments.
15
Click and drag the appointment from the package at the **BOTTOM** of the Unscheduled Appointments box into the same slot.
16
If there is more than 1 guest in the reservation go to the next guest in the list at the top.
17
Remove the existing appointment back to Unscheduled Appointments. Following the same process you did with the first guest.
18
Click and drag the appointment from the package at the **BOTTOM** of the Unscheduled Appointments box into the same slot.
19
Click green tick to confirm the room you wish to place the appointment in.
20
Click on the green arrow to return to the reservation screen.
21
Click on the package name at the bottom of the screen that is now unscheduled.
22
Click on delete to remove this package.
23
Click ok to confirm.
24
If there is more than 1 guest on the reservation please click on the next guest.
25
Select the package name that is unscheduled.
26
Click delete to remove the package.
27
Click ok to confirm.
If when you click on the package name and the 'Delete' button is greyed out this is because the package you are trying to delete has been synced over from your PMS. This is the package that you will need to schedule.
How to deal with existing bookings with duplicated treatments
Casey Stuart
27 steps
2 minutes
Journey
1
Open up Reports in Reception.
2
Go to 'Reservations Unscheduled'
3
Run the report.
4
Look for any reservations that include a duplicate dynamic package.
5
You will need to make a note of any reservations that contain duplicate dynamic packages that require action.
6
Close the reports.
7
Navigate to Reservations.
8
Click into the search bar and search for the reservations you have previously made a note of.
9
Select the correct reservation.
10
Click the green tick to confirm.
11
Click into Schedule Details.
12
In here you will see both packages. One will be scheduled and one will be unscheduled.
13
Click into Schedule.
14
You will see both appointments already scheduled. Drag the first appointment into Unscheduled Appointments.
15
Click and drag the appointment from the package at the **BOTTOM** of the Unscheduled Appointments box into the same slot.
16
If there is more than 1 guest in the reservation go to the next guest in the list at the top.
17
Remove the existing appointment back to Unscheduled Appointments. Following the same process you did with the first guest.
18
Click and drag the appointment from the package at the **BOTTOM** of the Unscheduled Appointments box into the same slot.
19
Click green tick to confirm the room you wish to place the appointment in.
20
Click on the green arrow to return to the reservation screen.
21
Click on the package name at the bottom of the screen that is now unscheduled.
22
Click on delete to remove this package.
23
Click ok to confirm.
24
If there is more than 1 guest on the reservation please click on the next guest.
25
Select the package name that is unscheduled.
26
Click delete to remove the package.
27
Click ok to confirm.
If when you click on the package name and the 'Delete' button is greyed out this is because the package you are trying to delete has been synced over from your PMS. This is the package that you will need to schedule.
