The Order Records page within the Check-In section of the EasyHub Portal provides property managers with real-time guest reservation details. This section integrates seamlessly with the Property Management System (PMS), enabling efficient tracking and management of check-ins, check-outs, and other reservation activities. Below is a detailed guide on how to navigate and use this page.
Page Overview
Filters:
Located at the top of the page, filters allow users to refine the reservation list based on:
Order Number: Input the specific order number.
Unit Number: Enter the unit or property identification.
Time Range: Define a start and end date for filtering reservations.
Use the Search button to apply filters or the Reset button to clear all filters and display the default view.
Tabs:
All: Displays all reservations.
To Be Checked In: Highlights upcoming reservations pending check-in.
Checked In: Shows reservations where guests have successfully checked in.
Unapproved Tenancy Extensions: Lists requests for extended stays that are pending approval.
Tenancy Ended: Displays reservations that have been completed.
Key Columns in the Order Records Table
Order Number: Unique identifier for each reservation.
Unit Number: The property associated with the reservation.
Check-In Status: Indicates the current status of the reservation (e.g., "Checked In").
Occupant Details: Clicking the "+" icon expands details such as:
Guest name.
Email address.
Occupant type (e.g., Primary Guest, Occupant Member).
Source: Displays the integration source (e.g., PMS).
Start Time and End Time: Shows the check-in and check-out times for the reservation.
Actions:
Details: Access detailed reservation information.
Delete: Remove the reservation (if necessary).
Detailed Instructions
Viewing a Reservation:
Navigate to Check-In > Order Records from the left menu.
Use filters to find specific reservations or browse the list under the relevant tab.
To view more details about a reservation, click the "+" icon in the Occupant Details column.
Checking Reservation Source:
The Source column shows where the reservation originated (e.g., "From PMS"). This ensures the reservation is synced with your PMS for accurate record-keeping.
Managing Actions:
Click Details to view or modify reservation-specific data.
Use Delete to remove incorrect or canceled reservations. Confirm the action when prompted to avoid errors.
Tips and Best Practices
Use Filters Efficiently: Apply the date range filter to focus on reservations during a busy season or specific time frame.
Stay Updated with Tabs: Regularly check the To Be Checked In and Unapproved Tenancy Extensions tabs to manage upcoming tasks proactively.
Monitor Status Changes: Keep track of statuses like "Checked In" and "Tenancy Ended" to ensure smooth operations.
Verify PMS Integration: Always confirm the Source column to ensure reservations are correctly synced from the PMS system.