How to Manage Amenity Reservations Efficiently
Efficiently organize your community’s amenities and ensure fairness for all residents by using the reservations dashboard. This guide shows you how to review current and upcoming bookings, update statuses, and address special requests with clarity and control.
Step 1: Access the Reservations Dashboard
Click Operations at the top of your screen. Select Reservations from the dropdown menu in the navigation bar.
Step 2: Review Reservation Details
Review the Reservations dashboard, which displays facility names, resident information, home addresses, guest names, and check-in times. This overview helps you assess all the current bookings at a glance.
By default, view today's reservations on the dashboard. If the dashboard list is empty, there are no reservations scheduled for today.
Step 3: Filter the Reservation List
Adjust the End Date field in the top control bar to display future reservations, such as all upcoming bookings through the end of the month.
Change the Start Date field to review past reservation activities and analyze resident usage history.
Step 4: Check for Special Requests
Locate any red note icon next to a resident’s name. This icon indicates a special request is attached to the reservation. Hover over the icon to view the request details (for example, a resident requesting the fire pit be preloaded with wood).
Step 5: Manage Booking Statuses
Review the Status column. Click the dropdown menu to view and select status options:
Approved: The reservation complies with requirements and awaits final confirmation.
Confirmed: The booking is finalized and the resident has secured the slot.
Checked In / Checked Out: Update these fields when a resident arrives or departs.
Denied: Select if the request is rejected (e.g., due to amenity maintenance).
Canceled: Mark if the resident has requested to cancel.
No Show: Use this status if a resident fails to arrive for their confirmed booking.
Step 6: Confirm a Reservation
Select the relevant booking in the list and click Confirm. A confirmation message will appear, and—if notifications are enabled—the resident receives an update.
Step 7: Edit or Cancel Reservations
Locate the Actions column (three dots) for additional options on each reservation. Click it to either edit or cancel a booking.
Click Edit to update reservation details such as check-in time or special requests.
Click Cancel to permanently delete the reservation from records. Exercise caution, as this action cannot be undone.
If you want to maintain the booking’s record for future reference, change the status to Canceled rather than deleting the reservation.
Pro Tip
Leverage status updates and address special requests efficiently to keep resident experiences smooth and your amenities organized. Thoughtful use of cancellation and confirmation tools ensures transparency and fairness for the entire community.