tips-tricksMiscellaneous Tips


ALTERNATE DEPOSIT POLICY
Do you have special circumstances that require two different deposit policies? Now you can choose between two different deposit policy messages to print on the reservation confirmations! Setup these two policies in the ‘Settings’ tab of the program, then select policy ‘A’ or ‘B’ on the reservation screen to indicate which message to print on the confirmation.


USER DEFINED FIELDS
You now have a way to track more unique information on your guests by utilizing the ‘user defined’ fields that you can name yourself! The fields are named in the ‘Settings’ screen, and all fields are searchable.
 
Here’s some examples of information to track in these fields, the possibilities are endless:

  • Food Preferences & Allergies
  • Family Relations & Pet Names
  • Marketing region or category
  • Room Setup
  • Special Requests

 

We would love to hear how you are using these fields! Use the Contact us form to send us your feedback.


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USER DEFINED FIELD REPORTS

For a long time, users of our Reservations software have been able to insert specialized information into 6 user-defined fields in Reservations and Guest information areas of the software. Now, you can view this information in a searchable, printable report!
 
There’s no end to the number of things these reports can track for you and the ways you can use the information. In this image, for example, a fishing lodge is using the report to keep track of visitors who will be arriving at the end of November and whether their fishing licenses are current. They are sorting the records by the check-in date.
 
Remember, Reservations users can use special Find operators to help narrow information down. See the article entitled “Help with Finding” for more information!
 
 


HELP WITH FINDING

FindingHelping you manage your data is our business! We want to make sure you’re aware of the fastest and easiest ways to narrow down your data, no matter what you need.
 
Whenever you enter find mode in , you have the choice of entering a word or phrase to search for. For example, if you’re searching for a specific guest’s information, you can navigate to the Guests area, press the ‘Find’ button, and type in a guest’s name in the last name field.
 
Did you know that you can also narrow down your search with special operators? Next time you’re trying to search for somebody’s last name and you’d like to only see results with exactly what you type (Smith instead of Smithton, for example), you can simply type an equals sign in front of their name (=Smith) and perform your find. Or, if you’d like to find a record where you left the last name blank, simply type an = in the field and perform your find.
 
Here is a list of other operators you can use when finding:
= match whole word (or match empty)
! find duplicate values
< less than (especially useful when searching dates or numbers) > greater than (again, useful when searching dates or numbers)
… range (once again, useful when searching dates or numbers)
// today’s date
* not empty (something has been entered into the field)
“” match phrase (from word start)
*”” match phrase (from anywhere)
 
Let us know if you ever need any assistance with managing your data. We’re here to help.