Managing Reservations
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  2. Managing Reservations

How To Find a Site Hold

There are various reasons a site might be on hold. It could be set aside for maintenance or housekeeping. Sometimes, special events or groups might require certain sites to be reserved. Here's your step-by-step guide to retrieving a Hold:

  1. Get to the Front Desk
    1. Look at the menu on the left side of your screen.
    2. Click on "Front Desk."
      1. If you can't see "Front Desk," click "Back" at the top to go to the main menu. Then, click “Front Desk.”
        Front Desk Indio
  2. Click on Reservations
    A new menu will show up. Click on "Reservations."
  3. Pick the List View
    You'll see three ways to look at reservations: List, Chart, and Map. Click on "List" at the top left.
    Screenshot 2024-01-29 111313
  4. Finding a Site Hold
    1. If the Site Hold Does Not Include a Guest, Group, or Special Name:
      1. You can search for the Site Hold by dates and/or site details. Here's how:

        1. Start with the Date Box 

          1. Click on the date box located under the "Search" box.

          2. Click "Start" and choose the start date of the hold from the pop-up calendar. Then, pick the end date. If you're not sure, pick a range.

          3. Make sure that you have selected “On Hold” from the list located just below the Filters box.

            Screenshot 2024-01-29 111313-1

             

            Note: If you want to search without date constraints, be sure the date box is empty. You can clear any dates by clicking the calendar icon/ “X” on the right side of the box. Again, be sure that you have selected “On Hold” from the list located just below the Filters box.

        1. Use Filters to Find a Site Hold
          1. Click on the "Filters" box on the left side menu of the “List” tab and under the date box.
            Screenshot 2024-01-29 113939
          2. From the dropdown menu, click "Site Hold" under Reservation Type.
          3. Refine your search by selecting the type of hold, site type, and site number.
            Screenshot 2024-01-29 113745-1
          4. Click anywhere outside this filter dropdown menu to apply the filters.
      1. View the Site Hold Details
        1. The list will update to show sites on hold that match your criteria.
        2. Find the site hold you’re interested in and click its "Confirmation" number.
          Screenshot 2024-01-29 113745-2
        3. The guest's site hold details will slide out like a drawer from the right side of the screen. This drawer provides a detailed view where you can review the hold's specifics, make changes, cancel the hold, or convert the hold into a reservation.
          Screenshot 2024-01-29 113745-3
    1. If the Site Hold Includes a Guest, Group, or Special Name:
      1. You can search for the Site Hold using the name. Here's how: 
        1.  Search by Name:
          1. In the "Search" box located under the "List" tab, type the guest's, group's, or special name.
          2. As you type, a list will appear with potential matches based on the name you’ve entered.
          3. Make sure that you have selected “On Hold” from the list located just below the Filters box.
            Screenshot 2024-01-29 113745-4
        2. Narrow Down the Search with Dates 
          1. After typing the guest's, group's, or special name, click on the date box located under the "Search" box. 
          2. Click "Start" and choose the start date of the hold from the pop-up calendar. Then, pick the projected end date. If you’re not sure, select a range. 
          3. Make sure that you have selected “On Hold” from the list located just below the Filters box.
            Screenshot 2024-01-29 113745-Jan-29-2024-08-20-38-2445-PM
            Note: If you want to search without date constraints, be sure the date box is empty. You can clear any dates by clicking the calendar icon/ "X" on the right side of the box.
      1. Select the Hold
        1. The list will be updated based on your search criteria.
        2. Click on the "Confirmation" number that matches the hold you're looking for.
          Screenshot 2024-01-29 113745-Jan-29-2024-08-36-14-2433-PM
        3. The details of the Site Hold will slide out like a drawer from the right side of the screen.
      2. Review and Manage the Hold
        Here, you have the option to review the details, make any necessary changes, cancel the hold, or even convert the hold into a reservation. 
        Screenshot 2024-01-29 113745-Jan-29-2024-08-40-56-4576-PM

5. Close the Site Hold Details

     Done looking? Click outside the details on the right, and they'll go away.