Creating Reservations

Every stay in Veridien starts as a reservation. New reservations are built with a four-step wizard that walks you from the booking source and travel dates, through room and rate selection, to the guest and a final summary. This guide explains each step and the key terms you will see along the way.

Where reservations live

Open Reservations from the property sidebar. The screen has two views, switched with the toggle at the top:

• Calendar (the default) shows a Gantt-style grid of rooms and the bookings on them.
• List shows a searchable, filterable table of reservations.

To start a new booking, click New Reservation in the top-right corner. This opens the reservation wizard on its own page. You can also start the wizard pre-filled with dates by clicking and dragging across empty cells on the calendar.

Key terms

Room type is a category of accommodation (for example Standard Double, Deluxe King, Suite), not a specific room. You book a room type and a quantity; a physical room number can be assigned during the wizard or left to auto-assign.

Rate plan is the priced offer attached to a room type (for example a base plan, Half Board, or Full Board). Each rate plan carries a nightly price and, through its seasonal intervals, day-of-week pricing and occupancy charges. See Rate Plans.

Booking source records where the reservation came from. Sources are configured per property and grouped into categories (Direct, Corporate, OTA). See Booking Sources.

Accommodation is a single booked room within a reservation. A reservation can hold several accommodations (several rooms), each with its own room, dates, rate, and check-in status.

The reservation wizard

The wizard has four steps shown in the stepper at the top of the card. Use Next and Back to move between them; each step validates before it lets you continue.

Step 1: Source and Dates

1. Choose a Booking Source. Sources are grouped by category in the dropdown. Only active sources appear.
2. Click the Stay Dates field and pick a check-in date, then a check-out date, in the two-month calendar. Past dates are disabled.
3. The card shows the number of nights once both dates are set.

The booking source matters here because it drives which rate plans and taxes apply later, so set it before moving on.

Step 2: Rooms and Rates

This step lists every room type with live availability for your dates and source.

1. Each room type card shows an availability badge (for example "3 available"), the maximum occupancy, and a photo if one is configured. Sold-out or restricted types are dimmed and pushed to the bottom of the list.
2. Click Select on a room type to add it to the booking. Use the plus and minus controls to set how many rooms of that type you need (capped at what is available).
3. Pick a rate plan from the radio list under the card. The default plan is preselected. Restricted plans (for example those blocked by a minimum-stay rule) are disabled and labelled with the reason.
4. Set Adults and Children. Occupancy is capped at the room type's maximum unless you tick Override max. If you book more than one room, you can set occupancy per room. Guests above the rate plan's base occupancy add the extra-adult or extra-child charge, shown inline.
5. Under Room Assignment, optionally click specific room tiles to pin them. Any rooms you leave unassigned are auto-assigned. If availability is split across nights, the room is auto-assigned at check-in instead.
6. Expand the per-night rate grid to review or override individual nightly rates. The running room total and a grand total across all selected room types update as you go.

You can add several room types to the same reservation. Booking more than one room creates a linked group; see Linked Reservations.

Step 3: Guest

1. Search for the guest by name or email in the Guest field. Matching profiles appear as you type.
2. Select an existing profile to attach it, or create a new guest if there is no match. New profiles are saved to the guest database and can be reused on future bookings. See Guest Profiles.

Step 4: Summary and Confirm

The final step prices the whole booking and lets you finish it.

1. Room Charges lists each room type, its rate plan, assigned rooms, and a per-night breakdown.
2. Add-ons and Services lets you attach optional services from your catalogue. Per-night services are multiplied by the number of nights; one-time services are charged once.
3. Taxes and Fees shows each applicable tax. Inclusive taxes are marked "included"; exclusive taxes are added on top.
4. Totals show the room subtotal, service subtotal, taxes, and Grand Total.
5. Set a Deposit. Type an amount directly, or use the No deposit / 20% / 50% / 100% buttons. The Balance Due updates live.
6. Add any Special Requests / Notes.
7. Click the confirm button in the footer to create the reservation.

After confirming, a success screen shows the new reservation (or group), the stay summary, and the total. From there you can view the reservation, send a confirmation, generate a deposit invoice if a deposit was set, or start another booking.

Foreign-currency rate plans

A rate plan can be priced in a currency other than the property's base currency. When you select such a plan, prices show in the plan's currency with the base-currency equivalent in brackets, and the deposit is taken in that same currency. Exchange rates come from your configured currencies in property settings.

After the reservation is created

Open the reservation to manage it. The detail page has tabs for:

• Accommodations: each booked room, its status, and per-room actions.
• Folio: charges, payments, and balance. See Folios.
• Guests: name the additional adults and children on the booking, and download a guest voucher.
• Notes: internal notes for staff.
• Activity: a timestamped audit trail (visible to users with audit-log access).

Bookings from other channels

Reservations from your booking engine and from OTAs such as Booking.com and Airbnb arrive automatically through the channel manager and appear alongside manual bookings, with their booking source set to the channel. You do not re-enter these. Review them for special requests and complete guest details, but make rate and date changes for OTA bookings on the channel side so the channel manager can sync them back. See Channel Manager Setup and Managing Availability.

Common mistakes to avoid

Setting the booking source last. The source drives rate-plan eligibility and taxes. Choose it in Step 1, before you pick rooms.

Creating duplicate guests. Search the guest database before adding a new profile.

Ignoring the deposit step. If your property collects deposits, set one in the summary so the balance and any deposit invoice are correct from the start.