OPERATIONS

Timeline

Connecting...

UNPLACED FROM EXCEL 0

Excel bookings that still need a valid room and stay dates.

TIMELINE

Custom Range

Choose up to 90 inclusive calendar days. Zoom remains independent.

RESERVATION

New Booking

Guest / Personal Information
Guest Options & Notes
Stay

Payments & Deposits
Breakfast & Services
Add note (optional)

More

EXCEL CHANGE

Needs Review

Selected Reservations

Add note (optional)

Club Red Operations Assistant

Choose a question. Answers use current PMS records.

Welcome & Policies

CONTEXTUAL DOCUMENT

Document Preview

100%

GUEST DOCUMENTS

Email Guest

Guest-facing documents

Payments & History

Cross-currency payment

Service / Charge

Invoices

Allocate Received Payment

Enter the received amount for each selected Reservation. All allocations must use one currency.

Excel Sync / Review

Safe Excel changes are already applied. Review any booking that still needs attention; protected changes require an authorized decision.

0 Selected

Review Excel Change

Correct source placement for this decision

Housekeeping / Room Availability

CONFIRM ACTION

Confirm change

REASON REQUIRED

Add a reason

Advanced Workbook Test / Recovery Import

This upload is for review only. Normal Excel Sync uses OneDrive. Uploading here does not create bookings or payments.

Quick Extra Service

Choose Room and Service Date.

Move Reservation to Cart

The Reservation, payments and history are preserved. The current Room/dates will be released.

Add note (optional)

Place Cart Reservation on Timeline

Move Reservation

Audit / History

Swap Room Schedules

Both rows use the same date columns. Include each full Reservation. Empty cells are part of the swap.

Choose exact record