Activities > Find Account - Reservations Tab or
Dashboard > Account Search - Reservations Tab
Use this Tab to view or edit Reservations.
Owners can Reserve an amenity on the Community Portal, or the Reservation can be entered by the Management company on the Manage Reservations page. CLICK HERE for more information.
Add a Reservation
Step 1. Locate the Owner Account you need to work with using the Account Search feature on the Dashboard, or via Activities > Find Account.
Step 2. Click the Reservations Tab.
Step 3. Review the list of all past and present reservations.
Edit a Reservation
Step 1. From the Reservation Tab, click the Pencil icon for the Reservation you need to edit.
Step 2. Make changes to the Reservation as needed.
Id- This field is assigned by the system.
Resource Title- This field will default, review for accuracy.
Reservation Holder- This field will default, review for accuracy.
Date- Enter the date for the Reservation, manually or use the drop down calendar.
Start Time/End Time- Enter the Start and End time for the Reservation.
Is Active- Check if the Reservation is Active.
Is Approved- Check if the Reservation is Approved.
Use Recurrence- Check if this is a Recurring Reservation.
Step 3. Click the Save button to finalize your changes.
Delete a Reservation
Step 1. From the Reservation Tab, click the Trash icon for the Reservation you need to delete.
Step 2. Click OK in the pop up confirmation window.