How to manage bookings with the quota-based booking system
Overview
The quota-based booking system allows guests to make reservations at a service without requiring staff confirmation. The system automatically manages a set quota and stops accepting bookings once the limit is reached. This ensures efficient allocation and prevents overbooking.
Unlike the on-demand booking system, guests can cancel their own quota-based bookings after they have been confirmed.
This article explains how to manage bookings made through the quota-based system in the CMS, via email, and with the staff app.
Note:
- The quota-based booking system is NOT available in the Amenities, Issues, Housekeeping and Room service, Spa, Shops and Other requests features.
- For the Activities calendar feature with the quota-based booking system, check out this specific article: How to manage activities calendar bookings with the quota-based booking system (link).
Managing reservations in the CMS
Step 1: Access the reservations list
- Navigate to Activity from the top menu.
- From the left menu, click Quota services in the CMS.
- Select the service from the drop-down menu.
- Choose the date to view all confirmed bookings for that day.
- Use the filters to refine the results by Interval or by Earliest/Latest
Bookings are grouped per reservation time (Turn). Staff can see the occupancy of each time slot and the number of guests who attended.
Step 2: Manage reservations
- To modify a booking:
- Locate the reservation in the list.
- Click the Edit button (pencil icon).
- Update the date, time (turn) or number of people.
- Click Save changes.
- To cancel a booking:
- Locate the reservation in the list.
- Click the Cancel button (trash icon).
- Confirm the cancellation. The guest will receive a cancellation notification.
- To update attendance information:
- Locate the reservation in the list.
- Tick the Attended checkbox.
- The number of guests who attended will update in the reservation time heading.
- Send a message to the guest:
- Locate the reservation in the list.
- Click the Edit button (pencil icon).
- Type a message in the Additional info for customer text box.
- Click Save changes. The guest will receive a notification.
Important: The guest cannot answer these messages.
Step 3: Add a new reservation
If a guest requests a booking by phone or in person, manually add the reservation in the CMS:
- Click Add reservation for the desired time slot.
- Fill in the booking details (guest name, room, check in, check out and number of people, etc.).
- Click Save changes to confirm the reservation.
Note: This ensures that all reservations, whether made through the app or manually, are properly recorded and managed.
Managing reservations via email
If email notifications have been configured for quota-based bookings, hotel staff will receive an email each time a guest makes a booking. The email allows staff to be aware of new bookings or cancellations.
Step 1: Access the email notification
- Open the email inbox and look for the notification from STAY.
- The email contains details such as:
- Guest name
- Room number
- Check-in and checkout dates
- Date and time of the booking
Important: With the quota-based booking system, email notifications are for informational purposes only. Any changes to a reservation must be made directly in the CMS.
Managing reservations with the staff app
If hotel staff use the STAY staff app, quota-based bookings can also be managed from smartphones.
Step 1: Open the CMS in a browser
- From a mobile device open the commonly used browser (e.g., Google Chrome, Safari, etc.).
- Enter the following URL in the navigation bar: https://cmshotel.stay-app.com/login
Note: The CMS can not be accessed from a browser (only an instructions screen will be visible) on a mobile device. It will only be operational once it has been anchored to the device's home screen.
Step 2: Read the anchoring instructions
When entering the URL from a smartphone, a screen will appear showing the steps to perform the anchoring, which are the same as explained below:
- Tap the Share icon.
- Select Add to Home Screen.
- Tap Add (top right).
- Return to the device's home screen. The app should now be visible with the STAY icon, ready to be used.
Note: The text on the screen changes slightly depending on the operating system (iOS or Android), but the steps are essentially the same. The differences are:
- The Share icon. On iOS, tap the arrow icon at the bottom of the screen. On Android, tap the three-dot menu in the top right corner.
- Additional installation step (Android only): After tapping Add, Android ask whether you want to Install or Create a shortcut. You must select Install.
Step 3: Open the staff app and activate notifications
- From the smartphone home screen, open the app.
- The first screen displayed will request the activation of push notifications. To do this, click the Enable notifications button.
- A notification from the operating system in use (iOS or Android) will appear on the screen asking for permission to activate notifications. Select Accept/Allow.
Note: You can receive push notifications on both smartphones and tablets. Please note that mobile devices display the mobile app view, whereas tablets will display the desktop CMS version
Step 4: Log in with credentials
The same login screen used for the CMS on a computer will now be displayed. Use the same login method, whether through Single Sign-On (SSO) with Google or Microsoft, or with a username and password.
Note: Keep in mind that, just like when using the CMS on a computer, the system will require you to log in after a certain period of time. You will need to enter the credentials again; the previous setup steps do not need to be repeated.
Step 5: View quota-based reservations
- Tap the Quota services section from the left-side menu.
- Select the service in the drop-down menu.
- Choose the date to view all confirmed bookings for that day.
- Use the filters to refine the results by Interval or by Earliest/Latest
Bookings are grouped per reservation time. Staff can see the occupancy of each time slot.
Step 4: Manage reservations
- To cancel a reservation:
- Tap on the reservation time to access the scheduled bookings.
- Locate the reservation to cancel.
- Tap Cancel (in red).
- Confirm the cancellation.
- To update attendance information:
- Locate the reservation in the list.
- Tap the Attended button. The check icon will turn green.
- To add a new reservation:
- If a guest requests a booking by phone or in person, manually add the reservation in the staff app.
- Tap Add reservation (plus icon) for the desired time slot.
- Fill in the booking details (guest name, check in, check out and number of people). Search by room number so guest details are automatically filled in.
- Tap Save changes to confirm the reservation.
Note: Sending a message to the guest who made a reservation cannot be done from the staff app. To do so, access the CMS.
Next steps
After managing quota-based bookings, consider these additional actions:
- Monitor reservations regularly to ensure the system is properly allocating capacity.
- Train property staff so the team understands how the quota-based booking system works.
- Adjust quotas if necessary by modifying capacity in Content > (Feature section) > Hours & booking system.
Need further assistance?
If additional questions arise or further assistance is required:
- Contact support via live chat.
- Send a ticket to the Support team.
- Visit STAY Academy, the training platform.