Monthly Archives: June 2014

Login to RezExpert

Before continuing RezExpert has been optimized for usage with Google Chrome, if you are not running on Google Chrome already, it’s suggested that you install Google Chrome before continuing. RezExpert is not compatible with Internet Explorer. Visiting the RezExpert site In Google Chrome click into the address bar. Once you've clicked into the address bar type […]

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Grid Views

Unit View Type View Unit View When the program is opened, the default view will be the 'All Units' grid as indicated by the highlighted Tab. Located at the top of the Accommodation Type Column, this lists out all Types, by the Unit Number, or Name they are assigned. Type View By clicking on the 'All […]

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Performing a Quote

Availability Calendar Tool Reservation Quote Button Availability Calendar Tool The Availability Calendar Tool is the primary quoting tool. It provides the operator a greater degree of flexibility when performing a quote. The Calendar Tool is located on the right hand side of the Chrome Bar Action Header Bar. This allows you to change many aspects […]

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Making a Reservation

From a Calendar Tool Quote From a Reservation Quote Entering Guest Details From a Calendar Tool Quote   After following the procedure for creating a Calendar Tool Quote and submitting the request, as previously described, you will have now created a new reservation. This is indicated by the screen now showing the Guest Folio Panel. […]

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Making a Payment

Credit Card Payment Cash / Other Payment Submitting the new booking from either, 'Rez Quote' or 'Calendar Tool' options will save the new booking to the grid, by default the process redirects you to the Credit Card Payment screen section on the Guest Folio tab to pay the account. The payment screen allows you to […]

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Corporate Reservation – AR Transfer

Corporate Reservations can have their balances transferred to the Company's AR Account. 1. Creating Corporate Reservation Search for the Company and create the Corporate reservation using Rez Quote or the Calendar Quote Tool for the desired stay. Press either Search for Client or Add New Client to enter in the Employee’s Name as the Client staying. […]

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Changing a Reservation Rate

Individual Reservation rates can be changed at time of creation. 1. New Booking When creating a new booking, enter in the guest and booking details. Before submitting the reservation, change to the Charges/Payment tab. 2. Charges/Payment Tab Under “Invoice #”, press Change to change the reservation charges and labels. 3. Edit Charge(s) Edit Charge(s) box will appear, where you […]

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Cancelling a Reservation

Cancelling a future reservation for No Shows, Correction, Cancellation and Resort Shut Down. 1. Select Reservation Select the Reservation from the Availability Grid. Open Guest Folio of reservation. 2. Booking Details In the Booking Details panel, select Status.  Within the Rez Status Options box, select Cancel Rez. 3. Reservation Cancellation Select the cancellation policy, if […]

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Allocating Payments

Payments can be allocated to specific charges i.e Park Entrance Fee, in a checked in reservation. 1. Guest Folio Within the checked in reservation’s Guest Folio, click Charges/Payments tab to make a payment. Click Other Payment. 2. Posting the Payment Select the Payment Type and enter in the payment amount. Click Post.  After posting, click […]

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