In Hotel Sync you can create and assign a configurable category to each reservation. This feature helps identify reservations based on criteria defined by each operation—for example, the payment method used, the internal origin of the reservation, the customer type, or any other category the user wishes to manage. This information can also be viewed in reports, facilitating the analysis of revenue, reservations, and operational behavior based on the assigned category.
What is this functionality used for?
Reservation types allow reservations to be classified according to a custom category. Some examples of how they can be used include:
Payment method: Payment processor, cash...
Booking type: direct, corporate, referral, agency, agreement-based.
Internal management channel: WhatsApp, website, sales team, reception.
Any other classification that the operation needs to track.
How to create reservation type?
Go to Settings.
Select Channels.
Click on Reservation types.
Create the categories you wish to use.
Once created, these categories will be available for selection within each reservation.
How to choose reservation type in the reservation?
After creating the reservation types, you can associate them with a specific reservation:
Open the window for creating the reservation.
Locate the "Reservation type" field.
Select the appropriate category.
Save the reservation information.
From that moment on, the reservation will be identified by the selected type
Where to find reservation type in the reports?
Information on reservation types can be reviewed via the revenue reports.
To view it:
Go to the All Reports - Revenue.
Select the "Reservation Types" report.
Filter for the period you wish to review.
Click "Generate."
Before creating reservation types, define a clear structure to avoid duplicates or unnecessary categories. For example, if Booking type are to be used, it is recommended to maintain consistent naming, such as:
direct,
corporate,
referral,
agency,
agreement-based...
Such an organization will help in more transparent monitoring of reservations according to the set type