Reservations

Before you start#

• The room is free for the period you are holding.
• A payment account exists — it is required on the form, because a reservation records money. See Payment accounts.
• The tenant record exists, or will be created from the lead.

1. Create a reservation#

1. Open the form

   Go to Leasing → Reservations and press (+), or convert a lead.

2. Fill in the fields

   Field	Required	Description
   Building	Yes	Determines the rooms offered.
   Room	Yes	The room being held.
   Bed	No	Required when the room has active beds.
   Tenant	Yes	Who is holding the room.
   Payment account	Yes	Where the holding deposit is recorded.
   Payment period	Yes	How often the future lease will be billed — monthly, quarterly, and so on.
   Deposit	No	Amount taken now.
   Total deposit	No	Full deposit agreed, if it is being paid in parts.
   Deposit months	No	Deposit expressed as a number of months' rent.
   Check-in date	No	When the tenant intends to move in.
   Deposit date	No	When the money was received.
   Rent price	No	Agreed rent, carried into the lease.
   Promotion	No	Discounted months and discounted price, if agreed.
   Reservation agreement	No	Document template to generate. See Documents.
   Lead / sales / collaborator	No	Attribution for pipeline and commission reporting.

3. Save

   The room shows as reserved on the property layout and is blocked for other leases and bookings.

2. The holding deposit#

Never record a holding deposit as a payment against a future invoice. The invoice does not exist yet, and the money is not revenue until the terms say it is.

When the lease starts, the amount transfers to the lease deposit. See Deposits.

3. Close the reservation#

Always set an expiry. A hold with no end date quietly removes a room from your available stock for months.