Setup Reservations' Required Fields (Desktop)
When you create a new reservation, some fields have a red border to mark them as required to save it. To choose which field are required, follow the instructions.
Path: Management > Setup > Property > Parameters > Section "Required Field" (bottom right)
Check the box of each field you consider important to have on each reservation. There are 7 fields: Address 1 and 2, Phone Number, Postal Code, State, City and Email.
Related Articles
Setup Data Purge (Desktop)
Every night, Visual Matrix is purging data that have reached a certain number of days or years. Once data is purged, it cannot be restored. This section is to set up the lenght of time sensitive data is saved before being purged: credit cards, ...Marketing Fields in a Locally Made Reservation (Desktop)
Path: Sales & Marketing > Setup 1. In a reservation, the three marketing segments are at the bottom of the reservation. 2a. If the Marketing Segment was checked as Required in the setup, a segment has to be chosen from the drop-down. If a choice is ...Individual Reservation - Every Field Explained (Desktop) 🎥
? Watch Video There are multiple ways to create a reservation: BookRes, Availability Screen, Room Chart, Wait List or the Add Res Screen). Regardless of the method used to begin a booking, a reservation will always ending displaying in the Add Res ...Setup a New Room Type (Desktop) 🎥
? Watch Video Path: Management > Setup > Rooms > Room Type Config 1. Use the last empty line to create the new room type. 2. Enter a Room Type. Length is limited to 6 characters. 3. Enter a Description. Length is limited to 30 characters. 4. Select ...Setup Room Numbers (Desktop) 🎥
? Watch Video This section is to setup room numbers: create the room numbers and assigning them to a room type. Path: Management > Setup > Rooms > Room Set Up 1. Use the last empty line to create the new room number. 2. Enter the primary fields: - ...