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Changing a Reservation - Direct Booking or Vrbo

Article Contents

  • Change Reservation Terms / Create New Quote
  • Set New Reservation Terms

NOTE:

  • These steps only apply to direct bookings or bookings that came from Vrbo.
  • Any reservations that came from other integrated channels need to occur by contacting the channels directly. See our help center article on changing reservations that were booked on non-Vrbo channels.
  • A reservation is confirmed when the traveler and the Property Manager have agreed to terms. This usually occurs once a renter checks out online, or agrees to a quote that a PM sent.
  • The reservation terms are the core, binding components of a reservation. They are what the renter and the Property Manager agreed to & include agreements around dates, number of guests, payment schedules, price, and more.

Change Reservation Terms / Create New Quote

Step 1: Navigate to Reservations > [Reservation]

Step 2: Click Quotes

Step 3: On the Current Terms line, click the dropdown menu

Step 4: Click Copy Quote

copy_quote.png

Step 5: In the pop-up box, tick the boxes for Update Rates and Update Fees

Step 6: Click Copy Quote

update_quote_rates_and_fees.png

  • NOTE: The above boxes must be ticked for fees and taxes to be updated along with any changes to the number of guests and/or number of nights.

Step 7: On the Stay Details tab, make changes needed: Check In / Check Out dates, number of guests, or Property

NOTE: 

  • Only change the property if the new property is using the same merchant account.
  • If the new property is using a different merchant account, it is recommended to cancel and create a new reservation.

build_new_quote.png

 

Step 8: Click through the remaining tabs, click Save Quote 

save_quote.png

Set New Reservation Terms

Step 1: On the new Quote line, click the dropdown menu

Step 2: Click Set as Reservation Terms

new_quote_set_terms.png

Step 3: Click Yes to record the agreement on behalf of the renter

Step 4: Click Record Agreement

record_agreement_to_terms.png

Step 5: Update term agreement details for records

Step 6: Click Record Agreement

record_agreement.png

The new terms with changes made will now show as Reserved.

new_terms_reserved.png

  • NOTE: If a guest already paid for part or all of the reservation, the new terms will show the new total amount, but only charge the guest what's remaining or what they would be owed as a refund.
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Related articles

  • Setting up Instant Booking
  • Changing or Cancelling a Channel Reservation
  • Cancel an eligible reservation (direct bookings or Vrbo bookings)
  • Cancel a reservation for each integrated channel
  • Setting up Vrbo Listings - 5 or More Properties

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