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innRoad Exercise

Step-by-step Process: Advanced Reservation 1


GUEST INFORMATION
Jane Kacar called the University Hotel directly and wanted to make a reservation for her and her
husband for this evening. Use the information below to create the reservation.

Arrival Date: Today’s date


Departure Date: Tomorrow’s date
Room Type: Deluxe Suite
___________________________________________________________________________
Name: Jane Kacar_innRoad_Student_Code
Market Segment: Internet
Referral: GDS
Title: Ms.
Address: 208 Main St., New York City, New York 08654
Phone: +1 212 555 5550
e-mail address: kacar@noemail.com

Guaranteed By: Visa


Business Credit Card Number: 4444333322221111
Credit Card Expiration Date: 05/25
___________________________________________________________________________

Include a guest note to indicate that Ms. Kacar will need a 6 am wake up call. She mentioned that
room charge including tax will be paid with a business credit card and all incidental charges by cash.

At 1 pm, Ms. Kacar’s party arrived. You will need to check them into the hotel.
Ms. Kacar had lunch at the hotel restaurant totaling $65. Please post these charges to Ms. Kacar’s
folio. Ms. Kacar made a couple of purchases at the bar totaling $12.50. Her husband used the spa
service totaling $125 and made a purchase from the gift shop totaling $40. Please post these
charges to Ms. Kacar’s folio.

Ms. Kacar brought a $25 discount coupon for spa service. You have verified that this is a valid
coupon. Apply this coupon. Also, the restaurant manager decided to refund Ms. Kacar’s restaurant
charge because they waited too long for the food. This is not acceptable and the restaurant
manager decided to void their lunch charge.

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At approximately 10 pm, Ms. Kacar had to check out early due to an emergency. She paid the
balance with her credit card. Clear all of Ms. Kacar’s charges and then check her out. Make sure to
separate the room charge including tax folio from the incidentals.

Please save the guest statement and submit it to your instructor.

Please mark her room as “Clean”.

Step-by-Step Process
1. Go to http://app.innroad.com (see Figure 1).

Figure 1

2. Log in to your account (see Figure 2). If you do not remember your password, please click on
the “Forgot Password?” link. You will receive an email with the link to reset your password.

Figure 2
3. Click on “New Reservation” (see Figure 3).

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Figure 3

4. Enter the dates and number of adults/children in the room based on your assignment. For room
selection, click “FIND ROOM” and select a room class (see Figure 4).

Figure 4

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5. Then, select a room from the list provided. Click “SELECT” (see Figure 5).

Figure 5

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6. In the TRIP SUMMARY, you will see the details of the room charges, reservation dates, number of
adults and children, room type and number, incidentals, taxes and fees and total charges for this
reservation. Click “NEXT” (see Figure 6).

Figure 6

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7. Enter all personal information of the guest who made the reservation (see Figure 7)
including credit card information (see Figure 8), marketing information (see Figure 9). Do not fill in
the ADD-ONS & INCIDENTALS, and NOTES since your guest did not request them.

Figure 7

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Figure 8

Figure 9

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8. Click on the “ADD TASK +” button in the TASKS section for wake-up call info (see Figure 10).
Enter the wake-up information to the form “Add Task” and click on “Save” (see Figure 11). The task
will be added to the ”TASKS” section (see Figure 12).

Figure 10

Figure 11

Figure 12

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9. Click the “BOOK NOW” button to complete the reservation (see Figure 13).

Figure 13

10. You will receive a Reservation Confirmation notification (see Figure 14). Click “CLOSE”.

Figure 14

You will now see the guest’s name as a reservation tab name instead of “New reservation.” (see
Figure 15).

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11. Next, check-in the guest by clicking the “CHECK IN” button at the top right corner of the screen
(see Figure 15) and “CONFIRM CHECK IN” (see Figure 16).

Figure 15

Figure 16

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12. The Guest Registration statement will be opened in a new browser tab (see Figure 17). If not,
please make sure to allow innRoad pop-ups on your browser.

Figure 17

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13. You may close the browser tab with the Guest Registration statement. Please return to the
innRoad reservation tab.
14. Once you complete the check-in, you will be prompted to the Reservations screen showing that
your guest is in-house (see Figure 18).

Figure 18

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15. Go to the “Folio(s)” tab in order to post the charges to the guest folio (see Figure 19).

Figure 19

16. To add the restaurant charge, click on “Add Line Item” (see Figure 20).

Figure 20

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17. Please select the category of the charge from the drop-down menu and add charge description
and amount. Once you fill in this information, click on “Commit” and then “Save” (See Figure
21).

Figure 21

18. Please post the charges for the spa service, restaurant, and bar following the steps # 16 and 17. Your
screen should look as in Figure 22.

Figure 22

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19. In order to post a discount, locate the corresponding charge in the guest folio (spa charge) and
click on the charged name.

In a pop-up window named “Item Detail”, please choose the category, description, and the
discount amount. Then, click the “Add” button (see Figure 23). After the discount is applied, click
“Continue”.

Figure 23

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20. In order to void a charge, put the check mark in front of the charge that you would like to void in the
guest folio and click the “Void” button. After that, click the “Save” button (see Figure 24).

Figure 24

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21. After you posted all of the charges and made necessary adjustments, you will need to separate
incidentals from the room charges.

Click a “New Folio” button (“+” button) to create a folio for incidentals (see Figure 25). Fill out
the form “Folio details” (see Figure 26), click “Save”. Then, click the “Save” button in the folio
screen (see Figure 27).

Figure 25

Figure 26

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Figure 27

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22. To move all incidentals from folio “Guest Folio” to “Incidentals,” choose “Guest Folio” from the
drop-down menu of the “Folio Details”. Then, click the “Move” button (see Figure 28).

Figure 28

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23. When the Move Folio Items window pops up, select the charges that you would like to move
(hold the CTRL (control) button to select several charges). Then, on the right-hand side, select
“Incidentals” folio and click the arrow button (“>”) (see Figure 29 and Figure 30).

Figure 29

Figure 30

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24. Next, you will need to pay all charges before checking Ms. Kacar out. Please open the
“Incidentals” folio and press the “Pay” button (see Figure 31).

Figure 31

25. When the “Take Payment” window pops up, select Cash in the Payment Method drop-down list
and press “Pay $ ..” button to pay the charges in the Incidentals folio (see Figure 32).
Save the changes in the Incidentals folio.

Figure 32

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26. Before you check the guest out, please make sure to check the “Display Void Items” box in the
Guest Folio (If the box is not checked, the instructor would not be able to check if you have
voided an item and you will lose points) (see Figure 33).

Figure 33

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27. Next, you will need to check the guest out. In order to do so, you will need to click on the
“CHECK OUT” button at the top right corner of the screen (see Figure 34). Then, click on
“PROCEED TO CHECK OUT PAYMENT” in the next screen.

Figure 34

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28. The payment details window will pop up (see Figure 35). Guest credit card information should
appear in the PAYMENT METHOD section. Please double check this information and click the
“LOG $ ..” button (see Figure 36).

Figure 35

Figure 36

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29. You will see the notification “Check out Successful” (see Figure 37). And the Guest Statement
will be opened in a new tab of your browser (see Figure 38). Please make sure to allow innRoad
pop-ups on your browser! If the Guest Statement is not opened automatically, click on the PRINT
button to open the Guest Statement (see Figure 37).

Figure 37

Please make sure to allow innRoad pop-ups on your browser!

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30. The two-page Guest Statement is opened in a new tab of your browser (see Figure 38) and make
sure to save the Guest Statement on your hard drive. You will be asked to submit this form to
your instructor

Figure 38

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In the next window, select a location on your hard drive to save the file (see Figure 39).

Figure 39

31. After the file is saved, you can close the tab with the statement and return to the innRoad tab
(see Figure 40). Click the “CLOSE” button to complete the check-out.

Figure 40

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Next, you will see that the status of the reservation has changed to “DEPARTED” (see
32. Figure 41 and Figure 42).

Figure 41

Figure 42

33. Submit the guest statement to your instructor! Good job!

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