Creating a Reservation

Form and AI; fields, validation, and auto-calculation.

You can create a reservation in two ways: using the AI Assistant (fast) or the manual form (full control). This article covers both and explains the main fields and validation.

Using the AI Assistant

  1. Open the AI Assistant from the Dashboard.
  2. Describe the reservation in plain language. For example:
    • "Create a reservation for John Smith, john@example.com, check-in May 10, check-out May 15, at [property name]."
    • "New reservation at the Porto apartment for Maria, June 20 to 25."
  3. The AI creates the reservation with guest, dates, and property. The price is calculated automatically. You can open the reservation afterward to adjust details (e.g. deposit, notes).

Using the Form

  1. Go to DashboardReservations.
  2. Click New Reservation (top right).
  3. Fill in the form:

Property

Select the property from your list. Only properties you own appear. The calendar for that property is used to check availability.

Check-in and Check-out

Select the arrival and departure dates. The system blocks dates that are already reserved or blocked, so you cannot create overlapping reservations. The number of nights is calculated automatically.

Guest

  • Guest name – Full name of the guest.
  • Email – Guest email. Used for messages and, if you use guest profiles, for linking to an existing profile (see Smart Suggestions).
  • Preferred language – Choose the language for automated emails (e.g. Portuguese, English, Spanish). The system uses this when sending templates.

Number of Guests

Optional. You can enter how many people are staying. The system may use this for capacity checks or for your own records.

Price

The total price is usually calculated automatically from the base price per night, number of nights, seasonal rules (if any), and long-stay discounts (if applicable). You can accept the calculated total or enter a custom amount if needed.

Deposit

If you use deposits:

  • You can set a deposit amount or a percentage (e.g. 10%, 20%, 30%, 50%).
  • When a deposit is required, the reservation status may change to "Pending deposit" (or similar) until you mark it as paid or confirmed.
  1. Click Create reservation. The reservation is saved, the dates are blocked on the property calendar, and automated emails can be sent according to your message rules (if configured).

Validation

  • Availability – The system checks that the dates are free for that property. You cannot create a reservation over already reserved or blocked dates.
  • Capacity – If you enter number of guests, it may be validated against the property capacity.
  • Required fields – Name, email, property, and dates are typically required. The form will show errors if something is missing.

After Creating

  • Open the reservation to see the full details, message timeline, and notes.
  • Edit the reservation if you need to change dates, price, or deposit.
  • Automated emails (e.g. confirmation) are sent according to your Settings → Messages rules.