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Edit Reservations and Add Notes

Quick Note

Notes save instantly and are visible to all staff. Add them while details are fresh.

Document guest preferences, track special requests, and manage reservation notes from the details modal. When you open Edit Guest, Streamliner reloads the guest profile first. That helps privacy-enabled roles see full document values when allowed.

Note TypePurposeVisible To
Guest NotesSpecial requests, preferencesStaff only
Internal NotesStaff observations, VIP flagsStaff only
System NotesAuto-generated timestampsStaff only

Add a Note​

  1. Open a reservation from any Operations tab
  2. Scroll to the Notes section
  3. Type your note in the text field
  4. Click Save
info

Notes are tied to the reservation and preserved in history.

Write Effective Notes​

Good note examples:

  • ✓ "Guest allergic to feathers - needs hypoallergenic pillows"
  • ✓ "VIP guest - prefers room 305, late checkout approved"
  • ✓ "Guest complained about noise 12/30 - moved to quiet floor"

Avoid vague notes:

  • ✗ "Guest was difficult"
  • ✗ "Problem"

Include dates, specific requests, and actions taken.

Edit Guest Details​

Cloudbeds, AVA, Mews, Opera, and eZee Properties​

You can edit guest profiles directly:

  1. Open the reservation details modal
  2. In Guest Information, click the pencil icon next to a guest
  3. Update details in Personal, Basic, Travel, Address, or Admin tabs
  4. Click Save

Changes sync back to your PMS within seconds. If the PMS sends a top-level document number, Streamliner keeps it in the edit panel.

Edit Icon Disabled?

The pencil icon is disabled when Streamliner cannot resolve a guest ID. Check that the guest record exists in your PMS.

Other PMS Providers​

Guest details must be edited in your PMS:

  1. Log into your PMS
  2. Find the guest profile
  3. Make changes there
  4. Changes sync automatically to Streamliner

Handle Guest Requests​

Name Changes​

  1. Cloudbeds, AVA, Mews, Opera, or eZee: Use Edit Guest in Streamliner
  2. Other PMS: Update in your PMS
  3. Add a note: "Name changed from X to Y per guest request"

Contact Updates​

  1. Update email/phone using the method for your PMS
  2. Add note: "Updated phone to XXX-XXX-XXXX on [date]"
  3. Verify guest receives confirmation emails

Room Changes​

See Viewing Reservations for room change steps.

Edit Reservation Details (AVA PMS or Mews)​

You can update reservation dates and guest counts from the reservation details modal.

  1. Open the reservation details modal.

  2. In Reservation Details, click the pencil icon (Edit Reservation Details).

  3. Update what you need:

    • Check-in
    • Check-out
    • Adults, Children, and Infants
    • OTA Number (optional)

  4. Click Save.

    ✓ The reservation details update in the modal, and the status chips stay in sync.

Edit icon is disabled?

This feature only works for AVA PMS or Mews reservations with a confirmation number and room information. If the pencil is disabled, make updates in your PMS and then refresh.

Status updates (AVA PMS only)

The Status dropdown uses the same translated labels as the reservations page. You may see Cancelled, Reserved, or No Show.

Set a Do Not Move Room Lock​

Quick Lock

Turn this on when a guest must stay in the same room. It takes less than 1 minute.

Use Do Not Move to block room swaps and room changes for a reservation. You will see the lock in Reservation Details, Card View, and the room table.

SettingWhat it doesWhere you see it
Do Not MoveBlocks room swaps and room changesReservation details, cards, room table
UnlockedAllows normal room changesSame places

  1. Open the reservation details modal.

  2. In Reservation Details, turn on Do Not Move.

  3. Click Save.

    ✓ The reservation shows a lock badge after refresh.

PMS sync

If your PMS supports the flag, AVA sends the lock back during sync.

Clear a Do Not Move Lock​

  1. Open the reservation details modal.

  2. Turn off Do Not Move.

  3. Click Save.

    ✓ The lock badge disappears after refresh.

Troubleshooting​

Notes not saving​

What you see: Note disappears after typing.

Fix:

  1. Check your internet connection
  2. Refresh the page
  3. Try adding the note again

Edit Guest disabled​

What you see: Pencil icon is grayed out.

Check:

  • Your PMS is Cloudbeds, AVA, Mews, Opera, or eZee
  • Reservation has a guest ID in PMS data
  • Try refreshing after sync completes

Changes not syncing from PMS​

What you see: Updates made in PMS don't appear in Streamliner.

Fix:

  1. Wait a few minutes for sync
  2. Check PMS connection in Settings → Essentials
  3. Contact support if delays persist beyond 10 minutes

Room change blocked by Do Not Move​

What you see: You cannot swap the room, or the reservation shows a lock badge.

Fix:

  1. Open Reservation Details.
  2. Turn off Do Not Move if the guest can move.
  3. Click Save and refresh the page.
  4. If the lock came from your PMS, clear it there instead.

Still Stuck?​

Contact success@vouch-technologies.com if:

  • ❌ Notes fail to save repeatedly
  • ❌ Guest edits don't sync after 10+ minutes
  • ❌ Edit functionality missing for Cloudbeds

Helpful to include:

  • Guest name or reservation ID
  • PMS provider name
  • Screenshot of error