查看预订详情

快速查找

Use the search box to find 客人s by full name with spaces, last name, or 房间 号码. Typing filters the 当前 tab only. To search other 日期s, type at least three characters and click All dates. In Calendar, the dropdown opens as you type.

View 预订 details, 客人 contact info, and 房间 assignments from the Operations View.

Go to: Operations View

Aligned status labels

预订弹窗使用与预订页面相同的状态标签。 这也包括翻译标签，例如 No Show in the edit flow.

标签页	显示内容	使用时机
Check-outs	今日离店客人	早晨离店
Stay-overs	继续住店的客人	中午查房
Check-ins	今日到店客人	下午到店
Calendar	Room timeline across 日期s from the shared 预订 cache	Room planning and occupancy checks
Fresh data window	Keeps 数据 当前 for thirty minutes after a snapshot refreshes	Makes tab switching feel instant
Payments	Balance due, deposit, 房间 payment, and folio summary	退房前查看费用
Modal header	确认ation 号码 badge when 可用	Verify the booking fast
Do Not Move lock	Lock badge on reserved 房间s	Avoid moving a 预订 that must stay put
ACI device-flow badge	显示内容 whether Assisted 检查-In uses one or two devices	准备 the correct staff and 客人 devices
Mobile tabs	Full-width tab row on phones and small tablets	Keep Check-outs, Stay-overs, and Check-ins visible
Active-tab search	Typing filters cards and rows within the selected business 日期	Narrow the 当前 list
Reservation dropdown	All dates searches 预订s across 日期s	打开 a booking from another 日期

PMS 设置缺失时

如果所选 PMS 没有可用凭据，Streamliner 会显示恢复状态。 Use Settings to finish PMS setup, then retry the page.

Auto-assign availability

The Auto-assign Room/Lockers wand is hidden when Settings → Room Access is Keycard Encoding. It only generates smart-lock PINs and locker codes.

进入 Operations View

1. From the main dashboard, click Operations View
2. 选择 a tab: Check-outs, Stay-overs, or Check-ins
3. 点击 any 预订 to open full details

✓ Each 预订s tab runs one background refresh the first time you open it. This applies to Check-ins, Stay-overs, and Check-outs. If the page is still fresh, you keep the cached rows on screen. If it is stale, Streamliner keeps the 当前 rows visible and refreshes them in the background. You can keep working while the up日期 finishes.

选择ed day follows hotel time

The selected day stays pinned to your hotel's timezone. Your browser timezone does not change the day you are viewing.

On phones

The action buttons move to their own row above the tabs. The tabs keep their full labels, so you still see Check-outs, Stay-overs, and Check-ins.

On phones in the modal

In the 预订 details modal, footer actions may show icons only to save space. Use the X icon to close the modal.

查看方式

Switch between two display modes using the toolbar:

• Card View: Visual cards with 客人 photos and key info at a glance
• Table View: Compact list with sortable columns for handling many 预订s

打开 Calendar 视图

Use Calendar when you need a 房间 timeline view instead of the list.

1. 打开 the left sidebar.
2. 点击 Calendar.
3. 查看 stays by 房间 and 日期.

✓ Calendar appears in production for users with 预订 read permission. When you move to the previous or next period, Streamliner keeps your 房间 scroll position.

Faster calendar loads

日历使用共享预订缓存。 它通常比直接查询 PMS 打开得更快。 如果刚在 PMS 中修改了预订，请点击 Refresh 稍等片刻后。

Manual calendar refresh

If the range is already cached, Refresh returns the 当前 calendar right away. Streamliner rebuilds the PMS 数据 and search index in the background. Your 当前 calendar stays visible until the 新 snapshot is ready. If the range is incomplete, refresh still waits for the 缺失 日期s.

While 预订s refresh

Streamliner keeps the room column, date headers, row backgrounds, and scroll container visible. Only the 预订 bars and occupancy cells show loading placeholders.

About fresh 数据

Reservation tabs stay fresh for thirty minutes. After that, Streamliner fetches 新 数据 in the background while you keep using the list.

When refresh is busy

If you click Refresh while Cloudbeds is busy, Streamliner keeps the 当前 list visible. 后台刷新完成后会显示最新数据。

On phones and tablets

In Agenda mode, the list now scrolls fully inside the card. If you cannot reach the last items, refresh once.

On narrow screens

The toolbar wraps on phones and small tablets. The search box drops to its own full-width line, so it stays inside the calendar card.

筛选当前标签页

使用搜索框 to narrow 预订s in the tab and 日期 you selected.

1. 打开 Operations View.
2. 选择 Check-ins, Stay-overs, or Check-outs.
3. 选择 the business 日期 you need.
4. Type a 客人 name, 房间 号码, or 预订 号码.

The search filters the 当前 tab only. After three characters, All dates appears inside the search box.

✓ The cards or rows stay within the selected business 日期. They do not include matching 预订s from other 日期s.

To open another 日期, click All dates, then choose a result from the dropdown.

刷新结果时保持行可见

AVA keeps the 当前 rows visible while 新 search or filter results load. This also applies when you change the sort order or page.

1. Change the search text, a filter, the sort order, or the page.
2. Watch for the Refreshing indicator near the 预订 summary.
3. 等待 for the 新 results to finish loading.

✓ The previous rows remain visible during the refresh. ✓ The Refreshing indicator shows that those rows use the previous search or filter. ✓ The 新 search, filters, sort order, or page apply after the refresh finishes.

等待 for the refresh to finish before acting on a row that appeared before your change.

Card View

The card view displays 预订 cards with:

• Guest name and confirmation status
• Info icon next to status (shows why some check-ins are from yesterday)
• Room 号码 and type
• Do Not Move lock badge when the 预订 cannot move
• ACI device-flow badge for Assisted 检查-In 预订s
• Room readiness icon with a hover tooltip when readiness checks are enabled
• 检查-in/out 日期s and 号码 of nights
• Payment balance and pre-arrival status
• 客人联系方式
• Booking source or PMS source name

Some PMS connectors now show the property or company name instead of a generic booking source label. If a 预订 source is 缺失 a name, AVA may fall back to linked PMS source meta数据.

Hover the 房间 readiness icon to see whether the 房间 is ready. Each 预订 card uses its own tooltip.

标签页le View

The table view provides a compact, sortable list with columns for:

• Room 号码 and 预订 details
• 检查-in/out 日期s
• Pre-arrival status
• Do Not Move lock badge when the 预订 cannot move
• ACI device-flow badge for Assisted 检查-In 预订s
• Booking source or PMS source name
• 支付信息
• 余额和房态
• 快捷操作按钮

Rows highlight when you hover. This makes it easier to follow one 预订 across columns.

The highlight color matches the tab:

• Check-ins: Blue highlight
• Stay-overs: Green highlight
• Check-outs: Orange highlight

如果没有匹配预订，表格会显示空状态图标和提示信息。 If PMS setup is 缺失, you may also see Settings and Retry buttons instead of a refresh loop.

Read ACI Device-Flow Badges

ACI device-flow badges appear on 预订 cards and table rows in Check-ins. They help you prepare the correct devices before the 客人 arrives.

Badge	含义	准备
ACI · 1 device	Staff and 客人 steps use one device	Keep the verified staff device ready
ACI · 2 devices	Staff steps and 客人 steps use separate devices	Keep the verified staff device and paired tablet ready

The badge reflects the recorded Assisted 检查-In flow for that 预订. It does not appear on Stay-overs or Check-outs. It also does not appear for self-service, pre-arrival, or un可用 flow 数据.

ACI device-flow badge is 缺失 or unexpected

What you see: A 检查-in 预订 has no ACI badge, or the device count looks wrong.

Fix:

1. 确认 the 预订 uses Assisted Check-In.
2. 刷新 the Check-ins list.
3. Compare the badge with your 当前 ACI device setup.
4. 准备 devices using the flow shown after the list refreshes.

If the badge remains incorrect, contact support with the 预订 ID and a screenshot.

If you see Display Preferences (gear icon)

You can change row spacing in the table.

1. In the toolbar, click Display Preferences.

2. 选择 Comfortable, Cozy, or Compact.

   ✓ Rows up日期 right away.

跨日期搜索

Use All dates when the 客人 is not in the 当前 tab list. Typing alone does not open the cross-日期 dropdown in 预订 tabs.

1. 打开 Operations View.
2. 选择 Check-outs, Stay-overs, or Check-ins.
3. Type at least three characters in the search box.
4. 点击 All dates inside the search box.
5. Pick the 预订 from the dropdown list.

✓ You can open 预订s that belong to another 日期. ✓ The same search flow works in all three tabs.

信息

The dropdown groups matches under Selected date and Other dates. On narrow screens, All dates shows as a calendar-search icon. In Calendar, the dropdown opens automatically after three characters. Calendar search uses the dropdown because no 预订 list is shown there.

Search refresh timing

The selected-日期 list can up日期 before All dates search catches up. If a recent 预订 change is 缺失, wait briefly and search again.

操作按钮

Each 预订 displays action buttons based on the tab and 当前 status. Buttons appear in both Card View (bottom of card) and Table View (rightmost column).

常用操作（所有标签页）

查看详情

• Icon: Eye
• What it does: 打开s the 预订 details modal with the full 客人 list, payment summary, folio details, and notes
• When displayed: Always 可用
• When disabled: Never disabled

点击 to access:

• 客人联系方式 (with copy-to-clipboard)
• Full 预订 details and status
• Room assignment and housekeeping status
• Payment capture controls
• Room change options (Cloudbeds and Opera)
• Edit 预订 details (AVA PMS or Mews)
• Up日期 预订 status (AVA PMS only, from Edit Reservation Details)

清洁房间

• Icon: Sparkles
• What it does: Marks the 房间 as clean in your PMS system
• When displayed:
  • Check-ins: When 房间 is assigned
  • Check-outs: When 房间 is assigned and 客人 not checked out
  • Stay-overs: When 房间 is assigned and marked dirty
• When disabled: Room is already marked as clean
• Tooltip when disabled: "Room already clean"

After the up日期 succeeds, AVA refreshes the 预订's housekeeping status in the background. If the changed 房间 is the one you are viewing, the open 预订 modal up日期s right away. You should still see the 新 condition when you reopen the 预订.

If the 房间's 预订 is due out today, AVA may show the same-day checkout prompt used by Housekeeping. 选择 Check out reservation to check out first, or Update status without checkout to change only the condition. Closing the prompt cancels the condition up日期.

检查-ins 标签页操作

Manage Pin / Encode Keycard

• Icon: Key
• What it does:
  • Smart Locks: Generates and assigns a door PIN code
  • Keycard (Automatic): Encodes a physical keycard
  • Keycard (PMS): Triggers PMS keycard encoding
  • Locker Codes: Generates a locker access code
• Variant: Primary (blue button)
• When displayed: Always shown
• When disabled:
  • No 房间 assigned
  • Smart lock not connected to 房间
  • PMS keycard encoder not configured
• Loading state: Button stays visible and disabled while AVA prepares or generates 房间 access

For 房间s with active manual keycards, AVA asks how the 新 cards should work:

• 选择 Encode DUPLICATE keycards to keep existing cards active.
• 选择 Encode NEW keycards to replace the active set.

AVA uses the selected 房间 and active keycard set when it creates the cards. If AVA cannot identify the set, use Try again or Access Codes to select it. 选择 Start a new set only when replacing earlier cards is intended.

Reservation 房间 identity

If the 预订 row has no usable 房间 value, AVA confirms the 房间 through your PMS before encoding. Valid long or internal-looking PMS 房间 identifiers remain valid. You do not need to edit or shorten the 房间 identity.

Room Access Method

Button behavior changes based on your Settings → Room Access configuration.

检查 In Guest

• Icon: Log In
• What it does: Marks the 客人 as checked in and up日期s status in your PMS
• Variant: Success (green button)
• When displayed: Only before 客人 is checked in
• When disabled:
  • Guest already checked in
  • No 房间 assigned
• Tooltip when disabled:
  • Already checked in: "Already checked in"
  • No 房间: "Room must be assigned"

检查-In Requirement

Guests must have an assigned 房间 before checking in. Assign 房间s in your PMS first.

检查 Out Previous Guest

• Icon: Log Out (Red)
• What it does: 检查s out the active 客人 预订 still occupying the 房间
• Variant: Danger (red button)
• When displayed: Room is assigned and 当前 预订 is not checked in yet
• When disabled: Current 客人 is already checked in

Use this when an arriving 预订 is blocked because the 房间 is still occupied. AVA checks out the in-house 预订 attached to that 房间.

After a 成功ful checkout, Streamliner refreshes the 预订 again. If the 房间 still looks occupied, click Refresh once more. The up日期d 房间 status should appear after the PMS confirms the checkout.

检查-outs 标签页操作

检查 Out

• Icon: Log Out
• What it does: Processes 客人 checkout and up日期s status in your PMS
• Variant: Primary (blue button)
• When displayed: Always shown in 检查-outs tab
• When disabled:
  • Guest already checked out
  • No 房间 assigned

Use this for the 预订 row you selected in Check-outs. It keeps the direct 预订 checkout behavior for departing 客人s.

If the row is stale, AVA verifies the 预订 status before sending checkout. Cloudbeds 预订s show "The 预订 is already checked out." when another checkout already completed. 点击 Refresh before continuing with the next departure.

Stay-overs 标签页操作

Stay-overs includes View Details, Clean Room (when dirty), and Manage Pin / Encode Keycard buttons.

The Manage Pin / Encode Keycard button on this tab works like the 检查-Ins version. 选择 duplicate cards for extra keys during a 客人's stay. 选择 新 cards only when earlier cards must stop working.

预订详情

部分	显示信息
Guest Information	Guest count, main 客人 first, 客人 badges, names, email, phone, 日期 of birth, additional 客人s
Reservation Details	检查-in/out 日期s, nights, status, confirmation 号码, OTA 号码 (when 可用)
Room Information	Room 号码, type, housekeeping status
Payments	Balance due, deposit and 房间 payment details, folio summary, capture status
Notes	Guest requests, internal staff notes, PMS notes
Activity	Date-grouped 预订 changes with before/after values, including 房间 locks, coverage messaging, refresh states, and 房间-access generation

All 客人s in the 预订 now appear in the modal. The main 客人 appears first. Badges identify the main 客人 and additional 客人s. Only the main 客人 row shows 日期 of birth in this section. If a 客人 name is 缺失, Streamliner fills it from the 客人 profile when 可用.

Multi-房间 客人 counts

AVA displays booking-level adult and child totals separately from 房间-level counts. For multi-房间 bookings, each 房间 uses its own PMS counts when 可用. AVA does not copy full booking totals into every 房间 when 房间 counts are 缺失. For a single-房间 booking with 缺失 房间 counts, AVA uses the booking totals.

Furama 房间-level actions

Furama multi-房间 stays show each 房间 with its own 房间 号码 and 预订 details. 打开 the 房间's row or card before changing 房间s, checking in, checking out, or updating 客人s. AVA applies the action to the selected 房间.

eZee additional 客人s

When you add another 客人 in eZee, Streamliner requires Email and Document Number. See Add Additional Guests in eZee.

Do Not Move badge

A lock badge means the 预订 should stay in its 当前 房间. You will see the same badge in Card View, Table View, and the 预订 modal.

Cloudbeds 客人 order

For Cloudbeds 预订s, Streamliner keeps the real main 客人 first. Even if Cloudbeds shows a different 客人 on the 房间 record. That keeps the table and modal aligned with the 预订 owner.

Guest information layout

Email, phone, and 日期 of birth now use stacked labels in the modal. This keeps long contact details readable inside narrow cards.

查看预订活动

Use Activity to see the latest 成功ful 预订 changes inside the modal, including 房间-access events.

1. 打开 the 预订 details modal.
2. Scroll to Activity.
3. 查看 the entries grouped by 日期.
4. Expand an entry to compare the before and after values.
5. 点击 Refresh if you expect 新er changes.

✓ You can review 预订, 房间 assignment, 房间 lock, note, 客人, status, payment, and 房间-access changes in one place.

Room-access entries

Smart lock PINs, keycard encodes, and locker code up日期s appear here too. You see the access method, 房间 or lock, validity window, and key count. The PIN or locker code value is not shown.

Coverage messaging

The activity panel tells you which change types are covered. If your PMS supports native activity, Streamliner merges those entries into the same view.

Activity states

If there are no tracked changes yet, you see an empty state. If loading fails, refresh the modal and open the 预订 again.

复制客人联系方式

1. 打开 预订 details
2. Hover over the email or phone 号码
3. 点击 the copy icon
4. A confirmation appears when copied

Email and phone values stay readable instead of stretching the card. You can still copy the full address.

提示

On 预订 cards, click the phone 号码 directly to copy it.

Edit 预订详情 (AVA PMS, Mews, or Furama)

使用此功能来 up日期 日期s, 客人 counts, or the OTA 号码.

1. 打开 the 预订 details modal.
2. In Reservation Details, click the pencil icon.
3. Up日期 Check-in, Check-out, Adults, Children, or OTA Number.
4. 点击 Save.

✓ The 预订 up日期s, the modal closes, and the status chips stay in sync.

Furama 预订 edits

Furama supports stay 日期s, adults, children, 房间 type, and 房间 号码 changes. Furama does not apply OTA 号码s or custom fields. The edit response identifies fields that were not applied.

If the pencil icon is disabled

Reservation edits are supported for AVA PMS, Mews, and Furama when the 预订 has a confirmation 号码.

取消或恢复预订

Streamliner routes cancellation through the connected PMS capability. When native cancellation is supported, your PMS performs the provider-specific cancellation. If your PMS does not support native cancellation, Streamliner up日期s the 预订 status instead. Availability depends on the cancellation support reported by your connected PMS. Reinstatement remains 可用 for AVA PMS only.

1. 打开 the 预订 details modal.
2. In Reservation Details, click the pencil icon (Edit Reservation Details).
3. In Status, select:
   • Cancelled (to cancel), or
   • Reserved (to reinstate)
   • No Show when your 预订 uses that status
4. 点击 Save.

✓ The 预订 status up日期s in AVA, and the status chips stay 当前.

Room assignment changes

Cancelling a 预订 removes its 房间 assignment. Reinstate keeps the 房间 unassigned.

PMS cancellation refusals

Your PMS can refuse cancellation for checked-in, due-out, or checked-out stays. AVA keeps the PMS reason instead of showing a generic server 错误. For an in-house stay, complete check-out in your PMS before cancelling. For a completed stay, follow your PMS process, then refresh AVA. See PMS refusal shows as a conflict.

支付摘要和 folio 详情

查看 deposit, 房间 payments, and PMS folio 数据 from the 预订 details modal. When folio access is 可用, Balance Due uses the PMS folio summary. Matched hide policies mask accommodation and associated tax. Mews v2 waive policies can clear the full invoice's charge rows. Opera waive policies reduce 房间-package charges and identified 房间-package components. Pre-arrival projected Opera 房间 charges and their rate-info tax are waived together. Separately posted Opera extras and their taxes can remain payable. Projected or incomplete billing rows can affect the displayed amount.

Empty live folio

Streamliner uses the 预订 snapshot when the live folio is empty. It also keeps the stored snapshot when AVA cannot verify the PMS policy response. That includes a previously waived snapshot. A verified policy result can replace a stale snapshot. If the live balance differs from the PMS folio, compare the invoice rows before collecting payment. 刷新 after the provider finishes syncing.

Cloudbeds channel-collect invoices

If Cloudbeds v3 marks a channel-collect 预订 as waived, Streamliner shows the PMS invoice as waived. The payable 房间-payment totals can drop to zero for that stay.

Cloudbeds multi-房间 billing

For Cloudbeds multi-房间 stays, Streamliner loads billing for each 房间 using that 房间's own sub-预订. That lets 房间 2+ open folio details and payment totals normally.

Furama multi-房间 billing

Furama stores each 房间 as a separate PMS order. AVA combines every 房间's charges and payments for the stay-wide balance. 选择 the 房间's row or card before posting a payment or folio charge. AVA stops the operation if the 房间 cannot be identified.

查看支付摘要

1. 打开 the 预订 details modal.
2. Find the Payments section.
3. 查看 Balance Due, Deposit Payment, and Room Payment details.

✓ The top-level balance up日期s when the folio summary finishes loading.

ℹ️ If folio details are un可用, Streamliner keeps the snapshot balance.

When Stripe is connected, select the View payment in Stripe external-link icon. The icon appears beside payment amounts or the Transaction ID. It opens the matching payment in a 新 Stripe tab. The link uses the connected Stripe Live or Test environment. No link appears for non-Stripe, incomplete, or ambiguous payment summaries.

展开 folio 详情

1. In Payments, expand Folio Details.
2. 查看 the section totals for:
   • Room Charges
   • Extras
   • Taxes
   • Deposits
   • Payments
3. 检查 the Fidelity badge, Last synced, and Source fields.

✓ Repeated 房间 charge lines stay distinct with secondary labels. In detailed billing, hidden rows show as ✅, but Balance Due stays numeric. Some properties use a simplified billing summary view instead. You then see hidden 房间 and tax rows. You also see an Extras separator. Extra items group by code. The Room Charges, Tax, and total remain visible.

Unsupported folio access

If the PMS does not support folio details, Streamliner disables the folio toggle. It also shows the provider reason.

刷新 folio 数据

1. 点击 Refresh in the folio panel.
2. 等待 for the up日期d summary to load.
3. Retry if the panel still shows an 错误.

✓ The folio summary up日期s without closing the 预订.

收取押金付款

1. In Deposit Payment, click Capture Payment
2. 查看 the confirmation message
3. 点击 Capture Payment to confirm

✓ The modal shows Payment captured once the capture completes.

信息

If capture is still processing, the status up日期s 稍等片刻后。

更换房间 (Cloudbeds, Opera, or Furama)

For hotels using Cloudbeds, Opera, or Furama, you can change 房间 assignments before checkout:

1. 打开 the 预订 details
2. 点击 Change room
3. Search or filter to find a 房间
4. Use Move room to filter:
   • Allow move room shows 房间s that can be moved
   • Do not move room shows 房间s you should avoid
   • All shows every 房间
5. If a 房间 has alerts, hover the Alert triangle icon to read details
6. 选择 the 新 房间
7. 点击 Confirm room change

Furama 房间 candi日期s use 当前 PMS 房间 status and 预订s overlapping the stay. AVA also verifies the requested 房间 type before it sends the assignment.

While the move is processing

The modal shows Moving... and disables Confirm room change, Cancel, and 房间 selection. Duplicate taps are ignored until the move finishes.

Locked 房间s

A lock icon next to the 房间 号码 means "Do not move 房间." You cannot move or swap a 预订 until the lock is cleared.

注意

选择ing an occupied 房间 swaps the two 客人s only when your PMS supports assigned-预订 swaps. Furama supports moving a 预订 to a vacant 房间, but does not support swapping two assigned 预订s. 查看 the warning before confirming.

Room alerts

An amber triangle means the assigned 预订 has alerts. Hover to see the alert code, area, and description.

Guest documents follow the move

When you move a 客人 to another 房间, their uploaded passport, selfie, signature, and registration card stay with them. Use the 新 房间's 预订 details to review those files after the change.

Edit 预订详情 (AVA PMS, Mews, or Furama)

Use this when you need to correct 日期s or 客人 counts for an AVA, Mews, or Furama 预订. You can also use the same modal to turn Do Not Move on or off.

1. 打开 the 预订 details modal.

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

3. Up日期 the fields:

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

4. 点击 Save.

   ✓ The up日期d details show in the modal.

取消或恢复预订

Streamliner routes cancellation through the connected PMS capability. When native cancellation is supported, your PMS performs the provider-specific cancellation. If your PMS does not support native cancellation, Streamliner up日期s the 预订 status instead. Availability depends on the cancellation support reported by your connected PMS. Reinstatement remains 可用 for AVA PMS only. Cancellation removes the 房间 assignment. Reinstatement brings the 预订 back without assigning a 房间.

1. 打开 the 预订 details modal.

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

3. In Status, select Cancelled (to cancel) or Reserved (to reinstate).

4. 点击 Save.

   ✓ Status up日期s in the modal.

After reinstating

If the 房间 shows Unassigned, assign a 房间 in your PMS and then click Refresh in Streamliner.

PMS cancellation refusals

Your PMS can refuse cancellation for checked-in, due-out, or checked-out stays. AVA keeps the PMS reason instead of showing a generic server 错误. For an in-house stay, complete check-out in your PMS before cancelling. For a completed stay, follow your PMS process, then refresh AVA. See PMS refusal shows as a conflict.

数据过期警告

If 数据 is older than 30 minutes, a yellow banner appears:

"Data may be out of 日期. Last up日期d [time ago]."

点击 Refresh in the toolbar to fetch the latest 预订s.

Cloudbeds refresh pacing

If Cloudbeds returns an access 错误, wait a few seconds before clicking Refresh again. AVA pauses repeated retries briefly so the same failure does not keep repeating. The page keeps your 当前 list visible while it waits.

刷新 Too Soon

If you click Refresh again within 5 seconds, Streamliner may show the previous list for a few seconds. 等待 5 seconds, then click Refresh again.

Search and filter empty states

An active search or filter can validly show no 预订s. AVA keeps that empty result without forcing a 数据 refresh. An unfiltered empty tab can still refresh when needed.

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故障排查

Reservation not showing

What you see: Expected 客人 is 缺失 from the list.

Fix:

1. 检查 the selected business 日期 and tab.
2. Clear the search text and active filters.
3. Type at least three characters, then click All dates for cross-日期 matches.
4. 等待 a moment for the automatic page-load refresh to complete.
5. 点击 Refresh if the unfiltered list remains empty.

Search shows no rows

What you see: Your search or filter is active, but the selected tab has no rows.

Fix:

1. 确认 the selected business 日期.
2. 检查 that the 客人 belongs to the active tab.
3. Clear the search text or filters to show the full 日期-scoped list.
4. 点击 All dates to open a 预订 from another 日期.

Calendar 数据 looks stale

What you see: The calendar still shows an older 房间 timeline after a PMS change.

Why this happens: Calendar 数据 comes from the shared 预订 cache. Fresh PMS up日期s can take a moment to appear.

Fix:

1. 点击 Refresh on the calendar.

2. 等待 a minute if you just saved the PMS change.

3. Reopen Calendar after the refresh finishes.

   ✓ The timeline should match the latest cached 预订 数据.

Reservation shows in 检查-ins but check-in 日期 is yesterday

What you see: A 预订 appears in Check-ins, but its check-in 日期 is yesterday.

Why this happens: The 客人 may arrive after midnight. Streamliner keeps the 预订 in today's list.

Check:

• You see a blue info icon next to the status badge

Fix:

1. Hover the info icon to read the note
2. Continue the check-in normally when the 客人 arrives
3. If the 预订 looks wrong, click Refresh and confirm 日期s in your PMS

Full name search not matching

What you see: A full name search returns no results.

Fix:

1. Type the name as First Last with a space
2. Remove extra words like middle names or titles
3. Try a single name to match first or last name

PMS setup required

What you see: The page shows a Settings button, a Retry button, or a setup-required message. For Opera properties, the message may say "Opera is not configured for this operation."

Why this happens: Your selected PMS is active, but it does not have usable credentials yet.

Fix:

1. 打开 Settings → Essentials → PMS Integration.

2. 确认 the selected PMS is correct.

3. Add the 缺失 credentials or reactivate the PMS.

4. 保存 your changes.

5. Return to Operations View and click Retry or Refresh.

   ✓ The 预订 list should load normally once PMS setup is complete.

检查out says the 预订 is already checked out

What you see: You click Check Out, but AVA shows "The 预订 is already checked out."

Why this happens: The 预订 completed earlier, or the row was briefly out of 日期.

Fix:

1. Do not click Check Out again.

2. 点击 Refresh in Operations View.

3. 确认 the 预订 status in Cloudbeds if needed.

4. Continue with the next departure.

   ✓ AVA does not send a second checkout request.

Activity is empty

What you see: The Activity panel shows no entries or a limited coverage message.

Fix:

1. 刷新 the 预订 details modal.
2. 确认 the 预订 has had a tracked change.
3. 等待 for PMS sync if the change was made recently.
4. 检查 whether your PMS supports native activity for that 预订.

Calendar not visible in the sidebar

What you see: The Calendar item is 缺失.

Fix:

1. 确认 your account has 预订 read permission.
2. 刷新 the page after role up日期s.
3. Ask your admin to verify access if it stays hidden.

Agenda list cuts off on mobile

What you see: In Calendar → Agenda, the bottom items are not reachable on iOS or Android.

Fix:

1. Pull down to refresh or reload the page once.
2. Scroll inside the white calendar card, not the full browser page.
3. If you still cannot reach the bottom, close and reopen Calendar.

检查 In button disabled

What you see: Check In Guest button is grayed out.

Check:

• Guest has an assigned 房间
• Guest is not already checked in
• Reservation shows correct status

Fix:

1. Verify 房间 assignment in your PMS
2. 等待 for sync (typically 2-5 minutes)
3. 点击 Refresh in toolbar

Manage Pin / Encode Keycard button disabled

What you see: Key button is grayed out or says "Room must be assigned."

Fix:

1. 确认 房间 is assigned in PMS
2. For Smart Locks: Verify lock is paired in Settings → Room Access
3. For Keycard: 检查 encoder is configured in Settings → Room Access
4. 点击 Refresh to sync latest 预订 and 房间 access 数据

Reservation 房间 cannot be determined

What you see: AVA cannot determine the 房间 when you select Manage Pin / Encode Keycard.

Fix:

1. 点击 Refresh in the Operations View.
2. 确认 the 房间 is assigned in your PMS.
3. 选择 Manage Pin / Encode Keycard again.
4. Contact support if the 房间 remains assigned but the message returns.

AVA accepts valid long or internal-looking PMS 房间 identifiers. Do not change the 房间 identity manually.

Manage Pin / Encode Keycard shows loading too long

What you see: The key button stays visible but disabled with a loading spinner.

Fix:

1. 等待 a few seconds. AVA may be preparing 房间 access actions.
2. 点击 Refresh in the toolbar to fetch a fresh 房间 access snapshot.
3. Retry Manage Pin / Encode Keycard on the same 预订 row.

清洁房间 button disabled

What you see: Sparkles button is grayed out or tooltip says "Room already clean."

Fix:

• Room is already marked clean in your PMS
• No action needed unless PMS status is incorrect
• Up日期 房间 status in PMS if needed, then Refresh

检查 Out Previous Guest button not showing

What you see: Expected red Check Out Previous button 缺失.

Check:

• You're in the Check-ins tab
• Current 客人 is not already checked in
• Room is assigned

Why it's hidden: This button only appears when a previous 客人 still occupies a 房间 needed for a 新 arrival.

No 房间 号码 displayed

What you see: Room shows as "Unassigned."

Fix:

• Room is not yet assigned in PMS
• Assign 房间 in your PMS and wait for sync

Room change button un可用

What you see: "Room changes are not supported for your PMS."

Check:

• Your PMS is Cloudbeds, Opera, or Furama
• Guest is not already checked out
• Reservation has an assigned 房间

Room change blocked by Do Not Move

What you see: The 房间 shows a lock badge, or the move action is blocked.

Fix:

1. 打开 the 预订 details modal.
2. Turn off Do Not Move if the 客人 can move.
3. 保存 the change and refresh the page.
4. If the lock came from your PMS, clear it there first.

Alert icon not showing

What you see: A 房间 should have alerts, but no alert triangle appears.

Fix:

1. 点击 Refresh in the toolbar.
2. 确认 the 预订 has alerts in your PMS.
3. Reopen Change room and check again.

Edit 预订详情 is disabled (AVA PMS, Mews, or Furama)

What you see: The pencil icon in Reservation Details is grayed out.

Check:

• Your PMS is AVA, Mews, or Furama
• The 预订 has a confirmation 号码
• The 预订 has 房间 information

Fix:

1. 刷新 the 预订 details modal.
2. If the edit icon stays disabled, make the change in your PMS and refresh again.

Status dropdown 缺失 or cancellation un可用

What you see: You do not see the Status dropdown in Edit Reservation Details.

Why this happens:

• Cancellation depends on the capability reported by your connected PMS.
• Streamliner sends supported cancellations through your PMS, then up日期s the 预订 status otherwise.
• Reinstatement and other status changes remain 可用 for AVA PMS only.
• Some statuses do not allow in-app status changes (for example, Unconfirmed, Due In, or Due Out).

Fix:

1. 刷新 the 预订 details modal.
2. 确认 the 预订 has a confirmation 号码 and 房间 information.
3. Retry the cancellation using the status option shown for your 预订.
4. If cancellation remains un可用, cancel the 预订 in your PMS and click Refresh in Streamliner.

Capture Payment button 缺失

What you see: No Capture Payment button in Deposit Payment.

Fix:

1. 确认 the 预订 has a deposit payment
2. 检查 the deposit status is not already captured
3. 刷新 the 预订 details modal

Missing payment reference

What you see: "Missing payment reference."

Fix:

1. 刷新 the 预订 details modal
2. Ask a manager to confirm the deposit in your payment gateway
3. Contact support if the reference is still 缺失

Payment amount shows unexpected currency

What you see: Payment totals show a fallback currency.

Fix:

1. 确认 预订-level currency from your PMS
2. 检查 Settings → Essentials → Hotel Basic Details → Property Currency
3. 点击 Save and refresh Operations View

Folio details are un可用

What you see: The folio toggle is disabled, or the folio panel shows an 错误.

Fix:

1. 确认 your PMS supports folio details.
2. 点击 Refresh in the folio panel.
3. Keep using the snapshot balance if the provider still reports unsupported access.
4. Contact support if the provider reason looks wrong.

Capture status not updating

What you see: "等待ing for capture result..." stays on screen.

Fix:

1. 等待 1-2 minutes for the payment gateway to respond
2. Close the modal and reopen the 预订
3. Contact support if the status does not up日期 after 5 minutes

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高峰期操作提示

Use these workflows to handle groups and busy check-in periods efficiently.

Efficient 检查-In Workflow

1. 打开 Operations View → Check-ins early
2. Switch to Table View for a compact overview
3. Sort by arrival time or 房间 号码
4. Note VIP 客人s and special requests

Processing tips:

• Search first: Type 客人 name or 房间 号码 instead of scrolling
• Pre-assigned rooms: Handle these first (faster)
• Problems separately: Flag issues and return to them after the rush

Handling Group Bookings

Before the group arrives:

1. Set up the group block in your PMS
2. Pre-assign 房间s in PMS
3. Print or download a 房间ing list
4. 等待 for sync to Streamliner

During group check-in:

1. Set up a dedicated check-in area
2. 检查 in the group leader first
3. Work through the 房间ing list 房间-by-房间
4. Hand out keys in order

信息

Group 预订s are managed in your PMS. Changes sync automatically to Streamliner.

Use Block group check-in

打开 Group Check-In from the primary sidebar when processing a PMS Block. It appears directly below Command Center for eligible pilot hotels. This workflow keeps 预订s, passports, 房间s, check-in, and keys together.

Quick Setup

准备 the PMS Block Code and passport images before 客人s arrive. The workflow can stage up to 50 images per upload, with a 10 MB limit per image.

开始前

确认 these requirements:

• Your connected PMS advertises Block lookup support.
• You have 预订 read permission to open the Block.
• You have check-in write permission for passport work and check-in actions.
• You have 房间 assignment permission to assign 房间s.
• You have keycard encode permission if 客人s need physical keycards.
• The Block contains the 预订s and 客人s arriving together.

The Group Check-In sidebar item stays hidden when the pilot, billing, permission, or PMS capability checks fail.

打开 the Block

1. 打开 Group Check-In from the primary sidebar, directly below Command Center.

2. 选择 a Block from the suggested list, or enter the PMS Block Code.

3. If you only have a booking reference, select Reservation ID and enter it.

4. 点击 Open Block.

   ✓ Streamliner shows only 预订s linked to that Block.

When you use a 预订 ID, Streamliner first resolves its owning Block. The Block search list appears only when your PMS advertises Block search support.

查看 the read-only snapshot before starting passport or 房间 work.

If the Block has no active 预订s, Streamliner shows a not-found 错误. It does not open an empty Group 检查-In workspace.

Stage and assign passports

1. 打开 the Passports step.

2. 选择 multiple JPEG or PNG passport images, or drag them into the upload area.

3. 查看 the extracted name, document 号码, and 日期 of birth.

4. Correct any extracted value before submission.

5. Assign each passport to a Block 客人 with the dropdown.

6. Drag a passport onto a 客人 to swap assignments.

7. 点击 Assign unassigned by order for remaining items.

8. 点击 Submit details & passports.

   ✓ Submitted passport rows become locked and show their PMS status.

Upload order is preserved for ordered assignment. Streamliner rejects duplicate assignments and does not return raw passport images. Rooming lists, XLSX files, and CSV files are not accepted in this workflow.

Streamliner checks each file before upload:

• JPEG or PNG format only
• 10 MB or smaller per image
• 100 MB or smaller per batch
• Up to 50 images per batch
• Non-empty files only

Streamliner reads selected files before sending them. This prevents failures when a local file changes during upload. The same protection applies to Re-upload for one passport row.

To remove an image that is still staged, select Remove on its row and confirm. The action cannot be undone and removes only the staged image from this Group 检查-In. Remove stays disabled while submission is processing or after the PMS accepts the passport. 等待 for processing to finish before trying again.

Passport draft security

Streamliner encrypts passport image drafts and deletes them after 24 hours. Only extracted details and status appear in the workspace.

If the PMS roster has fewer 客人 rows than its pax count, Streamliner adds review rows and shows an Over capacity warning. Staff-added rows remain 可用 for review but are excluded from PMS passport commits. Read the submission result for the affected rows.

Assign 房间s

1. 打开 the Rooms step.

2. 查看 the 可用 房间 candi日期s for each 预订.

3. 选择 a 房间 manually, or click Auto-assign rooms.

4. 确认 the picker starts with the 预订's 房间 type.

5. 选择 Prefer same floor when nearby 房间s help your group.

6. 选择 Require one floor when every 房间 must share one floor.

   ✓ Existing PMS 房间 assignments remain locked.

Streamliner sends manual and automatic 房间 assignments through your PMS. It follows the shared 房间-condition policy, preserves 预订 房间 rates, and retries another eligible 房间 when a PMS candi日期 is stale. Un可用 or occupied 房间s cannot be selected.

检查 in 房间s and encode keys

1. 打开 the Check-in & keys step.

2. 点击 Check in all assigned rooms, or use Check in room on one row.

3. 点击 Retry check-in for a 失败 row.

4. After a 房间 succeeds, click Encode keycard for that 房间.

5. 选择 an encoder, then complete the keycard dialog.

   ✓ Successful 房间 check-ins are not repeated during later retries.

Keycard encoding remains one 房间 at a time. Bulk keycard encoding is not part of this workflow.

Group 检查-In problems

Group 检查-In is 缺失

What you see: You cannot find Group Check-In below Command Center.

Fix:

1. 确认 you are signed into the correct hotel.
2. 确认 the hotel is included in the pilot and has billing access.
3. 确认 your PMS credentials are 当前 in Settings → Essentials → PMS Connection.
4. Ask an admin to confirm 预订 read permission and Block lookup support.

The sidebar item remains hidden when the pilot, billing, permission, or capability checks fail.

Passport upload or submission fails

What you see: An image is rejected, extraction fails, or submission shows 失败 rows.

Fix:

1. Use a clear JPEG or PNG image.
2. Keep each image under 10 MB.
3. Keep the combined upload under 100 MB.
4. 查看 the extracted fields and 客人 assignment.
5. 点击 Submit details & passports again after correcting 失败 rows.

If the upload was interrupted before Streamliner received a server response, select the file again. Retry after checking that the file was not moved, edited, or deleted. For a server or PMS validation message, follow that message instead.

Use Re-upload on the affected passport row when replacing one image. Streamliner vali日期s the replacement with the same file type, size, and read checks.

Do not reassign a passport after its OPERA submission succeeds.

If a staged image is no longer needed, remove it from the Passport images list before submission. Submitted images remain locked because they have already been sent to the PMS.

Room check-in fails

What you see: A 房间 shows Check-in failed or Needs room.

Fix:

1. Assign an 可用 房间 in the Rooms step.
2. 确认 the 预订 日期s and 房间 type.
3. Return to Check-in & keys.
4. 点击 Retry check-in for the 失败 房间.

Successful 房间s remain complete while you retry the 失败 房间.

常见场景

Scenario	Approach
Conference (50+ guests)	Pre-assign 房间s, print 房间ing list, process alphabetically
Wedding party (20 rooms)	Group 房间s together, check in organizer first
Tour bus (30 guests)	Get manifest from tour leader, pre-stage key cards by 房间 号码

系统不支持的功能

• ❌ Group 检查-In for PMS connections without Block lookup support
• ❌ Room assignment when your PMS does not support unassigned-房间 assignment
• ❌ Bulk keycard encoding
• ❌ Bulk message sending

Workaround: Use the standard 预订 workflow and process each 房间 individually.

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仍然无法解决？

Contact success@vouch-technologies.com if:

• ❌ Issue persists after refreshing
• ❌ Data shows incorrectly after multiple syncs
• ❌ Room changes fail repeatedly

Helpful to include:

• Screenshot of the issue
• Guest name or 预订 ID
• Steps you've already tried

相关指南

• Editing Reservations and Notes
• Data Not Updating
• PMS Connection Errors