Right-Click Menu: Quick Actions

When you right-click on a reservation record in Chexta's Front Office module, the context menu that opens provides single-click access to the most frequently used operations. This menu contains more than fifteen quick action options and significantly speeds up your daily operations.

Menu Options

Edit

The Edit option directly opens the reservation detail screen. You can update all fields such as dates, rooms, guest information and prices from this screen. You can also perform the same function by double-clicking on the row.

Update Status

The Update Status option allows you to quickly change the status of the reservation. You can switch between Confirmed, Pending, Tentative and Cancelled statuses. The status change is immediately reflected on the list.

Notes

The Notes option allows you to add reservation-specific notes. You can enter notes such as guest preferences, special requests, allergies or VIP information here. Added notes are automatically displayed on the reception screen during check-in.

Cancel

The Cancel option directly initiates the cancellation process. You are asked to select the cancellation reason and charges are automatically calculated according to the cancellation policy.

Delete

The Delete option permanently removes accidentally created or test records from the system. This operation is only available to users with Admin permissions and cannot be undone.

Copy

The Copy option copies all information from the existing reservation to create a new reservation draft. It is used when the same guest makes a reservation for different dates or to quickly duplicate similar reservations.

Recurring

The Recurring option is used for regularly repeating stays. You can create an automatic reservation series with weekly, bi-weekly or monthly recurrence options. It is ideal for corporate guests who travel regularly on business.

Waitlist

The Waitlist option adds the guest to the waiting list when there is no availability. When a room becomes available due to cancellation or changes, the system automatically sends a notification.

Other Options

The Check-in option directly opens the check-in process screen. The Check-out option similarly initiates the departure process.

The Room option opens the screen for assigning a room to the reservation or changing the existing room assignment.

The Folio option displays the guest's folio details. The Payment option directly opens the payment collection screen.

The Document option allows you to create and print documents such as reservation confirmation, proforma invoice or accommodation certificate.

The Guest option opens the guest's profile card. Past stays, preferences and contact information are viewed from this screen.

The Task Operations option allows you to create tasks related to the reservation. You can assign tasks such as room preparation, welcome bouquet or transfer arrangement to the relevant department.

Permission Control

Options in the right-click menu vary according to the user's permission level. While Admin sees all options, a Receptionist only sees the operations they are authorized for. Delete and certain critical operations are only shown to authorized users.