Understanding folio layout in Stayflexi

How to See the Folio of a Reservation?

1. Login to Stayflexi: Log into your Stayflexi dashboard using your credentials.
2. Navigate to the Reservations Tab: From the front page of the Stayflexi dashboard, locate the top navigation menu. The second icon is the Reservation Calendar. Click on the icon to see all your reservations.
3. Select the Reservation: Choose the reservation for which you want to see the folio by clicking on it
4. View Reservation Details: A pop-up window will appear on the right side of the screen, showing the booking and customer information.
5. Find the Folio Option: Scroll down to the section with multiple actions. Look for the option labeled View Folio and click on it.

Folio Layout Overview: At the top of the folio, you will find easily accessible actions for efficient management:

1. Print Registration Card: You can print the guest’s registration card.
2. Print Invoice: Provides an option to generate and print the guest’s invoice.
3. Checkout: Facilitates a smooth and fast checkout process for guests directly from the folio.
4. Add Hotel Add-Ons: Enables you to add any extra services or amenities the guest has availed during their stay.

Below the Action Buttons, you will see a section displaying the Booking ID and the guest’s status, such as Checked In, along with the Guest’s name and the source of the booking.

Next to this, there’s an Alphabet indicator, representing the guest’s initials, and icons that allow you to:

1. Add a guest to the folio.
2. Add notes for the guest
3. View the detailed folio.

On the right side of the screen, you will find a summary of the folio, including a clear tax breakdown.

On the left side of the screen, you can switch between three methods of viewing the folio:

1. Master Folio: A summary view that consolidates all charges and payments for the guest, giving you a quick overview of their billing.
2. Detailed Folio: This view breaks down the charges and payments, showing specific details for each transaction made during the guest’s stay.
3. Itemized Folio: A fully itemized list of every charge, including services, and taxes offering the most detailed look at all transactions.
   • [Note: Most hotels prefer using the Master Folio for its simplicity and consolidated information]

By clicking on the More Folio Actions button, which appears in green at the top of the folio, you will access a list of additional options for managing the guest’s stay:

1. Add Hotel Add-Ons: Add extra services or items to the guest’s folio.
2. Apply Promo and Discount: Apply any promotional codes or discounts to the reservation
3. Assign Room: Assign or change the guest’s room from the folio.
4. Add/Remove Guest: Manage the guest list by adding or removing guests.
5. Email Folio Details: Email the folio details to the guest.
6. Modify Checkout: Make changes to the guest’s checkout time or date.
7. Roll Back Booking: Undo the booking to a previous state if needed.
8. Tax Exempt Status: Apply or remove tax-exempt status for the guest.
9. Split Room: Split the stay or charges between different rooms as per the guest’s requests.
10. Move Room: Move the guest to a different room if needed.

Additional actions are also available to cover a wide range of guest management tasks.