Stayflexi

Stayflexi

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How to edit booking source in the folio

To edit booking source in the folio in Stayflexi, follow the below steps:

  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 you want to edit booking source in the folio.
  4. View Reservation Details: A pop-up window will appear on the right side of the screen.
  5. Click on the “View Folio” option from the reservation calendar.
  6. Open More Folio Actions:
    • From the folio page, click on More Folio Actions.
  7. Change Booking Source
    • Select Change Booking Source from the drop-down menu.
    • A side panel will appear on the right with two options.
  8. Select New Source and Segment
    • Use the drop-down menu to click on the tiny arrows next to the options.
    • Choose the new Source and Segment.
  9. Click Add Segment to finalize the changes.

Your booking source has now been updated.

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