How to add a service item in folio ?

Modified on Fri, 02 Feb 2024 at 12:27 PM

Adding up another item in the folio is nothing but to include the "add-on services" which refer to additional services or amenities that guests can request or purchase on top of their standard room reservation to enhance their stay.


You have several ways to access the folio. 


If you're on the Dashboard page, you can either select the specific reservation and click "View Folio,". OR use the Universal Search Bar to search for the reservation by guest name, email id, or phone number, OR simply click on the reservation you want from the reservation grid and choose "View Folio" from the booking information tab.


Here are the steps to add a service item in the Folio :


  1. Access the Folio page and locate the booking ID. Click on the three dots next to it.
  2. From the dropdown menu, select "Add Hotel Addons."
  3. A pop-up window will appear, allowing you to choose from either Predefined addons if they are created in the system or opt for "Add New Service." to create manually.
  4. When adding a new service, specify the date, and service type (Debit or Credit), enter the Folio description (which will be displayed on the Folio), and input the service amount before or after taxes.
  5. Submit the addition of the new hotel addon.
  6. The system will then incorporate the addons at the Folio level.


Note: Create the Hotel Addon taxes from the Tax & Fee Categories option from the Property configuration.




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