Reservation Manager Part 1: Unified Communication

Modified on Tue, 10 Feb at 10:20 AM

Introduction

GuestWisely integrates powerful and essential tools into a cohesive platform designed to optimize vacation rental management. At the core of the platform is the Reservation Manager. Enhanced productivity is achieved through our Integrated Architecture, which uniquely connects feature-logic across the system for maximum impact. The Reservation Manager exemplifies this by triggering more downstream effects throughout your workflow than competing platforms.

Overview of GuestWisely Reservation Manager interface showing unified communication dashboard and reservations calendar.

Powered by a robust Unified Communications infrastructure, the Reservation Manager centralizes guest communications from all your booking channels—such as Airbnb, Booking.com, and Vrbo—and messaging mediums like email, SMS, and WhatsApp into a single, streamlined interface. This communication layer also incorporates channel-specific messengers directly, while the larger Reservation Manager seamlessly triggers and coordinates tasks across the entire GuestWisely platform.

Much of the Reservation Manager interface will feel intuitively familiar, ensuring a smooth onboarding experience. However, each design choice is intentional, and beneath the intuitive surface lie powerful features that are well worth investing time into as this will significantly  boost GuestWisely’s impact on your business. 

The GuestWisely onboarding experience—featuring training, tutorials, and in-platform guidance—is designed to help you unlock the system’s full potential and tailor it to your unique needs.

This tutorial provides a walkthrough of the Reservation Manager interface, highlighting how guest communication and core reservation features integrate to improve workflow efficiency. Other tutorials will dive deeper into Unified Communications and the inquiry, booking, and payment management workflows.



Reservation Manager User Interface

High Level Overview

The Reservation Manager interface consists of four primary parts: 

  1. Portfolio Calendar for viewing availability, tracking guest activity, and taking action without leaving the page.

  2. Communications Folders for storing different types of messages to manage inquiries, quotes, and bookings.

  3. Message Panel for accessing all messages in a particular folder.

  4. Messenger Window for receiving, sending, and storing messages.Screenshot highlighting four key areas of the Reservation Manager: Portfolio Calendar, Communications Folders, Message Panel, and Messenger Window.

Tool Bars are integrated with the Message Panel and Messenger Window. Now, let’s look in detail at each area to see how they all fit together:

Portfolio Calendar

The Portfolio Calendar lets you view and manage all bookings from a single place. Properties displayed and information overlaying booked dates are flexibly configurable. You can create quotes or bookings, block dates for maintenance or owner use, or adjust rates directly from the calendar.Portfolio Calendar view with color-coded blocks for booked, tentative, and quoted reservations on multiple properties.An interactive design provides instant visibility into availability, guest details, and booking sources, with clear color-coded statuses that distinguish between quotes (grey), tentative holds (orange), confirmed bookings (red), and operational markers such as early check-ins or late check-outs. Hovering over a reservation reveals stay dates, charges, payments received, and remaining balances and a hyper-link to the booking for further needs. 

This combination of scheduling, communication, and status tracking in a single, easy-to-navigate interface provides a complete operational overview, with the ability to make fast, informed decisions that keep things running smoothly.

For more details, you can explore this tutorial: Reservation Manager Calendar.


Communications Folders

The Communications Folders are an example of purpose-built functionality at work in GuestWisely. Descriptions for each are below. The active folder (in this case Reservations) is indicated by the bold font and vertical side bar:

Communications folder list displaying categories like Inquiries, Reservations, Sent, Drafts, and Sync Errors.


  1. Inquiries (Inbox): messages from senders (usually inquiries) who do not yet have a quote or booking.

  2. Reservations (Inbox): the system auto-creates a Reservation File for each quote or booking, organizing all guest messages by reservation and transforming your Mail Folder into a smart hub for managing quotes, bookings, payments, and guest interactions - all within a single workflow.

  3. Received (Inbox): all received messages from Inquiries or Reservations, in chronological order.

  4. Sent: all sent messages, in chronological order.

  5. Drafts: drafts are saved here, including in case of internet disruption.

  6. Archives:  archives can be restored, but deleted messages auto-delete permanently after 24-hours. 

  7. Third Parties: messages from contacts listed as a third party in your Contact Database arrive here.

  8. Sync Errors: system notifications for calendar sync alarms appear here. 

Note: Inquiries and Reservations folders include advanced productivity tools (not available in Received and Sent folders). We’ll cover those shortly.



Message Panel 

Message Panel in Inquiries

  • Unread Messages: indicated by bold font.

  • Active Message: a gray background marks the message you’re viewing, with the Message Window active for that guest.

  • Message Counters: folder counters show total unread messages. Red circle counters on files indicate the number of unread messages from a sender. 

  • Latest messages: at the top. Use property filter, search, scrolling, or pagination to view older messages, as needed.


Message panel showing a list of guest inquiry messages with unread items highlighted



Tool Bars in Message Panel 

Hovering over Tool Bar icons displays Tool-tips that explain the relevant functions:Toolbar icons for message actions including new message, create booking, mark read/unread, archive, delete, and refresh.

Tool Bar functions explained:

 icon to create a new message, unrelated to any other message.

Click this icon to create a new message, unrelated to any other message.

 icon to create a quote or booking.

Click this icon to create a quote or booking.

 icon to display “Unread” messages only.

Click this icon to display “Unread” messages only.

icon Used for marking messages as “Read”.

Used for marking messages as “Read”.

icon Used for marketing messages as “Unread”.

Used for marketing messages as “Unread”.

icon used for archiving messages.

Used for archiving messages. 

  icon used for archiving messages.

Used for deleting messages. 

  Icon that refreshes the page to check for new emails in real-time. In Archives, this icon is used to recover a deleted or archived file.

Refreshes the page to check for new emails in real-time. In Archives, this icon is used to recover a deleted or archived file.

 On the Reservation Page this icon is for uploading external contacts, quotes, and bookings during the onboarding stage.

On the Reservation Page this is for uploading external contacts, quotes, and bookings during the onboarding stage.


Action Icons: the icons below are used to apply actions to select messages or in bulk.

  1. Click “select” to trigger the select mode

  2. Click the relevant the check boxes

  3. Click the relevant icon to apply the desired action: Action icon panel showing bulk message options like select and apply actions to messages.

To apply an action to an entire mail folder, click the action menu on the far right of the tool bar and use the popup shown here to proceed with the desired action:

action menu on the far right of the tool bar and use the popup shown here to proceed with bul action like read all, archive all, delete all

Note: to delete or mark all messages as “read” enter your Username to confirm the action.


The Message Panel in Reservations

More than just Message Threads

While our interface looks like a conventional messaging platform, each thread also serves as a Reservation File, deeply integrated with our reservation logic and the rest of your booking workflow.

  1. Double-click a file to open the Booking Editor to view or manage any and all aspects of your quote or booking, including payments:image showing that by double-clicking a file will open the Booking Editor to view or manage any and all aspects of your quote or booking

  1. Single click on a reservation to view guest messages in the Messenger Window without leaving the main page. Click Details on top right (shown below) to see reservation info.

    • Editable information here can be accessed by clicking the Edit icon .

    • For all other needs, click the Manage Booking icon to access the full Booking Editor in a new window. Full Booking Editor tutorial available here.show booking detailsimage showing the booking details without leaving the messenger window

  1. The Reservation File is your all-in-one hub for managing the guest’s messages, booking info, payments, and more:

          Reservation file view showing guest messages, booking status icon, lead source, payment status icon, and tags.

For Example: In the above Reservation File, you can quickly spot:

  • Unread Messages: there is one unread message from this guest.

  • Lead Source: the booking originated with Airbnb.

  • Booking Status: the square below the lead source is red, indicating that the booking is confirmed. 

  • Payment Status: The question mark is a payment status icon indicating payment is pending, but not overdue.

  • Tags: the user has included flags as special tags. These are defined by you, and you can use up to four for each booking.

  • Widget: click the three-dot menu to manage tags, manage the booking or mark the message as unread.


Booking Status Indicators

Booking status is indicated throughout the system, starting with the Reservation File in the Manager and on the Booking Report. Statuses are shown as follows: 

Booking Statuses 

white icon displaying available booking status

= Available

magenta icon displaying booked booking status

= Booked

grey icon displaying quote booking status

= Quote 

orange icon displaying tentative booking statusTentative Booking   
purple icon displaying block booking statusBlock
cyan icon displaying owner booking statusOwner Booking
icon for Housekeeping doneHousekeeping done
icon for Early check-inEarly check-in
icon for  Late check-outLate check-out

*Triangles indicate check-in and check-out dates, leaving a half day available. 


Payment Status Icons

Payment Status icons for quotes and bookings that appear on Reservation Files:

Payment Status Icons Explained: 

icon for Nothing paid and nothing due yet = Nothing paid and nothing due yet

icon for All payments have been completedAll payments have been completed.

icon for A payment or deposit is due.A payment or deposit is due.

icon for Channel booking paymentChannel booking payment.

icon for Payments are currentPayments are current.

 



Reservation Filters 

Use the Reservations Folder toolbar to filter by:

  • Booking Type

  • Booking Status

  • Payment Status

  • Flags

  • Lead Source

Toolbar with reservation filters for booking type, status, payment status, flags, and lead source



Messenger Window

Functions & Layout

Click a Message/ Reservation file to open its conversation in the Messenger Window.Image showing Message/ Reservation file will open its conversation in the Messenger Window if clicked

  1. Tool Bar: Click the guest name to view/edit contact info, use the search icon to find messages. Alongside Archive and Delete icons, the Inquiries Tool Bar includes action buttons to Quote or Decline.

  2. Inbound messages align with the left and have a white background.

  3. Outbound messages (including automated ones) align right with a light grey background, although it will, of course, be white on the recipient end.

  4. Message details (date, time etc) are at the bottom of each message box.

  5. Hovering over a message reveals icons to Reply, Reply All, or Forward it.

  6. Click Reply to message.. to open the Message Composer and respond.

Messenger window showing inbound and outbound guest messages with timestamps and action icons.


Message Composer FunctionsMessage composer interface with formatting toolbar showing options for email, WhatsApp, SMS, and templates

As shown in the image immediately above:

  1. Top Right Icons: these enlarge and close the Message Composer.

  2. Built-in Editor: this allows you to apply creative styling and add attachments or hyperlinks to your message.

  3. Language Widget: this lets you change between the different languages. (You can have up to six set-up in the system.)

  4. Format Widget: use this to choose between Email, WhatsApp, Text Messaging, Airbnb, Vrbo, and Booking.com Messenger communication mediums.
    (See our Unified Communications tutorial for more on setting up these various mediums.)

  5. Mail Tool Icons next to the Send are for accessing shortcodes and email templates, and uploading attachments and images. 

Congratulations! You’ve just explored the heart of GuestWisely’s Reservation Manager, but this is only the foundation. What truly sets GuestWisely apart is how seamlessly it connects your inquiries, reservations, and financial transactions into one unified, intelligent workflow.

In Part 2, we’ll take you beyond message management and show you how to turn inquiries into confirmed bookings, customize every reservation detail, automate guest communications, and effortlessly track payments from start to finish.

If you want to see how these tools come together to simplify your workday, improve guest experience and deliver total control over your business, you won’t want to miss what’s next.

Discover Part 2The Complete Reservation Management Workflow.


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