Skip to main content

Edit Reservations and Add Notes

Quick Note

Notes save instantly and are visible to all staff. Add them while details are fresh.

Document guest preferences, track special requests, and manage reservation notes from the details modal.

Note TypePurposeVisible To
Guest NotesSpecial requests, preferencesStaff only
Internal NotesStaff observations, VIP flagsStaff only
System NotesAuto-generated timestampsStaff only

Add a Note​

  1. Open a reservation from any Operations tab
  2. Scroll to the Notes section
  3. Type your note in the text field
  4. Click Save
info

Notes are tied to the reservation and preserved in history.

Write Effective Notes​

Good note examples:

  • ✓ "Guest allergic to feathers - needs hypoallergenic pillows"
  • ✓ "VIP guest - prefers room 305, late checkout approved"
  • ✓ "Guest complained about noise 12/30 - moved to quiet floor"

Avoid vague notes:

  • ✗ "Guest was difficult"
  • ✗ "Problem"

Include dates, specific requests, and actions taken.

Edit Guest Details​

Cloudbeds Properties​

You can edit guest profiles directly:

  1. Open the reservation details modal
  2. In Guest Information, click the pencil icon next to a guest
  3. Update details in Personal, Basic, Travel, Address, or Admin tabs
  4. Click Save

Changes sync back to Cloudbeds within seconds.

Edit Icon Disabled?

The pencil icon is disabled when the reservation is missing a guest ID. Check that the guest record exists in Cloudbeds.

Other PMS Providers (Opera, Mews, etc.)​

Guest details must be edited in your PMS:

  1. Log into your PMS
  2. Find the guest profile
  3. Make changes there
  4. Changes sync automatically to Streamliner

Handle Guest Requests​

Name Changes​

  1. Cloudbeds: Use Edit Guest in Streamliner
  2. Other PMS: Update in your PMS
  3. Add a note: "Name changed from X to Y per guest request"

Contact Updates​

  1. Update email/phone using the method for your PMS
  2. Add note: "Updated phone to XXX-XXX-XXXX on [date]"
  3. Verify guest receives confirmation emails

Room Changes​

See Viewing Reservations for room change steps.

Troubleshooting​

Notes not saving​

What you see: Note disappears after typing.

Fix:

  1. Check your internet connection
  2. Refresh the page
  3. Try adding the note again

Edit Guest disabled​

What you see: Pencil icon is grayed out.

Check:

  • Your PMS is Cloudbeds
  • Reservation has a guest ID (check PMS)
  • Try refreshing after sync completes

Changes not syncing from PMS​

What you see: Updates made in PMS don't appear in Streamliner.

Fix:

  1. Wait a few minutes for sync
  2. Check PMS connection in Settings → Essentials
  3. Contact support if delays persist beyond 10 minutes

Still Stuck?​

Contact success@vouch-technologies.com if:

  • ❌ Notes fail to save repeatedly
  • ❌ Guest edits don't sync after 10+ minutes
  • ❌ Edit functionality missing for Cloudbeds

Helpful to include:

  • Guest name or reservation ID
  • PMS provider name
  • Screenshot of error