Guest Planner

Guest Planner helps you manage your guest list and upcoming reservations efficiently. Use the Guest Planner to organize your daily operations and keep track of guest arrivals, departures, and reservation statuses.

Advanced filtering

Guest Planner features a streamlined search and filter layout. All filters are located directly at the top of the main layout for easier access.

Filtering by date

Narrow down your guest list by selecting specific date ranges and types. Your date filter selections are saved permanently until you manually change them.

  • Date type: Select whether to view reservations based on Creation, Arrival, Departure, or Cancellation dates.

  • Time range: Use the preset ranges or select a custom scope to view specific dates.

 

Filtering by status and channel

You can filter Guest Planner by statuses and booking channels at once. These filters remain active throughout your current session, even if you navigate away and return to the Guest Planner.

  • Status filter: Select one or more statuses, such as Confirmed or Request.

  • Channel filter: Choose one booking source like Airbnb or Booking.com.

Exporting Guest Planner data

You can download your Guest Planner data as a CSV file to assist with financial reporting or offline record-keeping. The export includes the data based on your currently applied filters, ensuring your report contains only the relevant information.

Searching and filtering the Guest Planner

  1. Sign in to your Rentals United account.

  2. In the main left menu, click Guest Planner.

  3. To find a specific booking, enter their name or reservation ID in the Search bar. Additionally, you can use other filters available in the dropdown.

  4. To filter by dates:

    • Click the Date type dropdown.

    • Select a date type (e.g., Arrival date).

    • Choose a preset or custom date range.

  5. To filter by status:

    • Click the Status dropdown.

    • Choose the reservation statuses you want to view.

  6. To filter by channel:

    • Click the Channel dropdown.

    • Choose the relevant booking source.

  7. Review your updated guest list in the main table.

FAQ

Why did my filters disappear when I logged out?

Status and channel filters are saved for your current session only. When you log out or close your browser, these filters reset to the default view. Date filters, however, stay saved until you change them.


How do I know if I have active filters applied?

The dropdown labels for Status and Channel change to show either the specific name of the selection or the number of items currently filtered.