Using the Reservation Grid

The Reservation Grid is where you can find a calendar view of all your reservations for a specific time or filtered criteria.

Last Updated: September 4, 2024

Link to Feature:  https://app.fireflyreservations.com/reservationgrid (or click here)

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Overview

Grid Selection

Classic Grid

• Understanding the Symbols and Colors

Expanded Grid

• Turning on Expanded Grid
• Setting Up Expanded Grid

Overview

The reservation grid offers a simple way to quickly get a glance at your reservations. Quickly see what units will be filled on a specific date, what units are filled with long term reservations, which reservations have overdue charges, and even what guests have a payment record on file.

Firefly Reservations has two types of grid options:

(1) Classic Grid

(2) Expanded Grid

Grid Selection

To edit grid settings, enable user permission for Reservation Grid Settings Management. For more information on user permissions, see: Update User Profiles in Firefly

Classic Grid

The classic grid (the default grid view for parks) is the original grid that has helpful information for all Firefly users. It is not customizable, but it is still a great and helpful calendar view. 

 

Understanding the Classic Grid Symbols and Colors

Unit Reservation Types Accepted
To the left of the unit name, a small icon indicates which types of reservations are accepted at that unit (Standard or Ongoing). indicates all types accepted, indicates only ongoing reservations are accepted, and indicates only standard reservations are accepted.

Unit Hidden from Reservation Portal

  indicates that a unit has been hidden from the online reservation portal. This can be toggled within the unit settings.

Reservation Type
The type of reservation can quickly be determined by the color of the reservation. Reservations with a green border on top are ongoing reservations, while a blue border indicates a standard reservation.

Overdue Charges
If the guest's name is red, this indicates a charge has not been paid and is now overdue. If their name is black, they do not have any unpaid charges, or they may have an unpaid charge that is not yet overdue. This is especially handy because you can take one look at the grid to see what reservations need attention to make sure all payments are collected.

Payment Method on File
If the reservation has a green square with a white dollar sign , this indicates that reservation has a payment method on file. Those that do not have this icon, do not have payment methods on file.

Locked Site

If a reservation has a green lock symbol , this indicates that the guest has purchased or you have added a site lock to this reservation.

Display Filters (Left to right)

All display filters are frozen to the top of the screen, so as you scroll, the filters will follow you on the grid.

1. Toggle Month/Year to choose to display by month or year
2. You can customize your own date rage to be displayed on the grid. This range will always be remembered every time you go back to the grid. Clicking will reset the grid view to the current month.
3. The symbol will refresh the grid to show any new changes or reservations while still in the grid view
4. Search for a specific reservation by name. Typing in a name with grey ones that do not match and highlight the one(s) that match the typed name.
5. View the grid by certain "Unit Types", "Amenities", or "RV Equipment Types"

Show RV Equipment Restrictions

To the right of each unit, you have the option to show the RV Size and Slide out Restrictions for that particular unit. It will be displayed as Max RV Size | Slide out Type Accepted. If you hover over the box you will get a more detailed view. To enable this go to Settings > Property > Display Preferences > Scroll down to Reservation Grid > Select "Show RV Size Limitations"

Reservation Details
Hover over a reservation to get more information on that reservation. Guest name, number of nights in their stay, if they have a payment method on file, if they have overdue payments, arrival and departure dates, and reservation total can all be seen from this pop-up box. Click on the reservation to go the the reservation detail page where you can manage the reservation and see all reservation info, charges, payments, etc.

Expanded Grid

Switch to the Expanded Grid

To switch to the expanded grid: 

1. Go to your Reservation Grid
2. Click the Settings Icon in the top right corner
3. Choose "Expanded Grid"
4. When you choose "Expanded Grid" additional settings will appear.
   1. We recommend the defaulted pixels, however if your screen size is different you may wish to change them 
5. Click Save

Setting Up Expanded Grid Colors and Symbols

Default Settings - If you do not set up any specific coloring options for your grid, below is a sample of what your expanded grid will look like. 

Reservation Color Options 

To set up your Reservation Grid color options: 

1. Go to your Reservation Grid
2. Click on the Settings Gear in the top right corner
3. Confirm that the "Expanded Grid" has been chosen
4. Click on the Reservations Tab

Background and Border Color Sources 

 

Background Color Source: The background color, is the fully shaded color in the below example

1. Check In Status
   1. Not Checked In = Red
   2. Checked In = Green
   3. Checked Out = Gray
   4. No Show = Orange
2. Reservation Type
   1. Standard = Blue
   2. Ongoing = Green
3. Balance Due Status 
   1. Unpaid = Gray
   2. Paid = Green
   3. Partially Paid = Yellow
   4. Overdue = Red
   5. Overpaid = Red

Border Color Source: The border color is the top bar along each reservation on the grid as shown in the image below

1. Checked In Status
   1. Not Checked In = Red
   2. Checked In = Green
   3. Checked Out = Gray
   4. No Show = Orange
      
      
2. Reservation Type
   1. Standard = Blue
   2. Ongoing = Green
      
      
3. Balance Due Status
   1. Unpaid = Gray
   2. Paid = Green
   3. Partially Paid = Yellow
   4. Overdue = Red
   5. Overpaid = Red

Reservation Icon Options

There are various icons that you can choose to enable for your park. These can help your staff quickly identify information about a reservation without having to click into the reservation. 

To add icons to your expanded grid view:

1. Go to the Reservation Grid
2. Click on the Settings Gear in the top right corner
3. Click the "Reservation" tab
4. Under the "Icons" section, and below the "Available Icons" you can hover over which icon you would like to add
5. Then click "Add"
6. Click Save

Here is a sample of what the icons will look like:

🙋‍♀️ Still need help? Email: support@fireflyreservations.com and one of our technicians can help answer your questions.

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