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Create a reservation

How to create a reservation in DoorSpot, what information to capture, and what happens after you save.

A reservation records a guest's stay in DoorSpot along with the billing, guest, and contact details. Create one to book a unit and keep that stay's invoices, payments, and communication together in one place.

Create a reservation from the calendar

The calendar is the fastest place to create a reservation and where most of your day-to-day work happens. Go to Bookings → Calendar.

DoorSpot Bookings menu with Calendar selected

  1. Find the unit's row. To locate a unit quickly, use the calendar's filters (Availability, Location, Bedrooms, Bathrooms, Pet friendly, Unit tags, Reservation tags) or your browser's Find.

    Calendar showing unit rows down the left and dates across the top
  2. On that row, click and drag across the date range you want.

    Clicking and dragging across a date range on a unit's row in the calendar
  3. In the "What would you like to create?" dialog, click New Reservation. (The same dialog offers New Lead if you're tracking a potential stay that isn't confirmed yet.)

    What would you like to create? dialog offering New Lead or New Reservation

Complete the 5-step wizard

DoorSpot opens the Create Reservation wizard with the unit and dates already filled in. The same five steps — Unit, Contact, Rate, Guests, Review — run for every reservation, no matter where you started it.

1. Unit

Confirm the unit and the stay. Check-in date and Check-out date are required; check-in and check-out times default to your rental settings. Add a Sales Rep and Nights if you use them. Click Next.

Wizard step 1, Unit: Select Unit and Reservation Dates with check-in and check-out dates and times

2. Contact

Set the Billing Contact — the party responsible for payment. Choose Bill to: A Person or A Company, then either pick an existing contact or select No, create new and enter their details. Email address is required; phone is optional.

Wizard step 2, Contact: Billing Contact with Bill to a person or company and new contact fields

3. Rate

Reservation Rate is required. Pick an existing rate from the dropdown, or choose Add a new rate fee. Use Add Dated Rate if the price changes partway through the stay.

Reservation Rate dropdown open, listing available rate fees

Under Additional Fees (optional) you can add Services and Taxes, or mark the reservation Tax Exempt.

Wizard step 3, Rate: Reservation Rate, Additional Fees, Services, and Taxes

Billing Configuration (optional) controls how the stay is billed: Rate Frequency, Billing Frequency, Period, Proration, and Net Terms.

Billing Configuration expanded showing Rate Frequency, Billing Frequency, Period, Proration, and Net Terms

4. Guests

Add the guest(s) staying in the unit. The billing party is listed by default — Select existing contact or Add new guest and enter their name and email, then click Save Guest.

Wizard step 4, Guests: Guest Information with select existing contact or add new guest

5. Review

Check the summary — unit, check-in and check-out, billing contact, rate, guests, and billing settings. You can also record a Source (for example Airbnb or VRBO), a Source Ref, and Tags. Save to create the reservation.

Wizard step 5, Review: summary of unit, dates, billing contact, rate, guests, source, and tags

What happens after you save

Your reservation appears on the calendar and in Bookings → Reservations, and becomes the anchor for that stay's invoices, payments, and guest communication. Each reservation carries a statusPending, Confirmed, or Inquiry — and the Reservations list can be filtered by status or scoped to Active.

Open the reservation to see its Stakeholders (billing party and guests) and Billables, where you can Generate invoice.

Reservation detail page showing Stakeholders and Billables with Generate invoice

Other ways to start a reservation

The calendar is the recommended path, but you can also start one from:

  • Bookings → Reservations, using the Create new button on the Reservations list.

    Reservations list page with the Create new button
  • A unit's page under Bookings → Properties/Units.

    DoorSpot Bookings menu with Properties/Units selected

Each opens the same 5-step reservation wizard; only the starting point differs.

Related articles

  • Create a reservation from the calendar

  • View and manage all reservations

  • Modify an existing reservation

  • Understanding reservation statuses

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