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Published: 2024-06-18

Create And Rename a Folio

Create And Rename a Folio

How To Create And Rename a Folio

  1. Once you’re logged in, head over to the Cashier menu from the left sidebar.
  2. Find the room you want to add a folio to. After you’ve found the room, click the Enter icon in the same row as the room.
  3. You’ll be navigated to the cashier screen for the room you just selected.
  4. Click the plus icon in the same row as the folio tab.
  5. The new folio window will pop up. Choose the folio type and type in the name you want for this folio.
  6. Click Save to finish creating the folio.
  7. Let’s move on to how to rename a folio.
  8. On the room cashier screen, click the Rename Folio button located at the top.
  9. The rename window will pop up. Edit the folio name and click Save.

And that’s it. Creating and renaming a folio in SORASO PMS is so simple.

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