Setup step by step guide

This is a step by step guide for initial setup of your ReRum system. This should be performed by an administrator. It's important that you follow each step in turn as the previous step is a pre-requisite.

Click on each Section heading to be taken through to a detailed description on how to complete it. If you have any issues at any stage then contact your account manager or click the chat button within the system to chat with a support representative.

Stage 1 - Users & Team Setup

1 - Create Teams: Admin -> User & Team Settings -> Teams

Recommend setting up a team for each department i.e. Reservations, Operations etc

2 - Create Users: Admin -> User & Team Settings -> Users

Add users who need access to the system and allocate them to the corresponding team

Stage 2 - Adding Apartments

1 - Add Regions: Admin -> Geography -> Regions

Add regions that you will associate Cities with i.e. West Midlands, South East etc

2 - Add Cities: Admin -> Geography -> City

Add the cities where you have apartments available i.e. London, Birmingham. These cities are then associated with Areas

3 - Add Areas: Admin -> Geography -> Areas

Areas are used to group your developments & buildings under. The areas allow your reservations team to select multiple buildings quickly based on an area. For example the customer maybe looking for apartments in the City of London and you have 10 apartments across 3 buildings that would be suitable. You can therefore create an Area called City of London and associate the 3 buildings with this area so your reservations team would just select ‘City of London’ area which would automatically lookup across the 3 associated buildings.

4 - Add Developments: Properties -> Developments

A Development consists of multiple buildings - so the development maybe called Canary Wharf which included Buildings X, Y & Z. For lots of customers the Development and the Building are one and the same. In this scenario where there is only 1 building just name the development the same as the building. So you will have a development called 1 Mayfair Plaza & a building called 1 Mayfair Plaza.

4a - Add Development Images: Properties -> Developments -> Development X -> Images tab

Development images are used throughout the system in guest emails and the online booking engine so need to be added.

5 - Add Buildings: Properties -> Buildings

6 - Add Unit Types: Properties -> Unit Types - > Add unit type

7 - Add Units: Properties -> Unit Types - > Add unit

8 - /wiki/spaces/RH/pages/3538955: Admin -> Templates -> Custom Field Templates

Custom fields can be added to any of the main data types in the system, and will allow you to store additional information in the system that can be reported on or used.

9 - Add Roles: Properties -> Roles

Allows the allocation of a role, such as plumber, electrician, cleaner, etc. of a specific supplier company to a Building or a Unit.

Stage 3 - Finance

1 - Merchant Account Set Up: You need additional merchant account numbers to take payments via ReRum and the Internet Booking Engine.

2 - SagePay Setup: You will need a Payment Gateway (like SagePay) to work with your existing merchant accounts. We currently only support SagePay as a Payment Gateway.

3 - SagePay Configuration: There is a specific configuration of your SagePay account required to work with ReRum.

4 - Add Nominal Codes: Admin -> Finance -> Nominal Codes

5 - Add Products: Admin -> Finance -> Products

6 - VAT Profiles: Admin -> Finance -> VAT Profiles

7 - Extras: Admin -> Finance -> Chargeable Extras

Stage 4 - Operations

1 - Default ETA & ETD Times: You may want to change the default ETA & ETD on bookings.

2 - /wiki/spaces/RER/pages/62029827: Automated activities are created when a booking is confirmed.

3 - Setup Issues: Issues are the in-built help desk tickets for tracking issues internally or with guests.

4 - Activities: Activities is the in-built task management system for allocating work to internal team members or external contractors.

5 - Key Sets

6 - Stock Items

7 - Access Codes

Stage 5 - Reservations

1 - Configure Booking Terms

Admin -> Booking Settings -> Booking Terms

2 - Configure Reasons for Lost Bookings

Admin -> Booking Settings -> Reasons for Lost Bookings

3 - Configure Channels

Admin -> Channels

4 - Configure Rate Plans

Admin -> Rate Plans

5 - Configure Options to Extend

Admin -> Options to extend settings