Admin

Initial Set Up

• Setup step by step guide

• Browser Compatability

• User Interface

• Creating Teams

• Creating and Managing Users

• Getting Live Support

• Initial Set Up FAQs

Admin

• Configure Option To Extend
• Configuring Channels
• Configure Lost Reasons for Bookings
• Creating Rate Plans
• Adding Rates
• What is a Channel, how do I create one and how are they used?
• Chargeable Extras
• Creating an activity template (for use with extras)
• Amending Email Templates
• Adding database information to Email Templates

FAQs

• Initial Set Up FAQs
• Booking FAQs
• Property Management FAQs

Sales

Making a Booking

• Taking Enquiries
• Losing Enquiries
• Sending a Quote
• Turning an Enquiry into a Confirmed Booking
• Default ETA & ETD Times
• What do the Colours in the Booking Mean?
• How to add more than One Unit to a Quote
• How to use the Quote On Hold functionality
• How to use the Bookable Online functionality
• Sending an Email from a Booking
• Taking a Card Payment on a Booking
• Booking FAQs
• Adding Extras to a Booking
• Adding an option to extend to a booking

Editing a Booking

• Adding Guests to a Booking
• Adding Extras to a Booking
• Amending a Stay
• Checking if a booking is on hold
• Checking if a room stay has an option to extend

The Availability Grid

• The Availability Grid

• Using the Availability Grid to View Availability
• Using the Availability Grid to view and/or update a Booking
• Using the Availability Grid to Make an Enquiry and/or Booking

Operations

Activities

• Initial Set Up for Activities and PPM Activities
• Viewing Existing Activities
• Creating an Activity for a Unit
• Creating an Activity for a Building
• Creating an Activity for an Issue
• Creating an Activity that Blocks Availability
• Closing or Completing an Activity
• Creating an activity template (for use with extras)
• Assigning exemplars (for Cleans, Checkin/Checkout activities) to Units

Issues

• Initial Set Up for Issues
• Create new Issue for a Booking, Unit and/or Building
• Adding Notes to an Issue
• Closing or Completing an Issue
• Assigning an Issue to a Team Member
• Showing all issues assigned to me

Service Delivery Centre

• Automated Activities for Cleans
• Viewing Arrivals and Departures for Specific Dates
• Viewing Which Guests are Currently in House
• Issue a key to a guest
• Send an email to a guest

Property

Property Management

• Property Management
• Adding Regions
• Adding Cities
• Adding an Area
• Adding a Development
• Adding a Building
• Adding a Unit Type
• Adding a Unit
• Adding a Development Image
• What is a Unit Contract and how do I use it?
• How to use Custom Fields
• How to Create a Role
• Property Management FAQs
• Adding Unit Type Images

Preventative Maintenance

CRM

Customer Relationship Management

• Create a New Contact
• Create a New Company
• Contact Information
• Company Information

Finance

Finance Setup

• Merchant Account Set Up
• VAT Profiles
• Add Products
• Adding Nominal Codes
• Setting Up SagePay
• SagePay Configuration
• Configuring default card fees

Finance 

• Using the ‘Reconcile’ Function
• Invoices
• Which address goes on an Invoice?
• How do I add a customer Purchase Order number to an invoice?
• How do I credit an invoice?

Reports

• How reports work (read first)
• How to generate, filter and export reports
• KPI Reports

Online

Channel Management

SiteMinder

• Siteminder Basics
• Configuring rerum for Siteminder Use
• Mapping Rooms and Rates from ReRum to Siteminder

Rentals United

• Rentals United Setup

Internet Booking Engine