Admin
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
- System Configuration
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
- Taking a Deposit
- Adding an option to extend to a 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 to Units
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
Preventative Maintenance
CRM
Customer Relationship Management
Finance
Finance Setup
- Merchant Account Set Up
- VAT Profiles
- Add Products
- Adding Nominal Codes
- Setting Up SagePay
- SagePay Configuration
- Configuring default card fees
FinanceĀ
- 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
Online
Channel Management
SiteMinder
- Siteminder Basics
- Configuring rerum for Siteminder Use
- Mapping Rooms and Rates from ReRum to Siteminder