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Front Desk Agent Getting Started Guide

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Use the following article links to learn about common Front Desk Agent tasks and functions in RoomKeyPMS.

Table of Contents 

PMS Shortcut Keys

🔔Managing Guest Arrival

Click below to view our videos:

🎦How to Check-In a Reservation

Here are some articles with more step-by-step information:

🎦How to Create a Walk-In Reservation

Here is an article with more step-by-step information:

🎦How to Print Registration Cards

Here are some articles with more step-by-step information:

🔔Posting to Guest Folios and Sundry Sales

Posting Charges & Payments to Guest Folios

🎦How to Post a Charge

Here is an article with more step-by-step information:

🎦How to Post a Payment

Here is an article with more step-by-step information:

🎦View a Guest Folio

Here is an article with more step-by-step information:

🎦How to Reverse or Adjust/Refund a Posting

Here is an article with more step-by-step information:

Sundry Sales: Posting Charges & Payments for Non-Guests

🎦How to Post a Transaction in Sundry Sales

Here are some articles with more step-by-step information:

🎦How to Print a Receipt from Sundry Sales

Here is an article with more step-by-step information:

🔔Managing Guest Departure

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🎦How to Check-Out a Reservation

Here are some articles with more step-by-step information:

🎦How to Check-Out a Reservation to the City Ledger (Direct Bill)

Here are some article with more step-by-step information:

🎦How to Print & Email a Guest Folio

Here is an article with more step-by-step information:

🔔Additional Guest Management Functions

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🎦How to do a Room Move

Here is an article with more step-by-step information:

🎦How to Reinstate a Checked Out Reservation

Here is an article with more step-by-step information:

🔔Front Desk Reports

Use the following articles to learn more about common Front Office reports in RoomKeyPMS:

Accessing RoomKeyPMS requires an internet connection. If your internet goes down, you can use the Smart File Backup button from the Login Page to access emergency reporting

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Attention Regarding Sonoma 14

This MAC iOS update may affect reports in RoomKeyPMS. We recommend you do not update to Sonoma 14 at this time. Once a fix has been developed, an updated notification will appear here.

 

Webinars

RoomKeyPMS Webinars are hosted on the 3rd Wednesday of each month. Click Here to view webinar recordings.

 

 

RoomKeyPMS Settings

Getting Started Guides 8
Overview of RoomKeyPMS 7
Clerk IDs: Creating and Managing Access to RoomKeyPMS 16
Property Module 10
Customize Guest Reports 3
Emailing from the PMS 3
Policy: Managing Booking, Deposit, and Cancellation Policies in RoomKeyPMS 2
Client Types 9
Transaction Codes 11
Setup Required Fields 3
Setup Custom Fields 1
Managing Rooms 8
Overbooking Limits 1
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