Getting Started Guides
8 Articles
- Getting Started
- I am a new Reservation Agent - How do I get started?
- I am a new Front Desk Agent - How do I get started?
- I am a new Night Auditor - How do I get started?
- I am a new Rate Manager - How do I get started?
- I am a Corporate/Wholesaler Sales Manager - How do I get started?
- I am a Group Sales Manager - How do I get started?
- Onboarding Overview
- How to Access & Navigate the Clerks Module
- How to Create a New Clerk ID
- How to Change a Clerk ID or Password
- How to Manage Clerk ID Permissions
- How to Manage Clerk ID IPs
- How to Manage Clerk ID Property Access
- How to Create and Manage Departments
- RoomKeyPMS Permissions
- Clerk Reports
- How to Create a User (Clerk) [ARTICLE ARCHIVE]
Client Types
9 Articles
- Client Type Permissions
- Client Type Related Reports
- How to Attach Guest Services to a Client Type
- How to Attach a Policy to a Client Type
- How to Attach a Rate to a Client Type
- How to Create a Client Type
- How to Delete (Deactivate) a Client Type
- How to Hide a Rate on Guest Reports using Client Types
- Understanding Client Types
Transaction Codes
11 Articles
- Introduction to Transaction Codes
- How to Add a Transaction Code
- How to Attach a Guest Service to a Room Charge Code
- How to Change a Tax Code
- How to Change a Transaction Code
- How to Delete a Transaction Code
- How to Set a Default Room Charge
- How to Set up a Surcharge on a Payment
- How to Set up a Tax Transaction Code
- Transaction Code Listing Report
Overbooking Limits
1 Article