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Now that MyPMS has been set up with the basic property, room, rate and tax information, there are several more areas to customize like, Marketing Policies, Sources and Images, etc. This section will take you through shows the areas that can be customized in MyPMS.

Now, you may be ready to learn more about managing rooms, bookings, guest folio payments, charges and adjusting rates.  We also offer a full range of Daily, Housekeeping, Group, Manager and Accounting Reports. 

be Be sure that your rates and availability are up-to-date and that the system is fully customized to fit your property.

 Please use the links provided for step-by-step instructions.to further customize and set up MyPMS. If you need help or have any questions,  contact us. 
 
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Please completed these steps if you have not done so already

  • Enter Property Information: Enter your guarantee requirements, deposit and cancellation policies, payment receipts, guest types, marketing messages, booking sources, images and more. For details, see Customize MyPMS
  • Manage Rates:
In the Setup Wizard, you entered Default Rate Plans.
  • To enter seasonal rates,
 
  • special rates for holidays or special events, Closed to Arrival and Min LOS,  go to Manage Rates
  • Add Additional Users: Each user is given login credentials and assigned a "Role" which grants access to certain Reports, Night Audit and the Setup Area. See Add Users

The following resources provide a detailed explanation of each function with examples and step-by-step instructions.
 

  • Tape Chart Management Manage availability, move bookings, check in guests, change tape chart display view, add room amenities, VIP flag, group booking icons and more.
  • Managing the Folio Review important folio functions, give a discount refund, transfer items and more.  
  • Reports Learn how to use our full range of Daily, Manager and Accountant Reports.
There is much more so search for your topic or question in our Knowledge Base, Online Manual, and Video Tutorials. Our learning resources include an online manual, video tutorials, and hundreds of Knowledge articles.
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The following sections can be further customized to your property. Some are optional, but can be useful on Reports and Guest Marketing. We have provided default information as part of your set up, but you can easily add and edit.  For example, Sources on guest bookings can be used to track occupancy, revenue, etc. by Source. Entering relevant terms to your property will give you more valuable data so please customize your system as much as possible.

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These sections should be completed by every property

 

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System Setup

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Setup Users

Property Profile

Payment Types and Charge Items

Guest Information (Optional)

Travel Agent Information (Optional)

Direct Bill and AR Accounts (Optional)

Custom Letters (Optional)

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ONLY For properties selling online through website, GDS or OTA's.

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Property Profile Website and GDS

Allocate Rooms for Online Distribution

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Extend the power of your system with with Add-on Modules to grow your business.