Versions Compared

Old Version 16

changes.mady.by.user Erica Johnson

Saved on

compared with

New Version Current

changes.mady.by.user Jeff Tweddale

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Section


Column

Thank you for completing the MyPMS or Channel Manager Setup Wizard! You now have a fully functional system customized to your property. Now that the property, room, rate and tax information are entered in MyPMS, your site is active and ready to manage your property, guests, and bookings. The next step is to update rates and availability and to finish customizing MyPMS to fit your property needs. Login to MyPMS, with your Sign-in ID and Password at www.

To get started, log in to the correct product you registered for:

We want to make your MyPMS self setup experience as easy as possible with resources and learning tools to help customize your new property management system.We have a variety of Learning Resources and Support Options available.

After you have completed setup, please review the Training Guide and watch the Front Desk Training Video to learn about the important features and functions in MyPMS.

...using the same Sign-in ID and Password as you used to login to the Self Setup Wizard.

If you need to add Additional Users to MyPMS, please see Add Users  Each user is given login credentials and assigned a "Role" which grants access to certain Reports, Night Audit and the Setup Area.  The Channel Manager supports only the User ID provided to you.

 


Column
width30%35%


Get Started
Panel
title
borderColor#559ADE
bgColor#F0F0F0
titleColor#ffffff
borderWidth1
titleBGColor#559ADE
borderWidth1
titleSelf Setup | MyPMS Complete Setup

Page Tree
rootMyPMS Get Started




Section

STEP ONE

The Room types, Rates, taxes and rooms you entered in the Setup Wizard are available immediately and ready for bookings at your front desk and online through your website and OTA channels.

However, before you start taking new bookings, it is important that you update rates and availability and finish customizing several important areas. Further customization and adjustments can be made at anytime in MyPMS or the Channel Manager, but it is important to make sure all is completed before you start taking bookings. 

 

Please complete the following steps. Use
The next step is to be sure that your rates and availability are up-to-date and that the system is fully customized to fit your property.
Please review the following and use
the links provided for step-by-step instructions.

 


Step 1: Manage Rates: Self Setup | Manage Rates

Video Coming Soon!

 In

In the Setup Wizard, you entered Default Rate Plans.

To enter seasonal rates,  special rates for holidays or special events, go to Manage Rates

STEP TWO Customize MyPMS

Video Coming Soon!

Enter your guarantee requirements, deposit and cancellation policies, payment receipts, guest types, marketing messages, booking sources, images and more. For details, see Customize MyPMS

STEP THREE

Update Availability

Video Coming Soon!

 

To update availability in MyPMS, enter all of your future bookings and Out of Order Rooms. See Create a booking and Marking a Room OOO

Confirm that your Rates are up-to-date. Enter any weekend, weekly, seasonal or promotional Rates for at least the next 2 years. 

Step 2: Customize MyPMS: Self Setup | Customize MyPMS

The most important areas to customize in MyPMS are Taxes, Policies, Site Details, Receipt Types and Letters. After these sections are completed, further customization can be made to Sources, Guest Types, images and more. 

Step 3: Update Availability: Self Setup | Update Availability

Make sure your availability is up-to-date before you start taking new bookings. To so this enter all future bookings, mark any rooms OOO and enter any Group Bookings.

 

 

 

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

If you need help or have a question, please submit a ticket at the  Online Support Center
To login for the first time, use your email address on file for the User ID AND Password.