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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

have been set up in MyPMS

are entered, your site is active and ready to manage your property, guests, and bookings.

We encourage you to review the Training Guide and watch the Front Desk Training Video to learn about the important features and functions in MyPMS.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.

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

...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.


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titleSelf Setup | MyPMS Complete Setup




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

In the Setup Wizard, you entered Default Rate Plans.

To enter seasonal rates,  special rates for holidays or special events, go to Manage Rates
  • Customize MyPMS: Enter your guarantee requirements, deposit and cancellation policies, payment receipts, guest types, marketing messages, booking sources, images and more. For details, see Customize MyPMS
  • 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

 

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.

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.

There are three main areas in the Front desk to handle daily operations, manage bookings, create reports: Front Desk, Bookings and Reports.

  • Each Tab has a Drop Down Menu when you hover on it and the same menu in the grey bar below. When navigating to a new page, save your information or you may lose any unsaved data you have entered on the current screen.
  • Each section can be opened in a new browser tab by right-clicking and then choosing "open in new tab".

Click on the image to see an enlarged view.

FRONT DESK TAB

BOOKINGS TABREPORTS TABImage RemovedImage RemovedImage Removed