Property Management System
Rooms, reservations, housekeeping, and the front-desk daily flow.
28 articles
- FeaturedAdminpmsposaccountingguest
First-day onboarding checklist
Day-one go-live: property + POS + people, parallel tracks, ship a working flow before optimizing.
Verified May 2, 20262 min read - FeaturedEnd userpms
How to check-in a guest
Mark a guest as checked in from the dashboard or the reservation view.
Verified May 1, 20262 min read - FeaturedAdminpms
Configure room types and rooms
Add room types as templates, then create the actual rooms that inherit from them.
Verified May 1, 20261 min read - FeaturedEnd userpms
How to make a new reservation
Create a new reservation from the dashboard in under a minute.
Verified May 1, 20263 min read - FeaturedEnd userpms
How to check-out a guest
Settle the folio and check a guest out from the dashboard or reservation view.
Verified May 1, 20262 min read - FeaturedEnd userpms
Reservations Calendar
Drag, resize, and click to manage every reservation from one calendar view.
Verified May 1, 20261 min read
- Adminpms
How to edit users and reset passwords
Edit profile in two tabs (General + Security). Three password paths: self-change, admin reset, self-service Forgot Password.
Verified May 3, 20264 min read - Adminpmsaccounting
How to split a folio (one stay, multiple invoices)
Route lines to multiple folios → issue separate invoices at check-out. Common payer-split patterns.
Verified May 3, 20262 min read - End userpms
How to do the night audit
Daily close — payments by method, orders, reservations, PDF export. Catches errors same-day.
Verified May 2, 20261 min read - End userpms
How to split a reservation
Split by room or split by date — with optional separate invoice for each piece.
Verified May 2, 20262 min read - End userpms
How to handle a no-show
Mark NO_SHOW (not CANCELLED), choose whether to keep the invoice for the no-show fee.
Verified May 2, 20261 min read - End userpms
How to extend a stay
Change check-out date, system recalculates. Move room if original is taken later.
Verified May 2, 20261 min read - Adminpms
How to edit the registration card text
Edit the legal text on the printable registration card — multilingual, with switchable signature position.
Verified May 2, 20261 min read - End userpms
How to transfer a reservation to a group
Set the reservation's group field — it now joins the group's master folio and billing flow.
Verified May 2, 20261 min read - End userpms
Housekeeping overview
Six statuses, one-tap changes, per-room assignments, color-coded board.
Verified May 2, 20261 min read - Adminpms
Blocked rooms and out-of-order
Out-of-Order = single-room maintenance. Sales Blocks = date-ranged, multi-room availability cap.
Verified May 2, 20262 min read - Adminpms
How to set up cancellation and deposit policies
Three policy types — CANCELLATION, DEPOSIT, RELEASE. Reusable across rate plans.
Verified May 2, 20262 min read - End userpms
How to print or resend a confirmation
Print PDF or email the confirmation — same flow for original and re-sends.
Verified May 2, 20261 min read - End userpmsaccounting
How to add a discount to a reservation or invoice
Three discount paths — header, per-line override, separate discount line. Different paper trails.
Verified May 2, 20262 min read - Adminpms
Troubleshooting: confirmation emails not arriving
Email didn't arrive? Check guest address → spam → SMTP → SPF/DKIM, in that order.
Verified May 2, 20262 min read - End userpms
Housekeeping daily operations: assignments, status flow, and lost & found
Morning assign → status flow → notes for lost & found → end-of-day handover.
Verified May 2, 20262 min read - Adminpms
Group reservations and allotments
Groups = bundled reservations sharing a folio. Allotments = contracted room blocks with release dates.
Verified May 2, 20262 min read - Adminpms
How to add users and roles
Roles define permissions; users get assigned a role. Set up roles once, create users many times.
Verified May 2, 20262 min read - End userpms
How to move a guest to a different room
Swap the physical room without touching dates, guests, or charges.
Verified May 2, 20261 min read - End userpms
How to handle a walk-in guest
Create reservation → check-in → take payment, all in one go. Never skip the reservation step.
Verified May 2, 20262 min read - Adminpms
Room rates
Define rate plans (non-refundable, corporate, weekly, etc.) for selling rooms — pricing is set separately under Room Pricing.
Verified May 1, 20261 min read - End userpms
How to edit a reservation
Change dates, rooms, guests, or extras on an existing reservation.
Verified May 1, 20263 min read - Adminpms
Room pricing
Update prices, restrictions, and availability for a date range across all your sales channels at once.
Verified May 1, 20261 min read
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