Online Credit Card Storage Processes

Online Bookings from Channel Managers

(Channel Mangers include but are not limited to, Booking.com, Wotif, Expedia, Agoda etc).

Reservation with CC details are sent to RMS

CC details are taken and stored in the RMS Vault as a Token

Reservation with Vault Token are saved to RMS

Edit reservation in RMS9

Select RMS Vault Button (displayed in green if Token exists)

First Time Setup

                Enter RMS Username and Password

                Enter your desired Vault Password

                Confirm your desired Vault Password

                Select Create

Second Time Onwards

                Enter your Vault Password

                Select Retrieve

You will now see the guests CC information.

NOTE: The CVV will show as a unique code, this will match the CVV email sent to your property, where your client id will unlock the protected PDF to reveal the customers CVV number. See How do I get Card CVV Numbers.

RMS Book Now Button > Deposit Taken via RMS Payment Gateway

Reservation is processed and Payment is taken by the RMS Payment Gateway

Reservation is saved to RMS and Receipt for the payment taken is created on the account

NOTE:                   No CC details are passed into RMS

                               No Token information is passed into RMS

RMS Book Now Button > Deposit Taken via Own Gateway

Reservation is processed and Payment is taken by your Own Payment Gateway

Reservation is saved to RMS and Receipt for payment taken is created on the account

CC Token is saved against the Client record of the Reservation

Select CC Token Button (displayed in green if Token exists) to see Token details

Further Receipts can be processed using this Token

RMS Book Now Button > No Deposit/Payment Required > No CC Capture

Reservation is sent to RMS

No Credit Card details are taken at the time of booking

No Token information is passed into RMS

No Payment is taken for the online booking

RMS Book Now Button > No Deposit/Payment Required > RMS Vault

Reservation with CC details are sent to RMS

CC details are taken and stored in the RMS Vault as a Token

Reservation with Vault Token are saved to RMS

No Payment is taken for the online booking

Edit reservation in RMS9

Select RMS Vault Button (displayed in green if Token exists)

First Time Setup

                Enter RMS Username and Password

                Enter your desired Vault Password

                Confirm your desired Vault Password

                Select Create

Second Time Onwards

                Enter your Vault Password

                Select Retrieve

You will now see the guests CC information.

NOTE: The CVV will show as a unique code, this will match the CVV email sent to your property, where your client id will unlock the protected PDF to reveal the customers CVV number. See How do I get Card CVV Numbers.

RMS Book Now Button > No Deposit/Payment Required > Own Gateway

Reservation is taken and Token is processed through your Own Payment Gateway

Reservation is saved to RMS

CC Token is saved against the Client record of Reservation

No Payment is taken for the online booking

Select CC Token Button (displayed in green if Token exists) to see Token details.

Further Receipts can be processed using this Token

User Access to the RMS Vault

In order for your staff to access the credit card information contained in the RMS Vault you will need to give them access in their Security Profile.

See the article Give Users Access to the RMS Vault

If you are not currently using individual user login for access to RMS we suggest this as 'Best Practice'. See Users and Security for more information on how to use this feature.