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Configuring RMS Ultra Lite

Overview

This article will take you through all the steps to configuring your RMS Ultra Lite system for the first time.

We have broken the configuration into sessions, grouping all related topics to provide ease of use.

Within the below sessions you will find short tutorial videos on each section of the configuration to guide you in the best practices. 

For more detailed information on a subject click once on the title to be taken to a full knowledge base article on that topic.

A Primary Support Person will be allocated to you helping you with this process and all future requirements.

Welcome to RMS

Welcome to RMS! We have a large range of help resources to assist you not only with your configuration but well into the future.

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Accessing RMS9

Learn how to easily access your RMS9 system!

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Session 1

This session will take you through how to enter your Property Information & Labels.

Session 2

This session will take you through how to add your Categories (Room Types) and Areas (Rooms).

Session 3

This session will take you through the steps to configuring your Tariffs (Rates)

Session 4

This session will show you how to setup your RMSOnline module.

Session 5

This session will show you how to make a New Reservation.  It will also take you through using the Reservation Search Screen, how to Extend Reservations, Cancel Resrevation, how to move around the Booking Chart & how to build your Reservation List.

Session 6

This session will cover Steps to Going Live and RMS Recommended Daily Front Office Procedures.

Related

Configuring Ultra Lite Session 1
These short session videos will take you through your Property Options Configuration.  For a more detailed breakdown of each subject, click once on the subject title.
Configuring Ultra Lite Session 2
This session will take you through how to add your Categories (Room Types) and Areas (Rooms).  In essence the bookable elements at your property. Categories (Room Types) Learn how to add your categories into your RMS Ultra Lite system.  Categories group your areas together in RMS.  Examples of categories are; Apartment Buildings may choose to add One, Two and Three Bedroom Apartments as categories Caravan Parks may choose to add Tent Sites, Permanent Sites, Powered and Unpowered Sites as categories Motels & Hotels may choose to add Studio, One Bedroom and Spa Suites as categories Single Areas (Rooms) Learn how to add your areas into your RMS Ultra Lite system.  Areas are the physical bookable elements of your property, you may refer to them as Rooms, Sites or Apartments.
Configuring Ultra Lite Session 3
This article will take you through the steps on how to add your Tariffs (Rates) into RMS, so that your RMS Ultra Lite system can automatically calculate your rates when making a reservation in RMS or Online. Tariff/Availability Chart Below we have provided short videos on each element required when adding a chart tariff.  This setup has been based on a rate sheet for Mexican Shores (CLICK HERE TO SEE A COPY OF THE RATE SHEET) Tariff Types Tariff Types are the first element that needs to be entered when adding tariffs into RMS.  Tariff Types are the description of the Tariff you are charging, For Example, Rack Rate, Corporate Rate, Online Special etc. It is important to note that you do not require one for every category or tariff that you wish to enter.  One tariff type can be linked to many categories and tariffs. The only time you will need to add a second tariff type into your RMS system is if you wish to run two seperate tariffs at the same time for the same category. Adding the Tariff Chart Tariffs are where you link your period (seasons) to your tariff (being the amount to charge nightly). Please ensure that before watching this video you print off a copy of the Mexican Shores Rate Sheet which can be found using the link just about Tariff Types. Minimum/Maximum Nights Explained This short video will take you through how minimum nights work in RMS, we recommend that you watch this video before starting your tariff configuration.
Configuring Ultra Lite Session 4
This session will show you how to link your RMS Ultra Lite system with an Online Agent of your choice.  Simply click once each title in turn to complete your RMSOnline Setup. RMSOnline Booking Options This area of the setup controls the information that shows on your online booking page including Property Information, Things To Do, Business Facilities, Cancellation Policy and Terms and Conditions. Adding Online Agents This area will take you through the steps on how to add the Online Agents of your choice which will interface with your RMS Ultra Lite system. Adding Default Allotments for all Online Agents This area allows you to set one group of allotments which can then be assigned to all Online Agents, sharing your live availability to all. This feature allows you to set your online system up quicker and also makes the Online Agents availability much easier to manage. Adding Photos to Online Bookings from your Website Select the photo's that you wish to upload to RMSOnline for both your Property and Categories (Room Types). NOTE: This photo must be smaller than 250 KB and must be a file type of JPG or BMP. NOTE: Each image is displayed on your RMSOnline Booking button in 130H x 190W pixels.
Configuring Ultra Lite Session 5
This session will show you how to make a New Reservation.  It will also take you through using the Reservation Search Screen, how to Extend Reservations, Cancel Reservations, how to move around the Booking Chart & how to build your Reservation List. Creating New Reservations Click once on the heading above to be taken to an article that will walk you through the process of creating a new reservation in your Ultra Lite system. Reservation Search Screen Click once on the heading above to be taken to an article that will walk you through the process of searching for an existing reservation in your Ultra Lite system. Extending Existing Reservations Click once on the heading above to be taken to an article that will walk you through the process of extending an existing reservation in your Ultra Lite system. Cancelling Reservations Click once on the heading above to be taken to an article that will walk you through the process of cancelling an existing reservation in your Ultra Lite system. Booking Chart Moving Through the Booking Chart Changing the Text Display of the Booking Chart Building the Reservation List Report Click once on the heading above to be taken to an article that will walk you through the process of building the reservation list in your Ultra Lite system.
Configuring Ultra Lite Session 6
Session six (6) is the final session in configuring your RMS Ultra Lite system, the below topics will take you through the steps on going Live with your RMS system. Steps to Going Live We have outlined the below document on steps to going live.  Your trainer will work through these steps with you. Steps to Going Live - Click once on the underlined wording to see the steps article. Daily Front Office Procedures We have created the below Daily Procedures Guide to assist you with your daily functions with RMS.  The link below has a document format that you can download and alter to suit your properties needs. Daily Procedures Guide for Ultra Lite systems



 

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Last modified
09:26, 17 Oct 2013

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