-
Managing Reservations
-
- How to view reservations on a date in the Reservation Manager?
- How to view a reservation on a particular date for a product (room type)?
- How to manage the reservations listed on the right side of the screen?
- How to create a new reservation in OnRes system?
- How to modify a reservation?
- What more can you do on the date grid?
-
- What's new in the Reservation Manager?
- How to switch between the Enhanced View and Classic View of the Reservation Manager?
- How to use the Filter function in the Enhanced View of the Reservation Manager?
- How to use the Smart Search function in Enhanced View of Reservation Manager?
- How to see reservations of a selected date in the enhanced reservation view?
-
-
Managing Inventory
-
Managing Products & Packages
-
Managing Rates and Restrictions
-
Promotions and Discount Codes
-
- How does promotion work in the OnRes system?
- How to setup a promotion?
- What happens when two promotions overlap on the same dates?
- How to exclude promotions on certain dates?
- How to apply a promotion in the Reservation Details window?
- How to show availed promotions in the guest confirmation emails?
- How to create a "Free night stay on a reservation" or "3rd Night Free" kind of promotion?
-
-
Managing Housekeeping
-
Managing Channels
-
Analytics & Reports
-
Settings
-
Managing Interfaces
-
Guest Emails
-
Check-in/Out & Room Assignments
-
Managing Add-ons
-
Setup OnRes 2.0 Booking Process
-
Setup Policies
-
Export Availability
-
Payment Gateway
-
Multiple Room Type Booking
-
- The Reservation IDs
- How to find / sort a Master Reservation?
- How to view / edit a Master Reservation?
- How to create a Master Reservation?
- How to add/split a Child Reservation to/from an existing Master Reservation?
- How to cancel/reactivate a Master or Child Reservation?
- How to merge existing single reservations into a Master Reservation?
-
Contact Manager
-
Contactless And Upselling
-
Financial System
-
- How to open / create a folio?
- How to post charges to a folio?
- How to make payment?
- How to void a posting?
- How to transfer a posting to another folio?
- How to setup Billing Instructions for automatic transfers?
- Receipts
- How to Check-out a Reservation if it has Folios with Zero Balance?
- How to associate a credit card with a folio?
- How to bill a reservation to an Accounts Receivable (A/R) account?
-
Group Reservation
-
Room Auto Quarantine
-
Troubleshooting
How to create a new user?
Users are managed at the ‘User Management’ tab (Settings -> User Management), or click on your Username Initial icon on top right of the screen and choose Users.
New user can be created on the Edit widget on the right side of the page. Fill in the details with valid Username and Password and press ‘Add New’.
Username has to be unique in the system. If not, the system will return an error message after saving. Username cannot contain any characters except: letters, digits, dot, hyphen, and underscore.
Password is required to:
- be at least 8 characters long
- contain at least one digit
- contain at least one lower-case letter
- contain at least one capital letter
User Level – defines the role of this user account. Each level has certain access permissions to certain pages. Click on the “description” link to see the details of the permissions.
Forgot Password Email – used to receive a temporary password generated during the Password recovery process.
90 Day Password Expiry – if enabled, password will expire after 90 days.