Quick Start

Follow these steps in order to see the main flow of the PMS: login → dashboard → one reservation → one check-in → one folio. Use this path when you are new to the system or training staff.

More detail

Each step links to the full doc. For login, navigation, and “By role”, see Introduction. For end-to-end flows, see Workflows.

1. Log in

1. Open the PMS in your browser.
2. Enter your username and password.
3. Click Login. You are taken to the Dashboard.

See Introduction → Logging in for details and screenshots.

2. Open the Dashboard

After login you land on the Dashboard. From here you can:

• See occupancy, revenue, and housekeeping summary
• Use quick links into reservations, room plan, and other modules

Spend a moment looking at the widgets and quick actions. See Dashboard for full detail.

3. Create or find one reservation

1. Go to Reservation in the sidebar.
2. Either create a new reservation (guest, dates, room type/room, rate) or find an existing reservation for today’s arrival.
3. Make sure it is Confirmed (or equivalent) and has a room (or room type) and rate.

See Reservations and Reservation list for creating and editing reservations.

4. Do one check-in

1. Ensure the room is ready: in Housekeeping, the room should be Vacant Clean (or Ready). Change status if needed.
2. Open the reservation (from Reservation or Front Desk → Room plan or In-House).
3. Use Check in. The reservation becomes In-house (or Checked in).
4. The guest is now in-house; charges can post to their folio.

See Front Desk, Room plan, and Workflows → Check-in for the full check-in flow.

5. Open the folio and post once

1. For Cashiering, log in to a cash register first if prompted (Cash Register Login).
2. Go to Cashiering → Transaction.
3. Select the reservation you just checked in. Its guest folio opens.
4. Optionally add a charge (e.g. room, tax) or post a payment (e.g. deposit). Save.
5. You have now used: login → dashboard → reservation → check-in → folio in one short path.

See Cashiering and Transaction (Guest Folio) for daily cashier and folio work.

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What’s next?

• By role — Introduction → By role links to the right starting place for Front desk, Cashier, Housekeeping, Night auditor, Manager.
• Full workflows — Workflows: check-in flow and end-of-day (cashier shift + night audit).
• Operations overview — Operations: all modules (reservations, front desk, cashiering, housekeeping, night audit, reports).

See also

• Introduction — Login, navigation, hotel/cash register, By role, more getting-started topics.
• Using this manual — Search, breadcrumbs, print/PDF.
• Workflows — Check-in and end-of-day flows.