Knowledge Base

Go to “Property management” > “Settings” > the “Main settings” tab to make additional settings.

The “Main settings” tab consists of several sections.

The “Housekeeping” section

Tick the "Check-in only in rooms with status “Cleaned” and “Checked”" check-box, so that the Front Desk checks guests in only in the rooms confirmed as cleaned and checked and does not check guests in the dirty rooms.

The “Guest profiles” section

Tick the “Automatically find the guest profiles with similar parameters for bookings from the website and the distribution channels” check-box to merge the guest profiles with matching details.

The profiles will be merged if one or both of the following match: full name + email or full name + phone number. If there are no matching guest profiles, a new one will be created.

The “Invoices and payments” section

Make use of the invoice generation settings.

• If you wish a single invoice to be automatically created for the group bookings made in Exely Booking Engine or Exely PMS, tick the “Automatically create standard invoice for reservations for several rooms” check-box. You will always be able to create separate invoices for each room by hand.

• If you do not want to list included services in invoices, tick the “Do not show paid services included in the price in a separate line in the invoice” check-box. These services will not be shown in the invoice, but will be included into the total cost of stay.

• If necessary, tick the "List the names of all guests in the invoice" check-box to have all guests names shown in the invoice for accommodation.

The “Invoice attributes” section

In the “Invoice attributes” section, upload the seal and the signatures for invoices generated in Exely PMS. Read how to add invoice attributes.

The “Exely PMS notifications setting” section

For the “Receive notifications in case”, tick the conditions when the notifications should be sent to the hotel email.

The “Meal report settings” section

Set the meal report using the instruction.