Knowledge Base

Exely Property Management System is a cloud Property Management System. In this course, we will show you how to set up Exely PMS and use all its features. The course is suitable both for those who are just starting to work with Exely PMS and for experienced users.

Room inventory creation

In this video, you will learn how to set up room inventory in Exely PMS.

The “View” button

In this video, we will cover how to customize the display of rooms and bookings in Front Desk, as well as how to select the way for adding new bookings in Exely PMS.

Booking creation

In this video, we will tell how to quickly and easily create a new booking.

Bookings in Front Desk

In this part of the course, we will go over how to manage existing bookings, for example, check-in, check-out and move guests between rooms, and confirm payments.

Hourly booking creation

In this video, you will learn how to create an hourly booking.

Reception

In this part of the course, we will show you how to use reception tools to manage arrivals, departures and ongoing stays. You will learn how to quickly find the right bookings and monitor the rooms' status.

Reports

In this video, you will learn how to use the "Reports" section to analyze your hotel's performance, find key data and generate reports.

Notes and instructions

In this video, we will go over how to use the "Notes and instructions" section for effective communication within your team. You will learn how to leave notes, add instructions for employees and follow up on tasks.

Housekeeping

In this part of the course, we will show you how to manage cleaning and room preparation tasks — assign cleanings, track their completion and manage room statuses.

Guest Profiles

In this video, we will guide on how to work with guest profiles.

Companies

In this video, we will look at how to work with the “Companies” reference in Exely PMS: add new and edit existing companies, quickly find the necessary information.

Settings

In this part of the course, we will talk about Exely PMS settings, which will help you to customize the system for your tasks and optimize your work.

References

In this video, we will go over working with directories in Exely PMS, which are designed for adding additional parameters and settings.

Tags

In this video, we will talk about tags in Exely PMS and how to use them. You will learn how to create and assign tags to quickly find the required bookings.

Integration with electronic keys

In this part of the course, you will learn how to use integration with electronic keys to automate access to rooms.

Document templates

In this video, we will show you how to create and customize document templates in Exely PMS to automate document processing and avoid errors.

Data import

In this video, we will guide you on how to easily transfer data from other systems into Exely PMS. You will learn how to import your guest and booking information to get started in the system without hassle.

Payment by link

In this video, we will introduce a convenient way to accept online payments for bookings directly in Exely PMS. You will learn how to send payment links to your guests and set up automatic cancellation, if the guest did not pay or did not provide card details.

Managing your property on the mobile app

In this part of the course, we will show you how to use the Exely Hotelier mobile app to manage Exely PMS Front Desk. You will be able to quickly create new bookings and make changes to existing ones, check-in and check-out guests directly from your smartphone.

Extended “Housekeeping” module

In this video, we will go through the extended “Housekeeping” module in Exely PMS for efficient housekeeping management. You will learn how to manage room cleanings, assign tasks and track the rooms' status.

Financial Accounting

In this video, we will explain how Exely PMS helps you keep financial records in your hotel. You will learn how the system automates calculations, generates reports and makes it easier to control the money flow.