Knowledge Base
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Exely PMS
Front Desk
Toggle arrow- What is Exely Property Management System
- What is Front Desk
- Types of access rights in Exely PMS
- What happens if the Exely PMS fee is not paid on time
- How to find a booking in the Front Desk tape chart
- How to set room order in the Front Desk
- How to set room assignment for new bookings
- How to send a link to an apartment description from the Front Desk to a guest
- What do colors of bookings in Front Desk stand for
- How to work with extra services with different prices for adults and children in the Exely PMS Front Desk
Bookings management
Toggle arrow- What are “Custom prices” in Exely PMS
- How to make a quick room move in the Front Desk
- How to replace one guest in a group booking
- How to edit a booking in Exely PMS
- How to create a booking in Exely PMS
- How to create a group booking in Exely PMS
- How to find a deleted booking
- How to check in a guest in Exely PMS
- How to check a guest out in Exely PMS
- How to cancel a booking in Exely PMS
- How to change the cost of stay
- How to apply a discount to a booking in Exely PMS
- How to change a payment method for a booking
- How to change dates of stay in a booking if you work in Exely PMS
- Reception
- How to create a booking charged by hours
- How to move a booking to another room in Exely PMS
- How to create a booking for a company
- How to change a check-in and check-out time for a booking in Exely PMS
- How to indicate a purpose of visit in a booking
- How to assign a room to a booking if the room is not vacant all days of the stay
- How to assign a room to an unassigned booking in Exely PMS
- How to view the history of changes for a booking
- How to add a service to a booking and modify it
- How to import the bookings from another PMS using Excel file
- How to change a guest in a booking in Exely PMS
- How to change a customer in a booking in Exely PMS
Invoices and payments
Toggle arrow- How to view, download, and print out documents in Exely PMS
- How to make a refund under invoice in Exely PMS
- How to issue an invoice in Exely PMS
- What is the booking balance
- How to add invoice attributes in Exely PMS
- What is deposit
- How to transfer a guest’s deposit to a new booking
- How to issue a separate invoice for an extra service
- How to combine several invoices in a group booking
- How to split the invoice and transfer the payment
- How to confirm payment in Exely PMS
Statistics and reports
Toggle arrow- Housekeeping report
- “Deposit” report
- "Tags" report
- Extra services - Detailed report
- Extra services - Summary report
- “User activity logs” report
- "Payment methods" report
- "Demand assessment" report
- “Occupied rooms” report
- "Guest list" report
- “Departures” report
- “Arrivals” report
- Reports in Exely PMS
- Why data in reports do not add up
- "Cancellations" report
- "Rate plan revenue" report
- "Demand calendar" report
- Financial daily comparative report
- "Booking balance" report
- "Employee performance" report
- "History and forecast" report
- "Cancellations window" report
- “Revenue and occupancy” report
- Agents, companies and points of sale - Detailed report
- Manager report
- Agents, companies and points of sale - Summary report
- "Summary statistics" report
- "Payments" report
- Manager flash report
- "Meals" report
- Notions of Revenue and Payment
Room inventory
Toggle arrowSettings and References
Toggle arrow- How to create your own guest status
- Main settings in Exely PMS
- How to add a company to References
- References
- How to add your own payment methods to the References
- How to add a purpose of visit to the References
- How to add room service types to References
- How to add an employee to References
- Exely extranet for apartment owners
Notes and instructions
Toggle arrowDocuments
Toggle arrowHousekeeping
Toggle arrowGuest Profiles and companies reference
Toggle arrowFinancial Accounting
Toggle arrowIntegrations with electronic locking systems
Toggle arrowOther integrations
Toggle arrowUpdated Housekeeping extension
Toggle arrow- Updated Housekeeping extension
- Bulk actions in the Housekeeping extension
- How to set bed linen change schedule
- “Do not disturb” status
- New design of the “Housekeeping” page
- “Rooms | Cleanings” display mode switch
- New room occupancy statuses: “Departure”, “Arrival”, “Departure and arrival”
- Comments for cleaning in the Housekeeping extension
- Updated housekeeping plan
- Notes for housekeeping service
- “Pre-arrival arrangements” icons
- Extranet for housekeepers in the updated Housekeeping extension
- Extranet for supervisors
