Knowledge Base
Learn about top features of our solutions. Get help whenever you need.
Exely PMS
Front Desk
- What is Exely Property Management System
- What is Front Desk
- 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
- What are “Custom prices” in Exely PMS
- How to make a quick room move in the Front Desk
- 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
- 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
- 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
Settings and References
- 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