Property Management System
This category contains all tutorials and articles related to your Base7 PMS account.
Getting Started
- How to create a room type
- How to enter the company details
- How to add my hotel's address in Base7
- How to set up the date format in Base7
- How to select the time zone in Base7
- How to choose the closing time for reporting in Base7
Dashboard
- How to manage check-ins/check-outs in Base7
- How to access the movements report from the Dashboard
- How to access the housekeeping report
- How to access the dinner report from the Dashboard
- How to use the Date Picker for the roomkeeping report
- How to view a specific day on the Dashboard
Calendar
- How to lock a reservation on the Calendar
- How to choose the default view of reservations on the Calendar
- How to create a new reservation on the Calendar
- How to add a room to an existing reservation from the Calendar
- How to access a reservation from the Calendar
- How to move a reservation on the Calendar
Clients & Groups
- How can I create a group?
- How to create a reservation from the client profile
- How to re-assign a reservation to another client profile
- How to add a new client title
- How to search for a client profile
- How to search for a reservation using the client name or number
Accounts
- How to invoice a reservation on a corporate account
- How to create a corporate account
- How to link a client profile to a corporate account
- How to access the Accounts Summary
- How to read and export the Accounts Summary report
- How to export the Accounts Summary
Reservations
- How to change the price of individual rooms within a reservation with multiple rooms
- How do I generate a record of arrival for a reservation/guest?
- How can I deal with a "Blocked Automatically"?
- How to cancel/delete a reservation
- How do I confirm a reservation?
- What is the difference between a cancelled and a deleted reservation?
Accounting & Invoicing
- How to customize the invoice layout (add logo, company information and bank details)
- How to upload the logo of the hotel on the invoice template
- How to add the bank details on the invoice layout
- How to add bottom text on the invoice layout
- How to set up the general options in the invoice layout
- How to create an invoice
Statistics & Reports
- How to access your Yearly Report in Chart view
- How can I access the VAT report (NEW)?
- How to access the daily reports
- How to display net amounts in the daily report?
- How to access the yearly report
- How to find the detail of open amounts in the yearly report
Settings
- How to create boards/pensions
- How to upload a picture in Base7
- How to delete a picture in Base7
- How to enter rates
- How to edit an existing rate
- How to set up closing schedules
Accommodations
- How to add a new stay type
- How to modify an existing stay type
- How to delete a stay type
- How to add a new option to a room
- How to modify an existing option
- How to delete an option
Extras
- How to create predefined extras
- How to add a new extras account
- How to add an extra to a reservation
- How to add an extra from a pre-defined list?
- How can I access my Extras History
- How to export the extras history
Rates
- How to create a new rate
- How to enter rates
- How to enter rates for a season
- How to set up different rates during the week
- How to enter the single use discount for a room category
- How to enter the rate for an extra person in the room
Users
E-Mails
- How to preview the email before sending it
- How to visualise the email on computer, tablet, or phone screen
- How to modify the email subject before sending it
- How to define another email address to which a copy of the email should be sent
- How to edit the email before sending it
- How to attach an invoice to the email
Integrations
- How to activate a trivago Rate Connect campaign
- How to save the client's credit card informations with the payment gateway (Stripe)
- How to find the client's credit card information with the payment gateway (Stripe)
- How to create charges with the payment gateway (Stripe)
- How to pre-authorize the full amount on a reservation with the payment gateway (Stripe)
- How to capture/refund from the reservation profile