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MyPMS Training Guide, Videos, and FAQ
Posted by Erica Johnson on 13 Dec 2018 06:44 AM

It's hard to believe that another busy holiday season is right around the corner! What better time to learn more about the features and functions available in MyPMS. Whether it's tips about managing bookings and the tape chart, using reports, or managing rates and restrictions - we want to make it easier for you!

Our learning resources include an online manual, video tutorials, and hundreds of Knowledge articles. To get you started, we put together a list of tips,  links to FAQ's, and step-by-step instructions based on some of your most commonly asked questions. There is much more, so go to one of our learning resources and search for your topic or question in our Knowledge Base, Online Manual, and Video Tutorials.

Have new front desk staff or need a refresher? Check out the Quick Start Training Guide

5 Tips for Managing Bookings

Answers to top FAQ

Managers - Learn more about managing rates, restrictions and payments

All you need to know about reports

New Features - Online Channel Connections

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Desposit, Cancellation and Privacy Policy Updates
Posted by Erica Johnson on 27 Sep 2018 08:25 AM


Update YOUR Deposit and Cancellation Policies

NEW! Privacy Policy for Booking Engine and Letters




In our ongoing effort to provide you with the most up-to-date features, we have updated the Deposit and Cancellation Policy options (each one is now a unique message) and added a Privacy Policy message. For detailed instructions on how to update your Deposit and Cancellation Policy messages, and add the new Privacy Policy message, as as view where these messages can be displayed on the Booking Engine(s) and Letters, see Booking Engine | Policies


Since these Policies display on your Booking Engine and in the Default Confirmation Letter sent to the Guest when a Booking is completed, it is important to make sure these Policies are up-to-date. Please take a moment to review your Deposit and Cancellation Polices in the Marketing and Policies area and review the merge fields used in your Letters to make sure your policies are displaying correctly.


To add a Privacy Policy message, go to SETUP | SETTINGS| MARKETING AND POLICIES. For instructions see, Marketing and Policies


We are here at +1-707-874-3922 Ext. 202 and to assist in any way




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MyPMS Release Notes - June 27, 2018
Posted by Erica Johnson on 27 Jun 2018 08:37 AM

NEW Booking Engine Template -  Availability Calendar

We have a new Booking Engine Template with an Availability Calendar for both the "Single Room" and "Multi-Room" Booking Engines. The templates are ready-to-use and can be viewed in your PMS Setup Area at Booking Engine | Website Code

Learn how to customize your Booking Engine at Customize Booking Engine

NEW Front Desk Dashboard Customization Features

Customize the Front Desk of MyPMS with Front Desk Widgets. These widgets give you the ability to organize the Front Desk and display the booking Information and data that matters most to your property. Learn how to customize the Front Desk Dashboard at Admin | Front Desk - Page Layout

  • "Today's Occupancy" Widget - This newly redesigned Occupancy Widget will appear on your Front Desk Dashboard in place of the current "Today's Occupancy" Widget in Admin | Front Desk - Page Layout
  • "System Message" -  Important messages and notifications from BookingCenter, called "System Messages", will now automatically appear at the top of your Dashboard when a message is posted. The current "System Messages" Widget will be automatically removed from your Front Desk Dashboard. 

New! Today's Occupancy Widget

More Customization Features Available

"New Booking Window" Custom Ordering and Labels - You can now customize which fields, in which order, and how they are Labeled in the the New Booking window.  Thus, you can remove fields you don't want. Customizing these labels lets you get the booking details you need and removes the clutter of unwanted fields, making it faster and easier to make new bookings. Learn how to custom your labels at Admin | Booking - Data Elements

"Housekeeping  Groups"  This new Housekeeping function makes it easy to organize Rooms into Groups and customize the Housekeeping area on the Front Desk. Create Groups by building, floor, housekeeper name or any other customized name that works for your property. These customized Groups make it easy to print Maid Sheets for each Housekeeper.and will also customize the display in FRONT DESK | HOUSEKEEPING with Rooms sorted into each Group. Admin | Housekeeping

NOTE: These new customization features are available to Users with "Admin Manager" level access. To learn how to change your User Role and enable these customization features for your property, see Admin | Enable User Customization

More Enhancements!

NEW Merge Fields for Custom Letters 

"Folio Transactions" - This new merge field displays ONLY the Folio Transactions, without the total and Folio Balance. This gives you the ability to further customize your Letters and Receipts by detailing Folio Transactions.

"Room Notes" - Use this new merge field to enter custom notes for each Room and then insert them automatically into any Custom Letter. 

Learn how to customize Letters using Merge Fields 

Group Bookings - "Assign All Rooms" and "Auto Fill Allocations"

With this new feature, you can now automatically assign Rooms to all bookings in a Group at once. This makes it easy to complete Room Assignments for Group Bookings without having to assign each individually and all bookings appear immediately on your Tape Chart.  Learn More about "Auto Fill Room Type Allocations" and "Assign All Rooms in Group"

AR Account Statements 

We have added the option to save the AR "Detailed Statement" to an Excel file. Using this option will create an Excel file with the Details of each Guest Folio selected in the Statement. Learn more about AR Accounts and AR Statements

We are pleased to announce that the following software bugs were fixed in this release:

  • Fixed issue when Canadian-issued Visa cards entered in Booking Engine, returned message - "The credit card number is not valid".

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Webinar Recording - Group Bookings
Posted by Erica Johnson on 07 Jun 2018 01:11 PM

Miss the last Webinar?

Managing Group Bookings in MyPMS

Watch Webinar

Learn how to use the Group Booking Wizard, Manage Group Booking Details, Folios, Room Allocations, Rates,  the  Group Booking Engine and more.

We will also introduce NEW Group Booking Features  Auto Fill Room Type Allocations and Assign All Room Type Allocations

Topics Covered

  • New Group Bookings - Group Booking Wizard
  • Group Bookings Best practices
  • Overview Booking Details, Folios and Letters 
  • Managing Room Type Allocations and Rates
  • Using the Group Booking Engine
  • NEW! Group Booking Features

Watch Webinar


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Posted by Erica Johnson on 30 May 2018 09:20 AM

Scheduled System Maintenance

Sunday, June 3, 2018 at 10:00 PM PST (Pacific Time)

 In order to ensure the highest levels of service, performance and reliability, we will be performing critical system maintenance to the core databaseson  June 3, 2018 at 10:00 PM PST (PST Time).

The estimated down time is 1 hours (60 minutes). During this time, the following services will be offline and not available, so please plan accordingly.

  • MyPMS customers please take note: This downtime WILL affect your Property Management System, as the system will NOT be available during this period. North America and European customers, please schedule your Night Audit accordingly, and be sure to print out all necessary reports (we recommend any non-arrived guests to have their Registration Letters printed, for example) before 11 PM PDT (California Time) Sunday night. Southern hemisphere customers should consider printing Folios for departing check-outs, as this may impact your ‘check out’ hours.
  • Desktop Property Management System updates will not work.
  • The Booking Engine (what we sometimes refer to as the ‘Request Server’) will be unavailable during this time.
  • Credit card processing via MyCard and AuthorizeNet will be unavailable during this time.
  • GDS/OTA updating and booking retrievals will cease during this time, but activity that occurs on these sites will continue and will be sent to you when the system is restored.

A reminder of the scheduled downtime will be posted for all MyPMS Users on the Front Desk in the "System Messages" area prior to service interruption.

We are upgrading all our environments, and expect improved performance and reliability on all services as a result. We appreciate your understanding of this inconvenience, and are here to answer any questions at: and +1-707-874-3922.

REMINDER: After a MyPMS new software release, it is a good idea to clear your website browser cache. Typically, browser cache issues can affect the ability of MyPMS to perform certain tasks which can be easily fixed by clearing the cache in your browsers. See Clear Browser Cache

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