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Preparing for a Remote Training on MyPMS
Posted by Jeff Tweddale on 30 Aug 2021 02:06 PM
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The length of time to train staff is dependent on the skills of the staff, and their ability to focus, but the folks you want to train can ‘self learn' whenever and wherever they wish, as the outline below shows.
We usually recommend scheduling no staff training until the basic property has been setup and the manager/owner has approved a basic property setup: taxes are correct; Rooms are correctly identified; Room Type relationships and codes are accurate; and at least one proper rate has been tested for each Room Type.
Once the basic property has been completed, scheduling additional staff usually is dependent on their role: Front Desk employees and Night Auditors are usually brought in early and enter ‘in house and arriving guests' to get them comfortable working with Bookings and Folios. Once staff has been able to make, edit, and checkin/out bookings then it’s good to bring accounting and management staff to learn Reports.
The general idea is usually 2-5 hours day one, 1-2 hours day two, then scheduled as needed for additional training. MyPMS is easy to learn, so it’s usually faster than any other PMS' you tried to learn/train.
On the day of an ownership transition, where training is often required, we start by helping you transfer existing folios or stay overs so the system is ready for in-house guests the first night. Please refer to this KB article: https://support.bookingcenter.com/index.php?/Knowledgebase/Article/View/249 for details on that process.
We prefer to handle folio transfers (from old system to new for in-house and arriving guests) prior to intial training, if possible. Plan on at least 20 minutes to complete depending on the number of stay overs.
To get staff comfortable with MyPMS prior to the ownership change or training date, have them access the 'Instant Demo' on PC/Macs or Tablets prior to a formal training on your - or their - devices. Use the built in web browser on the Mac/PC/tablet - your trainer can show you how to make the Bookmark an Icon on the device. There is no special software to download on mobile devices, so this can be done at the convenience of your staff
Below is an outline you can refer to for formal training by a BookingCenter trainer. It doesn’t have to be in this exact order, as questions arise or emphasis might shift. For instance, Setup area training will be reserved for Managers.
1. Prepare the MyPMS Training Manual Click this link : https://docs.bookingcenter.com/display/MYPMS/MyPMS+Training+Guide to experience the MyPMS Training Guide. Use this for quickly getting up to speed on the MyPMS system - it's designed to train staff on basic operations.
2. Login to the ‘instant demo' system of MyPMS here.
Just click the ’Start Instant Demo’ button to begin.
3. Learn by Experience It is important to actually make bookings and cancel them to get the 'experience' of using the system prior to going live with your own data. The login info above is demo data and there is NO harm in making bookings and then canceling them, it is OK to learn this way. In fact, using it hard is what teaches you they best lesson - you can not hurt the system :-)
4. Training Outline Below you will find the outline that will be followed during our scheduled training.
I. Introduction
A. Personal & Company Introduction B. Industry Overview C. Customer Information D. Reference Manuals
II. Overview of Process
A. 120-Minute Training B. One Internal Champion C. Software -> Book Now buttons -> Network D. Optional GDS distribution
III. Setup Area A. Users, PMS Setup B. Access and Planning C. Rates and Manage Rates
IV. Making a New Booking A. Enquiry, Availability and B. Booking Sub-Menus C. Internet Bookings
V. Folio Management A. Deposit Policy B. Charges, Payments, Credit Cards, Refunds
VI. Letters A. Using Email, Print, Screen B. Editing and Creating Letters
VII. Daily Operations A. Housecleaning B. Reports c. Night Audit
VIII. Central Reservations and Channel Manager A. Setup Area Settings B. Web Bookings c. Mobile, Facebook, Google Tracking, and OTAs
If you have any problems or questions, do not hesitate to contact me. Getting started now with the demo login above will greatly enhance the training.
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