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rezstream professional user`s manual

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1. le ea pits 6 116 a ey uE res Copies fi All Pages Current Page Close HOURLY RESERVATIONS The Hourly rental screen allows users to make hourly reservations These reservations can be attached to existing invoices or to new invoices This feature is useful for properties with meeting rooms wedding facilities bicycles boats guided trips tours or any other hourly rental item Individual rental items can be rented by any fraction of an hour or multiple hours The Reserve by Hour screen allows you to make more than one reservation for a specific rental item on any given day The Reserve by Hour screen will not be available until you create specific hourly unit rates and hourly rental units Hourly rates are defined in the Tools gt Unit and Rate Setup gt Unit Rate Plans window RezStream www rezstream com Page 195 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CREATING HOURLY RATES To begin creating hourly rates click Tools gt Unit and Rate Setup Window Help Configure Display Options Letter Design List Edit FOS Inventory Prink Options Online Availability Unit and Rate Setup Property Management Taxes Deposits Discounts Options Tax Class a Full Tax Unit Groups amp _Unit Rate Plans Unit Type
2. Seasonal Rates Standard Settings Bdult Child Todlr 20 00 10 00 5 00 Weekend Settings Select days that apply Min Len Sun Mon Tue Wed Thu Hol oOo o o oO Intn 2 50 Start Date Rate Base Cap 10 01 2006 95 00 fi Minimum length stay weekdays The extra person charge categories Adult Child Todir Infnt in our example can be customized to meet your property s needs Update these four categories by clicking Tools gt List Edit gt Labels gt Person Rate Types RezStream www rezstream com Page 51 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Click the Add New Season button and enter the next start date 03 01 2007 Complete all remaining fields for the next season Seasonal Rates Standard Settings Weekend Settings Select days that apply Start Date Rate Base Cap dult Child Todr Infnt Min Len Sun Mon Tue Wed Thu Fri Sat Rate Min Len 10 01 2006 95 00 5 a 10 00 5 00 2 50 1 OJO a cr wl ew Tee HOC 03 01 2007 145 00 2 20 00 10 00 5 00 2 50 rT e oC amp M 165 00 i 3 C1 Add New Season J Copy All Seasons Copy Single Season Copy Season Wizard 6 Continue clicking the Add New Season button to enter all seasonal rate periods After entering the
3. New Reservation with Room Move Single Invoice Option The Single Invoice group reservation option is useful when a known in advance room move is scheduled for a guest For example a guest is staying four nights at the property two nights in room 106 and two nights in room 107 Use the following steps for making this split reservation 1 From the Daily screen click and drag to highlight the two nights the guest will be staying in room 106 2 Depress the lt CONTROL gt key and then click and drag again to highlight the two nights the guest will be staying in room 107 Right click and select New Reservation or press the lt ENTER gt key Out of Service Ctrl O RezStream www rezstream com Page 296 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 At the Multiple Selection Reservation window select Single Invoice Multiple Selection Reservation The reservation that you have started contains multiple segments covering different units andor non contiguous dates This type of reservation may be entered as ether a single invoice or with a separate invoices for each segment Please choose which style you would like to create Single Invoice means all days and Multi Invoice means each segment Units are combined into a single will be created with it s own invoice invoice Use thi
4. Confirmation 622 AD Group Barrens Cancellation 6220227 ioe ipa Visa ae eg z Child fo gt Pi Check Box Flags Swipe Card P tee Repeat N aeo I Attention Business Credit Card Data QA E Arrive M Custom 2 RA Depart M Custom 3 aei Ep zl zj Letter Standard 7 _ ies I Custom 5 CheckedIn Out E taent 10 28 2005 Credit Card Hold E Batch Print Flag I RezStream www rezstream com Page 185 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 The Payment Information window is displayed Select Gift Certificate from the payment type drop down menu A Click the Select button B Payment Information Date 11 13 2006 0 00 Gift Certificate Kenny Chesney Invoices to Display Quick Amount Selection f Single a f Contact f All Invoices Eul Dep 1 Dep 2 Befund Cancel 6 Clicking the Select button displays the Gift Certificates window Highlight the gift certificate Emsley gift of 100 00 that is being redeemed and click the Select button Gift Certificates Number Issued Expires Purchaser Remaining 1170872005 Never Ecklund 11 25 2005 11 25 2005 x O Erd Number i Mew E Edt X Delete Select All a S Ein cto E Pi Reco QO Purchaser Redeemer C Select Close RezStream www rez
5. 2 Click the Contact Notes tab and enter the name of the housekeeper Angela Banks responsible for cleaning the room op xe ES 4 mobaRax Daag 2H First Last Name os Todd SS a i 2nd First Last Entered Begins Ends Start Unit Length Total Confirmation Addes Poo O el aael woel s2006 mis 4 665 40 S8 Address 2 P Mall OK Cy Stp ft sts County Fas United States of America gt PhHome wok e p Business Name Email Address 0 Email OK Rewards He Company Name 0 Special Reg 1 SS Starts Sun Apr 02 2006 Departs Thu Apr 06 2006 Length 4 Start Unit 115 Special Req 2 Adult 2 Pets 0 Daily Reservation Total 600 00 Charges 665 40 Child 0 Cars 0 0 00 Paid 300 00 Hourly Reservation T otal Private Notes Detais Contact Log Photo Checked In Point of Sale Charges 0 00 Due 365 40 Checked Out Tax 65 40 Last Change 4 3 2006 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Confirmation 518 AD Group Cancellation s may Visa Adut E Child i p Invoice Check Box Flags Tax Exempt Pets la Cars i TAS F Angela Banks Payment Data Repeat Swipe Card Business Credit Card Data A E Amive I Custom 2 Other Depatt I Custom 3 Vendor 7 7 Exp Letter Standard tale CheckedIn Out M E aeS G 11 20 2005 Cre
6. Delete Reservation Ctrl D Color Flag Check Inu CErI K Record Transaction Ctrl T Force Recalculation Print Letter Print Invoice Print Registration RezStream www rezstream com Page 266 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The Contact Data window is displayed Click the Group button in the lower right hand corner D xe Sf amp d DA 4x n OSes FH First Last Name M E Ron Huey 2nd First Last oo Poo Inv Entered Begins Ends Start Unit Length Paid Confirmation Address 4908 Red Rock Drive sal 222007 1nAs2005 176 205 17 3 0 00 63s Address 2 P Hail OK Ciy St Zip Larkspur o mome County Fax United States of America Ph Home Work 303 681 3441 Business Name Giraffe Club Soccer Email Address hurley soccerules com EmailOk v Rewards Company Name Special Req 1 M Starts Mon Nov 14 2005 Departs Thu Nov 17 2005 Length 3 Start Unit 117 Special Rea 2 TT Adult 2 Pets 0 Daily Reservation Total 300 00 Charges 332 70 Child 0 Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges ao a sao a Checked Out Tax 32 70 Last Change 2 28 2007 Contact Report Notes print with various reports Contact Category Guest
7. Buffett Jimmy Jane 3313 W Palm Beach West Palm 22099 414 555 1215 414 765 1245 bubba margaritaville cc Carroll Joe 1121 W 1st Avenue Denver 80202 303 681 2413 jcarroll uswest com Chesney Kenny Divorcec 5431 W Blue Avenue Nashville 57342 505 908 1245 505 661 1235 kenny oldbluechair cor Clark Laura 123 W 1st Ave Aspen 81650 970 923 3766 Dale Joe Julie o 33443 Dearborn Ave Dearborn 55521 506 887 1 245 506 889 1235 Iclark aol com jdale midwesttelecom c DeBerry Fisher 2008 Afton Way DeLay Heath Leah 44234 South 6th Aspen 80202 303 876 0090 720 667 2341 MyRealtor com hdelay myrealtor com Doyle Jayleen 4414 Arosa Drive 81658 970 476 2923 970 476 1124 idoyle yahoo com Ecklund Matt Christy 3434 W Palmer Blvd Palmer Lake 80944 713 598 0923 719 593 1907 ecklundhome yahoo c Elway John 212W Cherry Hills Denver 80202 303 777 7777 F20 7 77 7 FF Denver Broncos jelway broncos com Emsley Peter Flexor David 480 Sageport Ad Larkspur 80118 303 681 8898 720 998 7878 dflexor healthone net Foster lan Jeanne 2212 W Park Ave Denver 80202 303 888 9898 720 778 9999 foster ssi com Fredericks James Friedman
8. J Prink Registration i ctrl E Ctrl T 2 From the Edit Invoice dialog box highlight the first night 11 25 05 that the existing reservation in room 117 will be moved to room 115 A and select the new unit 115 from the drop down list in the Description field B 2 Edit Invoice Paice Tere Grou 9000 Full Tax 9000 Full Tex S000 Full Tax a lt a Sa Full Taw 90 00 Full Tax Add aM Ed 93 Packages em Type C Lint Groupe Dietete Item L116 Queen Queen 119 King 120 State RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 300 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 After selecting a new unit from the drop down list the following confirmation window is displayed Click OK to continue F Change Rate Click update to change Unit For this date IF rate is different vou must manually adjust it before updating if necessary Click the Update Item button C on the Edit Invoice screen Repeat steps 2 through 4 for the other night that will be reassigned to unit 115 Click the Save Close button on the Edit Invoice screen The room move is now scheduled on the Daily screen When selecting one reservation the other is automatically sel
9. Net Bookings wmm netbookings com Upload availability a Baest CUS a o Webervations wmm webervations cor jf Upload availability Rate to upload User Hame Password Rate to upload User Name Password Rate to upload Q UserName MFKHTL C Password 9 STOUTBENSAM1 EU Bookings wiw eubookings com J Upload availability E Baest ooo o Inntopia vu inntopia com J Upload availability tet CS Rate to upload User Mame Password Rate to upload User ID Rez racker reztracker com not affillated with RezO vation J Upload availability a Bae o o o o o ooo O m Mas Password NA WorldRes www worldres com J Upload availability is Id s Rate to upload User Name Customer Id Organization Code Property Code 5 Select a rate that will be used for Webervations online reservations Webervations ww weberyations com i Upload availability Rate to upload Fate 1 User Name MPEHTLI Password STOUTBENSAMT 6 Specify the frequency that you would like to upload your availability by clicking the Update Frequency tab lt lt Online Availability Configuratio Availability Services Availability is uploaded once After every change to ayaila every 15 minutes 7 TP At set interval d dilly only Frequency al if changes have occurred Two Way Default Online Payment Processing Process Credit Card for standard deposit Ma
10. 205 00 M 09 04 2007 95 00 10 00 5 00 i 115 00 Clear Copy Tags Add New Season Delete Tagged Purge Old Seasons www rezstream com Page 54 of 418 800 799 9735 Last Update 7 10 2012 RezStream 2601 Blake Street Suite 10 support rezstream com Denver Colorado 80205 RezStream Inc RezStream Professional User s Manual r Seasonal Rate Copy Wizard Unit Type Rate Plan m Copy Seasons m Queen Queen r Destination Copy to All Rate Plans and Rate Names C Copy to Selected Rate Plan and it s Rate Names Copy to Selected Rate Name Only Rate Names Dates Copy Dates as Selected a C Add One Year to Selected Dates Copy Selected Seasons Seasonal Rates Standard Settings Weekend Settings Select days that apply Copy Start Date Rate Base Adult Child Todh Infnt MinLen Sun Mon Tue Yed i Fri Sat Rate Min en E i 10 01 2006 95 00 20 00 i O E E F A hu oOo He Cr w M 115 00 03 01 2007 145 00 20 00 OIC a M 165 00 05726 2007 165 00 20 n i C C oszosv2007 s9500 2 20 00 s1000 500 250 olr T Cirie E so 0 r Clear Copy Tags Add New Season Delete Tagged Purge Old Seasons Seasonal Rate Copy Wizard Unit Type Rate Plan Pearse a Queen Queen r Destination Copy to All Rate Plans and Rate Names C Copy to Selected Rate Plan and it s Rate Names
11. If you are using Outlook Express disable the security feature that causes this message to display by opening Outlook Express and clicking Tools gt Options gt Security Under the Virus Protection heading un check Warn me when other applications try to send mail as me E Options General Read Receipts Send Compose Signatures Spelling Security 9 Connection Maintenance Virus Protection 4 Select the Internet Explorer security zane to use D Intemet zon Restricted site a AOL allo Oth potentially be a wirus Download Images Block images and other external content in HTML e mail Secure Mail Qa Digital IDs also called certificates are special documents that allow vou to prove your identity in electronic transactions Digital IDs To digitally sign messages or recene encrypted messages you must have a digital ID Get Digital ID Encrypt contents and attachments for all outgoing messages Digitally sign all outgoing messages If you are using Microsoft Outlook this warning cannot be disabled Instead click Yes at each prompt allowing Outlook to send each guest history email Alternatively you may investigate using a free helper application to work around this issue This free trial application can be investigated using the following link http www contextmagic com express clickyes RezStream Professional can only send letters in rich text format Some special formatt
12. Individual Units Packages Taxes Deposits Discounts Options Unit 1D MTG Edit Names Sort Long Name Meeting Room 1 Type Color Meeting Rooms Belongs to The Cliffhanger Resort Meeting Rooms ie Maxinium Unit Capacity Include in occupancy report Include in Online Availability Booking Engine Bookable Unit Online UAL for online availability uploads 8 Repeat steps 5 7 for any additional units that will be used as hourly rentals 9 After defining all hourly units update the Number of Active Units drop down field in the upper left hand corner of the Unit Setup screen to reflect the number of daily units plus the number of hourly units Number of Active Units 10 After defining all hourly units click the Close button in the lower right hand corner of the Unit Setup screen RezStream www rezstream com Page 199 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual THE HOURLY RENTAL SCREEN Click the Reserve Hour F3 icon on the main left hand toolbar to display the Reserve by Hour screen It RezStream Professional 2006 The Cliffhanger Resort File Edit Navigate View Tools Window Help October 2005 4 November 2005 December 2005 HOT W T FS ee O en A f E So HMH T W T E 5 2 26 27 2 29 30 1 300 3 1 2 4 5 Ae ual Peal e l 2 3 2 3 4 5 6 G 8 6 7 8 9 11 12 4 5 6 7
13. These steps do not reflect a payment that is recorded using RezStream s integrated credit card processing module In the steps highlighted above the credit card would have to be swiped or entered manually For additional information on RezStream s integrated credit card processing solution please consult the RezStream Professional Credit Card Processing Manual available for download from the RezStream website http www rezstream com support documentation rezstream professional 8 The reservation is now complete Click the Reserve Day F2 icon on the left hand main toolbar to display the Daily screen 9 The reservation is displayed on the Daily screen and is color coded based on system defaults stored in the Tools gt Display Options gt Reservations Colors and Text window Ik Display Options Reservation Colors and Text Button Theme Colors View Options Reservation Background Display Colors Daily Reservation Text Reservation no payment lv Last Name A V First Name Reservation partial payment wee pe Reservation fully paid l Amount Due jv Party Size Group Reservation color band Siete Aire Nights Selected A ti 7 aha A Hourly Reservation Text Out of service j Name M Phone Number Flagged Reservation M Amount Due Background Accent Color jv Party Size Box Color for weekends 1st Line Invoice Notes Payment Status Colors Box Color for Holidays Check In Status Colors RezS
14. iii The 5 00 discount is automatically applied to each bottle of wine ltem Type Group Date St Time End Time Description Price Tax Group Package 10 30 06 Fly Fishing License 50 00 FullTax Daily 10 30 06 103 King 150 00 Full Tax Package 10 31 06 Fly Fishing Lessons 150 00 Full Tax Package 10 31 06 Box Lunch 00 25 00 Full Tax Daily 10 31 06 103 King 150 00 Full Tax Daily 11 01 06 103 King 150 00 Full Tax D P Package 11 01 06 Julk is call tell te Local POS 10 31 06 Bottle of wir 3 00 60 00 Standard Creating Pre Scheduled Discounts Pre scheduled discounts can be created that apply when using the left click and drag method to create a reservation for a fixed length of time For example 1 Guests staying six nights receive their seventh night free 2 A10 discount is automatically calculated on a reservation that is at least three nights in length Pre scheduled discounts can be based on fixed dollar amounts or on percentage discounts These discounts can apply to each day of a stay or only the last day A pre scheduled discount can also be manually entered when selecting a rate while making a new daily reservation RezStream www rezstream com Page 138 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual
15. Financial Reports Other Reports J Accounting 1 Billing J Daily Sales Occupancy Revenue by Unit J Miscellaneous Point of Sale Your Reports 3 Payments Booking Engine Advance Deposits Payables Q Receivables Gift Certificates Discounts Agents l Origin 3 Entry Date El Froplovee lt 0 Reason Sales Tax 1 Summaries 0 Over Due Payments Q General Ledger Use the following steps to create reservation reasons and sources 1 Click Tools gt List Edit eee Window Help Configure Display Options Letter Design POS Inventory Print Options Online Availability Unit and Rate Setup Property Management 2 Select the source reason tab and click the appropriate Add New button for either sources or reasons RESET 3 Occasions Holidays Interests Titles Payments Sources can have categames ahd sub categories Enter the category a colon and the sub category Once you have assigned a source to contacts or invoices any changes you make to the line will be carried over to all previously assigned to that line Referral Source Description Reasons for Reservation Description Bookable Description Bookable Chamber of Commerce gt Business Newspaper Local Friends amp Family Newspaper Metro None None Pleasure Referal Local Business Referal Previous Guest Repeat Business Enter the quest s reason for visiti
16. The Reserve by Hour screen can also be displayed in 5 Minute increments 10 Minute increments and 15 Minute increments Continue clicking the clock icon to change the incremental display Default Hourly Reservation Times You can easily set default reservation times for the Hourly Reservation screen This handy function allows you to set the parameters for hourly rentals for businesses with set operating hours Use the following steps to configure default reservation times 1 Click Tools gt Display Options and select the Hourly tab gols i 7 Tools el Display Options Configure Display Options Reservation Colors and Text Button Theme Colors View Options Letter Design List Edit Stat 07 00 AM POS Inventory Print Options End 05 00 PM Online Availability Unit and Fate Setup Property Management 2 Use the drop down lists to select default start and end times and click the Close button RezStream www rezstream com Page 201 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Close RezStream Professional and log back in 4 Click the Reserve Hour F3 icon on the left hand toolbar It RezStream Professional 2006 The Cliffhanger Resort File Edit Navigate View Tools Window Help a a ae O A F S a O O A E F S E ee a i 2heweed ed sod ee sl ol 2 1 2 3 4 5 6 7 IT a W
17. a mu T a Last Month This Month Next Month Last ear This ear 11 403 2005 _ This Year 53 RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 342 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Click OK to print the report Verify charges posted to guest folios against a source outside of RezStream Professional for example receipts from sales at the gift shop or room charge tickets from the restaurant Point of Sale Income for 11 03 2005 11 03 2005 tem Description Buartity we Change Changes Tax Total The Cliffhanger Resort Adult Breskfsct W82005 z0 Julie Hicks 1 18 00 1 78 1978 Aduk Break fst 2 00 15 00 1 78 18 78 Bottle of Wine Botte of Wine 1 2500 2400 fr 4a K Ls Cancel Fee 12005 38 Sally Lindse 1 0 00 0 00 Fu OU Cancel Fee hoo 7 00 7 00 7 00 bonogrammed Wine Glasses 112005 20 Julie Hicks z 24 00 Fer Fiar Monogrammed Wine Glasses 2 Flz00 24 00 f 37 B26 37 Yachats Music Festival ule Mick i Yachats hlusio Festiwal 2 5000 100 00 9 40 103 90 The Cliffhanger Resort amp 20 55 4167 00 16 53 183 53 Total 167 00 16 53 183 53 6 If discrepancies are found post the applicable corrections in RezStream Professional Next the Shift Change report can be printed to view a list of all payments received during a shift 1 From the Reports screen
18. 305 889 9898 305 665 9989 Trus Joist Martin weyerhaeuser Martin Noel 4434 W 8th Avenue Boise 305 889 2341 McNamara Brenden 2212 Belaire Ave Denver 303 767 8989 303 888 9898 bigmac msn com Mitchell Bill 3800 Gilpin Denver 303 941 3677 303 681 7789 RezStream LLC bmitchell rezstream cor Murphy Nelson Todd Eric 3030 W 3rd Ave Longmont 303 238 0909 303 323 0030 nelly myserver com Nicks Julie 40 Libra Colorado 719 338 8251 719 477 1995 jnicks stewarttitle com O Leary David 31234 W 8th Avenue Nashville 607 233 1234 607 312 1234 olearyt adelphia com Pence Gary 2212 W 1st Street Missoula 307 999 0909 Plummer Jake 3030 wW Broncos Way Denver 303 444 3434 303 334 1616 plummer interception c Pryce Trevor 3343 W Heavenly Centennial 303 777 0909 303 787 0000 Prce sackem com Rice Brian 3343 North 8th Avenue Monument 719 488 0981 719 443 1215 Simms Mindy 6656 North Front Street Castle Rock 303 998 7878 303 445 7787 brice comcast net msimms yahoo com Snider Todd 2212 Charleston Road Charleston 607 332 0909 607 443 1254 todd mygeneration con Spence Strait Turner Brian Tim Tina 3313 W Manchester 3343 North 1st Ave Brampton Syracuse 409 887 0909 555 99
19. Adult 2 Daily Reservation Total 430 00 Charges 476 87 Child 0 Cars 0 Hourly Reservation Total 0 00 Paid 152 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due 324 87 Checked Out Tax 46 87 Last Change 11 14 2006 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom NotesG Date Paidtolny Pay Type CC CCRetum First Deposit Hie a Due 11 14 06 A New D Repeat Pa o Business Other Second Deposit Vendor Due mayo 7 Amount lo 41 14 2005 Add Edit Delete Reassign RezStream www rezstream com Page 315 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Choose the payment line to be edited and click the Edit button 11415 2006 152 00 Visa Date Faid to Inv Pay Type CER CC Return First Deposit Due MADE Amount D Second Deposit Cue MANE A Amount fr Add C Edit 2 Delete Reassign 4 The User Sign On window is displayed Enter a username and password with an access level of 9 or 10 Only users with an access level of 9 or 10 can edit payments User Sign On Select User Name from drop down list and type in password Administrator Access levels are defined by clicking To
20. Copy to Selected Rate Name Only Rate Names r Dates Copy Dates as Selected C Add One Year to Selected Dates Copy Selected Seasons Seasonal Rates Standard Settings Weekend Settings Select days that apply Sun Mon Tue Wed Thu Fri Sat Rate Minler 10 00 5 00 C C w M 115 00 03 01 2007 10 00 5 00 l E i 165 00 eons 10 x m E L 4 205 a A Clear Copy Tags Add New Season Delete Tagged Purge Old Seasons RezStream www rezstream com Page 55 of 418 2601 Blake Street Suite 10 support rezstream com Denver Colorado 80205 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Once the seasons are copied rates can be updated directly from the Seasonal Rate Copy Wizard window To update a rate click into the Rate field and enter the new seasonal rate Seasonal Rate Copy Wizard Unit Type Rate Plan Copy nanan en Queen Destination Copy to All Rate Plans and Rate Names __ ute C Copy to Selected Rate Plan and it s Rate Names C Copy to Selected Rate Name Only Rate Names eyes Dates Copy Dates as Selected C Add One Year to Selected Dates Copy Selected Seasons Weekend Settings Seasonal Rates E a y Standard Settings o oo Copy Start Date Base Adult Chid Todr Infnt Min Len M 10 01 2006 100 00 2 20 00 10 00
21. Housekeeping For 05 01 2005 Type Length Unit AC Mame Stays Mights Motes Arrivals 3 Amival 3 104104 Queen GQu 2 70 Fice Brian 13 08 46 Phd S41 2005 Amival 4 106 106 Queen Qu 2 0 Falivene Jeff 44 11 20 Phi 450 2005 Amival 3 115 115 Queen Gu 2 70 Shenvood Kate 713 0829 PM S008 Departures Departure 4 104104 Queen Qu 2 70 Falivene Jeff 4 408 46 Pha S41 2005 St ers 1 Stayner Gi 101 101 King z270 Buffett Jimmy 3 1 Out of Service 1 Oosed 3 108 King Carpet Cleaning 7 Click the Print button on the top toolbar to print a hard copy of the report RezStream www rezstream com Page 369 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CUSTOMIZING THE HOUSEKEEPING REPORT The fields that display on the Housekeeping report can be easily customized by clicking Tools gt Configure gt Reports Use the checkboxes in the Housekeeping Report Settings section to specify which fields should display on the Housekeeping report P Business Data Invoice with line tem detail Summary FOE Default Invoice selection Irvoice wilh daib summery C Daly Sum POS Items Invoice with summar ory C Custom Letter Invoice l Invoice Settings noice Oplionrs Hide Credit Card it Pick Invoice Graphic Line Item Tax Show Internal Use Boon fy Print lewoice Holes E Housekeeping Repot Setting
22. Jacuzzi Tub Balcony kitchenette Handicap Accessible gt Delete any RezStream Professional preset default amenities that do not apply to units at your property Delete amenities that are not applicable by highlighting the text and pressing the lt DELETE gt key RezStream www rezstream com Page 63 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Once amenities have been defined they can be flagged as sortable using the drop down lists on the left hand side of the Options window ROEA Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Amenities Selection Amenity Choices Unit Type Colors These nine amenities apply to all units The first Amenities Unit type colors are used to visually three display on the daily screen the next three identify different types of units on the display on the hourly screen and the last three do reservation screens These types are not display To add new or to edit items use the Ocean View not tied to rates or groups but are set grid at lower right Jacuzzi Tub individually on each unit Balcony Queen a sS Sortable display on Daily Reservation Scree i play y Kitchenette l Kna SSS el sS Non Smoki Handicap Accessible 1 Non Smoking zi 2 Doubles ls Ocean View Standard at ats Si ikrgMourtenView i
23. Starts 10 25 2005 Unit Unit 6 East Wing paler a lesa et Hourly Reservation Total 0 00 ee viene POS Items Package Items 0 00 oie Tax 21 80 Edit Invoice Details Total Charges 221 80 Reason for reservation i Refers Source is Edit Lists i Cancel RezStream www rezstream com Page 46 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 With the Queen Queen unit type still highlighted click the Add New Rate Name button to add the AAA rate name to the Queen Queen unit type Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Unit Type Rate Plan Rate Flarn Rental by Day or Hour Tas Class L E Queen Queen Daily Full T ax If two or more rates itis co Full Tax a rate plan nd Full Tax 15 Add New Rate Plan have You do b 2 Rate Hames hi 3 Enter the second rate name AAA Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class F Queen Queen Daily Full T ax IF tan or more Full Tax rates it is con arate plan na Full Tax Ty Add New Rate Plan have fou da plan for every priced differen in Rate fy 2 Rate Names map bi Rate Name Rate Period D
24. e Sun Nov 6 2005 Mon Nov 7 2005 Tue Nov 8 2005 Wed Nov 9 2005 Thu Nov 10 2005 Fri Nov 11 2005 Sat Nov 12 2005 6 00 AM 30 00 30 Larry Walker onny Lubick 30 Brenden Matt Ecklund raed a 234 tracey Guida McNamara 719 598 0923 03 878 0903 303 767 8989 415 88 543 41 00 a of 30 Louis Bott 720 888 1212 4 The Edit Invoice window appears with the recalculated hourly reservation total and recalculated outstanding balance due Moving Hourly Reservations Hourly reservations can be moved using the click and drag method For example assume Jimmy Buffett decides to move his half day hot air balloon ride from Tuesday November 8 to Thursday November 10 Use the following steps for making this change 1 _Left click in the first time increment cell for the existing reservation A shaded bar is displayed indicating that the reservation is selected Di sun Nov 6 2005 Mon Nov 7 2005 Tue Nov 672005 Wed Nov 9 2005 Thu Nov 1072005 NM GUTTE 414 555 1215 332 40 30 David Flexor 616 62 RezStream www rezstream com Page 222 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 Hover the mouse over the shaded bar The dual arrow cursor is displayed Tue Nov 82005 Wed Nov 9 2005 3 Depress the left mouse button and drag the reservation to the new date Thurs
25. g a ay o f Er Ly co Mi on O T pei g nm Am fd y Lor rr cok Nr co fl fo P O oo oo ml Eg calendar to display the popup pa Boa P Ci Boa im oo mi M O Md y pOh ook BAS T wha Do hoa J 5 u m O e a TS ooo m ti one aS Bee Po pi oN po id o iD mo ID 3 Click the Continue button k Reservation Date Selection 1 Pick start date for reservation 11 11 2006 tp g Pral r h n Ramone y Ngo Ses of Sa ee TERETI 1 S MN oo m oe o H Jj o ag on aE D 2 Pick last night date fi 372006 q November 2006 P 5 H F 4 ea a0 a 4 mJ io m Or pick reservation length mi moo py Ol Mo Po mi J 5 i i o gs a Continue Cancel Si moa mi om Pe gaoa be w3 mi aE oo ho oe co nm io coo www rezstream com support rezstream com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 Page 148 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 The Select Units window is displayed Use the availability filters at the top of the window to display available units that meet specific criteria unit group rate amenity capacity and or unit color Select Units Armiving 1171172006 Last
26. 4 Use the drop down field at the top of the Split Billing Direct Billing window to specify the number of Sub Invoices you will need for the required invoices In our example we are choosing three Sub Invoices amp Split Billing J Split Billing Direct Billing 1 Select Number of Sub Invoices and Assign Contacts Pick the number of Sub Invoices that you will need Pick Sub Invoice and Assign Contact or Label tof 4 Subld Inv Responsible Party Direct Billing functionality requires that you Kee Eaote s attach to an existing contact in the database gt Invoice 2 8 plied hasta does not require a contact Pick From Contacts Assign Label Next gt gt Cancel _ 5 Lines are added in the Responsible Party table Highlight the line that reads Invoice 2 A and click the Pick from Contacts button B x amp Split Billing 5 Split Billing Direct Billing 1 Select Number of Sub Invoices and Assign Contacts Pick the number of Sub Invoices that you will need 3 Pick Sub Invoice and Assign Contact or Label to Sub Invoice Subld Inv Responsible Party Cid Invid Direct Billing functionality requires that you F c attach to an existing contact in the database aa ro inveical2 arias ae does not require a contact as x rac Assign Label Next gt gt __ Cancel _ RezStream www rezstream com Page 237 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream
27. 506 887 12 506 8891 2 hristy 719 593 191 es rs he es ee es ee eanne 20 78 99 nanne 4312W Bth Avenue Baltimore 655 456 091 656 565 181 6454 W 1st AVENUE 303 678 091 303 679 99 3312 North State Street _ Boise ID 405 665 23 405 443 00 9878 Shields Fort Collins CO 970 555 091 970 768 1 2 Hurley Larkspur Kleirismith 308 Leslie Dive Colorado Springs 19 635 10 Lachnidt Johri fary 19 599 88 ile ammamish 40 789 451 ark 03681 061 mmm d 1 ond 1 1 1 Aam Oee Se eS SS oe ar al Buffett Chesney Clark I m cklund msley lexor oster Friedman Guest Gujda H anes Holland _ Bott Buffett di Chesney Clak o Dae Ecklund Friedman J Guest Guida Haynes Holland Hurley Kleinsmith Lachnidt RezStream www rezstream com Page 261 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Complete the by the Day Reservation Dialog window The only fields active in this window when booking a Single Invoice group reservation are the Edit Invoice Details button the reason for reservation drop down and the referral source drop down R by the Day Reservation Dialog News Select Rate Selection Adult Child Unit Rate Fackage Selection Discount Selection E E Rack None None Fets Cars Tax Exempt E o o r Re
28. Charges Contact Category Contact Report Notes print with various reports Guest Info Invoice Notes Line Items Private Notes Travel Agent Custom Notes Confirmation 605 AD Cancellation Adut f2 Child fE x Pets E l Cars E x Arrive 0 Depart 0 Letter Standad gt CheckedIn Out F Batch Print Flag Payments Payment Data Group Swipe Card Credit Card Data A E Exp x x E J Inquiry C New Repeat Business Other Vendor Invoice Check Box Flags Tax Exempt 1 Attention Custom 2 Custom 3 Custom 4 Custom 5 Custom 6 11 1 2005 Credit Card Hold Long term reservations are displayed on the Daily screen in the same manner as any other reservation type CUSTOMIZING THE CONTACT DATA SCREEN The Contact Data screen is displayed as part of the reservation process It is used for entering the guest s personal information notes and displaying the guest s reservation history A sample Contact Data screen is displayed below nh x T a nn4x DASZ AA First Last Name M Todd Snider 2nd First Last Address 1 P212 Charleston Road tis Address 2 Mail Ok v City St Zip Charleston sc E 99870 County Fas United States of America m Ph Home Work 607 332 0909 607 4431254 Business Name Email Address todd mygeneration com Email Ok v Custom 2 Confirmation al 335 Paid 443 60 Start Uni
29. E Sun Nov 5 2006 Mon Nov 6 2006 Tue Nov 7 2006 Wed Nov 2006 Thu Nov 3 2006 Fri Now 107 2006 Sat Now 11 2005 A AM 30 Larry Walker anny Lubick el aa 1535 558 0523 304 555 0981 70 888 1 234 Tracey Guida 315 88 984 00 ne S405 78 IH ohr Lachrid A 719 593 0788 4673 49 ouis Bott 20 888 1212 301 22 MN a RECURRING HOURLY RESERVATIONS The Recurring Reservation Settings tab can be used to create hourly reservations that occur at set times over a period of days weeks or months For example a local business may schedule a weekly lunch meeting over the course of two months In this example the reservation can be made once and then scheduled eight times Use the following steps for creating a recurring hourly reservation 1 Click the Reserve Hour icon on the main left hand toolbar of RezStream Professional RezStream www rezstream com Page 212 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 From the Hourly screen click and drag to select the date and time period for the first of eight weekly lunch meetings right click and select New Reservation or press the lt ENTER gt key e Sun Now 52006 Mon Nov 2006 Tue Nov 72006 Wed Nov 82006 Thu Nov 9 2006 Fri Mow 10 2006 Sat Mow 11 2006 7z 00 AM 30 00 30 00
30. My D ocumernts My Computer a File name RezStreamB ackup 20051127 ip T My Network Save as type Zip Files a Cancel Places After completing the system backup the following prompt is displayed Close any other programs that are currently open and click OK to continue F Close All Applications RezStream Professional will now update your program files Please close any other applications that you may have open before clicking on Ok PROGRAM UPDATE Use the following steps to update RezStream Professional 1 Click Start gt Run and enter the path to the RezStream update file Type the name of a program Folder document or F Internet resource and Windows will open it For you Open C Program Files RezStream RSUpdate2006 exe w Windows XP Turn OFF Computer Se G E Yahoo The default install path for RezStream Professional is C Program Files RezStream For RezStream customers who purchased the software prior to May 15 2005 the default location is C Program Files RezOvation RezStream www rezstream com Page 105 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The RezStream Update wizard dialog is displayed Click the Continue button Rezstream Update Update the RezStream program R Welcome to RezStream Update Click Continue to 3 The RezS
31. Packages Taxes Discounts Options Revenue Accounts Deposits Tas Class Definitions Individual T ases and Effective Dates Tax Class Groupings Tax Class Groupings Taxes used in Class New Tax Class Available Taxes and Gratuities Description Description Description poate State Local Tad po 4 Resort Delete Add New Tas Class Quotation marks are not allowed in Tax Class names 7 Use the process outlined in step 4 above to add the City individual tax to the Local tax class grouping Unit Groupe Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Tax Class Definitions Individual Taxes and Effective Dates Tax Class Groupings Tax Class Groupings Tares used in Clase New Tas Class Available T anes and Gratuities Description a Description Description Full Tax b City Local Tax Add New Tas Class Quotation marks are not allowed in Tas Class names 8 Continue adding tax class groupings and assigning individual taxes associated with each tax class grouping until all tax class groupings are defined For our sample property the completed tax class groupings table appears similar to the following images Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Tas Class Definitions Individual Taxes and Effective Dates Tax Class Groupings Tas Class Groupings Taxes used in Class Full Tax Available Taxes and Gratuities Descri
32. Password 444021 4 Reg 05 1 243 Password lnnAes Way Innes net Inntopia iw inntopia cor J Upload availability E Upload availability Rate to upload Rate to upload User Hame User ID Password Het Bookings www netbookings com Rez tracker reztracker com not affiliated with RezU vation Upload availability a Upload availability ia Rate to upload Rate to upload User Name User Name Password Customer Id Password Weabervations WW Wwebervations com WorldRes ian workdres com Upload availability is Upload availability im Id z Rate to upload User Name Organization Code Fassword Property Code RezStream www rezstream com Page 398 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Select a rate that will be used for Internet reservations booked via Availability Online Typically this is your property s Rack Rate Rate 1 However certain properties may elect to create a special Online Rate Name using Tools gt Unit and Rate Setup gt Unit Rate Plans within RezStream Professional E Online Availability Configuration Availabilty Services Update Frequency Request Cancel Policy Availability Online w avalabiltyonline com W Upload availability iw Accept online requests fact User Marne Rate 2 Passwo
33. Please verify the information listed below and sign the registration card Name lt NAME gt AdultsiChildren ADULTS lt CHILDREN Address 1 lt ADDRESSLINE 1 gt Arrival lt ARRIVALL gt Address 2 lt ADDRESSLINE2 gt Departure lt DEPARTUREL gt City State Zip lt ADDRESS2 gt Rate lt RATE gt Email lt CEMAIL gt Car Make lt CUSTOM2 gt Special Requests lt CNOTE gt Car Model lt CUSTOM3 gt RezStream www rezstream com Page 327 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual f In our example Car Make and Car Model are tracked on the Contact Data screen The letter codes corresponding to these fields are lt CUSTOM2 gt and lt CUSTOM3 gt DdD xe maf a DAX n OBaE FH First Last Name Mr 7 Kenny Chesney and First Last Divorced Entered Begins Start Unit Length Total Paid Confirmation aj Address 1 5431 W Blue Avenue 559 10 25 2006 10 30 2006 11 1 2006 499 05 a Address 2 Mail Ok V City St Zip Nashville TN E 57342 Country Fax United States of America 7 Ph Home Work 505 908 1245 505 661 1235 Business Name 0 Email Address kenny oldbluechair com Email Ok v Custom 1 Starts Mon Oct 30 2006 Departs Thu Nov 02 2006 Length 3 Start Unit 111 Adults 2 Daily Reservation Total 450 00 Charges 499 05 Children 0 Hourly Reservation Total 0 0
34. Referral Source EESAN Edit Lists ok P Cancel RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 145 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 8 9 The Contact Data screen is displayed Enter guest and reservation specific information D x First Last Name 2nd First Last Address 1 Address 2 City St Zip Country Fax Ph Home Work Business Name Email Address Rewards Company Name Special Req 1 Mr 7 Carmello Anthony A 004 4 4 DBIS FQ Inv Entered Begins Ends Start Unit Length Total Paid Confirmation al 4708 Red Rock Drive 000 Cs MailOk Iv Larkspur to mjs 303 681 2341 P Denver Nuggets sts S canthony nuggets com Email Ok V e mc m Special Req 2 Contact Notes Private Notes Details Contact Log Photo Contact Report Notes print with various reports Contact Category Inquiry New Repeat Business Other Vendor 2 10 2006 673 2 26 2007 11 11 2006 11 13 2006 Starts Sat Nov 11 2006 Adut 2 Pets 0 Chid 0 Cars 0 Checked In Checked Out Guest Info Invoice Notes Payment Data Visa Swipe Card Credit Card Data Q E ES a Private Notes Credit Card Hold E 101 3 476 57 0 00 673 101 476 87 Start Unit Charges Paid 0 00 Due 476 87 Last
35. RezStream Professional 2006 The Cliffhanger F File Edit Search Tools Window Help trie I a rnd Select Sort Ascending Sort Descending RezStream www rezstream com Page 335 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The Search window is displayed where a portion of the guest s last name can be entered Last Search Enter any portion of Last fwi Cancel 3 Clicking the OK button highlights the first match Williams in the Select Names screen It RezStream Professional 2006 The Cliffhanger Resort File Edit Search Tools Window Help jOAK T ama Ae Tap Lest Name A Records selected 48 EEx Elway Emsley Flexor First John Peter David lan Jeanne 212w Cherry Hills 2212 W Park Ave Records in Current Selection First2 Address City ENEN Home Work BusinessName Email Denver Denver 80202 303 777 7777 303 888 9898 20 77 7777 720 778 9999 Denver Broncos jelway broncos com fosterl ssi com Lenny Joanne 4312 W 6th Avenue Baltimore 465 898 7765 465 456 0909 friedmanL sheltersyster Demo 1855 Blake St Denver 303 274 3486 866 565 1800 Rez0 vation LLC info rezovation com Tracey 5454 W 1st Avenue Lakew
36. The Select Invoice Style window is displayed Select the Group Invoice radio button and click the Print button RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 259 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 With the Print Preview box selected the folio is first displayed to the screen The Cliffhanger Resort FOO Highway 1 Yacthats OR 97499 641 886 2525 877 669 1210 Fax 641 322 2777 Group Folio Charges Group Description Soccer Club of Larks pur Miage an Contact Hurley Ron Total 41 613 644 Address 4603 Red Rock Drive Paid 1 512 64 Larkspur CO 80118 re Telephone s0Gi8e1 3441 me aie 3 E al T4005 3 Pea 114 Ron Hurley 316 08 11442005 3 PRO 118 Ron Hurley 316 08 11442005 3 PRO 122 Ron Hurley 316 08 142005 3 P20 103 Ron Hurley 332 70 1A422005 3 P20 107 Ron Hurley 332 70 1142005 1142005 1iAd2005 112005 1iAd2005 Rion Hurley Rion Hurley Ron Hurley Fon Hurley Fon Hurley 332 70 332 70 316 08 316 08 316 08 Office Use Only Cash 1 613 64 Check i 1 613 04 d Git Certificate a an Our Policies This is your tlio policy Change it bw dicking on Tools Print Options 4 Click the Print button in the lower right hand corner to print a hard copy of the folio GROUP RESERVATIONS FAMILY RESERVATIONS Another popular scenario that falls i
37. eo Del Reconciled Paid 21 50 On 11 15 2006 Add Edit Pay Agent Remove 11 14 2005 2 Click the Reports F7 button on the main left hand toolbar Start Unit Length Departs Sat Nov 25 2006 Total Paid Confirmation 476 87 125 00 650 Length 3 Start Unit 101 430 00 Charges 476 87 0 00 Paid 125 00 0 00 Due 351 87 46 87 Last Change 11 14 2006 www rezstream com support rezstream com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 Page 365 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Click the to the left of the Agents folder and the to the left of the Statements folder Select the Pending report Financial Reports Other Reports B Accounting E Biing Daily Sales Occupancy E Revenue by Writ 9 Mecelanecus 0 Point of Sate 0 You Aepoits D Payments Advance Ceposits Payables j Recevebles 0 Git Certificates 0 Dicots Agents Print Diplis _ Ermat Selected Aepmt AF Statements k Pending Tracking D Sates Tax JEPSON Styks CB Senex Summaries Over Gus Payments e Pret Preview D Gereral Ledger Make HTML Make PDF 4 With the Print Preview checkbox selected the Agent Payment Statement is displayed to the screen For referrak to The Cliffhanger Resort TOO Highway 1 achat OR 97399 4 1 355
38. lt CUSTOM2 gt Special Requests lt CNOTE gt Car Model lt CUSTOM3 gt Signature RezStream www rezstream com Page 328 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 12 To complete the registration card the property s contact information will be centered at the bottom of the registration card a b i Press the lt ENTER gt key twice to skip a line before starting a new line Click the Center Justify button on the top toolbar Turn off the underline feature by clicking the Underline button u on the top toolbar Click the Italics button 7 on the top toolbar Select a Font Type and Font Size using the drop down menus on the top toolbar MI Letter Template Design File Edit D ca bel amp View Insert Format Table Font Size Font Type Type the contact information as you would in any word processing program The Powder Hound Inn a n Thank you for choosing The Powder Hound Inn for your stay Please verify the information listed below and sign the registration card lt NAME gt lt ADDRESSLINE 1 gt lt ADDRESSLINE2 gt City State Zip lt ADDRESS2 gt Email lt CEMAIL Special Requests lt CNOTE gt Adults Children lt ADULTS gt lt CHILDREN Arrival lt ARRIVALL gt Departure lt DEPARTUREL gt Rate lt RATE gt Car Make
39. x Delete dit Add POS Items Pick from Point of Sale Items Item Description Price 1 2 Day Guided Float Trip Authentic NBA Basketball Bar Charge Basketball Clinic Admission Bottle of Wine Box Lunch Breakfast Coffee Service Flies Add New Package Edit Package RezStream www rezstream com Page 305 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 From the POS Inventory Setup screen select the Item Setup tab A and click the Add New Item button B POS Inventory Setup p bees To modify an item in the list at left click on it and make the changes below Changes are saved automatically when you POS Items close the window Click on Add New Item at lower left to create a new item Description gt Adult Breakfast Description Adult Breakfast Bottle of Wine Category Restaurant 7 Monogrammed Wine Glasses Rate Tax Class Standard Tax Yachats Music Festival Price g Bar Code Data Scan Bar Code Key Item Booking Engine 5 m Bookable Item Reorder at Reorder to Quantity fo Last Cost Last Vendor Adjustment History All Categories B id Add New Item Delete Item 4 Define the new item fields description category tax class price etc on the right hand side of the screen and click
40. 45 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Set the Rate Period field to Daily A In our example there is not a Default Package for the Rack rate name B With the Sort field set to 1 C the Rack rate name will be displayed first in the by the Day Reservation Dialog screen With a checkmark in the Bookable D field the Rack rate name will be available for Internet guests making a reservation via the RezStream Booking Engine For additional information about the RezStream Booking Engine please contact RezStream sales at 866 360 8210 Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class z Ea Queen Queen Daily Full T ax If two or more Full Ta rates itis co Full Ta Th Add New Rate Plan k 2 Rate Names Rate Name Dakan Default Package Sort Bookable E Add New Rate Name J Rack AC dail BED C P Aneena Nan D Daily Copy Rate Mames A sample by the Day Reservation Dialog is displayed below Notice the Rack rate name appears as the default unit rate z M by the Day Reservation Dialog Rate Selection Adults i nit Rate Fackage Selection Discount Selection 2 D Rack None None Recalculate Reservation Summary
41. 5 00 2 50 C 03 01 2004 2 20 00 10 00 5 00 250 05 26 2007 2 20 00 10 00 5 00 250 amp D 09 04 2007 2 20 00 10 00 5 00 2 50 Mon i Tue Fri Clear Copy Tags Add New Season Ca Seasonal Rate Copy Wizard Delete Tagged Purge Old Seasons Unit Type Rate Plan Hepes en Kleen Queen _ gt King Destination Copy to All Rate Plans and Rate Names C Copy to Selected Rate Plan and it s Rate Names C Copy to Selected Rate Name Only Rate Names Dates Copy Dates as Selected zi C Add One Year to Selected Dates Copy Selected Seasons x Seasonal Rates Standard Settings 1001 2006f 95 00 2 20 00 10 00 5 00 2 50 Copy Start Date Rate Base Adult Child Todir Infnt MinLen Sun Mon Tue Weekend Settings Select days the pp Wed Thu 03 01 2007 135 00 2 20 00 10 00 5 00 250 ana 05 26 2007 155 00 2 20 00 10 00 5 00 2 50 M 09 04 2007 2 20 00 10 00 5 00 250 qadaz Clear Copy Tags Add New Season Delete Tagged Purge Old Seasons www rezstream com support rezstream com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 Page 56 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual r Seasonal Rate Copy Wizard Unit Type Rate Plan m Copy Seasons ial Queen Qu
42. Acct Number Account Description 4 D General This item cannot be removed or edited All new items are assigned to this account until reassigned Revenue Room Rentals Revenue Rooms Revenue Restaurant Revenue Restaurant Revenue Gift Shop Revenue Gift Shop Revenue Music Festival Tickets Revenue Music Festival Tickets Add New Revenue Account Two Tier Deposit Due Dates Use the two tier system when your business requires an initial deposit followed by a second deposit prior to the guest s arrival First Deposit Policy Second Deposit Policy Percent of total Percent of total e day 5 Sf average day Percent 3 first da 100 Percent of first day ST last day Percent of last day Fixed Amount Fixed Amount Include Tax Include Tax Calculate ange day at 100 days prior to arrival e ia s prior to arrive Specific date Specific date When a reservation is made the deposit dates and amounts are stored in the Contact Data screen under the Payments tab _ a Oy a P ORaAs n DOBat BH First LastName Mr mfa Cutler 2nd First Last 0 pt i Inv Entered Begins Ends Start Unit Length Total Paid Confirmation al Address 1 2222 Rookie Way 00 3 3 23 2007 5 1 2007 5 5 2007 1w 5 348 41 0 00 3 Address 2 P MaA Ciy St Zip Denver mow t County Fas United States of America m Ph Home Work 393 555 2121 3035527744 Business Name Den
43. Add A Edi Packages A Apply Discount Totals Payments SE ee Package Property Day Pass B Daily Reservation Total 0 00 Start Date TTS 2B Gene 0 00 Cais Hourly Reservation T otal End Date 11 709 2007 Miscellaneous Items 0 00 Party Size fil E i l i Tax 0 00 Charges 0 00 Unit G E Y nit Group The Cliffhanger Reso pat ea vo P Add as ltem Type Package POS Item T 0 00 Cost 7 Override 60 00 60 00 Add Package Pi Delete Package Items Save Next Close 6 The individual point of sale items associated with this package are added to the invoice 7 4 Edit Invoice St Time End Time Description Oty Property Day Pass TD add edt SlPackages AM Apply Discount Totals Payments Renee Property Day Pass Zi Daily Reservation Total 0 00 Start Date 11709 2006 z Hourly Reservation Total 0 00 End Date 11 709 2007 Miscellaneous Items 60 00 Party Size fi jfi JE JE i Tax we h 3 Unit Group The Cliffhanger Reso 7 Hos 0 00 g e Add as ltem Type Package POS Item Due 66 20 Cost 7 Override 60 00 e0 00 Delete Package Items Save Next Save Close Close For additional information on defining packages in RezStream Professional please consult the section of this document titled Defining Packages on page 81 RezStream www rezstream com Page 314 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Den
44. After configuring your SMTP settings use the email editor to add text graphics and special formatting Insert Image Formatting RezStream www rezstream com Page 388 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual EMAIL MARKETING To send email letters from RezStream Professional make sure that Microsoft Outlook or Microsoft Outlook Express is set as the default email program in your Windows system settings Check this default setting by clicking Start gt Settings gt Control Panel S Settings E Control Panel Network Connections of Search QA Printers and Faxes a Help and Support of Taskbar and Start Menu RUM un i Log OFF rikleiny Turn OFF Computer Itiieinn Users Select Internet Options Mame Comments Accessibility Options Adjust your comput TE Add Hardware Installs and trouble T Add or Remove Programs Install or remove pr 498 Administrative Tools Configure administr E Automatic Updates Set up Windows to y Date and Time Set the date time A Display Change the appear cz Folder Options Customize the displ Fonts 4dd change and T caneca Add remove and c Configure your Inte Customize your key Microsoft Outlook F 1 Mouse Customize your ma Network Connections Connects to other c f Netw
45. Availability Services Update Frequency Request Cancel Policy Availability Online www availabilityonline com EU Bookings www eubookings com lv M Upload availability is Rate to upload Rate to upload User Name User Name Password Reg Password InnRes www innres net Inntopia www inntopia com F Upload availability j5 F Upload availability Rate to upload Rate to upload User Name User ID Password Net Bookings waww netbookings com RezTracker reztracker com not affiliated with RezO vation f Upload availability im Upload availability E Rate to upload Rate to upload User Name User Name Password Customer Id Password Webervations www webervations com WorldRes www worldres com f Upload availability jE M Pass by Unit Type Id s Rate to upload Rae i tt lt s s s User Name Na Organization Code PO Password Na Property Code PO RezStream www rezstream com Page 411 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Bl 2 Enter your WorldRes Organization Code and Property Code These codes are provided to you by WorldRes when you sign a contract x Online Availability Configuration Availability Services Update Frequency Request Cancel Policy Availability Online www availabilityonline com Upload availa
46. Billing configuration windows A From the Contact Data screen for the USSSA reservation click the Split Billing tab on the lower right hand side of the screen Split Billing Direct Biling Travel Agents Payment Data Confirmation 34 MK Cancellation Custom 1 Visa ple lt cha fT ee piss is Flags ax Exemp Swipe Card Todlr Infnt Custom 2 If Attention Credit Card Data QA E anve COSC stom 2 P pepe _ _ F Esto 3 Custom 3 Exp x x ies Custom 4 Credit Card Hold T etter Standard 2l Fi customs Group Assignment CheckedIn P Out M l Custom 6 Batch Print Flag J Edit P Invoice Referral Source Custom 5 Referal Local Business v Vehicle Description Reason for reservation Business Custom 4 Custom 6 Yv B Click the Add Edit button Details Payments Line Items Split Biling Direct Biling Travel Agents Print Single Print All RezStream www rezstream com Page 272 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual C Under the Responsible Party column highlight Invoice 2 and click the Pick From Contacts button x Split Billing 4 Split Billing Direct Billing 1 Select Number of Sub Invoices and Assign Contacts Pick the number of Sub Invoices that you will need 2 v
47. Bos Lunch Pice Due 3 896 88 Breakfast Coffee Senice Discount jox Flies Tax Group Local Tax Fly Fishing Lessons Add ltem to Invoice Modify Inventory DEFINING A DEPOSIT POLICY Click Tools gt Unit and Rate Setup and select the Revenue Accounts Deposits tab to define your property s deposit policy Window Help REES Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Configure Revenue Accounts Allitems that are sold on an invoice unit rental POS items and cancel fees may be assigned to unique or common revenue accounts Revenue account reports will show the amount of sales for each revenue account Account Name Acct Number Account Description gt General 0000 This item cannot be removed or edited All new items are assigned to this account until reassigned Revenue Room Rentals 40010 Revenue Rooms Revenue Restaurant 40020 Revenue Restaurant Revenue Gift Shop 40030 Revenue Gift Shop Revenue Music Festival Tickets 40040 Revenue Music Festival Tickets Display Options Letter Design List Edit POS Inventory Frink Options Online Availability Add New Revenue Account Two Tier Deposit Due Date Use the two tier system when your business requires an initial deposit followed by a second deposit prior to Property Management the guest s arrival Unit and Rake Setup First Deposit Policy Second Deposit Policy
48. City St Home Work a tee Tammy ee Tammy iia ed a a New Contact Record sj First Last Name Mak Schlereth Address 1 1043 W Z2ndave i sti i sS Addess2 Sute 202 Ciy St Zip Denver c m BDO DEN Ph Home Work 303 882 1043 Business Name Green Chile Enterprises Email Address Chile markschlereth com Ce oon RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 228 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 8 The second sharewith name is now listed in the Split Billing window Click the Next button x amp Split Billing Split Billing Direct Billing 1 Select Number of Sub Invoices and Assign Contacts Pick the number of Sub Invoices that you will need 2 Pick Sub Invoice and Assign Contact or Label to Sub Invoice ute ree Responsible Party Cid Invid a Direct Billing functionality requires that you attach to an existing contact in the database Simple split billing does not require a contact Mark Schlereth attachment Cancel 9 In our example the two individuals sharing the room will split the charges 50 50 Click the Split All Items button and then Next to continue amp Split Billing Fy gt ed Split Billing Direct Billing 2 Assign Charges to Sub Invoices Pick Invoice Item Selected Sub Invoice Items Applied to Selected Sub I
49. Click the Reports F7 icon on the main left hand toolbar RezStream www rezstream com Page 175 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 From the Reports screen the cancellation report is listed under Financial Reports gt Accounting gt Revenue by Unit gt Single Unit folder Highlight the cancellation report A and click the Print button B With the Print Preview box selected the report will first display to the screen Financial Reports Other Reports 3 Accounting Billing Daily Sales Occupancy E Revenue by Unit J Miscellaneous Standard Your Reports Comparison Collections Single Unit Start of Day Detail End of Day Summary End of Week bel End of Month Cancellatior End of Year CP errersetraiy A E External Reports Print Options Point of Sale 0 Booking Engine Payments Advance Deposits P uatha li sli 0 Payables Cancellation Receivables 0 Gift Certificates EPSON Stylus C84 Series Discounts Print Previ 0 Agents iV Print Preview Sales Tax a Summaries Make HTML Over Due Payments Make PDF General Ledger ake Selected Report 3 The Report Dates window displays The cancellation report can be printed for a single day or a date range Choose from either the buttons on the left hand
50. Daily Reservations Hourly Reservations Print Options J Miscellaneous Selected Report 0 Your Reports Occupancy Arrivals EPSON Stylus C84 Series l WV Print Preview Make HTML Make PDF 4 Select Today on the Report Dates window Click OK Yesterday Today Tomorrow Last Week ite 1121872005 Last Manih d 11 18 2005 _ This Month Next Month Last year This Year Report Dates Yesterday o Toa __Temertow __bast Week __bast Month __This Month Net Month lastYear __This Year RezStream www rezstream com Page 347 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 All reservations that are checked in will have the check in time displayed on the arrival report If the reservation is a no show the check in time will not display Either cancel these reservations or change their arrival date to the following day Type Length Arnvals Arrival T Arrival 5 rival J Arrival J Ermival J Arrivals Lirit 111 112 112 116 116 117 117 115 118 King Queen Oy Suite king Queen u CHECK DEPARTURES AA 2 r 2 r 2 r 2 O 2 r Mame Stays Nights Foster an H 08 34 Phi 1182005 eae Lindsey Sally 9 08 34 Pr 1182005 NMiartin Hoel 14 bartin Hoel 71 8 bartin Hoel 71 8 For
51. Date St Time End Time Description Oty Price Tas Group Total oie Writ Easting 1 00 120 00 Lodging 124 48 o 10Sa Writ Easting 1 00 150 00 Lodging 155 60 oo aA Unit B Eastwina 100 150 00 Lodaing 155 60 Edit F Packages Ai Apply Discount Totals Fayments All Categories Barcode code entry II Daily Reservation Total 540 00 POS Items LA ltem Type POS Hourly Reservation Total 0 00 Unit Group The RezStream Demi Miscellaneous Items 0 00 Gift Shop Date 05 7 62011 Tax 20 16 New ltem Description Breakfast Charges 560 16 Faid 0 00 Due 560 16 Quantity Price Discount Tas Group Standard Add ltem to Invoice Modify Inventory Gaye Close Close RezStream www rezstream com Page 275 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual C Highlight each individual item from the POS Items list and click the Add Item to Invoice button ltem Type i i Description Tax Group 05 19 11 Unit 8 East Wing 120 00 124 48 05 21 11 05 20 11 Unt8 East Wing 1 00 150 0 155 60 ee i 1 00 0 Unit 8 East Wing 150 00 155 60 Add Z Edit Packages AI Apply Discount Totals Payments AI Categories Z Batcode code entry HM Daily Reservation Total 540 00 a Item Type POS Hourly Reservatio
52. Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual After configuring your units for InnRes click Tools gt Online Availability and check the Upload availability box for InnRes Check Accept online requests to automatically download and enter reservation requests s Online Availability Configuration Availability Services Update Frequency Request Cancel Folicy Availability Online w avalabilityonline com Upload availability E Rate to upload User Mame Password lnnFes ain nnes net w Upload availabil Rate 1 T cliffhanger yachatsorl Net Bookings w netbookings cam Upload availability ia Fact ooo O r Webervations w weberations cam Upload availability E Basi ooo O r m Rate to upload User Name Password Rate to upload User Name Password Rate to upload User Name Password EU Bookings www eubookings com Upload availability lw Fact CU 5 Inntopia ww inntopia com Upload availability Fact CU Rate to upload User Mame Password Rate to upload User ID RezTracker reztracker com not affiliated with Aez vation Upload availability ial Paet ooo m Ma o Password zz WorldRes v worldres com Upload availability Bg Rate to upload User Name Customer d Id s Organization Code Property Code Type in your user name and password
53. Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual e Unit Id names and sort orders must match and be accurate for your availability to be uploaded Make sure your user name and password are entered correctly into RezStream Professional e f you choose Manual as an upload method you must go to File gt Online Availability Update gt and left click on the company name that you have an account with If you are not connected to the Internet your availability will not be uploaded e If you are not sure if your availability has been sent accurately view your property s availability on your web site e Your availability may not show up on your web site for several minutes after you upload your data Each online company varies in how often they update your site after you upload your data This time can be as much as 15 20 minutes CREDIT CARD PROCESSING Processing credit cards in RezStream Professional is an in depth topic that has an entire manual dedicated to it The RezStream Professional Credit Card Processing Manual can be downloaded from the RezStream website using the following link http Awww rezstream com support documentation rezstream professional This section provides an overview of credit card processing including the following topics e Credit Card Processing Terms e Recording and Processing Transactions e Processing Transactions to Receive the Best Rate e
54. Hurley Flori TS 2p 80118 Phone 303 681 344l Group Color Pod OQ Find 1 New m Delete Remove Select Close You must click the Select button in order to tie the block of rooms together on the Daily screen and take advantage of RezStream Professional group functions including printing a group invoice 6 The following message is displayed confirming five rooms have been booked for the group Click OK to continue Fr Block Complete Multi Invoice Reservation complete 5 reservations created Referral Source and invoice party size will need to be set For each invoice on the details tab of the contact data screen RezStream www rezstream com Page 254 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 The Contact Data screen is displayed Complete address phone number and contact fields for the group leader D xe ga amp DA 4X n DBI 2H First Last Name M E Ron huey aaa 2nd First Last ri i ls Inv Entered Begins Ends Start Unit Length Total Paid Confirmation Addiess1 4908 Red Rock Drive sg 19 1472006 11 14 2006 11 16 2006 121 3 49905 000 649 _ Addess2 0 Mail OK I City StZip Larkspw o pesos Country Fax United States of America 7 Ph Home Work 303 681 3441 E Business Name Giraffe Club Soccer Email Address hurley so
55. Japleen Doyle 970 476 2925 Of 233 1 234 925 254 6426 Jimmy Buffett 414 555 1215 10 l DO al 7 as 12 IES l ooo o as hs Pe oa eee l Ee 303 777 0909 Joe raworski 303 258 9998 an aa 4414 3 0 0 3 The RezStream Professional Name Search window is displayed Double click on a name from guest history to assign a name to the lunch meeting reservation or enter a new name and click the New button RezStream Professional Name Search Eg Hrach Nathan CU New Select 2S Cancel Business Name Last Name First Hame E Spouse EES ay Is abst wok Ackerman Jo seph eae 30 anthony Cameo 4708 edFock Dine Lakepar a Bauer Mario 8812 North Street Colorado Springs CO 719 887 98 719 454 541 Basey Bran 4434 Ww Prarie Road Elicot CO 71954509 Bott Louis 8005 Leslie Dr Englewood CO 720 888412 720 546 12 O ooo a ae ar a a ae Bratberg doy Kurt 31 Underhill Road Hemet CA 92525464 Canol foe 112w TstAvenue Denver CO S0V681 24 Clak lawa 2 Wt Aspen CO 97092337 Dae Joe duie 33443 Deabom Ave Dearborn MI 506 887 12 506 899 12 DeBery Fisher 2008 Aton Way Doyle _ Javleen_ __ 4414Arosa Drive __ _ 00 970 476 2811 970 4761 Ewa John 212 W Chente Derver oo 30377777 72077777 Emly Pete J flewor David ff CE ee E E E R R E m n CE E a aoe a RezStream www rezstream com P
56. Last a ae Rate P Rate 100 00 M Gl a aA Eeee e er Nuggets Baskebal M C C r ssor Crer Basketball Ciric T Note it is not necessary to create a new Rate point of sale item for each Rate Inclusive package Instead the price can simply be overridden as in the example below Items in Package ltem Description Adut Child Todi Intant Price First a ee na Meals soe ee r Bottle of Wine OJOJOO Monogrammed wine O si2o0 FM O e oO 2 Yachats Music Festival E PE ETO C ar C r FB RezStream www rezstream com Page 84 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 In our sample NBA All Star Getaway package the following charges will be applied to the guest folio L Edit Invoice Item Type Group Date St Time End Time Description Gy Price Tau Group Total Package 1 O2 23 07 Basketball Clinic 200 200 00 Local 207 20 o 102x07 Nuggets Basketball 2 00 150 00 Local 155 40 o 1 0230 10 ing 100 100 00 FulTas 110 50 o leas IO 100 100 00 FulTas 110 50 A A one time charge of 65 00 for the Authentic NBA Basketball B A one time charge of 200 00 for the Basketball Clinic 100 00 per adult on the reservation C A one time charge of 150 00 for the Nuggets Basketball Tickets 75 00 per adult on t
57. Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The Letter Edit screen is displayed Use the buttons on the left to select a reservation confirmation Letter Style Standard gt Letter No Payment Deposit Paid Paid in Full Cancellation Thank ou Special Use Travel Agent Group Confirmation Inguiry Registration Card Invoice Single No Style 3 Print the confirmation using the File gt Print command 84 Letter Edit wis Edit view Insert Format Mew Ctrl M x Open Ctrlt o Se Save SS r A Page Setup T ChritE Close RezStream www rezstream com 2601 Blake Street Suite 10 support rezstream com Denver Colorado 80205 Page 192 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Batch Printing Confirmations Use the following steps to print a batch of confirmation letters 1 Activate batch printing by clicking Tools gt Configure and selecting the Functionality tab Here select the Batch radio button next to the Default for Invoice Letter print after creating invoice heading Busness Date Users Ask for Contact Name balas opering reservation dialog Require referral source entry belore closing reservalion dialog Use automatic cily slale province fil in by postal code Ue Outlook bo send emal i Outlook is netaled on machine Allach Iroise to email ethers Include busine
58. October 2005 November 2005 December 2005 T W T ee F T 27 28 3 3 2 3 4 6 7 8 9 10 11 13 15 Q6 17 18 20 2 23 24 5 27 29 30 1 2 4 5 6 7 8 9 Sun Nov Mon Nov Tue Nov 15 2005 Wed Nov Thu Nov 17 2005 Fri Nov 18 2005 Sat Nov 19 2005 13 2005 14 2005 16 2005 orge Ward aia Lee Wiliams i 970 333 1212 RezStream www rezstream com Page 205 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual MAKING AN HOURLY RESERVATION Use the following steps for making an hourly reservation for an existing guest 1 Click the Reserve Hour F3 icon on the left hand toolbar 2 On the left hand side of the screen click the unit or item that you want to reserve A red bar is displayed across the top of the weekly calendar for the selected unit or item 3 Using either the Units View or Week View icon on the upper left hand corner of the Hourly screen highlight the day hours that are being reserved for the selected unit or item using the click and drag method of making a reservation In our example we are using the Week View and have selected Meeting Room 2 We are making an hourly reservation from 10AM 2PM on Saturday November 11 After highlighting the hours for the reservation right click and select New Reservation or press the lt ENTER gt key October 2006 November 2006 December 2006
59. Painting Canen 3 Click the OK button The Out of Service reservation is now displayed on the Daily screen The default color for out of service reservations is defined in Tools gt Display Options under the Reservation Colors and Text tab IH Display Options Reservation Colors and Text Button Theme Colors Reservation Background Display Colors Daily Reservation Text Reservation no payment E W Last Name l W First Hame Reservation partial payment E ES Aae Reservation fully paid a pou lv Amount Due W Party Size Group Reservation color band E pou Staus llnit Mights an Hourly Reservation Test Out of service H F W Name Flagged Reservation v Phone Number W Amount Due Background Accent Color Party Size Box Color for weekends FS hw Tat Line Invoice Notes l Payment Status Colors Box Color for Holidays Hi 5 C Check In Status Colors RezStream www rezstream com Page 359 of 418 2601 Blake Street Suite 10 Denver Colorado 80205 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual MAKE A SYSTEM BACKUP It is critical to make a RezStream Professional database backup on a nightly basis The database backup creates a snapshot of your current RezStream Professional property management system and acts as a backup in case your computer experiences serious hardware failures Create a backup file by clicking File gt Backup or close RezStream Profession
60. Password Het Bookings wim netbookings com Rez racker reztracker com not affiliated with Aez vation Upload availability E Rate to upload Rate 1 Rate to upload User Name User Name Password Customer Id Fassword Webervations wv weberations com WorldRes w worldres cam 0 Upload availability g Upload availability ia Id s Fate to upload User Hame Organization Code Password Property Code 3 Enter your user name and password This information will be received from NetBookings se Online Availability Configuration Availability Services Update Frequency Request Cancel Policy Availabilty Online wwe ayvatabiltyonline com EU Bookings way eubookings com Upload availability E Upload availability H Rate to upload Rate to upload User Mame User Name Password Reg Password Innh es r nnes net Inntopia wv nntopia cam Upload availability ia Upload availability Rate to upload Rate to upload User Mame User ID Password Net Bookings wm netbookings cam RezTracker reztrackercom not affillated with RezU vation W Upload availability Accept online requests Upload availability a Rate to upload F Rate to upload User Mame User Name Password Customer Id Password Webervations Www webervations com WorldRes ww worldres corn Upload availability ia Upload availability H Id s Rate to upload
61. Snider Todd 2212 Charleston Road _ Charleston SC _ 607 332 091 607 443 121 Suzanne od Seal 4 The Group Selection window is displayed By default the first name in the list is highlighted 5 Because he has stayed at the property in the past Lee Williams displays further down in the alphabetically sorted Group Selection window However re using the existing group leader record will cause old invoices to be attached to the new group Instead of selecting and re using the existing group leader record click the New button and create a new record Group Selection Contact Description Phone Saptech williams Ler Baxley Brian Oil and Gas Co 719 545 0909 A SO Clark Laura 970 923 3766 g lel 305 889 2341 Address 2312 w Highway 6 Missoula Hikers 307 999 0909 City Edwards williams Lee Eagle Valley Tile 970 333 121 2 y m g7 72 State Zip Fhone Group Color rod on A Delete Remove Select Close RezStream www rezstream com Page 248 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 A second group leader record is created for Lee Williams In addition Lee s name is added as the contact and his stored address information is automatically transferred to the right hand side of the Group Selection window 7 Enter a name for the group In this example Lee s
62. Summaries Over Due Payments General Ledger 3 Click to highlight Arrival Registration Cards and click the Print button It RezStream Professional 2006 The Cliffhanger Resort File Edit Tools Window Help Financial Reports Other Reports J Accounting 0 Biling 00 Daily Sales Invoice Revenue by Unit Contact Statement E Point of Sale Group Statement 0 Payments Arrival Invoices Advance Deposits Neparturehereios 0 Payables Arrival Registration ee D 1 Receivables Occupancy 0 Gift Certificates Miscellaneous Discounts 0 Your Reports 0 Agents Booking Engine Print Options J Tracking Selected Report 00 Sales Tax A Billin 0 Summaries g B Over Due Payments Arival Registration Cards J General Ledger Brother HL 5140 series v V Print Preview Make HTML Make PDF RezStream www rezstream com Page 330 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 The Report Dates dialog box is displayed Enter the date for printing registration cards and click the OK button F Report Dates Yesterday ia Today custom _ LastWweek Start IE 2672006 gt i End 5 The registration cards will now be printed for the desired date CHECK IN CHECK OUT From the Daily screen select a reservation a
63. Tax Charges Paid Due Save Close Close A 415 00 0 00 75 76 1 075 76 0 00 1 075 76 6 Travel Agent Custom Notes Getaway Ski Weekend al Custom 1 Custom 2 Vehicle Description Custom 3 Custom 4 Invoice Referral Source Custom 5 Repeat Business Custom 6 Reason for reservation None ka Edit Lists Overriding the Package Price The Edit Invoice screen can also be used to override package pricing totals For example the Weekend Ski Getaway may be discounted 10 for a guest who is a part of the property s loyalty program Use the following steps to apply the package discount 1 From the Daily screen highlight the reservation right click and select Edit Invoice RezStream www rezstream com Page 310 of 418 2601 Blake Street Suite 10 Denver Colorado 80205 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The Edit Invoice screen is displayed Click the Apply Discount tab s Edit Invoice ltem Type Group Date St Time End Time Description Cty Price Tax Group Total De Package it Ticket 2 00 andar Package 1 11 04 06 Massage 1H 2 00 150 00 Standard 164 85 o 1011704706 10 Suite 100 145 00 FulTas 160 81 o 1 10506 O o Suite 100 125 00 FullTas 138 63 Package 1 11 06 06 Adut Breakfast 200 18 00 Local 18 65 wi Add A Edit 5 Pack
64. Use the following steps to create a pre scheduled discount 1 From the RezStream Professional top toolbar click Tools gt Unit and Rate Setup gt Taxes Discounts 2 Click the Add New Discount button Itt Unit Setup Unit Groups Unit Rate Plans Individual Units Packages Taxe i i Revenue Accounts Deposits Tax Class Definitions Individual T axes and Effective Dates Tax Class Groupings Set up individual taxes first Then assign Taxes and Gratuities Effective Date Value for State individual taxes to tax classes Tax classes are Descrint T A Effective Dat Val then attached to items for rent or for sale Make oe ZES acd sure you have a class set up for each gt State gt combination of taxes that you will encounter If City you collect automatic gratuities they must be Resort Tax Percent 1 1 1990 6 3000 Tax Percent Tax Percent Tax Percent set up here as well Gratuities will show up on your tax reports but will be tabulated separately from the taxes User fees are fixed dollar amount taxes either daily or per reservation v v Add New Tax Add New Effective Date Automatic Discounts Description is the name of the discount Trigger is the number of days required to trigger the discount Value is either a fixed amount or a percent based on the entry in the Fixed column and Daily determines whether discount is applied daily or one time only Only one discount can ap
65. charged to the package for example gift shop items x Split Billing x mesam Split Billing Direct Billing 2 Assign Charges to Sub Invoices Pick Invoice ltem Selected Sub Invoice Items Applied to Selected Sub Invoice Sel Date Item Total Remain E Spit All tems Inv Responsible Party Sub Total 4 Date Item Total 02 28 Unit 2 West Wing 114 11 114 11 03 01 Breakfast 5 32 5 32 Rick LeForce 0 00 0 00 C 03 01 Unt 2WestwWing 114 11 114 11 Split Tagged to Al M 03 02 Breakfast 5 32 5 32 03 02 Unit 2 West Wing 114 11 114 11 Add Tagged to One 03 03 Breakfast 5 32 5 32 T 03 03 Unit 2 West Wing 114 11 114 11 Add Portion to One 03 04 Breakfast 5 32 5 32 Remove ltem Remove All Items gt Remove ens i Daily Pkg lt lt Back Next gt gt Cancel RezStream www rezstream com Page 234 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual PRINTING INVOICES FOR SHAREWITH RESERVATIONS Use the following steps to print invoices for sharewith reservations 1 From the Daily screen right click and choose the option for View Contact Data View Contact Data New Reservation Ctrl N Edit Reservation Ctrl E po ee 2 Click the Split Billing tab Details Payments Line Items Spl
66. in this manual 1 From the Daily screen right click and choose the option for View Contact Data View Contact Data New Reservation Edit Reservation oe Ctril N Ctrl E 2 Click the Split Billing tab A and then the Add Edit button B a Details Payments Line Itema Split Billing greet Biling Travel Agents Description Add Edit i Unit 3 West Wing B Payments Breakfast Unit 3 Wrest Wing Unit 3 West Wing __ Print Singe Unit 3 West Wing Print Al Party Total aid Date Alfred Williams 200 05 0 00 22201 Mark Schlereth 206 05 0 00 22272011 Ara 20l Arder 201 Arar 201 Charges 3 At the Split Billing screen click the Next button Split Billing bei 1 Select Number of Sub Invoices and Assign Contacts Subld Inv Responsible Party 1 1 Alfred Willams 2 2 Mark Schlereth Split Billing Direct Billing Pick the number of Sub Invoices that you will need 2 v Pick Sub Invoice and Assign Contact or Label to Sub Invoice Cid Invid a Direct Billing functionality requires that you 4 attach to an existing contact in the database Simple split billing does not require 4 contact 5 attachment Pick From Contacts Assign Label b Cancel RezStream www rezstream com 2601 Blake Street Suite 10 support rezstream com Denver Colorado 80205 Page 230 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional
67. o Rack None None Tax Exempt E Recalculate Reservation Summary Starts 1072272005 Unit Unit 7 East Wing ee Jei 510 00 Hourly Reservation Total 0 00 POS ltems Package Items 0 00 Tax 19 04 Edit Invoice Details ec 529 04 Ends 1042572005 Days 3 Reason for reservation Friends amp Family A Referral Source HDEmmee eeneese Edit Lists Newspaper Local Newspaper Metro None Referal Local Business Referal Previous Guest Repeat Business RezStream www rezstream com Page 24 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Use automatic city state province fill in by postal code With this switch turned on the system bypasses the city and state province fields when making a new reservation Instead the system prompts for a zip postal code After entering the zip code the system automatically fills in the city and state fields F a Enter PostalCode X Enter postal code US and Canada US 5 digits Canada 6 Alpha numeric 31 65g Wall CO Caneel 4 Require payment after creating reservation With this switch turned on the Payment Information screen is displayed after completing fields in the by the Day Reservation Dialog screen By displaying the Payment Information screen reservationists ar
68. weekend support and holiday support is available for a 75 per incident charge DOWNLOAD amp INSTALL REZSTREAM PROFESSIONAL Click the following link for downloading a copy of RezStream Professional http www rezstream com reservation software download free trial 1 After completing the form on the page listed above you will be sent an email with a link for downloading the software Click the link and save the file RezStreamDemo exe and make note of where you save it on your computer Once the file is downloaded click Start gt Run and browse to the location where you saved the downloaded file In the example below the file was saved to the C temp folder Click the OK button RezStream www rezstream com Page 7 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual if Programs gt gt Documents gt Ce Settings Type the name of a program Folder document or oO P H O Internet resource and Windows will open it For you a p Search gt Q ilM w Hel ds t a aiai Open CitempiRezStreamDemo exe s Saw Run Ww F E Log OFf mkleiny 2 an h E 0 Turn otf computer Cancel Browse start E e KEL 2 F H RezStream Demo Welcome to the RezStream Download Dema Click Continue to extract and install the Rezstream program P en Contine ext 3 Nex
69. 00 325 00 j 360 44 0 00 410 00 I 454 69 0 00 540 00 598 88 598 88 400 00 i 443 62 200 00 400 00 443 62 200 00 600 00 l 665 40 665 40 325 00 i 360 44 ae p om MMM MMMM PMP MM MP MMM PO MPO PS PO PO MO PO PO Ph OOOO O OSG SOS C O o oOo oO oO oC o C o C o o o 0 o0 C Active Reservations Departures Has Hourly Charges i C Arrivals Has POS Charges Select Arrival No Shows Paid Only Pending Reservations Partial Payment Past Reservations C No Payment Find Print List RezStream www rezstream com Page 174 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Clicking the Gift Certificate button displays credit vouchers and outstanding gift certificates F Gift Certificates x a amp Find Number Ty New a Edit Delete Select All O Select Record Payment Print Certificate 3 Print Receipt OQ Purchaser OQ Redeemer Close For more information on redeeming gift certificates refer to the Gift Certificates section on page 184 CANCELLATION REPORT Use the following steps to print the cancellation report 1
70. 00 Ra Tax 116 88 Edit Invoice Details Total Charges 3 896 98 Reason for reservation Pleasure Referral Source Repeat Business Edit Lists Cancel Test the Package The final step in creating a per person rate package Is to test the package and make sure that all components are posting for the correct amount on the correct day s In order to test the package make a test reservation and click the Edit Invoice Details button on the by the Day Reservation Dialog screen IN by the Day Reservation Dialog i06 101 King Rate Selection Adult Child Unit Rate Fackage Selection Discount Selection 4 o Per Person Per Dap Fly Fishing Getaway None Pets Lars Tax Exempt 0 E Recalculate Reservation Summary 7 Starts 07 05 2007 Unit 126 Two Bedroom Cabin Daily Reservation Total 1 020 00 l Hourly Reservation Total 0 00 o EE POS Items Package Items 2 760 00 Tas 116 58 Fat Invoice Details gt Invoice Details Total Charges 3 896 99 Reason for reservation Pleasure Referal Source Repeat Business r Edit Lists l i Cancel RezStream www rezstream com Page 96 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The Edit Invoice window is displayed Here package point of sale items and room rates are sub totaled by d
71. 04 2007 Hourly Reservation Total 0 00 D ae E POS ltems Package Items 0 00 Tax 27 25 Edit Invoice Details Total Charges 277 25 Reason for reservation CTE Refers Source E Edit Lists Cancel RezStream www rezstream com Page 86 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual STANDARD UNIT RATE PACKAGES The second type of RezStream Professional package is a standard unit rate package where a bundle of point of sale items is added to a standard unit rate rate name From the by the Day Reservation Dialog screen the reservationist selects a standard room rate A and then adds the bundled point of sale items B E hy the Day Reservation Minog The Package Selection is A standard unit rate is selected bundle of point of sale iteme T Chee Tock niri BEIE Reservation Sumry Shair A020 Ure 202 Quone Queen Ente IAF eg d T m haly Rierter vation Tolak 255 00 Howl Heenan Tobst POS lierPackege ters PED T 15 Tetal Chmger Clicking the Edit Invoice Details button displays the individual transactions that will be posted to the reservation ltem Type Group Date Sk Time End Time Description Cty Price Tax Group Total Package 1 02 2207 Massage 1H 200 150 00 Standard 164 85 Package 1 02 2307 Breakfast 200 15 0
72. 1 Click Tools gt Unit and Rate Setup M RezStream Professional 2006 The Cliffhanger Resort File Edit Wavigate View Tools window Help Configure Display Options Letter Design List Edit POs Inventory Print Options Onli En 2 Click the Individual Units tab on the Unit Setup screen Select each unit individually from the Pick Unit list that will be available online and enter a checkmark in the Include in Online Availability field Do this same procedure for every unit that will be included as an online reservation choice Riess Unit Groups Unit Rate Plans amp Jndividual Units DP Taxes Deposits Discounts Options Number of Active Units Unit ID ior E dit Names Sort 33 x ids Long Name fO Kings Type Color Queen Queen Unit id Name Sort Belongs to The Cliffhanger Resot RatePlan QueenQueen d Maximum Unit Capacity Include in occupar Online URL for online availability uploads Phone extension Standard Description Housekeeping Assignment Group 1 King non smoking room with a balcony Recently renovated in spring 2005 Amenities Non Smoking Ocean View Jacuzzi Tub Alternative Description Only used if unit has alternate configuration this unit plus another ete Balcony Kitchenette Handicap Accessible WorldRes Unit Typeld type only f 3 Click the Close button RezStrea
73. 1 HA HB HC HD CHR 114 115 116 RezStream 2601 Blake Street Suite 10 www rezstream com support rezstream com Denver Colorado 80205 Page 412 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 To display availability on WorldRes by unit type King Queen Queen Suite enter a checkmark in the Pass by Unit Type field Unit types are collections of rooms that share the same rate WorldRes Wawa worldres com iw Upload availability Organization Code CLFH NGO0TOR Property Code POSORS565 After checking Pass by Unit Type click the Close button to exit the Online Availability Configuration screen Next click Tools gt Unit and Rate Setup gt Individual Units select each individual unit and attach a WorldRes Unit Type Id For example all King rooms are assigned the number 1 and all Queen Queen rooms are assigned the number 2 It does not matter what number represents each room type but rooms within a group must have the same number Riese Taxes Deposits Discounts Options ji iaiia Unit ID hoa Edit Names Sort 33 ee Long Name f0 King Pick Unit Type Color Queen Queen gt UnitId Name Sort Belongs to The Cliffhanger Rest 1 r a een Queen Select each unit and assign a WorldRes 103 Maximum Unit Capacity Unit Type Id For example all
74. 1 41 1990 6 3000 combination of taxes that you will encounter If City Tax Percent you collect automatic gratuities they must be Resort Tax Percent set up here as well Gratuities will show up on your tax reports but will be tabulated separately from the taxes User fees are fixed dollar amount taxes either daily or per reservation v Add New Tax Add New Effective Date Letter Design List Edit POS Inventory Exempt Tax Percent Prink Options Online Availability Unit and Rate Setup Automatic Discounts Description is the name of the discount Trigger is the number of days required to trigger the discount Value is either a fixed amount or a percent based on the entry in the Fixed column and Daily determines whether discount is applied daily or one time only Only one discount can apply to a reservation Any automatic discount can be overridden Property Management Description Trigger Value Fixed Daily lt gt None ol ool C Add New Discount In RezStream Professional there are two facets of taxes to define 1 Individual Taxes and Effective Dates 2 Tax Class Groupings Individual taxes are the standard taxes charged at most properties for example city state and resort taxes Tax class groupings are collections of individual taxes that are grouped together so that specific guest charges for example lodging breakfast or festival tickets are taxed at the correct rate Thi
75. 11 18 2006 Hotes nd Jeanne 0 00 0 00 Fl 219 93 Fl 21993 Fl 219 93 After clearing all no shows make sure actual departures for the day have been checked out of the system 1 Click the Reports F7 icon on the left hand main toolbar 2 Under Other Reports click the to the left of the Occupancy folder Clicking the expands the folder Highlight the Departures report Billing J Occupancy Housekeeping Arrivals Stayovers Other Reports Housekeeping by Employee Active List Guest Forecast Q Daily Reservations Hourly Reservations J Miscellaneous Your Reports RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 348 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Left click the Print button on the bottom right hand corner of the screen With the Print Preview box selected the report will first be displayed to the screen Print Options Selected Report Payments Summary EPSON Stylus C84 Seres w We Print Preview 4 Start 11 18 2005 nd 11 18 2005 p Tomorrow Last week Last Month i This Month Next Month Last Year This Year Yok Cancel 5 The report prints a list of guests checked out of the system on the current date Verify this output against the Daily screen to make sure that guests who were supposed
76. 174 24 113 Queen Queen 42005 37 Jack Rabbit 1 113 Queen Queen 95 00 5 32 100 32 Tio Gueen Uueen T p War Josz 115 Queen Queen 42005 28 Lee Karlbe 1 115 Queen Queen 95 00 5 32 100 32 115 Gueen Oueen T 95 00 5 32 100 32 Adult Breakfast n ult Break tast i F Fdut Break st a 9a 41 Bottle of Wine 42005 32 Laura Cark 1 Botte of Wine 18 00 F083 1883 Botte of Wine T 15 00 was Fis ce Kite EE 42005 37 Jack Rabbit 1 Kite 3 50 31 331 42005 27 TJ Zink 1 Kite 8 50 031 8 31 ke trou Ub lrua Monogrammed Wine Glasses Monogram med Wine asses O o O 0 0o o eaaaaaaaaaaaaaaa i iIA 5 42005 32 Laura Qark 1 Monogrammed Win 16 00 F074 16 74 nogramme ne blasses 16 00 f0 74 16 74 Polo Shirt 42005 37 Jack Rabbit 1 Polo Shirt 35 00 126 36 26 5 4 2005 36 Larry Lynx 2 Polo Shirt 70 00 2 52 72 52 Polo Shirt 3 105 00 bt pos Yachats Music Festiva 5 42005 32 Laura Qark 1 Yachats Music Fest 15 00 0 54 15 54 YachatsMusc Festival oo NT a a GSA The Cliffhanger 16 973 33 5134 1 024 67 Total 16 97 3 33 51 34 41 024 67 RezStream www rezstream com Page 354 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Many properties print general ledger reports and forward them to their accountant or bookkeeper These properties should decide which gene
77. 2525 Kinja Trawel 2212 VW Jst Avenue Bridgetawn FL 334442 Agent Payment Statement for Pending Reservations ATAR 12 345507 9 Date Guest Mame dgert Agent Fees Paidto gem Rental Charges 112220068 DeBerry Fisher 2150 F 00 430 O0 11252006 O Leary David 10 50 FU 00 21000 32 00 0 00 640 00 5 Once the commission check has been mailed to the travel agent click the Select Names Ctrl F button on the main left hand toolbar J RezStream www rezstream com Page 366 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 Every guest in the database is displayed 7 Click Edit gt Travel Agent gt Select gt All Future H RezStream Professional 2006 The Cliffhanger Resort Fie p Search Tools Window Help Ctrl D Hew Ctrl M r 5 5 d Delete Select All Ctrl 4 First 2 Address Tag All Ctrl T 4434 Ww Prarie Tag Selected 3005 Leslie Dr Remove All Tags Ctrl F 3373 wt Palm g Remove Batch 43l w Blue 4 Merge Contact Records Ctrl M f aa Julie 334435 Dearbor Travel Agent All Past ECKIUnO All Future 8 All travel agent reservations regardless of agency are listed in the Select Names window D f XK oy Er F Records selected 3 Records in Current Selection Tag Last Name First First2 Address City St Zip Home Work BusinessN ame
78. 3 The Report Dates dialog box is displayed Enter a start date and start time A and an end date and end time B The times entered in the Report Dates dialog box are saved for the next time the report is run Yesterday Today Tomorrow Last Week 11 15 2006 ul 11 15 2006 11 00PM Ff Last Month This Manth Next Month Last Year This Year a T mh T E a mp T Te E E 7 wa RezStream www rezstream com Page 344 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Click the OK button The report is displayed to the screen Print Preview gt g Shift Payments for 11 07 2006 15 00 11 15 2006 23 00 Date Employee Payee Check Notes Amount Visa 114152006 AD Fisher DeBerry 152 00 Payment amount was mis 152 00 keyed 11162006 AD Darid O Leary 150 00 150 00 302 00 Subtotal 302 00 302 00 Total 302 00 Gift Certificate Payments TIASV20D6 8 25 10 PM The Cima g r Resort Page tort vi Copies 1 v AllPages Current Page Close 5 Fora hard copy of the report click the Print button in the lower right hand corner AM PM CHECKLIST Many properties utilize shift checklists as a means of reminding employees to perform certain tasks The following checklis
79. 303 888 398 720 778 393 Lenny Joanne 431 2 WwW 6th Avenue Baltimore 465 898 771 465 456 091 Guest Demo 1855 Blake St Denver 303 27 4 34 866 565 181 Guida Tracey 5454 WwW 1st Avenue Lakewood 303 878 091 303 879 939 Haynes Jeff 3312 North State Street Boise 405 665 23 405 443 00 Holland Justin 9876 Shields Fort Collins 970 555 091 970 768 12 Hurley Ron 4908 Red Rock Drive Larkspur 303 681 34 Kleinsmith Julie 308 Leslie Drive Colorado Springs 719 632 131 719 635 100 Lachnidt John Tiffany 2213W Briargate Colorado Springs 719 593 071 719 599 858 Lee Richard Mille 43008 112th Place Sammamish 940 897 991 940 789 451 Iman m 3 Complete the by the Day Reservation Dialog window and click the OK button RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 286 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 J 6 The Contact Data window is displayed Click the Travel Agent tab Dh xe gf amp s JM R4s n OBE FL First LastName Mr jw Fisher DeBemy 2nd First Last Address 1 2008 Aftonway ssssts Address 2 O Mak Ciy SiZip Hr County Fax United Stat
80. 415 00 Tax 36 74 Edit Invoice Details Total Charges 651 74 Reason for reservation IIE Refers Source E Edit List OF Cancel RezStream www rezstream com Page 83 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual In addition because the package component is defined as a Rate the 100 00 room rate will be displayed separately on the Daily Package POS and Summary Package POS invoice options The Cliffhanger Resort OO Highway 1 Yachats OR 97499 641 806 2525 677 669 1210 Fax 541 g2 227 TT Folio Charges Mame Joy Braitberg m Dep 22 o007 2aatsooy Changes 615 00 Address 24 Underhill Rio ad Recorded Togam Tax 6 74 City Hemet Confirmation A70 Total 651 74 State CA Part 2fOfoso Paid P O Postal Code ope a Card Telephone 2525 Geyer Que BGS 1 4 tate Description F ota zog DDT NBA All Star Getaway 479 iq 2242007 115 King 100 00 110 40 22007 115 King 100 00 110 30 Package room rate is displayed separately on the guest folio Tax and Resort 2 00 5174 Sea State 12 60 0 00 651 74 Our Policies This is your folio policy Change it by clicking on Tools Pont Options Office Use Onhy Cash Check Git Certificate 3 Continue adding point of sale items to the package ltem In Package ltem Description Price First
81. 48 rola taser baat 37750 288 05 Unit 3 West Wing 02 03 Unit 3 West Wing 124 48 124 48 Split Tagged to All Unit 3 West Wing 02 04 Unit 3 West Wing 155 60 155 60 Unit 3 west Wing 02705 Unit 3 West Wing 155 60 155 60 dd Taggedto One Unit 3 West Wing 02 14 Breakfast 15 94 15 94 B Add Portion to One Remove Item Remove All Items gt Tag All Untag All Daip Pkg POS 6 Unassigned Charges Not all charges from all tems have been assigned to invoices Are you sure you want to continue 7 Click Save at the Split Billing Direct Billing screen RezStream www rezstream com Page 231 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual ASSIGNING PARTIAL CHARGES There may be a time when one party in the sharewith reservation will only pay a portion of the total charges For example a guest may only be responsible for 50 00 of the each night s nightly room rate Use the following steps to partially flag charges to one sharewith reservation 1 From the Contact Data screen click the Split Billing tab A and then the Add Edit Button B Details Notes Payments Line ltem Split Biling Direct Billing Travel Agents Party Total A Date Description Total l D Add Edit Di f Alfred williams 268 05 0 00 272 2011 Unit 3 West Wing
82. 5 The charge is added to the guest invoice and displayed in the line item charges at the top of the Edit Invoice screen Click Save to continue and use steps 5 9 in the Left Click and Drag section for completing the reservation Edit invoice Description Ta Gap Total 116 Suite 00 Full Ta 160 81 116 Suhe 176 Suite Item Type Group Daie St Time End Tiere Dsl 1 TATAE 1 1142 06 1 1143406 1 11 42 06 Bgl 1 00 The point of sale item is added to the invoice D ad 2 cot Ciakas Arop Dicoret Al Categories Barcods oode entry ll Tolak Payments Daily Reservston Tote POS Items Bai Chage Bow Lunch Coffees Sendce Flp Fishing Lessons Flp Fishing Licas Golf ot The Ocean Gorse Massage 7 Hi Heak Iber Tipps POS Urat Groupe The Chilhanger Aero Date 1171272006 Descnplion Bottle of Wine Quantity Price 5 Dissounl E Tax Group Standand T Hary Reservation T otal Miscellanecus hema Tan Changes Fact prea ii Add lem 1o Irira biodi Irtwecitony Applying Automatic Discounts The Edit Invoice screen can also be used to apply automatic discounts to reservations 1 From the Daily screen select a reservation right click and select Edit Invoice view Contact Data Hew Reservation Ctrl M j ctrl E Edit Invoice Move Reservation Reassign ta Contact Delete Reservation Ctrl D Color Flag Check Inout
83. 543 41 is due on arrival Tee times for your stay are listed below 9 20 AM True Blue 9 44 AM Caldonia 8 22 AM Pawleys Plantation 11 00 AM Crooked Stick Your friends at The Cliffhanger Resort Contact The Ciffhanger Resor at 7 f y te ty OR 97499 00 Highway acha Phone 541 8 Email reservations ichr com While editing confirmations in Tools gt Letter Design the invoice custom text fields are included in the codes drop down list Code Description al Right Justify Amount Due Right Justify Tax Total Credit Card 20004 Mask Credit Card Credit Card Exp Payment Type Calculated Deposit Deposit Due Date After lt DEPOSITBEFORE gt Deposit Due Before Arrival lt DEPOSITMANUAL gt Manual Entry Deposit lt CONVRATE gt Conversion Rate lt CONYTOTAL gt Conversion Total TVCUSTOM1 gt Invoice Custom Tex lt INVCUSTOM2 gt Invoice Custom Text 2 lt INYVCUSTOM3 gt Invoice Custom Text 3 lt INYCUSTOM4 gt Invoice Custom Text 4 lt INYCUSTOMS5 gt Invoice Custom Text 5 N CUSTOME gt Invoice Custom Text 6 lt IN Vee BER i rok lt INYSTAYS gt Number of Stays lt INVSTAYDAYS gt Total Nights Stayed lt BNAME gt Business Name lt BADDRESS gt Business Address Business Phone Business Fax Business Email Address For additional information about customizing confirmations please see the section Customizing Letters on page 376 RezStream www rezstream com Page 166 of 418 2601 Blake St
84. 681 7789 303 323 0030 RezStream LLC bigmac msn com bmitchell rezstream cor nelly myserver com 407 Libra Colorado 719 338 8251 719 477 1995 jnicks stewarttitle com 31234 W 8th Avenue Nashville 607 233 1234 607 312 1234 olearyt adelphia com 2212 W 1st Street Missoula 307 999 0909 3030 W Broncos Way Denver 303 444 3434 303 334 1616 plummer interception c Juanita 3343 W Heavenly Centennial 303 777 0909 303 787 0000 Price sackem com Karen 3343 North 8th Avenue Monument 719 488 0981 719 443 1215 brice comcast net 6656 North Front Street 2212 Charleston Road Castle Rock Charleston 303 998 7878 607 332 0909 303 445 7787 607 443 1254 msimms yahoo com todd mygeneration con Judy 3313 W Manchester Brampton 409 887 0909 409 888 3420 bspence aol com Mary 2212W 5th Avenue Houston 797 909 8888 787 333 1212 Strait oceantrontprop E Tina 3343 North 1st Ave Syracuse 555 999 0909 555 888 2345 turnert tji com Joanne 2123 Friar Court St Louis 304 555 0981 304 667 9989 WalkerL itsgone com I p p aaa Suzanne 3030 Wildcat Reserve Highlands 303 878 4434 720 472 2874 Select All Contacts Display Previous Selection Begin New Selection Change Existing Selection wardg w
85. 7 i lt wS Address 1 2212 Charleston Road tsts S Address 2 Mail Ok V Ciy St Zip Charleston Sc m 99870 Country Fax United States of America E o Ph Home Work 607 332 0909 607 443 1254 Business Name Email Address todd mygeneration cam Email Ok Iv Custom 2 Custom 3 Starts Sun Jan 22 2006 Adut 2 Pets Chid 0 Cars Checked In v Checked Out Custom 4 Custom 5 Contact Notes Private Notes Details Contact Log Phato Contact Category Contact Report Notes print with various reports Guest Info Packages C Inquiry New Repeat Business Other Vendor Vehicle Description Invoice Referral Source Repeat Business Reason for reservation 10 28 2005 None Departs Thu Jan 26 2006 Daily Reservation Total Hourly Reservation Total Point of Sale Charges 400 00 0 00 0 00 43 60 Custom 1 Custom 2 Custom 3 Custom 4 Custom 5 Custom 6 Edit Lists Length 4 Inv Entered Begins Ends Start Unit Length Total Paid Confirmation al 335 1 17 2006 1 22 2006 1 25 2006 107 4 443 60 443 60 335 E Start Unit 107 Charges 443 60 Paid 443 60 Due 0 00 Last Change 1 17 2006 www rezstream com support rezstream com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 Page 162 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Use the following steps for customizi
86. 7 10 2012 RezStream Inc RezStream Professional User s Manual 19 The Setup program has now completed installing the files that are required for running RezStream Professional The following message displays Click the OK button Xd RezStream Setup by RezStream Inc RezStream Professional 2006 Setup RezStream Professional 2006 Setup was completed successfully 20 Note that the initial system logon password is set to PASS Logon passwords are not case sensitive Click OK to continue Initial Password The initial logon password is set to PASS You will not be able to access the program without the password Once you have opened the program you should set the password to a password of your own choosing by clicking on Tools and Configure Cox 21 If you are converting from an existing property management system the RezStream Data Conversion Wizard can move existing data into RezStream Professional format Click the Yes button to launch the RezStream Data Conversion Wizard r Run Conversion Wizard The RerStream Daka Conmverson Wizard can convert your previous data bo Rezstream format Would you tke bo run the Conversion Wizard If you are NOT converting data click the No button The RezStream Professional installation is now complete RezStream www rezstream com Page 15 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012
87. 94 mha iiin ai ltems Applied to Selected Sub Invoice Total Selected Sub Invoice Responsible Party Sub Total Date Item 2 02 Unit 3 west Wing 124 48 124 48 a2 Mark Schlereth 0 00 0 00 Split Tagged to All 02 03 Unit 3 West Wing 124 48 124 48 A T 02 04 Unit 3 West Wing 155 60 155 60 B C 02 05 Unit 3 West Wing 155 60 155 60 Add Tagged to One 02 14 Breakfast 15 94 15 94 Remove ltem Remove All Items Tag All Untag AI Daily Pkg POS lt lt Back Next gt gt Cancel The Amount to Apply window is displayed Enter the dollar amount of the charge that the selected guest is responsible for and click the OK button Amount to Apply Enter an amount not greater than remaining amount Cereal The charge is applied to the responsible party A The same amount is deducted from the total charge B Once you have split all applicable charges click the Next button x Split Billing Split Billing Direct Billing 2 Assign Charges to Sub Invoices Pick Invoice ltem Selected Sub Invoice Items Applied to Selected Sub Invoice Sel Date Item pit eee 02 02 Unit 3 West Wing 1 al CA SAP TIC 02 04 Unit 3 West Wing 02 05 Unit 3 West Wing 02 14 Breakfast Total Remain 124 48 74 46 155 60 155 A 155 60 155 60 Add Tagged to One 15 94 15 94 Add Portio
88. Actual cost 1 O0 00 Purchaser Lee Tammy Redeemer if known Select Comments FIELD DESCRIPTION Certificate Number This number is generated automatically and should not be changed If your property has its own gift certificate numbering system independent of the number generated by RezStream Professional enter it in the Comments field Enter the date the gift certificate is sold Expiration Date Enter an expiration date if applicable If the gift certificate does not expire uncheck the Expiration Date box Type of Certificate There are three types of gift certificates Fixed Value A certificate for a fixed dollar amount for example 100 Fixed Length A certificate for a specific number of nights for example two nights Promotional Trade A certificate that is for a specific number of nights There is no currency collected for a Promotional gift certificate For example the purchaser may have won a two night stay in a contest Value Length Enter the gift certificate s dollar value number of nights or enter the retail value of what the certificate would cost if you were creating a promotional gift certificate This will help track the retail value for tax deduction purposes Actual Cost Enter the dollar amount collected when the gift certificate is sold If you are selling a promotional gift certificate enter the value it was sold for or enter 0 if it was a donation Purchaser Select the purc
89. Change 2 26 2007 Departs Tue Nov 14 2006 Daily Reservation Total Hourly Reservation Total Paint of Sale Charges Tax Length 3 430 00 0 00 0 00 46 87 Travel Agent Custom Notes Payments Line Items Confirmation 673 AD Cancellation Adut E Chid fE Pets E z Cars E Arive Po Depart Loo Letter Standad CheckedIn Out Batch Print V Flag Group m Invoice Check Box Flags Tax Exempt if Attention I Custom 2 Custom 3 Custom 4 M Custom 5 Custom 6 Click the Reserve Day F2 icon on the main RezStream toolbar to return to the Daily screen The new reservation is now displayed Itt RezStream Professional 2007 The Cliffhanger Resort File Edit Navigate View Tools Window Help RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 146 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Multiple Room Reservations After clicking the Add New Reservation button use the following steps to make a reservation for multiple rooms using the calendar method 1 The Reservation Date Selection window is displayed Use the left and right arrow buttons to scroll the calendar to the desired arrival month Click on the reservation s arrival date from the calendar Use the left and right arrow buttons to scroll to the desired month Reservat
90. Class a Daily If two or more units share the same seasonal rates it is considered one rate plan Please enter 4 rate plan name for every set of rates that you have You do not need to enter a different rate plan for every unit that 1 Add New Rate Plan you have unless all are priced differently zj Rate Names are the different rates that may be available for a Rate Names single unit Examples could be 444 and Business Rate Names Rate Period Default Package Sort Bookable must be created for each unique rate plan Actual charges are Da TER ThAdd New Rate Name entered below under the various seasonal rates that may be Ta created for each rate Use the sort column to determine the Copy Rate Names default rate and which rates are uploaded to online services G Paste Rate Names Ei Seasonal Rates Standard Settings Weekend Settings Select days that apply a Start Date Rate Rase Cap Adult Child Todr Infnt Min Len Sun Mon Tue Wed Thu Fri Sat Rate Min Len 10 01 2006 95 00 2 0 00 0 00 0 00 0 00 HE eo C C oe 6 C 5000 0 3 H Add New Season Copy All Seasons Copy Single Season Copy Season Wizard 4 Continue to press the lt TAB gt key to complete the Base Room Capacity Extra person charges A Minimum Length stay weekdays Weekend Settings B Weekend Rate C and Minimum Length stay weekends fields Base room capacity Minimum length stay weekends
91. Contact Notes m 1152 C 1280 C Default Invoice Data Tab Status z Program Height Use Pop Up help on Daily Reservation screen M Display Weekend on Daily Screen as Sunday Thursday Monday Friday Mest B Saturday Display will resize next Wednesday time program starts After selecting the appropriate screen size click the Close button In order for the program screen size to update click File gt Exit and click the No button when prompted for making a system backup F Make a backup Exiting RezStream Professional Do you want to make a backup Wes Cancel 7 ail Restart RezStream Professional by clicking Start gt RezStream CHANGE THE ADMINISTRATOR PASSWORD The default Administrator password PASS was set during installation Use the following steps for changing the default password 1 Click Tools gt Configure and select the Users tab Window Help Configure Passwords allow you Lo lial access bo vaimus program lealures and lunchons based on ar emnplyees reaporciblibes and need bo krige Display Options Letter Design User Access Levels ard Posswvonds List Edit Empkyee Harme lralicts Aunmesel ent b dr risitsta Full Access POS Inventory Front Desk Gk Cerile Prink Options Online Availability Unit and Rate Setup Property Management Reie agn on hor avei data input Select Sign On Interval Startup Only AddNewUse Update User RezStream www rezstream com P
92. Dr 720 888 127 720 546 12 ET CT ee a ee Braitberg oy Kurt 31 Underhill Road Hemet CA 92525464 E ane i d J K Canol oe 121w IstAverue Denver CO 30368124 505 90 12 Clark Lawa 123W Jst Ave arosa Dae Jo lie 33443 Dearbom Ave Dearbom MI 506 887 12 506 889 12 DeBery Fisher 2008A onwan C m Ecklund Matt hristy 3434 W Palmer Blvd Palmer Lake 19 5968 09 719 593 191 Elway Jom 212W Chem Hils Denver Emsey Peter o T e y Flexor David o S S o o Fredericks dames S 1 E Jajleen 4414 Arosa Drive fd 470 476 29 970 476 11 Christy 3 PalmerLake CO 7 J 1 E a o Maul 1 oe 1 se mee eM A new name can be entered in the RezStream Professional Name Search window by entering the guest s last name and first name in the blank name fields at the top of the window and then clicking the New button tes Complete the by the day Reservation Dialog window and click the OK button MA by the Day Reservation Dialog New Select 307 no A F Rate Selection Adult Child Unit Aate Package Selection Discount Selection 2 0 Rack None None Fets Cars Tas Exempt a o o Recalculate Reservation Summary Starts 11 11 2006 Unit 101 King aero Sean POS ltem Package Items 0 00 Tax 46 07 Edit Invoice Details TotalCharges 476 87 Ends 11 14 2006 Days 3 Reason for reservation Pleasure
93. Email DeBerry Fisher 2008 Afton Way O Leary David 31234 W 8th Ay Name List shville TN 65543 607 233 1234 607 312 1234 olearyt adelphia com 9 Delete Ctrl D Ctrl M p oo Select All Ctrl 4 Tag All CErl T i Remove All Tags CHR Javi EERTE Remove Bakch Address Merge Contact Records Ctrl M Travel Agent Select e as Reconcile P Re 10 The following message is displayed alerting you that the travel agent commissions will be marked as paid Click the Yes button to continue F Mark as Paid 3 travel agent invoices will be marked as paid Do you want to do this Ma RezStream www rezstream com Page 367 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual This section covers the following housekeeping features in RezStream Professional 1 Printing the Housekeeping report 2 Changing a room s status 3 Creating a housekeeping schedule PRINTING THE HOUSEKEEPING REPORT Print the Housekeeping report to view rooms that are marked as arrivals departures stayovers and out of service Housekeepers can use the information provided on the report to service rooms accordingly Use the following steps for printing the Housekeeping report 1 Click the Reports F7 icon on the left hand main toolbar z 2 Click the to the left of the Occup
94. Full T ax 1 Add New Aate Plan have you do plan for every priced differen x Rate M 2 Rate Names may be Rate Mame Rate Period DetaultPackage Sort Bookable Add New Flate Name Seu ate am Hack unique CES Copy Rate Namga entere rates th Use th default to onlin d 6 After clicking the Copy Rate Names button a new button Paste Rate Names displays Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class Queen Queen Daily Full T ax Full Tax l Full Tax 15 Add New Rate Plan have You do plan for every priced differ i 2 Rate Names Rate Hame H Rack RezStream www rezstream com Page 48 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Highlight the King unit type rate plan A and click the Paste Rate Names button B The copied Rack and AAA rate names are added to the Rate Names table C Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class a Daily Full T ax A Rate Names E 1 yAdd New Rate Name ae 7 Repeat step 6 this time pasting the copied rate names again to the Suite unit
95. Group The Clithanger Resort Select Rate king y Select Ameri Hon Smoking Select Capacky All af Select Unit Cole A Pick from avadable units 4 Ay Uris Selected 105 103 111 111 King n3 12 117 117 King 114 EE 1 a Short Long Hame Shor Long Name Capacity 5 3 A BI Override Automatic Rate Caiculstior A E00 ps coe 7 The Multiple Selection Reservation window is displayed Click the Multiple Invoice button Multiple Selection Reservation The reservation that vou have started contains multiple segments covering different units andor non contiguous dates This type of reservation may be entered as either a single invoice or with a separate invoices for each segment Please choose which style you would like to create Single Invoice means all days and Multi Invoice means each segment units are combined into a single Will be created with it s own invoice Invoice Use this option if a single Use this option when the reservation contact will be responsible for the bill Involves multiple contacts that may and you do not need to assign any each pay separately This type of portion of the reservation ta a reservation offers the option of group different contact assignment Tas Exempt Mult Invoice Group Multiple Invoice RezStream www rezstream com Page 153 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 201
96. Home Work 607 332 0909 607 443 1254 todd mygeneration com Email Ok v Business Name Email Address Custom 2 Custom 3 Starts Sun Jan 22 2006 Adut 2 Pets 1 Chid 0 Cars 1 Checked In Vv Checked Out Custom 4 Custom 5 Contact Notes Private Notes Details Contact Log Photo Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes m Payment Data Swipe Card Credit Card Data Q E Exp 7 Credit Card Hold E Inquiry New Repeat Business Other Vendor 10 28 2005 Ends 335 1417 2006 1 22 2006 1 25 2006 Departs Thu Jan 26 2006 Daily Reservation Total Hourly Reservation Total Paint of Sale Charges Tax Private Notes 6 The invoice custom text fields on the Custom Notes tab D xe mee amp d Start Unit Length 107 4 400 00 0 00 0 00 43 60 Travel Agent Confirmation H Adult E Child E Pets 1 Cars ma ETET Depart Letter Standard hd CheckedIn Out M Batch Print Flag tndadsx a Dast FR Total 443 60 Length 4 Custom Notes AD Group Paid Confirmation 443 60 335 Start Unit 107 Charges 443 60 Paid 443 60 Due 0 00 Last Change 1 17 2006 Payments Line Items Invoice Check Box Flags Tax Exempt 1 Attention Custom 2 Custom 3 Custom 4 Custom 5 Custom 6 First Last Name Mr Todd Snider 2nd Fist Last
97. Inc RezStream Professional User s Manual Recording Group Payments Using the soccer team example in the third group reservation scenario use the following steps to record a payment from a group leader that will cover the charges for an entire group 1 Highlight the group leader reservation right click and select the option for Record Transaction View Contact Data New Reservation Ctrl M Edit Reservation ctrl E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Ctrl D Color Flag Ctrl E Ckrl T Print Letter Print Invoice Prink Registration 2 Select the Group radio button Each group member invoice is displayed in the Pick Invoice and then Apply Payment to list F r Duick Amount Selection C Single Contact C All Invoices _ Deposit _Befund Pick Invoice and then Apply Payment to Invoice Last Fist Total Due 332 70 332 70 Hurley Bon 33270 000 332 70 Hurley Ron 316 08 000 316 08 Hurley Ron 316 08 000 316 08 117 Huey Ron 316 08 0 00 316 08 121 Ron Hurley 316 08 apply Sae Unapplied Payment Balance 316 08 Cancel The default deposit amount 100 of first night s stay displayed in the Payment Information window 316 08 is the preset deposit amount defined in Tools gt Unit and Rate Setup gt Revenue Accounts Deposits RezStream www rezstream com Page 256 of 418 2601 Blake
98. Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Confirmation 679 Cancellation Inquiry Visa Adult 2 gt Child i Invoice Check Box Flags C New Swine Card w 7 Tax Exempt Repeat Swipe Card ee p z SS i z 1 Attention Business Credit Card Data QA E Arive 7 Custom 2 ce esa ee pen Exp z Letter Standard z j Custom 4 Custom 5 CheckedIn Out Ee 11 13 2005 Credit Card Hold T BatchPrint V Flag Payment Data 3 From the Group Selection window highlight the Ron Hurley contact line and click the Remove button Group Selection x Contact Description Phone Contact Hurley Ron Hule g 20G L a SF Gas z j j EE FE 305 889 7341 Description Soccer Cub of Larkspur Fence Gay Missoula Hikers 307 999 0903 Address 4508 Red Rock Drive Wiliams Lee Eagle Valey Tile 9703331212 yy lak SOS Wiliams Lee Eagle Valey Tile 570 3331212 State co Zip EE Phone 303 681 3441 Group Color O E Fst me ooe RezStream www rezstream com Page 267 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 The Contact Data window now displays the text None next to the Group button d xb wea amp t DA AX n DAI BL pt Name Mr 7 Ron Hurley 2nd First Last Inv Entered Begins Ends Start Unit Length Tota
99. Invoice W Record Time We Check In Cancel For additional information about settings in the Functionality window click Help gt Help on the RezStream Professional toolbar Under the Contents tab of the Help Topic screen select Program Configuration and Setup gt Configuration Settings gt Configuration Functionality F Help Topics RezStream Topics Entert Incen Find Click a topic and then click Display Or click another tab such as Index Data Conversion a Program Configuration and Setup Configuration Overview Configuration Steps var Configuration Settings Configuration Business Data Configuration 2 2 Configuration Reports Configuration Reports 2 Unit 5etup Print Options Display Options Print Cancel RezStream www rezstream com Page 27 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual SETTINGS From RezStream Professional the Tools gt Configure gt Settings tab is used to enter a title for printed invoices specify a cancellation fee set the number of days between housekeeping change the default backup file location and define the POS category and tax group for phone calls posted through the call accounting interface It Configure RezStream Business Data Enter a conversion rate if you commonly have quests from another countr
100. Invoice option is then used for split reservations one party occupies two different rooms during a stay or family reservations where few cancellations occur RezStream www rezstream com Page 252 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Atthe RezStream Professional Name Search window enter the name of the group leader Ron Hurley and click the New button i PezStream Professional Name Search Hurley Ron D 7 Select 3 lt Cancel Business Name ae First aa Spouse pa E e S Home work Denver jco 20 lt J Bauer Wao B81 Nor Suet Cobrada Spings C0 71328798 71545454 Bae Bian 4434 Pree Road Elleot o co issa oo Bott Lous 3005 Leslie De Englewood CO 720 888 12 720 546 12 Clark bars V2 We steve Carbondale CO 970 923 371 Dale Joe dulie 33443 Dearborn Ave Dearbom MI S0B 887 12 506 889 1 2 Emsley Peter J ooo o S S S S S Flexor Daid ooo o S S S SS Guest Demo 1855Blake5t Denver CO 303 274 341 866 565 181 Guida Tracey SAW IstAvenue Lakewood CO 303 878 091 903 879 991 Haynes Jeff Beth S312 North State Street Boise ID 405 665 231 405 443 004 Holland dustin SFB Shields Fort Colins CO 970 555 091 970 768 1 2 Kleinsmith Julie 308 Leslie Drive Colorado Springs CO 719 632 131 719 635 10 Lindsey Say io West M
101. Invoioe Custom Text Euston Cuma unm TOU Custom 5 Custom 6 Peron Rale Types Oeccasions Holdays Intersts Tites Payment 3 Cortact Tab Labek Fhoto Irvoice Tab Labele wana A Tavern D Customize any field by deleting the RezStream Professional default text that does not apply and add customized text for your property After making changes to text field or tab labels you must exit RezStream Professional File gt Exit and re logon for customized changes to appear on the Contact Data screen RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 164 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Sample Contact Data Screen Customization In the example displayed below the contact text fields have been customized to read Rewards Company Name Special Req 1 and Special Req 2 In addition the invoice custom text fields have been changed to read License of Golfers Tee Time 1 Tee Time 2 Tee Time 3 and Tee Time 4 i xe waif t BDA AX n OBSe SH First Last Name M E Tim Tumer 2nd First Last Tina S Address 1 3343NothistAve Address 2 fo Mall OK I City St Zip Syracuse NY m 09898 Country Fax United States of America Ph Home Work 555 999 0909 555 888 2345 EN Business Name Email Addie Rewards Inv Enter
102. J Custom 4 Custom 5 CheckedIn V Out E Custom amp 10 28 2005 Credit Card Hold a Batch Print Y Flag 2 The contact check box flags on the Details tab dD xe BG amp t DAX n OBSe FH First Last Name Mv Todd Snider 2nd First Last o oo Inv Entered Begins Ends Start Unit Length Total Paid Confirmation al Address 1 2212 Charleston Road o O aal ar06 1 22 2006 1 25 2006 107 4 44360 443 60 33 Address 2 Po MA City StZip Charleston sc 99870 Country Fas United States of America Ph Home Work 607 332 0909 607 443 1254 Business Name Email Address todd mygeneration com Email Ok Iv Custom 2 Custom 3 Custom 4 Starts Sun Jan 22 2006 Departs Thu Jan 26 2006 Length 4 Start Unit 107 Adult 2 Pets 1 Daily Reservation Total 400 00 Charges 443 60 Chid O Cars 1 Hourly Reservation Total 0 00 Paid 443 60 Contact Noles Pivebs Nokes CS ae Log Photo Checkedin Point of Sale Charges 0 00 Due 0 00 i renieats and EEEE saett Occasions Checked Out Tax 43 60 Last Change 9 1 17 2006 Custom 5 Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Line Items Confirmation 335 AD Group Cancellation zi Adult E Child E Invoice Check Box Flags Tax Exempt Swipe Card 7 tia oa 1f Attention Contact Check Box Flags Credit Card Data Ql Arrive f 1 36 PM 1 25 2006 Custom 2 If Sp
103. Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual A Other features of the by the Hourly Reservation window include 1 Recap of rental details RA by the Hour Reservation _New Selact Date and Time Selection Reservation Settings Recurring Reservation Settings Date i 11 2008 x Adut Child Pets Cars Unit Rate Unit MTG2 Ai ft yj fo fo fo Rak o S Huy Fee 560 00 _ Recalculate Start 10 00AM gt Package Selection Package 0 00 None Tax 61 04 Length 4 hours Total 621 04 View Charge Details Reason None E Referral None 7 gj Save Cancel Use the fields in the recap section to reserve any hourly rental unit for any desired length of time without first browsing to the unit This feature significantly reduces the time it takes to make hourly reservations particularly if your business has multiple hourly rental units For example change to a different rental unit by simply clicking the Unit field and selecting a new hourly unit Date and Time Selection Date 11 11 2006 gt MTGe2 Similarly the Date Start and Length fields can also be adjusted from the recap section As a precaution for the possibility of overlapping two bookings the following dialog box is displayed after the hourly reservation is saved RezStream www rezstream com Page 208 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado
104. Lenny Joanne 4312 W 6th Avenue Baltimore 33213 465 898 7765 465 456 0909 friedmanL sheltersyster Green Ed 3312 Patricia Way Colorado 80909 719 632 1653 719 593 1907 egreen hotmail com Green 4 Steve 4234 Westgate Rd Avon 81620 970 887 1234 Group Test Guest Demo 1855 Blake St Denver 80202 303 274 3486 866 565 1800 RezO vation LLC info rezovation com Guida Tracey 5454 W 1st Avenue Lakewood 80222 303 878 0903 303 879 9988 tracy csit com Harmon Georgia 2212 North 5th Street Englewood 80202 303 555 1234 720 234 2341 MyBakery com Georgia mybakery corr Hartinger Mike Haynes _ Jeff Beth 331 2 North State Street Boise 98789 405 665 2355 405 443 0094 Helton Todd Jeannie 4454 North 8th Street Denver 80202 303 665 9898 _ haynesmpway bsu edu heltonT volunteers net Herzberg Louis 720 222 5454 Holland Justin 9878 Shields Fort Collins 87609 970 555 0903 970 768 1234 jholland igotsacked co YAY AA AY TE A A TY TTT Hrach Nathan 8400 East Crescent Englewood Select All Contacts Display Previous Selection Begin New Selection 80111 303 221 0012 303 517 3319 Framelt Software nhrach frameit com Change Existing Sele
105. Name Special Reg 1 Special Reg 2 Total 476 87 Start Unit Length Paid 0 00 L Confirmation 688 _Inv Entered Begins Ends 688 3 7 2007 11 2272006 11 24 2006 117 476 87 0 00 476 87 3 7 2007 Start Unit Charges Paid Due Last Change Starts Wed Nov 22 2006 Adult 2 Pets 0 Chid OF Cas O Checked In Checked Out Departs Sat Nov 25 2006 Daily Reservation Total Hourly Reservation Total Point of Sale Charges 0 00 Tax 46 87 Invoice Notes Private Notes Travel Agent Custom Notes x 0 Length 3 430 00 0 00 Contact Notes Private Notes Details Contact Log Photo Contact Category Contact Report Notes print with various reports Guest Info Agency Name Kinja Travel Inquiry New Repeat Business Other Vendor Agent Name 954 892 1123 Commission 5 21 50 Reconciled E 0 00 On Pay Agent Remove Agent Phone Amount Paid 11 14 2005 3 Click the Edit button to select a different travel agent or edit fields for the existing agent s contact information from the Agent Selection window FRONT DESK The following RezStream Professional functions are described in this Front Desk section e Changing Arrival and or Departure Dates e Room Moves e Split Reservations e Posting Payments e Posting Point of Sale Charges e Posting Packages e Correcting Payments and Postings e Check In C
106. OB patchPin Flag J pnts RezStream www rezstream com Page 298 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 Upon returning to the Daily screen the split reservation is now displayed EXTENDING AN EXISTING RESERVATION TO A NEW UNIT Use the following steps to accommodate an in house guest who extends their stay and a room move is required 1 From the Daily screen left click the first day that the guest will be staying in the new unit Depress the left mouse button and drag the cursor through the last night of the stay Release the left mouse button right click and select New Reservation or press the lt ENTER gt key John Elway s reservation is being extended in another room 2 Atthe RezStream Professional Name Search window select the guest s name from history whose reservation is being extended and click the Select button on the top toolbar 3 At the by the Day Reservation Dialog window select the Add to Previous Invoice radio button to link the new reservation to the existing one MA by the Day Reservation Dialog D samp ahar bar Esem Allon TOT News Select 3 13 7777777 r Rate Selection Adult Child Unit Rate Package Selection l Discount Selection 2 E Rack None 7 None Pets Lars Tax Exempt E o kd o r Recalculate Re
107. Pets jE an iJ Attention Business Credit Card Data QQ E Arrive Custom 2 eae Depart M Custom 3 Exp zi zi Letter Standard f Custom 4 l Custom 5 CheckedIn M Out M l Custom 6 8 Next remove the guest from the wait list by clicking View gt View Waitlist from the RezStream Professional top tool bar Highlight the name of the guest who now has a confirmed reservation and click the Delete button Wait List for 11 11 2006 12 18 2006 Eg Start Date End Date Notes First Last q Phone Enty Date al 11416 2006 1141772006 O irr o Bufet 4145551215 1112 2006 1141672006114 772006 toy Brite 925 2546428 11 12 2006 Highlight the guest name and click the Delete button to remove the name from the wait list Print List 9 Click the Close button to exit the Wait List window RezStream www rezstream com Page 123 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual INDIVIDUAL RESERVATIONS There are two options for making individual reservations in RezStream Professional 1 Left click and drag across dates on the Daily screen 2 Calendar method from the top toolbar on the Daily screen LEFT CLICK AND DRAG METHOD The left click and drag method can be used to make an individual reservation from the Reserve by
108. Pick Sub Invoice and Assign Contact or Label to Sub Invoice Subld Inv Responsible Party Cid Invid Direct Billing functionality requires that you 1 1 attach to an existing contact in the database m m Simple split biling does not require a contact Sa attachment Pick From Contacts Assign Label Next gt gt __Cancel_ D Highlight the guests name who is staying at the property from guest history and click the Select button or conversely for a new guest enter the Last and First Names of a new guest and click the New button Select Name for Sub Invoice m Bowe Shayne al Ne CETS Cancel W Business Name Show Al Inquiry New Hepeat Business Other Wender Business ame Last Hame First Hame City St Home Work gt 47 L Baseball AL Baseball ee r im n I E The added individual will appear on line 2 of the Responsible Party list Click the Next button x Split Billing tj Split Billing Direct Billing 1 Select Number of Sub Invoices and Assign Contacts Pick the number of Sub Invoices that you will need 2 Pick Sub Invoice and Assign Contact or Label to Sub Invoice Subld Inv Responsible Party Cid Invid 4 Direct Billing functionality requires that you F 1 attach to an existing contact in the database z Simple split billing does not require a contact 2 2 Shayne Bowe J a attachment Cancel RezStream www rezstream com Page 273
109. Rack None None Fets Cars Tax Exempt E 0 r a Recalculate Reservation Summary Starts 1171572006 Unit 101 King ee i 1872006 POS ltems Package Iterns 0 00 p Tax 46 07 Edit Invoice Details Toalthage TET Reason for reservation Referal Source Edit Lists Daily Reservation Total 430 00 Hourly Reservation Total 0 00 4 The Contact Data screen is displayed Click the Record Transaction button on the main toolbar U x 3 He maAagax BDSSESL First Last Name M Kenny Chesney S 20 i ee ooo Go eo Ben ee eee Address 1 5431 W Blue Avenue Address 2 Po Hail OK I City St Zip Nashville TN iy 57342 Country Fax United States of America E Ph Home Work 505 908 1245 505 661 1235 Business Name E EmailAddress kenny oldbluechair com Email Ok V Rewards PC Company Name PO Special Req 1 CO Starts Departs Length 3 Start Unit Pets 0 0 00 0 00 Special Req 2 Adult 2 Daily Reservation Total Charges Chid 0 Cars 0 Hourly Reservation Total 0 00 Paid 100 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due 100 00 Checked Out Tax 0 00 LastChange 2 26 2007 Contact Report Notes print with various reports Contact Late Anival Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments i
110. Rate Names C Copy to Selected Rate Name Only Rate Names m Dates Copy Dates as Selected Add One Year to Selected Dates Copy Selected Seasons fa Seasonal Rates i Standard Settings E Copy Start Date Rate Base Adult Child Todr Infnt Min Len gt 10 01 2006 95 00 2 20 00 10 00 5 00 03 01 2007 145 00 2 20 00 10 00 5 00 05 26 2007 165 00 2 20 00 10 00 5 00 m o9v04 2007 95 00 10 00 5 00 Weekend Settings Select days that apply a Fri Sat Rate Min Len 115 00 M M M M Clear Copy Tags Add New Season Delete Tagged Purge Old Seasons Ca Seasonal Rate Copy Wizard Unit Type Rate Plan WP Seasons Queen Queen Destination Copy to All Rate Plans and Rate Names C Copy to Selected Rate Plan and it s Rate Names C Copy to Selected Rate Name Only Rate Names Rack m Dates Copy Dates as Selected C Add One Year to Selected Dates Copy Selected Seasons Seasonal Rates fa b g alz Standard Settings i i ak ie Weekend Settings Select days that apply E Copy StatDate Rate Base Adult Child Todl Infnt MinLen Fri Sat Rate Min Len gt D 10 01 2006 95 00 2 20 00 10 00 5 00 115 00 03 01 2007 145 00 2 20 00 10 00 5 00 165 00 05 26 2007 165 00 2 20 00 10 00 5 00
111. Reservation T otal 410 00 Charges 454 69 i Children 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes l peeo Deinis Contact Log Photo Checked In Point of Sale Charges 0 00 Due 454 69 Checked Out Tax 44 69 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Vehicle Description License New Invoice Referral Source tS aoe C Repeat q None Tee Time 1 Business a zz Tee Time 2 Other Tee Time 3 Vendor none Tee Time 4 11 13 2006 Edit Lists Inquiry 11 From the Daily screen click on an individual room reservation right click and use the Reassign to Contact option to change the name on a specific reservation from the group of eight rooms 12 From the Daily screen click any reservation assigned to the group right click and use the Record Transaction option to post a payment to a specific reservation from the group of eight rooms Access payment history for a specific reservation by clicking the Payment tab on the lower right hand side of the Contact Data screen RezStream www rezstream com Page 246 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual GROUP RESERVATIONS INDIVIDUAL PAYS RETURNING CONTACT In this group reservation scenario a softball team returns to the propert
112. RezStream Inc RezStream Professional User s Manual 22 Clicking the Yes button displays the RezStream Conversion Wizard Click Next to continue and convert data into the RezStream Professional format B R Rezstream Conversion Wizard rezStream This conversion utility allows you to import data from other property managment software packages Wie recommend that you import your data before you begin setting up RezStream as some settings will be imported from your previous software Then finish configuring RezStream and spend some time getting Familiar with how RezStrean works when handling different day to day situations Once you ve tried different features and are comfortable with how things work run this conversion again 20 that you have clean data and start managing with the new standard in property management sottware ae Ee A list of supported conversion formats is displayed Choose the radio button next to the software package that you are importing your data from Click the Next button Follow the on screen instructions in the RezStream Conversion Wizard to complete the data import For additional information on converting data please contact RezStream support at 303 872 0220 7 Ri RezStream Conversion Wizard Select the software package that you are importing from f Guest Tracker by RezStream f Avail by Digital Rez f Easy Innkeeping 1 6 by GraceSoft H ames only f nin Pal by PAL Computing C Innkeeper by Inns
113. RezStream Inc RezStream Professional User s Manual DEFINING PACKAGES There are three types of packages in RezStream Professional 1 Rate inclusive packages 2 Standard unit rate packages 3 Per person rate packages Each package type is described in the following sections RATE INCLUSIVE PACKAGES A rate inclusive package is one that includes a room rate along with point of sale items associated with that specific package For example the NBA All Star Getaway package is configured to include the following rate and point of sale item components Two nights of lodging for two adults 100 night An authentic NBA basketball 65 00 Two tickets to the Denver Nuggets game 75 00 adult Admission to a pre game basketball clinic 100 00 adult Once individual point of sale items and their categories are defined in the POS Inventory Setup screen Point of Sale F4 gt Modify Inventory gt Add New Item the package is created under Tools gt Unit and Rate Setup gt Packages and clicking the Add New Package button Complete the Edit Package window RETETE Edit Packape are Add tero loa pahaa bye pacha Ha bn ken Ha boton kn of POS bere ad Fack aga H arna HEA At Geta Create rar peckueges bp chching on tha Add Mere bution a Da baio then ccnp on ihe double up skra bution First sec Loot negre Ohad Bare B decked Thee bi Seine Cede eal n SSO eee Beene d R an ba fra oe lack date of marten fia and Chad roiipar the rarka of pero P
114. RezStream Professional User s Manual Troubleshooting Guest History Email Refer to the following list if you have questions or problems sending guest history emails The guest you are trying to contact must have a valid email address You must be connected to the Internet to send email Your email program Microsoft Outlook or Outlook Express must be open and minimized prior to sending the guest history email Outlook Express does not support the Blind Carbon Copy merge to single email feature If you are using Outlook Express you must use the Mail merge message per recipient option 5 instead When sending marketing emails you may receive a message from Outlook or Outlook Express stating that A program is trying to automatically send email on your behalf Microsoft Outlook 4 program is trying bo access e mail addresses you have stored in Outlook Go you want to allow this IF this is unexpected it may be a virus and you should choose Mo Allow access For ve Cm If you are using the Blind Carbon Copy merge to single email feature click OK to this message If you are using the Mail merge message per recipient option you will see this message for every email sent RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 391 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual
115. SS 596 10 29 2006 11 6 2006 12 25 2006 MTG1 0 00 0 00 586 Address 2 Sutes00 2 8 Mail Ok V Ciy St Zip Englewood co Ellen Country Fax United States of America o Ph Home Work 303 221 0012 203 517 3319 Business Name Framelt Software SS Email Address phrach frameit com EmailOk v Rewards De Company Name Special Reg H Starts Departs Length 0 Start Unit MTG1 Special Req 2 p TENNE Adult 8 Pets Daily Reservation T otal 0 00 Charges 0 00 f Chid 0 Cars Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due 0 00 Checked Out Tax 0 00 Last Change 2 26 2007 Contact Report Notes print with various reports Contact Category Meeting Room recurring reservation 11 6 12 25 Confirmation 586 AD Ga Cancellation PSs Inquiry v v rl Check Box Flags New Adult E Child jo nvoice Check Box Flags Swipe Card Pet E 7 Booi Repeat a 0 a li Attention C Business Credit Card Data TIE Arive M Custom 2 Other D Vendor v Exp 7 Letter Standard CheckedIn Out P 10 28 2006 Credit Card Hold E Batch Print Flag m Return to the Hourly screen by clicking the Reserve Hour F3 button on the main left hand toolbar RezStream www rezstream com Page 216 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colora
116. Sale Items ltem Description Price 1 2 Day Guided Float Trip ia 175 00 Authentic NBA Basketball 65 00 Bar Charge 0 00 Basketball Clinic Admission 100 00 Bottle of Wine 25 00 Box Lunch 12 50 Breakfast 10 00 Coffee Service 3 50 Flies 25 00 7 Add New Package Edit Package 2 Click the Edit Add POS Items button circled in the screen shot above RezStream www rezstream com Page 76 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Remove POS items that are not applicable to your property Breakfast Coffee Mug Dozen Roses by highlighting them in the POS Items list on the POS Inventory Setup screen and clicking the Delete Item button B POS Inventory Setup ltem Setup Category Setup Vendor Setup All Categories To modify an item in the list at left click on it and make the changes below Changes are saved automatically when you POS Items close the window Click on Add Mew ten at lower left to create a new item Description Breakfast otee PILI Category Food ad Dozen Roses Tax Class Full T ax Revenue Acct Revenue Restaurant Frice F Bar Code Data Scan Bar Code Key Item W Booking Engine z E Bookable tem Reorder at Reorder to Quantity Last Cost Last Vendor Adjustment History B AddNewlt
117. Start Unit 117 Special Req 2 XS Adult 2 Pets 0 Daily Reservation Total 300 00 Charges 332 70 Child D Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due 332 70 Checked Out Tax 32 70 Last Change 2 28 2007 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Line Items Confirmation 679 AD Grou N Payment Data Cancellation P iki Inquiry Visa 7 Adult E 7 Child la Invoice Check Box Flags 5 Aa at Swipe Card Pets la Cars ld S e P 1 Attention Business Credit Card Data QA E Arive Custom 2 eee Depart F Custom 3 Exp Zi zl Letter Standard Custom 4 Custom 5 CheckedIn Out M I Custom 6 11 13 2005 Credit Card Hold a Batch Print Flag RezStream www rezstream com Page 120 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 The Reservation Date Selection window is displayed Select the start date for the reservation 1 and the last night the reservation will be in house 2 Click the Continue button Reservation Date Selection 293 30 31 1 2 3 4 5 6 6 10 11 12 13 14 15 17 18 19 20 21 22 23 24 25 Select the first and 26 27 28 293
118. Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 4 5 Complete the fields in the Edit Package window and click the Save button Edit Package Fackage Name Package Length if any Bookable on Booking Engine Detailed Description used Package includes on Booking Engine only Breakfast Maximum length 255 1 2 Day Float trip characters Do not use Lunch Carraige return Flies All fishing accessories qj Save i Cancel With the Fly Fishing Getaway package highlighted in the Packages table A highlight the first point of sale item that will be added to the package breakfast B and click the Add button C Hl Unit Setup dase to a pack ega by picking the tere hay Bras boiran it oi POG dare araj harn cit rg on Ha up roA button Fan and Lan mame thet bam r iad di dra fel di rH date of baiiian Aul and DP iliki the nuded of pitir Ernes fee hem per day Doa aake they daen e ba ores geai bhyi he i heparan dais aed epee by isra bos haast Lut eens Dass i rey breake or ihe Fer Sines B krey Erai Fe Lira ihe Boite Erge a mre data bat Hara ir ari Hha dap atar ha ai ra Urea n a rea rra chap Pachogpeet herr mnf Lergh Dexotntle hare Crip Adu id Tok iint Price Fuu Leet Dene Orcs Fiya i F Eaha fo reir Pf faw Fo P r rT Vachals Mung Feces Gol Gera Mira T acting Farka Delage
119. Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 9 When returning to the Gift Certificates window the Emsley certificate has been automatically marked as Used Gift Certificates Number lssued Expires Purchaser Remaining 11 08 er E id 11 08 2005 10 26 2006 LLa 007 10 26 2008 Used Emsley mo0 100 00 O Find Number D New a Edit gt Delete Select All Q Seestan Record Fayment amp Print Certificate 5 Print Receipt oO Purchaser Ol Redeemer Close Searching by Redeemer Gift certificates can be searched by redeemer For example use the following steps to see all gift certificates redeemed by Kenny Chesney 1 From the Point of Sale F4 screen click the Gift Certificate button 2 Click the Redeemer button RezStream www rezstream com Page 188 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Gift Certificates Issued Expires Purchaser Remaining Paid 117 76 eae J Ecklund 4 fo i 11 08 2005 QL Find Number New Edt X Delete Select All O Selecta Record Payment A Print Certificate Print Receipt Close 3 The RezStream Professional Name Search window I
120. This information will be received from InnRes Also check Accept online requests if you wish to have RezStream Professional download and enter reservation requests for you You will also need to pick a rate to upload Typically this is your Rack Rate although some properties define a special Online Rate Name in Tools gt Unit and Rate Setup gt Unit Rate Plans After completing the fields in the Availability Services window for InnRes specify the frequency that you would like to upload your availability by clicking the Update Frequency tab lt Online Availability Configuratio Availability Services Request Cancel Policy Availability is uploaded once every 15 minutes Frequency After every change to ayaila eei j al if changes have occurred At set interval NUMP ONIY Two Way Default Online Payment Processing Process Credit Card for standard deposit Mark as Credit Card Hold payment not processed No payment recorded data saved if present Review other setting options in the Update Frequency tab using the table on page 371 RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 404 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual NETBOOKINGS RezStream Professional interfaces with NetBookings and allows you to automatically upload your availability and download reservation reque
121. Thu Fri Rate Min Len 0 00 o Min Len Sun 0 00 san o 50 00 0 00 0 00 san 0 00 o 60 00 0 00 05 01 2007 06 15 2007 0 00 o 85 00 0 00 0 00 0 00 a 0 0 00 0 09 15 2007 0 00 s o 60 00 0 00 0 00 11 01 2007 0 00 0 50 00 0 00 0 00 aa 0 00 0 0 00 0 3 H Add New Season Copy All Seasons Copy Single Season Copy Season Wizard www rezstream com support rezstream com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 Page 95 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 With the link created between the package and the rate name as soon as the reservationist selects the Per Person Per Day unit rate A the package selection B defaults to Fly Fishing Getaway Clicking the Recalculate button C displays updated reservation totals for the room rate 85 4 Adults 340 night 3 nights 1 020 and package items M by the Day Reservation Dialog New Select 203 68 3913 Rate Selection Adult Child Unit Rate Fackage Selection B Discount Selection 4 0 Per Ferson Fer Day Fiy Fishing Getaway None Pets Cars Tax Exempt E o o Recalculate Reservation Summary Starts 07 05 2007 Unit 126 Two Bedroom Cabin a ee a l 1 en End 077 0872007 OU Meese alor OLAI Dag POS teme Package kema 2 760
122. UMIA 4 a G Di Sun Mow 5 2006 Mon Now 6 2006 Tue Nov 77 2006 Wed Nov 6 2006 Thu Nov 9 2006 m 30 00 30 00 Jayleen Doyle O Joy Braitberg dF 0 4 76 2925 925 254 6425 Jimmy Buffett 414 555 1215 Nathan Hrach II Jahn Elway a 303 221 0012 ce rd ft click PI Westen 7a e reservation gn FisherDeBery lll tonne S 290 88 30 RezStream www rezstream com Page 219 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual POSTING PAYMENTS TO HOURLY RESERVATIONS Use the following steps for posting a payment to an Hourly reservation 1 From the Hourly screen select the reservation right click and choose the option Record Transaction View Contact Delete Reservation Edit Reservation Move Reservation Record Transaction ctrl T Print Invoice Ctrl I Print Letter 2 The Payment Information window is displayed The payment amount defaults to the reservation s total balance due Any amount can be entered into the payment amount field Click the Save button to post the payment The payment amount defaults to the reservation s total balance d
123. Units Packages Taxes Discounts Options Revenue Accounts Deposits Tax Class Definitions Individual Taxes and Effective Dates Tax Class Groupings Tax Class Groupings Taxes used in Class Standard Available 7 aves and Gratuities Description Description Description Full Tax State i w Delete Add New Tas Class Quotation marks are not allowed in Tax Class names ki 5 Repeat step 4 for each individual tax that is applicable to the tax class grouping being defined In the Full Tax example the State City and Resort individual taxes are added Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Tax Class Definitions Individual Taxes and Effective Dates Tax Class Groupings Tax Class Groupings Available Taxes and Gratuities Description Description Description Full Tax P State State City angi b Resort Delete Zsa Add New Tax Class Quotation marks are not allowed in Tax Class names RezStream www rezstream com Page 39 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 Click the Add New Tax Class button and enter a description for the second tax class grouping Local Tax Unit Groupe Unit Rate Plane Individual Units
124. User s Manual 4 Enter a checkmark next to the charge that is being assigned which is Breakfast in our example Un check the other charges that have been checked by default lt A Split Billing ne Split Billing Direct Billing 2 Assign Charges to Sub Invoices Pick Invoice Item Selected Sub Invoice Items Applied to Selected Sub Invoice Item _Total Remain Split All Items Inv Responsible Party Sub Total Date Item Total a 1 Alfred Williams 270 00 280 08 02 02 Unit 3 West Wing 62 24 3 2 Mark Schlereth 270 00 02 03 Unit 3 West Wing 62 24 02 03 Unit 3West Wing 124 48 124 48 Split Tagged to All 02 04 Unit 3 West Wing 77 80 02 04 Unit 3 West Wing 155 60 155 60 02 05 Unit 3 West Wing 77 80 Unit 3 West Wing 155 60 155 60 Add Tagged to One Add Portion to One Remove ltem Remove All Items x Tag All Untag AI Daip Pkg POS lt lt Back Next gt gt _ Cancel _ 5 Highlight the individual responsible for the charge Mark Schlereth in our example A and click the Add Tagged to One button B Split Billing Split Billing Direct Billing 2 Assign Charges to Sub Invoices Pick Invoice ltem Selected Sub Invoice Items Applied to Selected Sub Invoice Sel Date ltem Total Remain a Split Al Items Inv Responsible Party Sub Total Date ltem M 02 02 Breakfast 1 1 LL ee BO 02 02 Breakfast 02 02 Unit 3 West Wing 124 48 124
125. W Chery Hile Derrver co sas Etti Guest Haynes 222 Shekk Avernus Ft Coline Helton 2212 WwW 1st Street Denver co s0202 300 117 1111 Johnson Aa aid Avenue Denver olsa o0 6d 1 debe Lachnidt sors 719 632 0988 Sheswood Rae si Te ecane aneso 00e Wisler s ECEEEEEE After clicking the Export selection to File button the following prompt is displayed F Include Ho Mail Include contacts that hawe been Flagged to not receive mailings Mo If guests have requested to be taken off of mailing lists click the No button A Contacts csv file is created in the RezStream folder Click OK to continue F Complete File creation complete File name is C Program Files RezStreamContacts csv Steps for importing the Contacts csv file will vary based on the third party email program you have installed Please consult that program s User s Manual or Help File for information on importing a list of contacts RezStream www rezstream com Page 393 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual ONLINE AVAILABILITY AND INTERNET RESERVATIONS INTRODUCTION Online availability is one of the fastest growing services in the travel industry The benefits of using online availability are numerous including e Potential customers are able to easily see whet
126. Waitlist Mark All Dirty Mark All Occupied Dirty Chrl Mark All Clean Ctrl H View Rate Availability Chrl 4 RezStream www rezstream com Page 118 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The Wait List is displayed Click the Print List button Wait List for 10 25 2006 12 01 2006 fx Stat Date End Date Motes First Last Phone Entry Date al 10 25 2006 12 28 2006 Mario Baer 719887 9898 10 26 2008 10 25 2006 10 28 2006 seh Ackerman 0681 3242 10 26 2006 Delete Select d 3 The Wait List is displayed to the screen Click the Print button to send it to the printer Wait List for 10 26 2006 Start Date End Date Notes Last Phone Ertry Date 1022006 10 23 2006 Ecklund 719 568 0923 10262005 10 22006 12 28 2006 Bauer 719 887 9898 10 26 2005 1022006 10 23 2006 Ackerman 303 681 3242 10 26 2006 1026005 11 16 43 P M The Citthanger Resort Pag tort Copies f 7 AllPages Current Page Close RezStream www rezstream com Page 119 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual MAKING A RESERVATION FROM THE WAIT LIST If a guest cancels during a time frame when other potential customers have requested rooms the wait list i
127. a Click the Underline button uy on the top toolbar b Press the lt TAB gt key to extend the underline across the page The Powder Hound Inn a lt a 6 Text will now be added to the registration card a Turn off the underline function by clicking the Underline button uy again on the top toolbar b Center the text by clicking the Center Justify button Lz on the top toolbar c Select a Font Type and Font Size using the drop down menus on the top toolbar i Letter Template Design File Edit View Insert Format Table Font Type Font Size d Type the text as you would in any word processing program The Powder Hound Inn a Thank you for choosing The Powder Hound Inn for your stay Please verify the information listed below and sign the registration card RezStream www rezstream com Page 323 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual T A table will now be inserted The table will have six rows and four columns a From the top toolbar click Table gt Insert gt Table M Letter Template Design Fie Edit view Insert v Grid lines b Inthe Table Attributes dialog box specify the number of rows and columns and click the OK button c The table is inserted into the registra
128. additional information about purchasing the RezStream Booking Engine please contact RezStream Sales at 866 360 8210 AVAILABILITY ONLINE RezStream Professional has two way data transfer with Availability Online making it easy for your availability to be uploaded to Availability Online and reservation requests to be downloaded to RezStream Professional When reservation requests are downloaded from Availability Online you have the opportunity to accept or reject the requests If you accept the request the reservation is automatically uploaded into your RezStream Professional availability In addition a confirmation email can be sent to the Internet guest CONTACT AVAILABILITY ONLINE To set up an account with Availability Online please contact them directly Availability Online PO Box 488 Rutland VT 05702 888 487 1456 802 774 1124 www availabilityonline com CONFIGURING REZSTREAM PROFESSIONAL FOR AVAILABILITY ONLINE Use the following steps for configuring RezStream Professional for use with Availability Online 1 Click the Tools gt Unit and Rate Setup gt Individual Units tab on the Unit Setup screen Select each unit individually from the Pick Unit list that will be available online and enter a checkmark in the Include in Online Availability field Do this same procedure for every unit that will be included as an online reservation choice RezStream www rezstream com Page 396 of 418 2601 Blake Street Suite 10 support
129. availability i a m Rate to upload User Mame Password Rate to upload User Name Password Fate to upload User Hame Password Rate to upload User Name NA Password NA EU Bookings www eubookings com Upload availability ia Inntopia w inntopia com Upload availability ated CUS Rate to upload User Mame Password Rate to upload User ID RezTracker reztracker com not affiliated with Rez0 vation Upload availability ia Pae o m NA Password NA WorldRes w worldres com Upload availability ia Un Id s Rate to upload User Name Customer Id Organization Code Property Code RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 409 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Enter the User Name and Password that was assigned by Webervations In addition check Accept online requests to automatically download and enter reservation requests from Webervations to RezStream Professional Online Availability Configuration Availability Services Update Frequency Request Cancel Policy Availability Online www avatabiltyonline com J Upload availability E Pasi o o o o o ooo O Req NA Rate to upload User Name Password InnAies Wa Innes net J Upload availability Paet CUS gt
130. be selected from guest history returning guests or a new name can be entered new guests In the example below a new name is being entered After entering the guest s last name in the first text field Dale and first name in the second text field Joe click the New button RezStream Professional Name Search Dale Joe CL New Select 3S Cancel M Business Name Last Mame FirstName Spouse Address City Home Wark at h sermar D T co TE 1 NC Bauer Mario 812 North Street Colorado Springe CO 719 887 98 719 454 541 ailey 4434 Prarie Road Ellicott CO 71954509 3005 Leslie Dr Englewood CO 720 888 12 720 546 12 3313W Palm Beach 14 765 12 co CISSI 71 7 cl m Th m Buffett Chesney 05 661 12 123 WeistAve Carbondale CO 970 923 371 cklund 719 593 191 lexar do Briver m oster Je 720 778 99 Friedman 4312W 6th Avenue 465 898 771 465 456 091 Guest ABBR Blake St Denver 303 274 341 866 565 181 Guida BME TstAvenue Lakewood 303 879 991 Halland 8878 Shields Fort Colins CO 970 555 091 970 768 412 940 887 951 4708 Red Rock Drive indsey 3004 west Maryland Colorado Springs CO 719 633 99 ubick 555W Prospect St Fort Collins 70 G0 Ra Martin o MAW th Avenue Boi ID 305 889 23 McNamara 303 888 98 Mitchell 3800Gipin Denver CO 303 941 365 303 681 771 Nelson 3030 ard Ave 1 mmi SS ee A e a ee l To select a guest from history eithe
131. breakdown of revenue by point of sale category Tracking gt Referral Source A breakdown of where reservations came from This report allows you to track reservation revenue based on marketing expenditures Summaries gt Daily Audit Information about the number of units occupied the occupancy percentage room revenue cancellation fees tax totals and average daily rate Revenue by Unit gt Standard Room revenue and average daily rate by unit Revenue by Unit gt Cancellation Canceled reservations for the selected time frame Advance Deposits gt Summary Advance deposit liability Receivables gt Details gt 30 60 90 A list of outstanding receivables General Ledger gt Account Balances A list of advance deposits payables and receivables by reservation General Ledger gt Net Account Changes gt A summary of charges payments Summary advance deposits payables receivables and revenue After deciding which reports will be in your Month End report collection go to Reports F7 gt Edit gt Define Collections Select the Month End radio button and add the reports to the collection In addition to the monthly reports listed above the Gift Certificates gt Redeemed and Agents gt Statements gt Pending reports may be helpful to properties that issue gift certificates and or accept travel agent reservations RezStream www rezstream com Page 364 of 418 2601 Blake Street Suite 10 support rezstream com 8
132. card hold to book a reservation the only confirmation letter that would have to be updated is the No Payment confirmation Use the following steps for updating guest correspondence letters 1 Click Tools gt Letter Design The Letter Template Design window is displayed Here text is displayed along with letter codes Letter codes are variables that merge data into the letter For example in the sample letter displayed below the code lt FIRST gt represents the guest s first name lt SAL gt lt NAME gt lt ADDRESS1 gt lt ADDRESS gt lt DATE gt Dear HRSTI gt Thank you for your reservation with lt BNAME gt we look forward to your visit and want you to know that we will do everything possible to make your stay pleasant and enjoyable Gur pool is open from Gam to 8 om and the hot tub is available for adults only from Spm to 12pm If you desire any special tems such as flowers or champagne in our room on arrival we request that you notify us at least one week in advance When the letter is actually printed letter codes are replaced with actual guest data A sample letter is displayed below where letter codes are replaced with data Eric Johnson 44 VV Srd Avenue Denver CO 80233 U4 05 4005 Dear Eric Thank you for your reservation with The Clithanger we look forward to your visit and want you to know that we will do everything possible ta make your stay pleasant and enjoyable Our pool is open from fam to
133. click Yes to continue Your computer will be automatically restarted A Do you want to restart Windows now IF you choose No you will not be able to run setup again until after the system is rebooted at a later time 3 After restarting your computer and launching the Setup program the system may again identify that certain operating system files are out of date When this happens RezStream recommends performing all critical Windows system updates Windows system updates can be downloaded from Microsoft at http windowsupdate microsoft com RezStream www rezstream com Page 103 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual DOWNLOADING UPDATES RezStream provides program updates regularly These updates include new enhancements and program fixes When you are informed by email about a program update the update can be downloaded from within RezStream Professional by clicking Help gt Support gt Download RezStream Update F 4 RezStream Professional 2007 The Cliffhanger Resort Fie Edit Navigate View Tools Window MaE 4 pa H 07704 2007 Email Rezstream T a T m ee y 4 Upload Data to RezStream M kad wit Uv ca Restore From Backup ac g io You are automatically connected to the RezStream Update Server and the update process begins Data File Crea
134. click the Single No Style radio button A and highlight Grand Re Opening B lt 4 Letter Template Design File Edit view Insert Format Table Deh 2 Be aoa th FT YT Codes X Normal Arial vie JB Zu z fioox d F F 2 F Single Marketing Letter Direction Add New Edit Name Category a esata The Cliffhanger Resort Announces Grand Opening Rates on Paid in Full Remodeled Rooms Thank You Cancellation C Special Use C Group Confirmation C Travel Agent Vines Dear lt FIRST gt 2 Sa Bot The Cliffhanger Resort is proud to announce the completion of our extensive C Gift Certificate remodeling of all guest rooms All guest rooms have been upgraded to suites LE Single No Sule each with a separate living area luxurious bathrooms and all new pillowtop comforters In addition the Resort s common areas have been updated to include a European style restaurant where chef Marcus Clark and his team of chefs will be constantly creating new features to please the palate Please review the following section Guest History Marketing to learn more about RezStream Professional s mail merge features and distributing a Single No Style marketing letter to past guests RezStream www rezstream com Page 381 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual GUEST HISTORY MAR
135. column click Billing gt Direct Billing gt Statements Other Reports Billing Invoice Contact Statement Group Statement Arval Invoices Departure Invoices Anival Registration Cards Direct Billing Revenue Statements Oecupanc Miscellaneous Your Reports Booking Engine RezStream www rezstream com Page 281 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Under Print Options click the Print button Print Options Selected Report Direct Billing Statements Brother HL 5140 v V Print Preview fn DS Make HTML Make PDF Select report dates and click the OK button Report Dates This Mont EO Ok rA The direct bill statement is displayed Billed by RezSteam Demo Hotel 2450 W 2th Awe Denver CO 80711 S036 Fo 0 Attn USSSA Billing Statement Checkouts 05 01 2011 05 31 201 Customer 42 Inv Checkin Guest Name Company Total Charges AmountPaid Anvount Due T AEAT USSSA PSE TE PR ma 1E 35 SOINI USSSA Total 1 151 44 0 00 1 151 44 RezStream www rezstream com Page 282 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual TRAVEL AGENT RESERVATIONS There are two steps to complete when making a reservation in R
136. com support rezstream com Page 340 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The Contact Data screen is displayed Click the last change date Om a GF amp g First Last Name Mr 7 Fisher DeBerry o 2nd First Last Address 1 2008 Afton Way Address 2 O Malk Ciy StZip OE H Country Fax United States of America Ph Home Work PO Business Name Email Address Email OK I Rewards Company Name FO Special Reg 1 FE ae Wed eae wee ult E e Special Reg 2 dog Cas 0 Checked In Checked Out Inv Entered Begins Contact Notes Private Notes Details Contact Log Photo Contact Category Contact Report Notes print with various reports Guest Info Payment Data C New e Repeat Swipe Card Business Credit Card Data A E Other Exp x Vendor Credit Card Hold Inquiry 11 14 2005 650 11 14 2006 11 22 2006 11 24 2006 101 Invoice Notes Private Notes PRA n OBsaEe FHA Ends Start Unit Length Departs Sat Nov 25 2006 Daily Reservation T otal Hourly Reservation Total Point of Sale Charges Cancellation Adut 2 Chid fo Pets o Cars o Arve fe Depart 0 Letter Standad CheckedIn Out P Batch Print Flag J Total 3 476 87 Length 3 430 00 0 00 0 00 Tax 46 87 Paid Confirmation 125 00 650 l Start Unit 101 Charges 4
137. contiguous dates This type of reservation may be entered as either a single invoice or with a separate invoices for each segment Please choose which style you would like to create Single Invoice means all days and Multi Invoice means each segment units are combined into a single Will be created with it s own invoice Invoice Use this option if a single Use this option when the reservation contact will be responsible for the bill Involves multiple contacts that may and you do not need to assign any each pay separately This type of portion of the reservation to a reservation offers the option of group different contact assignment Single Invoice m i Tax Exempt Muli Invoice Group Family reservations are a scenario that is well suited for a Single Invoice reservation The Single Invoice group reservation option works best when all rooms will be listed under the same name and the likelihood that a reservation will cancel in the group is minimal 4 Atthe RezStream Professional Name Search window select a guest from history or enter the gues s name and click the New button RezStream Professional Name Search Elway Johr C New Select A Cancel Business Name Last Mame FirstName Spouse Address ity St Home Bauer Maio BETZ North Street Colorado Springs CO 719 887 98 719 454 541 Baxley Brian 4434W Prarie Road _ Ellicott CO 71954509 ane ivorced 123W Istave Carbondale CO 970923371 ulie MI
138. example the total for one night s room and tax is 105 36 Use the following steps for canceling a reservation subject to a cancellation fee 1 From the Daily screen right click the reservation to be canceled and select Record Transaction View Contact Data New Reservation Ctrl h Edit Reservation CHril E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Ctrl D Color Flag Wate aan Cr Record Transaction Ctrl T Tite a Bits lon Print Letter Print Invoice Prink Registration RezStream www rezstream com Page 169 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The Payment Information window is displayed Enter a payment amount that is equal to the first night s room and tax Enter a payment amount equal to the first night s room and tax Payment Information Eg 05 36 fe a Invoices to Display Quick Amount Selection f Single f Group C Contact C Alllnvaices pan Dep 1 Dep 2 Befuna Cancel After entering the payment amount click the Save button 3 After entering the payment amount click the Save button 4 From the Daily screen right click the reservation again and select Delete Reservation View Contact Data New Reservation Ctrl M Edit Reservation Ctr E Edit Invoic
139. field For example if your property s cancellation policy specifies that 10 of the advance deposit is forfeited due to cancellation enter 10 in the Cancellation Fee field The Cancellation Fee dollar amount is automatically calculated For additional information refer to Scenario 3 below Scenario 3 Advance Deposit with Cancellation Fee In scenario three a condominium resort requires an advance deposit at the time a reservation is booked equal to one nights room and tax The resorts cancellation policy states that all cancellations are subject to a 10 of total reservation amount service fee The remainder of the advance deposit is refunded to the guest Use the following steps for completing this cancellation scenario 1 From the Daily screen right click the reservation to be canceled and select Delete Reservation View Contact Data Mew Reservation Ctrl h Edit Reservation ctrl E Edit Invoice Check InfOut Cbrl k Record Transaction Ctrl T Force Recalculation Print Letter Print Invoice Prink Registration RezStream www rezstream com Page 171 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The Delete Invoice window is displayed Enter a checkmark in the Cancellation Fee checkbox and enter a cancellation fee of 10 Next enter a checkmark in the Issue Refund checkbox to have the sys
140. frame This hard copy can be printed at the beginning of each shift as a backup in case of power outages or computer hardware problems With a hard copy printed the front desk can continue to complete check ins check outs and make new reservations manually until RezStream Professional is back up and running Use the following steps for printing a hard copy of the Daily screen Sign On Chri 5 From the Daily screen click File gt Print gt Chart R RezStream Professional 2006 The Cliffhanger Resort AE Edit Navigate View Tools Window Help Pocket Pic Invoice Ctrl I Online Availability Update Letter Ctrl L Backup ctrl E v Purge Backups j Network Path Network Refresh Exit The Date Input window is displayed Enter a start date for printing the chart The chart is printed for a month from the date selected Click OK lt Date Input RezStream www rezstream com Page 194 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 The chart is displayed to the screen Click the Print button for a hard copy 11 10 2005 10 53 Pe November 2005 Daily Reservations for The Cliffhanger Resort TI WIT FI s s g T w r F s s m t w r F s s m T w o1 o2 oz o4 os Jos jor Jos jog 10 11 J 12 13 feces cer ecm tae G pilot Oy ios G 1 i a Oy oy
141. i New Select Start f02 2005_ The new name is now displayed End 11 04 2005 in the Wait List Add dialog window 6 Click the Save button to add the name to the wait list RezStream www rezstream com Page 117 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual RIGHT CLICK AND DRAG The second option for adding a guest to the wait list is to right click and drag across dates on the Daily screen This method is described below 1 From the Daily screen right click and drag the cursor across the top calendar bar for the desired wait list dates 2 The wait list for the selected time frame is displayed To add a guest to the wait list click the Add button and follow steps 3 6 outlined in the View gt View Waitlist section x Wait List for 11 04 2005 11 06 7005 First Last Phone Ent Date Start Date End Date Motes 11242005 14762005 Mat Eck lain 719 598 0923 11 3 2005 11742005 11 6 2005 stint Halland 970 556 0909 11 3 2005 Print List Delte Select mmi a PRINTING THE WAIT LIST Use the following steps for printing the wait list 1 From the Daily screen click View gt View Waitlist MA RezStream Professional 2007 The Cliffhanger Resort Window Help Navigate PYESA Tools Month Ctrl M 2 Week File Edit Ctrl view
142. labels can be customized on the Contact Data screen 1 The contact text fields D xm Fe on aR4x n DASE BH First LastName Mr m Todd Snider 2nd First Last Inv Entered Begins Ends Start Unit Length Total Paid Confirmation 4 Address 1 2212 Charleston Road 335 1 17 2006 1422 2006 1 25 2006 107 4 443 60 443 60 335 E Addes2 all OF City St Zip Charleston sc x 39870 Country Fax United States of America 7 Ph Home Work 607 332 0909 607 443 1254 Business Name 00 aibaddress todd mygeneration com Email Ok v Custom 2 Custom 3 Gastand Starts Sun Jan 22 2006 Departs Thu Jan 26 2006 Length 4 Start Unit 107 Adult 2 Pets 1 Daily Reservation Total 400 00 Charges 443 60 Child 0 Cars 1 Hourly Reservation Total 0 00 Paid 443 60 Contact Notes Private Notes Details Contact Log Photo Checked In v Point of Sale Charges 0 00 Due 0 00 Checked Out Tax 43 60 Last Change 1 17 2006 Custom 5 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Line Items E Confirmation 335 AD Grou Payment Data Cancellation P Inquiry 7 Adult E Child E Invoice Check Box Flags S aoe Swipe Card Pets fi Cars f No ean a 1 Attention Business Credit Card Data QA E rive fi 1 36 PM 1 25 2006 I Custom 2 ee Depat O J Custom 3 ane Exp E Letter Standard 7
143. list of point of sale items previously defined in the Tools gt Unit and Rate Setup gt Packages gt Edit Add POS Items window Highlight the point of sale item bottle of wine that will be pre posted to the reservation Click the Add Item to Invoice button _ Edit Invoice ltem Type Group Date St Time End Time Description Qty Price Tax Group Total Click the Add tab to post a pre defined point of sale item to the reservation Highlight the point of sale item that will be posted to the reservation CO add Ae Edit Us Pa lt ages A Apply Discount Totals Payments All Categories Barcode code entry III Daily Reservation Total 395 00 POS lten ltem Type POS Hourly Reservation Total 0 00 C femme Unit Group The Cliffhanger Reso Miscellaneous Items 0 00 ottle o 3 Date 1112 2006 Tax 43 07 ox Lune Coffee Service Description Bottle of Wine Charges 438 07 Fly Fishing Lessons Quantity 1 Paid 0 00 Fly Fishing License Price OB Due 438 07 Golf at The Ocean Course m Massage 1 Hr Discount ox X Meals Tax Group Standard T Meals 7 oy oe x _ Add Item to Invoice X Modify Inventory Click the Add Item to Invoice button RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 133 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual
144. may become inaccurate if the reservation you are deleting contains payment information Be sure you want to completely and permanently remove the reservation prior to following the steps outlined below New Reservation Ctrl N Edit Reservation Ctrl E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Ctrl D Color Flag Check In Out Ctrl k From the Daily screen highlight the reservation right click and select the option for Print Invoice View Contact Data New Reservation Ctrl N Edit Reservation Ctrl E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Ctrl D Color Flag Check InfOut Ctrl k Record Transaction Ctrl T Force Recalculation ot Lette 4 Print Invoice istration It is recommended to print a copy of the invoice in order to have a point of reference for the reservation Note that once the reservation is deleted in this manner no record of it remains in the database From the Select Invoice Style dialog box click the radio button for Detail Invoice and click the Print button File the printed invoice copy for your records Select Invoice Style p fe Detail Invoice C Daily Summary Invoice Summary Invoice lv Print Preview C Summary POS Invoice C Daily Sum POS Invoice Custom Letter Invoice C Daily Package POS C Summary Package POS lt lt Return to the Daily screen highlight the reservation again right click an
145. of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Date Functions The various date functions allow you to scroll the Daily screen s calendar bar in order to view availability for a time frame beyond what is displayed on the Daily screen A The left arrow allows you to scroll the Daily screen s calendar bar one week ata time to dates prior to the selected date 10 31 2005 in the image above The image below displays availability for October 31 November 14 Click the left arrow to scroll the Daily screen one week prior to the selected date 10 31 2005 in this example 04 n 2042282 J BA A lt a gt 1031 2005 1 al ala pI a AEREE Clicking the left arrow one time changes the dates displayed from October 31 November 14 to October 24 November 7 14 4 aeDoak amp FJ Be eA 4 5 gt 10 24 2005 _ NOL Ty The default number of days displayed in the Daily screen is defined in the Tools gt Display Options gt View Options gt Default Day view field There are three options available Week 9 days 2 Weeks 16 days or Month 38 days B The blue circle icon mah restores the Daily screen view to today s date In the example above the Daily screen is displaying availability for October 24 November 7 Clicking the blue circle ico
146. of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual F In our example the business USSSA is paying for all room charges Enter checkmarks next to these charges on the Pick Invoice Item list make sure USSSA is highlighted in the Selected Sub Invoice column and click the Add Tagged to One button x4 Split Billing Split Billing Direct Billing 2 Assign Charges to Sub Invoices Pick Invoice Item Selected Sub Invoice Sel Date Item Total Remain lt Split All Items Inv Responsible Party 05 18 UnitSEastWing 124 48 CA D334 M 05 19 Unit 8 East Wing 3 000 Unit 8 East Wing 124 48 05 20 Unit 8East Wing 155 60 0 00 Split Tagged to All Unit 8 East Wing 155 60 M 05 21 Unit 8 EastwWing 155 60 0 00 Unit 8 East Wing 155 60 Add Portion to One Remove ltem E Remove All Items Tag All Untag al Daip Pkg POS lt lt Back Next gt gt Cancel All checked room charges are now added to the business folio and listed on the right side of this screen under Items Applied to Selected Sub Invoice G Click the Next button x Split Billing J Split Billing Direct Billing 2 Assign Charges to Sub Invoices Pick Invoice Item Selected Sub Invoice Items Applied to Selected Sub Invoice Total a 05 18 Unit 8 East Wing 24 48 05 19
147. of Sale Section link for a list of point of sale topics r Help lopics Rezstream lopics CConients Pinder Find Chek a book and then chek Open Or click another tab such as Index 2 Welcome b RezSiream 4 Frequently 4ckhed Questions 2 Cortents 2 System Requirements Program Features Geting Stated Data Conversion Progam Configuration and Setup Reserve Day Sechon F2 ecru ous Section F3 akj Pont of Sale Section F4 iiie Creer en FS Selec t Hames Screen CTAL F Reports Screen F7 ladies RezStream www rezstream com Page 30 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual REPORTS From RezStream Professional use the Tools gt Configure gt Reports tab for defining the default guest invoice style In addition fields in this tab can be used for customizing both the guest invoice and the housekeeping report R Configure RezStream Business Data cc Processing Functionality Settings Invoice with line item detail Daily Sum POS Items Me Letault Invoice selection nyvoice with daily summary Custom Letter Invoice Invoice with summary only C Package Daily POS Summary POS terns Package Summary POS C Invoice Settings Hide Credit Card Pick Invoice Graphic Line ltem Tax Show Internal Use Box Invoice Options Pri
148. on the top toolbar Record Transaction button dD xe BF ny hnansn Daag a i First Last Name Mr 7 Todd Helton 2nd First Last Jeannie Entered Begins Ends Start Unit Length _ Confirmation Address 1 H454 North 8th Street 683 2 28 2007 3 1 2007 3 4 2007 683 Address 2 P Mak City St Zip Denver co 7 80202 Country Fax United States of America 7 Ph Home Work 303 665 9898 720 222 5454 Business Name Email Address heltonT volunteers net Email 0k V Rewards Company Name Special Req 1 E Starts Thu Mar 01 2007 Departs Mon Mar 05 2007 Length 4 Start Unit 106 Pets 0 490 00 543 42 Charges Speciale e SS Adult 2 Daily Reservation Total Chid 0 Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due 543 42 Checked Out Tax 53 42 Last Change 2 28 2007 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Confirmation 683 AD Grou Payment Data Cancellation Inquiry x Adut E x Child id Invoice Check Box Flags 2 n Swipe Card Pets E 7 Cars i E Rep 1 Attention Business Credit Card Data Q E rive M Custom 2 ke Depart F Custom 3 Ai Ep zd ica Letter Standard 7 Sl Custom 5 CheckedIn Out P E Cai 11 15 2005 Credit Card Hold
149. on the reservation to be edited and select Edit Invoice View Contact Data Ctrl h New Reservation j i Ctrl E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Chril D Color Flag Check InfOut Ctri k Record Transaction Ctrl T Force Recalculation Print Letter Print Invoice Prink Registration RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 318 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 Highlight the POS item A and click the Delete Item button B r _ Edit Invoice ltem Type Group Date StTime End Time Dy Price Tax Group Total a Daily 1 03 08 07 107 1 00 150 00 Full Tax 166 35 Daily 1 03 09 07 10 1 00 130 00 Full Tax 144 17 Daily 1 03 10 07 107 King 1 00 130 00 Full Tax 144 17 D Add A Edit Packages Ap Appl Discount Totals Payments Daily Reservation Total 410 00 Item Type POS Hourly Reservation Total 0 00 Unit Group The Cliffhanger Reso Miscellaneous Items 64 50 Update Item Date 03 08 2007 Tax 51 07 Description Restaurant Charge Charges 525 57 elete Item F foe r 7 Paid 0 00 Price 64 5 Due 525 57 Discount jm l Tax Group Standard T 7 Total 70 88 CSave Close Close Click the Save Close button 3 The Edit Invoice screen
150. person per stay rates 1 From the top tool bar in RezStream Professional click Tools gt Unit and Rate Setup 2 Click the Unit Rate Plans tab 3 Highlight an existing and applicable unit type rate plan A and click the Add New Rate Name button B Options Revenue Accounts Deposits Unit Type Rate Plan 2 Olos Rental by Day or Hour Tas Class a az gt Queen Queen Full Tax If two or more units share the same seasonal rates it is considered one Daily Full Tax rate plan Please enter 4 rate plan name for every set of rates that you 2t have ou do not need to enter a different rate plan for every unit that Suite Daily FullTax T Add New Rate Plan you have unless all are priced differently Meeting Rooms Hourly Full Tax HotAir Balloon Rides Hourly Local Tax Boat Rentals Hourly Local Tax x Rate Names are the different rates that may be available for a 2 Rate Names single unit Examples could be AAA and Business Rate Names Rate Name Rate Period Default Package Sort must be created for each unique rate plan Actual charges are e ntered below under the various seasonal rates that may be gt ne created for each rate Use the sort column to determine the AAA Copy Rate Names default rate and which rates are uploaded to online services RezStream www rezstream com Page 58 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Up
151. portion of a group member s invoice balance for example just room and tax In this example the applied payment amount would equal the total for each group member s room and tax total Then a second individual payment can be recorded for each group member s incidental charges RezStream www rezstream com Page 258 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Printing a Group Invoice A group invoice will print charges and payments for each group member This can be a useful tool when a group leader asks for an invoice that summarizes the entire group s stay Use the following steps for printing a group invoice View Contact Data New Reservation Chri h Edit Reservation ctrl E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Ctrl D Color Flag Check In Out Cbri k Record Transaction Cbrl T Force Recalculation Print Letter PE awl f Daily Summar Invoice Co Summan Invoice e Print Preview C Summan POS Invoice Select Invoice Style C Detail Invoice Brother HL 51 40 series Daily Sum POS Invoice C Custom Letter Invoice Daily Package POS C Summar Package POS PEO Cancel From the Daily screen highlight a group member reservation right click and select Print Invoice
152. recalculate the rate based on system defaults or click the Manual Rate button and left click the Daily Reservation Total field on the by the Day Reservation Dialog screen to override system defaults and enter a manual rate Move Resize Reservation You are moving resizing a reservation Modify and automatically adjust rate Automatic Aate Modify and show reservation dialog Manual Rate Cance Highlight the next reservation in the group and repeat steps 2 5 The steps listed in this section can also be followed for changing arrival and departure dates on Multiple Invoice group reservations RezStream www rezstream com Page 270 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual DIRECT BILLING Direct Billing is used when these two factors come into play 1 A company or business is responsible for a portion of the folio charges 2 Individuals associated with the business group are also responsible for a portion of the folio charges COMPANY RESERVATIONS First make a new reservation for the business using the following steps A From the Daily Screen click and drag to highlight the days the business direct bill reservation will be in house Right click and select New Reservation New Reservation Ctrl N Ctr O B For a business that has not yet stayed at the property en
153. sample detail Invoice is displayed below The Cliffhanger Resort 700 Highway 1 Yachats OR 97499 541 888 2525 7 877 669 1210 Fax 541 322 2777 Folio Charges Name Louis Bott Arr Dep 10242005 10 27 2005 Charges 450 00 Address 3005 Leslie Dr Recorded 402 4 2005 Tax 16 80 ms Englewood Confirmation 2 Taal 465 80 e co Postal Code 80111 pais ar 2 0 Paid 150 00 Telephore 720 888 1212 P Due 316 80 Tate Description Duartity Amort Tax TAa 10242005 Unit 6 East Wing 1 150 00 5 60 155 60 1025 2005 Unit 6 East Wing 1 150 00 5 60 155 60 1026 2005 Unit 6 East Wing 1 150 00 5 60 155 60 1021 2005 Usa Louis Bott 150 00 Tax and City 3 30 Total 466 80 Gratuity tl Paid 150 00 Detail Due 316 80 Our Policies This is your tlio policy Change it by dicking on Tools gt Pnnt Options The eight radio buttons in the Select Invoice Style dialog box correspond to the eight radio buttons in the Default Invoice selection section of the Tools gt Configure gt Reports tab From the Reports tab select checkboxes in the Invoice Options section to control the information that is printed on the guest invoice An invoice can also be customized with a graphic that will display on the invoice Click the Pick Invoice Graphic button to browse for a graphic that will be shown on the invoice nvoice Settings Invoice Options Hide Credit Card Pick Invoice Graphic Line ltem Tax E The Cliffhanger Resort TOO Hig
154. team name Eagle Valley Tile is entered along with the current year 2006 Click the Select button Group Selection Contact Description Phone Persten Williams Lee Elway John Elway SO3 F Pere Fosentan sa cease Se e LeS Soccer Club of 303 681 3441 Address 3312 Ww Highway 6 Huey Ron OB gy Cama 305 889 2341 ee co 303 767 6989 Zip 81620 719 338 8251 Spt Bosma 307 999 0909 303 444 1234 Group Color P 303 444 3434 505 555 1212 303 998 7678 303 998 7878 360 675 2288 970 333 1212 970 333 1212 williams Lee EEE gN Find 1h Mew lhl Delete Remove E sa Close 8 The Block Complete window is displayed Click OK to continue Block Complete Multi Invoice Reservation complete 7 reservations created Referral Source and invoice party size will need to be set For each invoice on the details tab of the contact data screen 9 The Contact Data screen for the group leader Lee Williams is displayed The Contact Log tab can be used to track guest correspondence For example when a confirmation email is sent to Mr Williams to confirm his group reservation the email can be added to the contact log using the following steps RezStream www rezstream com Page 249 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual a Click the Contact Log tab on the Contact Data screen f
155. the Daily screen by a highlight bar The highlight bar is displayed on each reservation that is a part of the group In the example above the highlight bar is shaded blue 10 To edit an individual reservation in order to update the number of people or referral source highlight the reservation right click and select View Contact Data Edit Reservation Edit Invoice Move Reservation Reassign to Contact Delete Reservation Color Flag Check Inu Record Transaction Force Recalculation Print Letter Prink Invoice Ctrl E Ctrl D Ctri k CErl T RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 245 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The Contact Data screen is displayed Update the number of people on the individual reservation from the Guest Info tab 0 x sae A IDA AX n BSZ 2G First Last Name Gay Pene cndfictbat fF inv tt Emeed Begins Ends Stat Unt Length Total Paid Corfimation Address 1 2212 W 1st Street Address 2 Fo Mail OF I Ciy St Zip Missoula MT lao Country Fax United States of America 7 Ph Home Work 397 999 0909 PO Business Name EmailAddiess 0 Email OK I Rewards Company Name Special Req 1 Starts Departs Length 0 Start Unit MTG1 Special Req 2 _ Adult 1 Daily Reservation Total 0 00 Charges 0 00 C
156. the card information manually r Online Credit Card Processing i The red bar indicates that Namacncad FaherbeBe the card was NOT swiped ieee This bar turns green when Tp code the card S swiped Card Number Expenstion mrm Grapa Card D Gmaaiiy code Pick Previous Arnaut Account Chithanger Inn Charge T ape f Retail Sale Charge BL Process Transaction ia Cancel Processing 5 Click the Process Transaction button to receive an approval code 6 To post the charges and receive the lowest possible processing rate check out the guest on the date of departure and record a second payment At this point there will be an option to post the charges RezStream www rezstream com Page 416 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual PROCESSING TRANSACTIONS TO RECEIVE THE BEST RATE There are different requirements based on whether you are swiping the card card present or keying the card card NOT present 1 Swipe cards whenever possible from the Online Credit Card Processing window Note that if you swipe a card from the Contact Data screen then only the card number and its expiration date are stored Typically this option is only used if you want to hold a credit card number for the guest at check in without processing a
157. the end of the day www rezstream com support rezstream com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 Page 341 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Use the following steps for printing reports at the end of a shift 1 Click the Reports F7 button to display a list of RezStream Professional reports 2 Open the Point of Sale folder by clicking the to the left of the text Point of Sale The folder is opened and the becomes a Financial Reports e Accounting Daily Sales Revenue by L rit Point of Sale Detail Summary by Month by Category Inventory Kep lems Package Items 3 Highlight the Point of Sale Detail report A and click the Print button B Financial Reports Other Reports E vous Repot E Celestion O Seat of Dap O Ered of Dap El End of vseeh L Erd of borat E Eep liens O End of res Dj Fact sg liens E Exem Reports S Papments 9 Advance Deposits o Papables OD Receivables a B Git Certificates Discourt OD Apert E Tiai GD Saer Tox Summaes Deer Due Fanner D0 Germa Ledger EPSOM Sipke DEH Seis w Pon Preyer Make HTL Meke FOF 4 The Report Dates window is displayed Enter today s date as the start and end date Yesterday Today Tomorrow Last Week zal ia
158. to check out today have departed If there is a guest whose departure date is today on the Daily screen that does not display on the report there are two choices a Check the guest out Use this option if the guest has left the property but has not been checked out of RezStream Professional b Change the departure date Use this option if the guest changed their departure date but this change was not yet updated in RezStream Professional VERIFY PAYMENTS All payments posted on today s date in RezStream Professional should be verified against a source outside of the system For example a report from the credit card machine that displays totals by credit card type VISA MasterCard etc should be verified against totals in RezStream Professional Use the following steps for printing the Payment Summary report RezStream www rezstream com Page 349 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 1 Click the Reports F7 icon on the left hand main toolbar 2 Under Financial Reports in the main Accounting folder click the to the left of the Payments folder Clicking the expands the folder Highlight the Summary report Financial Reports 3 Accounting J Daily Sales Revenue by Unit J Point of Sale JJ Payments Detail by Employee CC Processing with Account Cha
159. to the package point of sale items For additional information on applying discounts please refer to the Applying Automatic Discounts section on page 134 RezStream www rezstream com Page 311 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 The discount is applied to each point of sale item in the package e Edit Invoice ltem Type Group Date St Time End Time Description Ly Price Tax Group Total o 11e Day Adult Lift Ticket 207 216 00 Mitandard 237 39 Package 1 11 04 06 Massage THe 20W 135008tandard 148 37 o 101006 1D Suite 100 145 00 Full Tax 160 81 116 1D Suite 100 12500 FulTas 138 63 Package 1 11 05206 Aduk Breakfast 200 620 Local 16 78 rj Add A Edit UR Packages Af Appl Discount Totals Payments Daily Reservation Total 415 00 ltem Type Package Hourly Reservation Total 0 00 Unit Group The Cliffhanger Reso_ Miscellaneous Items 367 20 Update ltem Date 1170572006 Tax 30 59 Delete tem Description 110 Suite Charges 062 79 Quantity Paid 0 00 Price g Due 062 79 Discount E Tas Group Local Tax Total 416 78 Save Close Close 5 Click the Save Close button Adding Packages with No Room Assignment Certain properties may have a need to post packages to guests who are no
160. totals and average daily rate Accounting gt Payments gt Payment Detail Similar to the Payment Summary report described in the Verify Payments section The Payment Detail report displays every payment as opposed to a total by payment type VISA MasterCard etc Accounting gt Daily Sales gt Displays a breakdown of daily and hourly Daily Sales Detail reservations Also includes a summary of cancellation fees Accounting gt Point of Sale gt Supplies a summary of point of sale Point of Sale by Category activity for the day sub totaled by each point of sale Category rate by unit Compares revenue in one specified time Comparison period to another time period stayovers Miscellaneous gt Log of Activity Displays a change log for today s activity In addition to the reports listed above you may consider adding a few additional reports to your collection including Revenue by Unit gt Cancellation Summaries gt Management Analysis General Ledger gt Account Balances General Ledger gt Net Account Changes and Point of Sale gt Key Items After deciding which reports will be in your end of day report collection use the following steps for creating and printing a report collection 1 Click the Reports F7 icon on the left hand main toolbar 2 Click Edit gt Define Collections ft RezStream Professional 2006 The Cliffhanger Resort Fie Aml Tools Window Help Define Collections Modify External Report
161. units with a a King bed are assigned to number 1 104 Include in occupancy report 105 106 107 108 109 Include in Online Availability Booking Engine Bookable Unit Online URL for online availability uploads 110 Phone extension Standard Description 111 Housekeeping Assignment Group 1 King non smoking room with a balcony Recently renovated in spring 112 113 114 115 116 117 118 119 120 121 122 123 124 WorldRes Unit Type Id type only fi 2005 Amenities Non Smoking Ocean View Jacuzzi Tub Alternative Description Only used if unit has alternate configuration this unit plus another ete Balcony Kitchenette U USU E U U ESUS Handicap Accessible INTERNET RESERVATIONS TROUBLESHOOTING TIPS e You must sign up for an online availability account with each company individually for which you will be displaying availability e Unit Id names and sort orders must match exactly for each availability company If you use more than one company make sure that you set up each account with units displayed in the same order and with the same names To change your unit Ids and sort order please see the Individual Units section e You must be connected to the Internet to upload or download availability RezStream www rezstream com Page 413 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735
162. 0 03 01 2007 145 00 2 20 00 10 00 5 00 250 165 00 05 26 2007 165 00 2 20 00 10 00 5 00 2 50 M 205 00 gt 8 4 2007 95 00 2 20 00 10 00 5 00 2 50 M 115 00 3 H Add New Season Copy All Seasons Copy Single Season Copy Season Wizard To delete a season rate name or rate plan click the left side of the row to highlight it With the line selected press the lt Delete gt key on the keyboard RezStream www rezstream com Page 52 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual COPY SEASON WIZARD After defining seasonal rate periods for the Queen Queen unit type the Copy Season Wizard can be used to copy these seasons to the remaining unit types King and Suite and rate names Rack and AAA Use the following steps to quickly copy seasonal rate periods 1 From Tools gt Unit and Rate Setup gt Unit Rate Plans click the Copy Season Wizard button REMESA Unit Rate Plans Pindividual Units Packages Taxes Discounts Options Revenue Accounts Deposits Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class a Queen Queen Daily Full Tax If two or more units share the same seasonal rates it is considered one King Daily Full Tax tate plan Please enter a rate plan name for every set of rates that you z have You do not need
163. 0 Local 15 54 Package 1 02 2207 Full Day Adut Lift Ticket 2 00 130 00 Local 134 68 Daily 1 02 2307 12 QusenQueen 1 00 115 00 FullTax 127 54 Package 1 02 2407 Breakfast 200 15 00 Local 15 54 Package 1 02 2307 Full Day Adut Lift Ticket 2 00 130 00 Local 134 68 Daly 1 02 2407 12 QusenQueen 1 00 115 00 FullTax 127 54 Package 1 02 2507 Breakfast 200 15 00 Local 15 54 Package 1 0x24 07 Full Day Aduk Lift Ticket 2 00 130 00 Local 134 68 RezStream www rezstream com Page 87 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The standard Rack rate is being applied to the reservation The Rack rate is defined in Tools gt Unit and Rate Setup gt Unit Rate Plans t4 Unit Setup Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Unit Type Rate Plan Rate Flan Rental by Dap or Hour Tax Class a b Queen Queen Daily Full Tax IF hwo or more units share the same seasonal rates itis considered one Full T rate plan Please enter a rate plan name for every set of rates that you aiy aa have You do not need to enter a different rate plan for every unit that Full T ax 1 Add New Rate Flan you have unless all are priced differently
164. 0 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual oO GA EP x D 2 iz iit Invoices selected 30 5 Recorded Last Fist AnveDate EndDate Start Unit 1 0 000 375 00 0 00 415 88 415 88 81 oepa pee 11 15 2005 11 14 2005 MTG1 He 0 00 687 50 0 00 0 00 80 11 10 2005 Guida Tracey 1113 2005 11 12 2005 MTG1 1 0 00 500 00 0 00 0 00 77 11 10 2005 Tumer Tim 11112005 11 10 2005 MTG1 C C 1 0 0 00 490 00 0 00 0 00 1 0 000 420 00 0 00 465 78 0 00 L L O O a O l 100 11 12 2005 Guida Tracey 11 11 2005 11 10 2005 MTG2 O 4 0 00 430 00 543 41 0 00 60 11 12 2005 Lachnidt Johy aa 11713 2005 116 O 2 415 00 980 00 1 467 73 220 00 75 11 10 2005 Foster A ABN 09 2005 MTG1 C 1 0 00 375 00 0 00 415 88 415 98 a 1 F F Out Adult Child Daily Hourly POS Total Paid TAA Aaa Wo 76 11 10 2005 Baxley f Brian B 11 10 2005 1199 2005 MTG1 FE l ol 0 00 250 00 0 00 277 25 0 00 98 11 12 2005 11 10 2005 1109 2005 MTG2 FE l ol 0 00 31250 0 00 346 57 346 57 99 11 12 2005 Flexor Magid 11 10 2005 el 09 2005 MTG2 1 0 00 375 00 197 50 g7z 11 12 2005 Walker Lary mss 11 08 2005 MTG2 1 0 00 1 125 00 562 50 74 11 10 2005 Ecklund Matt 1109 2005 1108 2005 MTG1 1 0 00 375 00 415 98 72 11 10 2005 Foster llan 11
165. 0 Paid 0 00 Contact Notes l Private Notes Details Contact Log Photo Checked In Paint of Sale Charges 0 00 Due 499 05 hey g Checked Out Tax 49 05 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Payment Data Confirmation 559 4D Party Si i Inquiry Visa Last Change 10 25 2006 ae ea x C New Cancellation M Invoice Check Box Flags TE Repeat Swipe Card geen o t re C Business Credit Card Data A a ee Other O Letter Standard x Custom 3 Vendor Exp x x Grai Custom 4 CheckedIn Out J M Custom 5 10 28 2005 Creat Card Hold Batch Print 7 Flag T Custom 6 Late Arrival 11 Below the table we will add a signature line a Click the Left Justify button 1 on the top toolbar b Type Signature c Press the lt TAB gt key d Click the Underline button uy on the top toolbar e Press the tab key five times to make a line long enough for a signature The Powder Hound Thank you for choosing The Powder Hound Inn for your stay Please verify the information listed below and sign the registration card Name lt NAME gt AdultsiChildren lt ADULTS lt CHILDREN Address 1 lt ADDRESSLINE1 gt Arrival lt ARRIVALL gt Address 2 lt ADDRESSLINE gt Departure lt DEPARTUREL gt City State Zip lt ADDRESS2 gt Rate lt RATE gt Email lt CEMAIL gt Car Make
166. 00 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual TRAVEL AGENT COMMISSIONS Travel agent reservations were described in this manual s Reservations section Once a travel agent reservation is made the travel agent accounts payable log is created in RezStream Professional Use the following steps for generating a travel agent statement and marking the commission as paid 1 As a review a travel agent s activity tied to a specific reservation is listed in the Contact Data window under the Travel Agent tab D xe 0 a PRAsS n DBI SA First Last Name Mr 7 Fisher DeBerry 2nd First Last Inv Entered Begins Ends 2008 Afton Way Address 1 Address 2 City St Zip Country Fax an rt Ph Home Work 0 Pp Business Name Ron EmailAddress Email OK I Rewards o OE Company Name CO Special Req 1 FO Starts Wed Nov 22 2006 Special Reg 2 o Adult 2 Pets 0 l Chid oO Cars 0 Hourly Reservation Total Checked In Point of Sale Charges Checked Out Tax 650 11 14 2006 11 22 2006 11 24 2006 Daily Reservation T otal Contact Notes Private Notes Details Contact Log Photo Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes s Agency Name Kinja Travel Inquiry New Agent Name Repeat Agent Phone 954 892 1123 C Business Commission 5 O Other Amount 21 50
167. 00 Your Reports 0 Payments Booking Engine 0 Advance Deposits O Payables Receivables i Gift Certificates Discounts i Agents i Tracking 00 Sales Tax kA Over Due Payments 1st Deposit Policy 2nd Deposit Policy DEFINING SOURCES AND REASONS Sources track how guests found out about your property Reasons track why guests are visiting your property Both help when deciding how to spend marketing dollars and which marketing outlets are profitable Sources and reasons are assigned to reservations on the by the Day Reservation Dialog screen MA by the Day Reservation Dialog News Select Rate Selection Adult Child Unit Rate Fackage Selection Discount Selection 2 0 Rack None None Pets Cars Tax Exempt E 0 o Recalculate Reservation Summary Starts 0770572007 Unit 108 Queen Queen Daily Reservation Total 420 00 l Hourly Reservation Total 0 00 he re Gadd POS lteme Package Items 0 00 es Tax 45 80 Edit Invoice Details Total Charges 465 80 eason for reservation BEERE Referal Source Chamber of Commerce Edit Lists Cancel RezStream www rezstream com Page 99 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Reports can then be printed that track revenue by both reasons and sources
168. 0000 3 This item can be removed or edited Add New Revenue Account Two Tier Deposit Due Dates Use the two tier system when your business requires an initial deposit followed by a second deposit prior to the guest s arrival First Deposit Policy Second Deposit Policy Percent of total Percent of total Percent of average day Percent of average day 100 Percent of first day fioo Percent of first day C Percent of last day Percent of last day Fixed Amount Fixed Amount Include Tax Include Tax days after creation C days after creation days prior to arrival days prior to arrival Specific date Specific date 2 RezStream Professional comes installed with four default revenue accounts a General b Unit Revenue c POS Revenue d Cancel Fees The first Account Name General and Acct Number 0000 cannot be removed or edited RezStream www rezstream com Page 67 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 To change an account name number or description simply highlight the text and type in the updated information pertinent to your property In the example below we have changed the Unit Revenue account to be Revenue Room Rentals assigned an account number of 40010 and a description of Revenue Rooms E REE Unit G
169. 01 2 last nights the reservation 345 6 f 8 4 i in q gt November 2006 gt will be in house 2 Pick last night date 72006 ae ie ee ee 29 30 31 1 2 3 4 Or pick reservation length 2 4 The Select Units window is displayed Use the availability filters A to find an available room that meets the guest s needs Click the right arrow button to select it B and click the Continue button C Select Units Select Unit Group Select Rate Select Amenity Select Capacity Select Unit Color Pick from available units 3 all Units Selected 1 Short Long Name Capacity f Long Mame Capacity 101 101 King 103 King 17 Kina A z Override Automatic Rate Calculation C Back Cancel RezStream www rezstream com Page 121 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Atthe RezStream Professional Name Search window double click the highlighted guest name PezStream Professional Name Search Hurley Ron New 7 Select gt Cancel Business Name Last Name First Hame Spouse Address City St Home Work Green Ed 3312 Patricia Way Colorado Springs CO 719 632 176 719 593 191 Grup Test d d S S o Guest Demo 1855Bl keSt Denver CO 303 274 341 866 565 181 Guida Tracey BAA WW IstAvenue Lakewood CO 303 878 051 303 879 99 Ham
170. 012 RezStream Inc RezStream Professional User s Manual A copy of any of these view types can be printed from the Point of Sale screen by selecting the appropriate radio button A and then clicking the Print List button B at the bottom of the screen New Invoice Transaction we Edit Invoice a Gift Certificate ee Delete Invoice In addition to viewing reservations many common front desk functions can be performed from the top toolbar on the Point of Sale screen These functions are available once an invoice is selected by clicking on it Select M Has Daily Charges M Has Hourly Charges Has POS Charges Select Arrival No Shows gt Paid Only el f Patial Payment B C Past Reservations C No Payment Find C Print List View C Alllnvoices Active Reservations C Departures Chui Modify Inventory Delete Selected Invoice Edit Selected __ SREE invalts Print Print Print Invoice Envelope Letter Print Registration Card Record Transaction Invoices selected 588 Inv 567 Recorded 10 27 2006 Last Doyle First Jayleen Arrive Date 11 05 2006 End Date 11205 2006 Start Unit MTG1 Out Adult Child C 0 Daily 0 00 Hourly 375 00 POS 0 00 Total 415 88 566 10 27 2006 10 27 2006 Guida Walker Tracey 11 10 2006 11 08 2006 11 10 2006 11 08 2006 MTG2 0 0 00 0 00 420 00 1 000 00 0 00 46
171. 03 681 3441 Group Color ES l Q Find Ty New mj Delete f Select Y Close 6 The group leader name is now displayed on this added reservation in the Contact Data screen D xe Bee o nax a BBSE ESL First Last Name Mr Ron Huey 2nd First Last o Inv Entered Begins Ends Start Unit Length Total Paid Confirmation al Address 1 4908 Red Rock Drive 679 2 28 2007 11 14 2005 11 16 2005 117 3 332 70 0 00 679 E Address 2 P OMA City St Zip Larkspur J alleos CC Country Fas United States of America 7 Ph Home Work 303 681 3441 Business Name Giraffe Club Soccer EmailAddress hurley soccerules com Email Ok v Rewards Company Name Special Req 1 ooo Starts Mon Nov 14 2005 Departs Thu Nov 17 2005 Length 3 Start Unit 117 Pets 0 300 00 332 70 Special Req 2 aX Adult 2 Daily Reservation Total Charges Child D Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due 332 70 PERY A Checked Out Tax 32 70 Last Change 2 28 2007 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Confirmation 679 EOE Cancellation Inquiry Visa Adult 2 Child fc Invoice Check Box Flags j Sale Swipe Card Pe
172. 05 Used Emsley 0 00 100 00 2 3 11 25 2005 Used Helton 0 00 150 00 4 11 25 2005 Used Kleinsmith 0 00 350 00 5 10 26 2006 10 26 2007 Lee 100 00 100 00 gl Q Find Number i Ge Edit X Delete Select All Q Seectan Record Payment 3 Print Certificate 3 Pint Receipt QO Purchaser j QO Redeemer Close Gift Certificates are formatted by clicking Tools gt Letter Design and selecting the Gift Certificate radio button on the left hand side of the screen For additional information on formatting letters in RezStream Professional see the Customizing Letters section on page 376 RezStream www rezstream com Page 183 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Redeeming Gift Certificates Use the following steps when a guest redeems a gift certificate 1 From the Daily screen left click the guest s arrival date depress the left mouse button and drag the cursor to the last night the guest will be in house Right click and select New Reservation or press the lt ENTER gt New Reservation Ctrl h Mark Out of Service Ctr 2 2 From the RezStream Professional Name Search screen select the guest from history or enter a new name and click the New button In this example Kenny Chesney will be redeeming the gift certificate purchased by David Emsley
173. 08 2005 11 07 2005 MTG TIC 1l ol 000 375 00 000 415 88 415 88 5 Ep Double clicking any reservation line on the Selected Invoices screen displays the Edit Invoice screen for the selected guest Here all charges posted to the guest are displayed n Edit Invoice ltem Type Group Date St Time 7 ty Price Tax Group Total ii Add A Edit H Packages Totals Payments Daily Reservation Total 0 00 ltem Type Hourly Hourly Reservation Total 312 50 Unit Group The Cliffhanger Reso Miscellaneous Items 0 00 Update Iter Date 11 10 2005 Tax 34 07 Description WTG2 Charges 346 57 Delete ltem l S Paid 346 57 Luantity 25 ale TERESAS Price 125 Dw 0 00 Tax Group Full T ax ad aie 34657 ee ola Save Close Cancel RezStream www rezstream com Page 334 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual FINDING SELECTING RESERVATIONS The Select Names screen can be used to find an individual reservation or select a batch of reservations with certain criteria in common Access the Select Names screen by clicking the Select Names Ctrl F icon on the main left hand toolbar EEx D a X pooo 2 E By a
174. 10 Click the Reserve Day F2 icon on the left hand main toolbar to display the Daily screen The reservations booked under the group contact s name are displayed on the Daily screen with the identifying blue bar at the bottom of each of the seven rooms booked for Eagle Valley Tile 11 From the Daily screen click on an individual reservation right click and use the Reassign to Contact option to change the name on a specific reservation from the group of seven rooms 12 From the Daily screen click any reservation assigned to the group right click and use the Record Transaction option to post a payment to a specific reservation from the group of seven rooms RezStream www rezstream com Page 251 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual GROUP RESERVATIONS GROUP PAYS ALL CHARGES For the third group reservation scenario assume a youth soccer team has reserved five rooms and the group leader is paying for all charges Use the following steps to make this group reservation 1 From the Daily screen press the lt CONTROL gt key while clicking and dragging to highlight the youth soccer team s arrival date through the last night of the reservation for all five rooms Click the right mouse button and select New Reservation or press the lt ENTER gt key M7114 Queen Queen Mew Res
175. 109 90 56 92 631 52 56 92 631 92 Only point of sale room charges are balanced in this step Point of sale items that are paid for at the time of purchase with cash check or credit cards are NOT balanced in this step 5 If discrepancies exist between the point of sale room charges posted in RezStream Professional and the totals recorded from an outside source print Detail reports from both sources To print the Detail report from RezStream Professional select the Detail report under the Point of Sale folder Accounting Daily Sales Revenue by Upit Point of Sale Summary by Month by Category J Inventory Key ltem jj Package lterns Financial Reports 6 After tracking down discrepancies correct posting mistakes using the Edit Invoice option The Edit Invoice option can be accessed by selecting the reservation on the Daily screen right clicking and selecting Edit Invoice View Conkack Data Ea Ctrl M servation Reassign to Contact Delete Reservation Color Flag Check Infu Record Transaction Force Recalculation Print Letter Print Invoice Print Registration Ctrl D Ctrl k Ctrl T RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 353 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual PRINT GENERAL LEDGER REPORTS FOR THE DAY There are
176. 12 RezStream www rezstream com 2601 Blake Street Suite 10 support rezstream com Denver Colorado 80205 RezStream Inc RezStream Professional User s Manual The Amenity Buttons Amenities help describe units and are assigned to each individual unit in the Tools gt Unit and Rate Setup gt Individual Units screen Key amenities that will be sortable on the Daily screen are designated in the Tools gt Unit and Rate Setup gt Options screen In our example the sortable unit amenities on the Daily screen will be Non Smoking N Ocean View O and Jacuzzi Tub J If a unit has one or more of these specific amenities a black square dot will display under the N Non Smoking O Ocean View or J Jacuzzi Tub heading In addition to these three Daily screen amenity listings the Unit Capacity and the color coded Unit Type T are also displayed on the Daily screen I RezStream Professional 2007 The Cuiffhanger Resort Several amenity sorts can be performed at once In the example below a reservationist can view all available Non Smoking Ocean View rooms on the Daily screen by clicking the N up arrow and the O up arrow es a bd ud i itn Unit Ocean View rooms are moved to the top of the Daily screen After sorting the Daily screen based on amenities click the Unit button in the upper left hand corner of the Daily screen to restore the default unit sort order RezStream www rezstream com Page 112
177. 2 RezStream Inc RezStream Professional User s Manual 8 The RezStream Professional Name Search window is displayed If a returning guest is making this multiple room reservation select the guest s name from the list and click the Select button For a new guest enter a last and first name Plummer Jake and click the New button RezStream Professional Name Search Plummer Jake C New Select PX Cancel Business Name Last Name First Name SPOUSE Address City st Home Wok ermar J 2212 t ic aT c0 3 68 3555 12 Anthony Camelo 4708 Red Rock Drive Larkspur CO 303 Bauer Mario BBT2 North Steet Colorado Springs CO 719 887 98 719 454 541 Barley Brian 4434 W Prarie Road Ellicott CO 719 545 091 Bott Lows 8005 Lesie Dr Englewood CO 720 888 12 720 546 12 Brags BN West Palm Beach 414 555 127 414 765 12 Carol foe TAW IstAvenue Denver Nashwille 505 908 12 505 661 12 Clark Lawa 123 WA lstAwe Dale doe ule 33443 Dearbom Ave Dearbom MI 506 887 12 506 8891 2 DeBeny Fisher 2008 AftomwWay Doyle dayleen 4414 Arosa Drive CO 970 476 29 970 476 111 Elway doh 22 We Chem Hills Denver CO 303 777 77 PAPEETE Emsey Peter d d S S o o Flewor Daid o e S S S 303 898 98 Fredericks James l mal Fr S005 4 a aes oe 9 The Group Selection window is displayed The contact listing that appears is the name of the person who made the last g
178. 2012 RezStream Inc RezStream Professional User s Manual 4 The Gift Certificates window is displayed Only those gift certificates redeemed by Kenny Chesney are listed in the window Gift certificates 2 and 3 were both redeemed by Kenny Chesney Gift Certificates Remaining x Q Find Number Ty New Edit X Delete Select All z O Selecta Record Payment Print Certificate 3 Print Receipt Purchaser i i Close Gift Certificate Reports There are five gift certificate reports listed under the Financial Reports heading Use the following steps to view these reports 1 Click the Reports F7 button 2 Under the Financial Reports heading click the to the left of Gift Certificates inancial Reports Accounting i Daily Sales Revenue by Lit Point of Sale i Payments Advance Deposits Fapables Receivables Laitk Leertitic ates Discounts Agents Tracking Sales Tax Summaries Over Due Payments General Ledger RezStream www rezstream com Page 190 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 The five gift certificate reports are listed To preview one of the reports to the screen for example the Redeemed report highlight it A check the Print Preview box B and click the Print bu
179. 3 1212 lwilliams vailrealt 80981 719 477 1209 719 222 1243 cmzallar fedex cq 4 After selecting a batch of reservations the icons on the top main toolbar can be used for a variety of functions Export selection to File Mail merge selection Print List to printer from selection Mail merge message per recipient to email Print Labels for selection Blind Carbon Copy merge to single email See the Guest History Marketing section in the Letters and Reports section for additional information RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 338 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual PRINTING ENVELOPES In addition to finding reservations and selecting a batch of reservations the Select Names screen can also be used to quickly print envelopes used for guest correspondence In the example below an envelope will be printed for George Strait 1 From the Select Names Ctrl F screen highlight the guest s name George Strait Records selected 49 2 D ZX rune zas Af amp amp Records in Current Selection Last Name Flexor Foster j py First First 2 David lan Address 2212 W Park Ave City St Zip Denver Home 303 888 9898 Work BusinessName 720 778 9999 Email fosterl ssi com Friedman Lenny 4312 W 6th Avenu
180. 365 40 Contact Notes Private Notes Details Checked Out Tax 65 40 Last Change 4 3 2006 Invoice Date Ini Type Len Description Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Line Items i Confirmation 512 AD Grou Payment Data Cancellation gj Adut E Chid E Invoice Check Box Flags Swipe Card z E Tax Exempt z Ree ale cas E 1 Attention Credit Card Data A E Arve I Custom 2 Depart Custom 3 x eo I Letter Standard 7 _ Custom 4 Allltems Letter Email Phone Ore lnvoice Gan nr D Expand Add Edt Delete Credit Card Hold O BatchPrint Flag With the Default action after print letter or email radio button set for Prompt the following message is displayed after printing or emailing guest correspondence F Save Copy Save copy of letter El f Allltems Letter Email Phone One Invoice Expand Add Edit Delete RezStream www rezstream com Page 26 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 Check in Check out defaults Decide check in and check out actions that will occur automatically by selecting options in the Check In and Check Out boxes F Check In jf Record Transaction Frnt
181. 38 8251 y 307 999 0909 Group Color 8 303 444 3434 505 555 1212 303 998 7878 303 998 7878 360 675 2288 970 333 1212 970 333 1212 Do Bnet Jake Find a New Ej Delete Remove KO Seea Close 11 The Block Complete dialog box is displayed Click OK to continue Block Complete Multi Invoice Reservation complete 3 reservations created Referral Source and invoice party size will need to be set for each invoice on the details tab of the contact data screen RezStream www rezstream com Page 155 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 12 The Contact Data screen is displayed Enter group contact and reservation specific information fh xha aft on R4x n OBSE SH First LastName Mv Jake Plummer ae Sa 2nd First Last Inv t Entered Begins Ends Start Unit Length Total Paid Confirmation Address 1 B245 W 1st Avenue 597 11 9 2006 11 8 2006 11 9 2006 107 2 332 70 0 00 597 Address 2 Mail Ok V City St Zip Denver co 7 80202 Country Fax United States of America 7 Ph Home Work 303 444 1 234 Business Name Quarterbacks Club Email Address hitmedeep qbclub com Email Ok vw Rewards Company Name Special Req 1 Starts Wed Nov 08 2006 Departs Fri Nov 10 2006 Length 2 Start Unit 107 Special Req 2 _ Adult 2 Pets 0 Daily Res
182. 5 00 discount per bottle i Enter the dollar amount discount per boitle ik Add i Edit 43 Packages Apply Discount Apply to Discount I f Selected ltem r l C All ltem Enter discount here Add a percent sign for percentage discounts Enter dollar per item discount as a number C Items by Type with no currency symbol F Dawl For example Coffee Mug s Quantity 3 price 10 E Dollar discounts apply to each item times the quantity T Hourly Unit discount 3 will be 7 3 for a total price of 21 ial m Apply Discount For dollar amount discounts do NOT include a dollar sign RezStream www rezstream com Page 137 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual ll Inthe Apply to section select the Items by Type radio button A enter a checkmark next to POS B and click the Apply Discount button C Add A Edit Packages AT Appl Discount Apply to Discount 5 f Selected ltem p Enter dicount here Add a percent sign for percentage discounts Enter dollar per tem discount as a number with no currency symbol M Dail Unit Dollar discounts apply to each item times the quantity Hourly Unit For example Coffee Mug x Quantity 3 price 10 x a discount 3 will be 7 3 for a total price of 27 Ww POS Package C Apple Discount j
183. 5 78 1 109 00 10 27 2006 Bauer 11 07 2006 11 07 2006 0 00 62 50 69 32 10 27 2006 Ecklund 11 06 2006 11206 2006 0 00 375 00 415 58 10 27 2006 Bott 11 05 2006 11 05 2006 0 00 343 75 381 22 10 27 2006 Martin 11 05 2006 11 05 2006 0 00 187 50 207 94 10 25 2006 Chesney 10 30 2006 1140142006 450 00 0 00 499 05 10 18 2006 Chesney 10 22 2006 10 24 2006 F B F F F F 285 00 0 00 285 00 FILTERING RESERVATIONS BASED ON CHARGES The Point of Sale F4 screen can also be used to quickly search for reservations For example to find all past invoices with hourly charges the Has Hourly Charges checkbox can be selected Select Has Daily Charges ivf Has Hourly Charges Has POS Charges After displaying all invoices with hourly charges the column headings in the Point of Sale screen can be used for quickly sorting reservations For example click the Arrival Date column heading A to quickly sort reservations by Arrival Date in ascending or descending order This sort function then makes it easy to focus on all reservations that arrived on November 10 B with hourly charges www rezstream com support rezstream com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 Page 333 of 418 80
184. 5 Blake St Denver 80202 303 274 3486 866 565 1800 RezO vation LLC info rezovation com Gujda Tracey 5454 wW 1st Avenue Lakewood 80222 303 878 0909 303 879 9988 tracy csit com Haynes Jeff Beth 3312 North State Street Boise 98789 405 665 2355 405 443 0094 haynesmyway bsu edu Helton Todd Jeannie 4454 North 8th Street Denver 80202 303 665 9898 720 222 5454 heltonT volunteers net Holland Justin 9878 Shields Fort Collins 87609 970 555 0909 970 768 1234 jholland igotsacked co Hurley Ron 4908 Red Rock Drive Larkspur 80118 303 681 3441 Giraffe Club Soccer hurley soccerules cor Kleinsmith Julie 308 Leslie Drive Colorado 80909 719 632 1365 719 635 1011 kleinsmith stewart cor Lachnidt John Tiffany 2213 W Brargate Colorado 80909 719 593 0788 719 599 8898 lockadoor hes com Lee Richard Mille 43008 112th Place Sammamish 98074 940 887 9969 940 789 4562 LeeR S ammamish net Lee Tammy Mark 4708 Red Rock Drive Larkspur 80118 303 681 8898 303 681 0685 lee notanymore com Lindsey Sally 3004 West Maryland Colorado 80909 719 633 9989 719 887 4561 slindsey yahoo com Lubick Sonny Anne 555 W Prospect St Fort Collins 85431 970 888 1234 970 GO RAMS Sonny csurams com Martin Noel 3314 West TJ Way Boise 43313 305 889 9898 305 665 9989 Trus Joist MartinT weyerhaeuser Martin Noel 4434 W 8th Avenue Boise 87098 305 889 2341 McNamara Brenden 2212 Belaire Ave Denver 80202 303 767 8989 303 888 9898
185. 67 23 E Apply Discount The features in the Apply Discount tab allow you to fine tune discounts for selected items all items or by item type daily unit hourly unit POS packages Once the discount is defined it can be easily applied to the reservation without any manual calculations In addition percentage discounts or dollar amount discounts can be applied Use the following steps for applying a discount RezStream www rezstream com Page 135 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Enter the percentage or dollar amount discount in the discount drop down field r 4 Edit Invoice ltem Type Group Date StTime End Time Description Oty Price Tax Group Total a Daily 10 30 06 103 King 1 00 150 00 Full Tax 166 35 Package 10 31 06 Fly Fishing Lessons 2 00 150 00 FullTax 166 35 Package 10 31 06 Box Lunch 2 00 25 00 FullTax 27 73 Daily 10 31 06 103 King 1 00 150 00 FullTax 166 35 Daily 11 01 06 103 King 1 00 150 00 Full Tax 166 35 Package 11 01 06 Adult Breakfast 18 00 Local 18 65 TL Add Z Edt t Packages Ap Apply Discount Totals Payments Apply to Daily Reservation Total 450 00 Selected Item Hourly Reservation Total 0 00 c i Enter discount here Add a pe
186. 70 32 70 Last Change 2 28 2007 Adult A Pets 0 S Req 2 Pe ae Chid 0 Cas 0 Checked In Checked Out Tax Contact Notes Private Notes Details Contact Log Photo Contact Category Contact Report Notes print with various reports Invoice Notes Private Notes Travel Agent Custom Notes Payments Confirmation 679 Payment Data AD Croup Cancellation Visa Adult 2 Child i Invoice Check Box Flags Repeat Swipe Card Pets E Cas E gt Tax Exempt 1 Attention Business Credit Card Data QQ E Arrive I Custom 2 Other Depart Vendor Custom 3 Exp 7 z Letter Standard M Custom 4 M Custom CheckedIn Out P Credit Card Hold E BatchPrint 7 Flag 7 Guest Info Inquiry C New Custom 6 11 13 2005 RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 264 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 From the Group Selection window highlight the group leader name and click the Select button Group Selection fx al Pac _ Phone Contact Hurley Ron a lt cer 205 689 734 Description Soccer Club of Larkspur Missoula Hikers 307 999 0909 Address 4908 Red Rock Drive williams Lee Eagle Walley Tile 970 333 1212 ci ake Willams Lee Eagle Valley Tile 970 333 1212 State co Zip e011 Phone 2
187. 735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 10 Letter codes will now be inserted into the table Letter codes are variables that are used to automatically insert reservation data into the registration card a Position the cursor into the blank table cell to the right of the Name heading b Click the Left Justify button on the top toolbar The Powder Hound Inn Name D Address 1 Arrival Address 2 Departure City State Zip Rate Email Car Make Special Requests Car Model Adults Children Thank you for choosing The Powder Hound Inn for your stay Please verify the information listed below and sign the registration card c Click the Codes drop down list on the top toolbar and select the lt NAME gt letter code VH Letter Template Design File Edit View Insert Format Table Cae ES inneal ono och y T ME isornall Aral JE Code Li DATE style lt DATES LDATE gt LDATE gt lt TIME gt Winter Holiday Add Hew Edit Name Category No Payment Deposit Paid Paid in Full Waiting List Cancellation Group Leader Bike Rental Package Boat Rental Registration Card Invoice Gift Certificate Custom Envelope r A A A A A A A r i m A A r Single No Style FIRST 2 LAST 2 lt ADDRESS1 lt ADDRESSLINE1 gt lt ADDRESSLINE2 gt lt ADDRESS2 gt lt COUNTRY gt lt C
188. 735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 The Gift Certificates window is displayed Click the New button Gift Certificates Number Issued Expires Purchaser Remaining 1 114082005 Never Ecklund 663 76 a Find Number el Edit Delete Select All OQ Selecta Record Payment 3 Print Certificate 5 Print Receipt Qo Purchaser o Redeemer Close 4 The Gift Certificate Creation window is displayed By default the name of the last guest that a reservation was made for is displayed in the Purchaser field If this is not the person purchasing the gift certificate click the Select button to the right of the Purchaser field and either enter a new name or select a name from guest history using the RezStream Professional Name Search dialog box The new or selected name is automatically transferred back to the Gift Certificate Creation window Complete the remaining fields in this window Fields are described in the table below RezStream www rezstream com Page 181 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Gift Certificate Creation Gitt Certificate Details Certificate Humber Bo Issue Date 1708 2005 Expiration Date I 11 08 2006 _ Type of Certificate Fired Value ad ValueLength 100 00
189. 76 87 Paid 125 00 351 87 p af Last Change 11 14 2006 Travel Agent Custom Notes Payments Confirmation 650 AD Group Invoice Check Box Flags Tax Exempt 1 Attention I Custom 2 M Custom 3 M Custom 4 Custom 5 Custom 6 3 The Daily Activity Log is displayed Here the person s initials that made the change A are displayed along with a brief description of the change B Daily Activity Log Date Timaf Use ivi TVISt2008 230 AD TWAS 2008 1954 AD TVS2008 20095 AD FRONT DESK REPORTS Type IPayBdt G60 1116 2008 for 650 650 dza De Bery Fisher Amant Reports can be used to verify postings and payments at the end of each shift Performing an audit at the end of each shift increases the likelihood that the person who made a posting or payment error can find and fix the problem Fixing problems at the end of each shift reduces the amount of time a night auditor is forced to research transactions that were posted prior to the beginning of his shift This section lists a series of reports that can be used at the end of each shift In addition a useful checklist is provided for both the morning and afternoon shifts SHIFT CLOSING At the end of each shift front desk clerks can print the following reports in order to perform a mini night audit of every transaction posted and payment received If errors are found they can be corrected immediately as opposed to waiting until the night audit at
190. 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual b To select a number of sequential units click the gt gt Seq button A specify the number of units needed B and then click the OK button C Select Units Aciving 11 11 2006 Last Night 11 13 2006 Length 3 Click on Back to modify Select Unit Group The Cliffhanger Resort Enter Number of Units Select Rate King o o Select Amenity Hon Smoking Humber of Units to Select Select Capacity All Select Unit Color all Pick from available units 7 A l Short Long Name Capacity gt Short Long Mame Capacity L 101 King 3 103 King o A Seg Di Rand mrke hoo Overnde Automatic Aate Calculation Back Continue Cancel The rooms are added to the Units Selected table Select Units Aciving 1171172006 Last Night 11 13 2006 Length 3 Click on Back to modify Select Unit Group The Cliffhanger Resor Select Rate King z Select Amenity Non Smoking Y Select Capacity All Select Unit Color al Pick from available units T All Units Selected Short Long Name Capacity E Short Long Name Capacity M 101 King Os King Mame List 09 King 11 King 13 King 17 King 19 King Override Automatic Aate Calculation Back Continue Cancel RezStream www rezstream com Page 150 of 418 2601 Blake S
191. 8 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The second example displayed below illustrates a lump sum rate package In this package the room rate for the package is charged as a flat fee With checkmarks in the Once and Rate fields the rate will be changed just once per reservation no matter the number of people or length of stay Items in Package ltem Description Adult Child Pets Cars Price First Last Day Once Rate i Rate a New Select a 45 Rate Selection Adult Child Unit Rate Package Selection Discount Selection 0 Rack f Package Rate Exarmp gt None Pets Lars Tax Exempt E o 0 Recalculate Reservation Summary Starts 02 26 2007 Unit 101 King E Er i Hul p Enda 03 01 2007 OUI MESery anon OLA pU Days 3 POS ItemePackage Items 0 00 Tas 2r 25 Edit Invoice Details Total Charges 277 25 Reason for reservation MERE Referral Source E Edit Lists Cone With this rate configuration a six night reservation with 4 adults in the room is also charged 250 00 R by the Day Reservation Dialog News Select r i Rate Selection Child Unit Aate Pa oe Sele tio Discount Selection or Package Rate Examp Hone Recalculate Reservation Summary Starts 0242642007 Unit 101 King a ten et 250 00 Ende 03
192. 8 39 610 el il ahh ie eF GE i 13 14 15 16 17 18 19 Wi ae er ae e aa a Us ile aE aE e a za 20 21 22 23 2 235 26 We ET a e ee el A Pe FEL en Aao aR oa F 27 28 29 30 1 2 3 25 m2672 4 5 6 7 8 9 I enny Friedman 65 898 7765 Matt Ecklund 719 598 0923 0 00 nny Lubick 0 888 1234 ally Lindsey 19 633 9989 tian Baxley 179 545 0909 The clock icon eh is used to change the time increments displayed In the example below availability on the Reserve by Hour screen is being displayed in half hour increments 9 a0 Jimmy Buffett lan Foster lan Foster 414 555 1215 303 888 9898 303 888 9898 AM 30 415 88 Lenny Friedman 465 898 7765 in Tumer 831 75 55 999 0909 Availability is being displayed in half hour wer increments 70888 1234 ally Lindsey 19 633 9989 Brian Baxley 719 545 0909 RezStream www rezstream com Page 200 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Clicking the clock icon once changes the display to hourly Lenny Friedman IN 99 HW 0 00 3 00 AM Jimmy Buffett a lan Foster oY lan Foster 414 555 1215 303 888 9898 a 303 888 9898 ai j 1558987785 hi j Click the clock icon once to change the display to J Sonny Lubick 970 888 1234 hourly 1 00 PM Laura Clark Sally Lindsey pital eee OoOo H 719 545 0909
193. 8 pm and the hot tub is available for adults only from som to 12pm Ifyou desire any special tems such as flowers or champagne in your room on arrival we request that you notify us at least one week in advance RezStream www rezstream com Page 74 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 To update text in an existing guest correspondence letter simply type over the text as you would in any word processing program 3 To add anew letter code position the cursor at the point in the letter where the code should be inserted click the codes drop down list located on the toolbar and highlight the appropriate code Letter Template Design ag File Edit View Insert Format Table DSU t hMajnoc Asy m Noral Arial Demist ES e e va F F F F F lt DATE gt Print Date f j j Style lt DATE2 gt Print Date with 2 Digit Year Standard O mz lt LDATE gt Long Date lt LDATE2 gt Long Date with Abbreviated zi lt TIME gt Print Time Add New Edit Name lt SAL gt Salutation aN Tons lt NAME gt Full Name Category lt FIRST gt First Name No Payment lt SAL gt lt NA lt LAST gt Last Name C Deposit Paid lt ADDRESS lt FIRST2 gt 2nd First Name Paid in Full lt ADDRESS lt LAST2 gt 2nd Last Name C Thank You lt ADDRES 1 gt Address 1st and 2nd Lin
194. 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Appointments l appointments WETE created for MTG1 10 00 AM to 02 00 PM 11 08 2006 Indicates an overlapping booking In these instances multiple hourly reservations are displayed noting the same timeframe and the possibility of overbooking a rental unit E Sun Nov 5 2006 Mon Nov 6 2006 Tue Nov 7 2006 Wedetftw9 2006 Thu Nov 9 2006 Fri Nov 10 2006 Sat Nov 11 2006 g 00 Jayleen Doyle one Joy Braitberg i David O Leary ne Gary Pence 970 476 2923 925 254 6428 607 233 1234 307 999 0909 Jimmy Buffett 414 555 1215 Trevor Pryce Bill Mitchell 303 777 0909 303 854 1245 185 52 0 00 Joe Yavorski 303 681 4414 RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 209 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 Reservation Settings R by the Hour Reservation New Select Date and Time Selection Reservation Settings Recurring Reservation Settings Date 11 11 2006 z Aduk Chid Pets Cas Unit Rate Unit MTG2 ho 0 E jo fo xl Rack Hourly Fee 560 00 Recalculate Stat 10 00AM v Notes Package Selection Package 160 00 Tax 31 08 Length 4 hours Lunch and Coffee Ser ax Total 751 08 End 2 00 PM View Charge Details Reason None
195. 9 0909 409 888 3420 555 888 2345 bspence aol com turnert itji com Walker Larry Joanne 2123 Friar Court St Louis 304 555 0981 304 667 9989 WalkerL itsqone com Ward Williams George Suzanne 3030 Wildcat Reserve Highlands 303 878 4434 720 472 2874 wardg wardco com Lee 3312 W Highway 6 Edwards 970 333 1212 willams yailrealty com qanana Zallar Select All Contacts Chad 1234 W Lion Loop Display Previous Selection Monument Begin New Selection 719 477 1209 719 222 1243 Change Existing Selection Right click and select the option for Print Single Envelope McNamara Mitchell Murphy Nelson Brenden Laura 2212 Belaire Ave New Delete Denver 303 767 8989 303 888 9898 cmzallar fedex com bigmac msn com Ctrl N Denver 303 941 3677 303 681 7789 RezStream LLC bmitchell rezstream cor Ctrl D Nicks O Leary Pence Plummer Pryce Rice Simms Snider Tumer Select All Tag All Tag Selected Remove All Tags Remove Batch Merge Contact Records Ctrl M Longmont 303 238 0909 303 323 0030 nelly myserver com Ctrl 4 Colorado 719 338 8251 719 477 1995 jnicks stewarttitle com Ctrl T venue Nashville 607 233 1234 607 312 1234 olearyt adelphia com eet Missoul
196. AL af Kleinsmith Julie F499 05 116 2005 01 00 Pe 0400 Phi MTG r Oark Laura 415 35 116 2005 09 30 A 11230 Abd WTG aq hic Mamara Brenden 2 25 118 2005 OF 00 A 1200 And RT Gg Buffett Jimmy F415 88 1182005 10 30 At O300 Phi BALI SE Flexor Dawid 1 122 57 118 2005 02 00 At OSO Phi BOAT oo zallar Chad 09 76 112004 02 00 At 1200 AW BOAT og Nicks Julie Fr 16 1182005 01 00 Phi 0500 Phi BOAT g Lee Tammy 54 58 112005 09 00 At TODO Ani BIKEI g Lee Richard F000 118 2005 10 00 Ant 1100 Ai BIKE JF Ereley Peter F000 112004 12 30 Ad 0230 Phi MTG 25 Bott Louis a Totals for 17 6005 12005 09 30 Ab 1220 Ahdi MAT G2 a4 Eklund wtatt 415 95 AUL Pi fui iedman LE In addition to the reports listed above there are also two Hourly Occupancy reports These reports can be found under the Financial Reports gt Revenue by Unit gt Hourly Units heading Financial Reports Other Reports Accounting Billing B Daily Sales Oecupancy Revenue by Unit Miscellaneous Standard I Your Reports Comparizon B Booking Engine Single Unit by Group Cancellation Average Datt Hourly Urita by Unit Payments B Advance Deposits J Payables B Receivables C Gift Certificates C Discounts E Agents 0 Tracking J Sales Tax B Summaries 9 Over Due Payments 9 General Ledger n F z T 7 7 RezStream www rezstream com Page 225 of 418 2601 Blake Street Suite 10 support rezstream c
197. BILITY RESERVE BY HOUR SCREEN AVAILABILITY NOVEMBER 8 NOVEMBER 8 an Foster 035 888 9898 Sally Lindsey 719 633 9985 380 63 Full payment has been received on reservations with the green flag Reservations with a partial payment are displayed in yellow Those reservations without an advance deposit are displayed in red In the table above the at a glance availability display shows two reservations Hourly reservations for the following individuals in Meeting Room 1 are displayed on the Reserve by Hour screen 1 lan Foster 2 Sally Lindsey Toggling the Display There are two options for displaying the Reserve by Hour screen 1 Units View 2 Week View Toggle between the two views using the icons in the upper left hand corner of the Reserve by Hour screen Units View Week View RezStream www rezstream com Page 203 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Units View Click the Units View icon REN to view availability for all hourly units for an entire day The actual day displayed on the screen can be changed by clicking any date in the calendar at the top of the window The screen shot below displays all hourly rental unit activity for November 6 2005 Availability for one day for every hourly rental is displayed in Units View To change the date displayed
198. Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The User Sign On window is displayed Here select your RezStream Professional user name from the drop down menu and enter your password ZA rezystream User Sign On v 2007 27 53 Copyright 2001 2007 Select User Mame from drop down list by RezStream Ine and type in password WIL Pezstream com i Administrator be 303 072 0220 3 Click the OK button to logon to RezStream Professional RESERVATIONS The following reservation scenarios are described in this section Checking Availability Wait List Individual Reservations Hourly Reservations Group Reservations Travel Agent Reservations CHECKING AVAILABILITY To start any reservation process logon to RezStream Professional and click the Reserve Day icon or press the F2 key The Reserve Day icon is at the top of the main toolbar on the left hand side of the screen R RezStream Professional 2007 The Clifi File Edit Navigate View Tools Window Help RezStream www rezstream com Page 109 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual When a guest calls to make a reservation there are navigational features on the Daily screen to use as shortcuts to help find available ro
199. Chri k Record Transaction Ctrl T Force Recalculation Print Letter Print Invoice Print Registration 2 The Edit Invoice window is displayed Click the Apply Discount tab RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 134 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual F L Edit Invoice ltem Type Group Date St Time End Time Description Gy Price Tax Group Total o 10103006 108 King 100 150 00 FullTax 166 35 o 10103106 Fy FishingLessons 2 00 150 00 FullTax 166 35 o 10103106 BoxLunch 200 25 00 FullTax 27 73 o 110a 108 King 100 150 00 FulTas 166 35 o dime 103 King 100 150 00 FulTas 166 35 Package 1 11 01 06 Adult Breakfast 200 718 00 Local 18 65 iki Add A Edit 5lPackaces C apot Discount Totals Payments Apply to Daily Reservation Total 450 00 Discount E f Selected ltem Hourly Reservation Total 0 00 p Enter discount here Add 4 percent sign for percentage eatem Miscellaneous Items 243 00 digcounts Enter dollar per item discount as a number C Items by Type Tae tra 23 with no currency symbol pit Chade 767 29 Dollar discounts apply to each iter times the quantity Hourly Uni Paid 0 00 For example Coffee Mug s Quantity 3 price 10 Sale bis a discount 3 will be 7 3 for a total price of 21 E Due 7
200. Class Definitions Individual T ases and Effective Dates Tas Class Groupings Tax Class Groupings Tares used in Class Exempt Available Taxes and Gratuities Description Description Description Full Tax P Exempt b State Local Tas City Standard 4 Add Resort Delete Eeen Add New Tas Class Guotation marks are not allowed in Tas Class names DEFINING RATES The Tools gt Unit and Rate Setup gt Unit Rate Plans tab is used to define room only rates a rate that only includes lodging Rates that include point of sale items for example breakfast are defined using the Packages tab For additional information about configuring Packages please see the heading titled Completing Optional Configuration Steps hii As an example assume a property has three types of rooms Queen Queen King and Suite This sample property has two rate names or classes the first is called Rack and is offered as the walk in rate The property also offers an AAA discount of 10 off the Rack rate In addition the Rack and AAA rates fluctuate based on different seasons and whether the reservation falls on a weekday or weekend The following table summarizes our sample property s rate setup Queen B Oo 85 05 26 06 09 03 06 09 04 06 02 28 07 95 100 120 sof f rs ee eee ee eee re es RACK RATES WEEKEND AAA RATES WEEKEND SS ae cy when there are more than two guests in the room ee e RezStream www rezstream co
201. Colorado 80205 www rezstream com Page 131 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual i RezStream Professional Name Search x sn i Mew Z Select ka Cancel E Business Name Last Name First Name Spouse Address City St Home Work al Friedman Lenny Joanne 4372 4 6th Avenue Baltimore MD 465 898 771 465 456 091 Guest Demo 1855 Blake St Denver CO 303 274 344 866 565 181 Guida Tracey SAGA W IstAvenue Lakewood CO 303 878 091 303 879 991 Holland dustin 9878 Shields Fort Colins CO 970 555 091 970 768 1 2 Lindsey Sally 3004 west Marland Colorado Springs CO 719 633 99 719 887 451 Matin Noel O 4484 BthAvenue Boise ID 30588923 Mitchell Bil 3800Gipn Denver CO 303941 36 303 681 771 Nelson Eric 3030W Sid Awe Longmont CO 303 238 081 303 323 00 Plummer Jake _ _ 3030 W Broneos Way Denver__ 00 303 444 34 309 534 16 7 ee g T Giat Geog Mey 2212W ShAverue Hoson TX 78730828 787 33312 williams Lee Carol 3312 W Highway B Edwards CO 033312 z 3 Continue making the reservation using steps 5 9 in the previous section Pre Posting Charges Many times a reservationist will need to post charges to a guest folio prior to the guest s arrival For example the guest requests a bottle of wine in his room upon arrival In these cases a charge can be pre posted to the
202. Contact Data New Reservation Edit Reservation Edit Invoice Move Reservation z 5 Delete Reservation olor Flag Check Infdu Record Transaction Force Recalculation Print Letter Print Invoice Print Registration Ctrl M ctrl E Chrl D Ctrl k Ctrl T RezStream www rezstream com 2601 Blake Street Suite 10 support rezstream com Denver Colorado 80205 Page 173 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The Delete Invoice window is displayed Enter a cancellation fee of 10 un check the option for Issue Refund and check the option for To Credit Voucher The system automatically calculates the difference between the total amount paid and the amount refunded This difference is entered as the amount transferred to a credit voucher Click the Print Letter button to retain a copy of the canceled reservation for your records Delete Invoice All line items will be deleted from invoice To only Enter a cancellation remove specific items cancel and use edit invoice fee of 10 To avoid charge backs record details in notes field Invoice Total Due 737 51 Amount Paid to date 737 51 gi Cancellation Fee JF 110 eel 72 75 E Issue Refund T Check To Credit Voucher P rs Print an aa SJ Print Letter The system automatically retain ne of tne calculates the amount dain lon for your transferred to the credit voucher 3 Cli
203. Credit Card Processing Contacts CREDIT CARD PROCESSING TERMS The terminal gateway and processor work together in order to capture and process credit card information The terminal is the device that is used to capture the credit card information and the amount of the charge For our purposes RezStream Professional is considered the terminal The terminal passes the credit card information to the gateway The gateway is responsible for obtaining an authorization code and then passing the authorized transactions to the processor for payment The gateway batches the transactions at the end of the day which sends the transactions to the processor All users have the ability to log in to the gateway via a web site www onlinemerchantcenter com to see all transactions that were authorized as well as batched The processor is responsible for receiving and processing the batches The processor then transfers the payment to your bank account RezStream www rezstream com Page 414 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual RECORDING AND PROCESSING TRANSACTIONS Use the following steps for recording and processing credit card transactions 1 From the Daily screen highlight the reservation right click and select Record Transaction View Contact Data New Reservation Ctrl M Edit R
204. Day screen Daily screen Use the following steps for completing a reservation using the left click and drag method 1 From the Daily screen left click the arrival date A and while keeping the left mouse button depressed B drag the mouse to the right Release the left mouse button when the length of stay has been highlighted from the arrival date through the last night of the reservation C A temporary calendar bar is displayed above the selected reservation dates QAX a atlais J UA 2 Left click the Release the left ______ Arrival Date A Depress the left mouse button C mouse button B Contact Tracey Guida 303 878 0909 i Standard Quote None 11 3 2005 09 56PM 3X If incorrect dates are highlighted press the lt ESCAPE gt key to start again 2 Once the stay is highlighted a summary of the reservation is displayed This summary includes arrival and departure dates room number room type number of nights and an estimated total 3 To make the reservation press the lt ENTER gt key or click the right mouse button and select New Reservation Mark C ut re Service ania RezStream www rezstream com Page 124 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Inthe RezStream Professional Name Search dialog box a name can
205. Delete Remove Select Close Click the New button After clicking the New button to select the Group Leader the Group Leader s name is added in the previous step added to the Contact field 5 Complete the description and address fields on the right hand side of the Group Selection screen The description field is used to enter what will be referred to as the group name Missoula Hikers in this example Group Selection Contact Description Phone Contact Pence Gary Baxley Brian Dil and Gas Co 719 545 0909 oe Missoula Hiker Clark Laura Music Festival 970 923 3766 E Martin Noel Weyerhaeuser 305 889 2341 Address 221 2 W 1st Street Williams Lee Eagle Valley Tile 970 333 1212 Ciy Misso SSS State MT Zip 30098 Phone 307 999 0909 Group Color E Sd Complete the Description Address City State Zip and Phone fields 7 Pp Fraj 1 New Delete Remove I Click the Select button in order to treat the block of reservations as a group and to be able to print a group invoice A group color can be assigned by clicking the paintbrush button After clicking the paintbrush button the Color window is displayed Here left click the desired color square The color assigned in this step is displayed as a group color bar on the Daily screen reservation RezStream www rezstream com Page 243 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 La
206. Details Line Items Split Billing Direct Billing Travel Agents Party Total Padla Date Description Add Edit Print Single Print All Charges Payments Here the name entered for the original reservation Alfred Williams in our example is listed on line 1 under Responsible Party To add the second person responsible for room charges click on line two that reads Invoice 2 and then click the Pick From Contacts button x amp Split Billing gM onsen Split Billing Direct Billing 1 Select Number of Sub Invoices and Assign Contacts Pick the number of Sub Invoices that you will need 2 Pick Sub Invoice and Assign Contact or Label to Sub Invoice Subld Inv l Responsible Party Alfred Williams Invoice 2 Direct Billing functionality requires that you attach to an existing contact in the database Simple split billing does not require a contact attachment Pick From Contacts D Assign Label Cid Invid 4 Next gt gt __Cancel_ Here either choose a name from guest history and click Select or enter the Last First name of a new guest and click New If you are adding a new guest name fill out the New Contact Record screen when prompted and click Save Ch Select Name for Sub Invoice Schlereth Mark P New Yy Select 2 Cancel WW Business Name Show All Inquiry New Repeat Business Other Wender Businessh ame Last Name First Marne
207. E Referral None ef Save Cancel a Adults Children The number of adults children on the hourly reservation These settings can be used to calculate per person package charges b Notes Enter any special information that should be attached to this hourly reservation such as special meal requests times for coffee service etc c Reason Tracking why the guest made the reservation helps focus marketing dollars in specific market segments Referral Track how the guest found out about the property e Unit Rate Enter the unit rate that will be applied to this hourly reservation f Package Selection Apply a package to the hourly reservation In our example above the Lunch and Coffee Service package is being applied to the hourly reservation a g Reservation Recap Displays what hourly fee was charged package prices tax amount and total reservation amount When changes are made to any component of the hourly reservation that affects pricing click the Recalculate button RezStream www rezstream com Page 210 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual h View Charge Details Click this button to view specific charges applied to this hourly reservation In the example below the Lunch and Coffee Service package has been added Clicking the View Charge Details but
208. ESS1 gt 4DDRESSLINE1 gt lt ADDRESSLINE 2 gt A0DRESS2 gt COUNTRY CNAMEBO TH CFIRSTBOTH lt CPHONE gt OFAR CEMAIL gt lt CBUSINESS gt CBPHONE gt REFERRAL lt REFERRAL gt CONTACT TYPE VEHICLEDESC gt Description Print Date Print Date with 2 Digit Year Long Date Long Date with Abbreviated Print Time Salutation Full Hame First Marne Last Name 2nd First Hame 2nd Last Mame Address 1st and 2nd Lines Address 1st Line Address 2nd Line City State Postal Code Country Both Names Both First Names Contact Phone Contact Fax Contact Email Contact Business Name Contact Business Phone Contact Referral Source Invoice Referal Source Type of Contact Vehicle Description RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 379 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual e The database code for first name is inserted into the letter s salutation Enter a colon to the right of the database code The Cliffhanger Resort Announces Grand Opening Rates on Remodeled Rooms Enter a colon to the right of the First Name Database Dear lt FIRST gt las 3 Press the lt ENTER gt key twice and type the body of the letter The Cliffhanger Resort Announces Grand Opening Rates on Remodeled Rooms Dear lt FIR S T The Cliffhanger Re
209. Groups Unit Rate Plans Individual Units Packages Taxes Discounts o Ei chisractace tak wil pain in correspondance r j Number of Active Units Unit ID ID ion a aN LongName Unt west Wing Namefi0l King Poke Lind Type Color Queen Queen y on gt No Quotation marks or Apostrophes Cancel Unit Id Name Sort 4 Belongs to The Cliffhanger Resort X biw 2 wW 3 W 4 Ww 5 Ww BE 7E 8 E JE Rate Plan Queen Queen F Rev Acct Unit Revenue F Capacity Maximum 4 Standard 2 Include in occupancy report v Include in Online Availability v Booking Engine Bookable Unit v Online URL for online availability uploads Oo co sO Oo amp oo ho e a 2 Click the Sort button and specify the unit s sort position on the Reserve by Day screen 2 ROME Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Ae l Enter the desired sort position between 1 Aalst al cite Unt Unib po FEA N ames Sot A and 500 25 El Id s Long Name i 01 King 1 Fick Unit Type Color Queen Queen a Cancel UnitId Name Sot Belongsto The Cliffhanger Resort hi 101 Rate Plan Queen Queen zZ Rev Acct Revenue Room Rentals hal Capacity Maximum 4 Standard 2 3 Specify the unit type color Unit type colors were defined in the previous section Defining Amenities et Unit Setup Unit Groups Unit Rate Plane Individual Units Package
210. Hn eoracei roi eaS 307 POSTING PACKAGES oie oasis tte ee oe ter sect a a UNE eta nivacietedieeaaetitar ee 308 OvVerbding tne Package Fria sissioni enan E a 310 Adding Packages with No Room Assignment sccccceeceeeeeeeeeeeaeeeeeeeeeaeeeeeeeeseeeeeeeeeas 312 CORRECTING PAYMENTS AND POSTINGS 0cceeceeececceeceeceececceceeeceeeeeceeeneeaeeneeneeeeesueseeeeeseeseesaeeaes 315 CGonccing Pa VINCI Sers a a a a 315 Delto Payme eira e a imienAat an namtintandnncsrtciad imbanfant 317 PISIN ROSING S aie a A E T T 318 REGISTRATION CARDS zorman a a saldtnneuastnadnmeseeten ten 320 Formatting Registration Cards ccccccsssccccccssseeceecceeeececeeeeseeceseseauseeessseaeeeesssaaseeeessaeaeeeess 320 Printing Registration Cards asasinare apase debit Counsvandes saute benddiades E somestendenceoviebaulees 330 CHECKIN CHECK OUTA enea a a a a aa aa basoutetnaiette 331 UTILIZING THE POINT OF SALE SCREEN AT THE FRONT DESK 0 ceeceeceeceeeceeceeceeceeeeeeeeeeeeeeaeens 332 Filtering Reservations Based on Charges cccccccssseeseeeeeeeeeeaeeseeeeeeeeesaaeceeeeeeeeesaaasseeeeeess 333 FINDING SELECTING RESERVATIONS scicice vacate ritcsnatinsiatand eaters sou ke tater etasandaelencamaeieadeeantaleuasitoeidoriac 335 FING ING sa TROSCLV ATO MA esipaari 335 Selecting a Batch Of Reservations cccccseeccecccaeeeeeeeecaeeeeceeeceeeeeeeseaeeseeeeessaseeessssaneeeeesaas 337 PADUNO EY ClO DSS saat sa dasstasi ten vi rien cesta hasta as
211. In our example Person Rate Type 3 has been customized to read Todlr Each property can configure the person rate types to meet their needs Changes to the person rate types are made by clicking Tools gt List Edit gt Labels Multiply the price of the point of sale item by the number of infants on the reservation Note In our example Person Rate Type 4 has been customized to read Infnt Each property can configure the person rate types to meet their needs Changes to person rate types are made by clicking Tools gt List Edit gt Labels RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 82 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CHECKBOX DESCRIPTION The point of sale item is charged on the first night of the stay The point of sale Item is charged on the last night of the stay First and Last Entering a checkmark in both the First and Last fields means the point of sale item will appear on the first full day of the stay the last day of the stay checkout day AND every day in between Day The charge for the point of sale item begins on the second day of the reservation and applies to all dates including the day of checkout The point of sale item is charged once during the package length The Rate checkbox can be used in combination with the other checkboxes to create the types of packag
212. Inc RezStream Professional User s Manual 6 Choose a name from guest history and click Select or enter a Last First Name of a new guest and click New In this example we are adding a New guest Joe Sakic gt a GO D New Select X Cancel f Business Name Show l C Inga C New WF C Busnes Othe 7 Vender BusinessName Last Name Fist Name Chy St_ Home Work Foote Adm O Guest i 303 872 a2 866 3087 Issel pan Jacksor pe Tai Tammy o Green Chile Erterpires Schlereth a Mark 303 882 1 0 Spots Aadio 104 3 The Fam Wiliams geet Tr 303 691 TI 303 10 36 7 Complete the fields in the New Contact Record window and click the Save button New Contact Record LE First Last Hame loe Sakic Address 1 2212 W 1st Ave Address 2 City St Zip Denver co s0202 Ph Home Work 303 599 7978 Business Name Colorado Avalanche E mail Address jice avalanche com carea 8 Highlight the line that reads Invoice 3 A and click the Pick from Contacts button B x Split Billing wind g Split Billing Direct Billing 1 Select Number of Sub Invoices and Assign Contacts Pick the number of Sub Invoices that you will need 3 v Pick Sub Invoice and Assign Contact or Label to Sub Invoice Subld Inv Responsible Party Cid Invid Direct Billing functionality requires that you 1 1 Adam Foote 10 6 attach to an existing contact in the database Simple split bil
213. InnRes Riese 7 Unit Groups Unit Rate Plani Individual Units Packages Taxes Deposits Discounts Options Number of Active Units Unit ID in a Edit Names Cort 33 E Id s Long Name i 01 King Pick Unit Type Color Queen Queen Unit Id Name Sort A Belongs to The Cliffhanger Resort v 101 1 102 f Rate Plan Queen Queen 103 Maximum Unit Capacity Bo x Enter a checkmark for 104 Include in occupancy te Vv each room that will be 105 uploaded to InnRes 106 Booking Engine Bookable Unit t Online URL for online availability uploads 109 110 Phone extension Standard Description 111 Housekeeping Assignment Groupi 0 King non smoking room with a balcony Recently renovated in spring 112 Amenities 2005 a l Non Smoking 115 V Ocean View 116 Jacuzzi Tub 117 a Alternative Description D Only used if unit has alternate configuration this unit plus another ete V Balcony M Kitchenette M Handicap Accessible WorldRes Unit Type ld type only 1 RezStream Professional Unit IDs and sort order must match the Unit IDs and sort order for InnRes Please consult the InnRes configuration documentation www innres net for additional information about configuring your online account RezStream www rezstream com Page 403 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735
214. Invoice Move Reservation Reassign ta Contact Delete Reservation Ctrl D Color Flag Check Inu Chri k Record Transaction Ctrl T Force Recalculation Print Letter Print Invoice Prink Registration 2 Click the Payment tab Payment history for the selected reservation is listed oD xe ape 4 DRn4s n OB FH First Last Name Mr 7 David O Leary 2nd First Last Invi Entered Begins Ends Start Unit Length Total Paid Confirmation al Address 1 31 234 W 8th Avenue 651 11 14 2006 11 25 2006 11 26 2006 102 2 232 90 150 00 651 EB Address 2 Mail Ok V City St Zip Nashville TN 7 65543 Country Fax United States of America 7 Ph Home Work 607 233 1 234 607 31 2 1234 Business Name Email Address olearyt adelphia com Email Ok V Rewards Company Name Special Reg 1 J Stats Sat Nov 25 2006 Departs Mon Nov 27 2006 Length 2 Start Unit 102 2 Pets Special Req 2 ee Adult Daily Reservation Total 210 00 Charges 232 90 i Child 0 Cars 0 Hourly Reservation Total 0 00 Paid 150 00 Contact Notes pecic Boies Contact Log forbear Checked In Paint of Sale Charges 0 00 Due 82 90 Checked Out Tax 22 90 Last Change 11 14 2006 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Date Paid to Inv Pay Type CC CCRetum a First Deposit i 1145 2006 150 00 Visa 5 ey Due maye 77 _ New Repeat A
215. KETING RezStream Professional allows you to create and utilize unlimited customer marketing lists for email marketing or traditional mail marketing campaigns To create marketing lists begin by clicking the Select Names Ctrl F button on the main left hand toolbar of RezStream Professional This will be your starting point for generating guest history letters emails or labels After clicking the Select Names button a list of all past guests on a guest history list is displayed Records selected 84 ina ae 34085 ats Records in Current Selection Tag Last Name First First 2 Address City iSt Zip Home Work BussinessName Email Anderson Jinn Julia 34512 W 55th Street Bellevue 90899 503 555 1235 503 443 1235 Eye Level JAnderson eyelevel co Anthony Carmello 4708 Red Rock Drive Larkspur 80118 303 681 2341 Denver Nuggets canthony nuggets corr Bary John Jackie 5409 W 3rd Avenue Charlotte 24123 767 998 0124 767 545 1245 barryj stockcomponent Bauer Mario 8812 North Street Colorado 80909 719 887 9898 719 454 5465 bauer realtyworld com Baxley Brian 4434 W Prarie Road Ellicott 80912 719 545 0909 Bott Louis 3005 Leslie Dr Englewood 80111 720 888 1212 720 546 1245 bottl yahoo com Bragg Bill Braitberg Joy Kurt 31 Underhill Road Hemet 92543 925 254 6428
216. LICENSE This EULA grants you the Following limited non exclusive 4 After accepting the End User License Agreement specify a folder where the RezStream Professional installation files will be extracted copied to and click the OK button In the example below the RezStream Professional installation files are being extracted to a folder labeled C temp RezStream Click the OK button to continue n H RezStream Demo Confirm the Folder where the setup files should be extracted 2 C tempiRezStream T lt k p RezStream www rezstream com Page 8 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Ifthe folder specified in step 4 does NOT exist clicking the Yes button at the following prompt will create the folder for you RezStream Demo Folder Cs tempiRezstream does not exist Do woul Wank bo create ity 6 Unzipping file Ci tempiRezstream soapsdk exe 100 Overall progress EEEE 7 Once all files are extracted a message is displayed confirming that the process of extracting the installation files to the specified folder was successful Click the OK button a H RezStream Demo 8 Click Start gt Run and then click the Browse button to locate the Setup exe file unzipped in step 4 In this example the installation files including setup exe were extract
217. Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual F From the Daily screen right click on the company folio and select the option for View Contact Data Ctrl N Edit Reservation Ctri E Edit Invoice j Move Reservation Reassign to Contact E Delete Reservation Ctrl D Color Flag Check In Out Ctrl K H Create Keys Record Transaction Ctrl T Force Recalculation Print Letter Print Invoice Print Registration G Click the Split Billing tab Details Payments Line Items Split Billing d Direct Biling Travel Agents Confirmation 34 ME Cancellation Adult Chid fE Todl a Infrit a Fapment Data Visa T Swipe Card Credit Card Data r E Invoice Check Box Flags Tax Exempt If Attention Arrive Custom 2 Pas hey rr Custom 3 E Custom 4 a Letter Standard Custom 5 Credit Card Hold CheckedIn Out Custom 6 Batch Print Flag J Group Assignment E dit Invoice Referal Source Reteral Local Business Vehicle Description Reason for reservation Business H Click the Add Edit button Details Payments Line tems Split Biling Direct Billing Travel Agents Party Tatal a Date Description Total gt Add Edit Payments Shayne Bowe 0 00 0 00 BT 92011 Unit 8 E ast Wing 124 48 a OeA011
218. Length Bookable ltem Description Adult Child Pets Cars Price First Last Day Once Rate None 0 Yachats Music Festival Golf Getaway Wine Tasting Festival Getaway Ski Weekend Lunch and Coffee Service Property Day Pass NBA All Star Getaway Fly Fishing Getaway Package Rate Example CLO AH OMI N hip lt lt iKa iKa ian iea iea 9 a ah x Delete Edit Add POS Items D Pick from Point of Sale Items ltem Description Price 1 2 Day Guided Float Trip 175 00 Authentic NBA Basketball 65 00 Bar Charge 0 00 Basketball Clinic Admission 100 00 Bottle of Wine 25 00 Box Lunch 12 50 Breakfast 10 00 Coffee Service 3 50 Flies 25 00 7 3 pJ Vendor Setup POS Categories To modify an item in the list at left click on it and make the Description l a changes below Changes are saved automatically when you close the window Click on dd New Category at lower Beverage left to create a new category Food Gift Shop Miscellaneous Phone Charges Description Beverage Tax Class Add New Category Delete Category RezStream www rezstream com Page 78 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Point of sale items that are similar in nature and taxed at the same rate are grouped together in
219. MSN Explorer Internet cal outlook Express Calendar Microsoft Outlook v Contact list Microsoft Outlook v Decent You can reset Internet Explorer to the default home and search pages Mica Enable or disable browser add ons installed on your computer Internet Explorer should check to see whether it is the default browser After double checking your default email program guest history emails can be sent using the steps described in the previous section Guest History Marketing However your email program must first be launched and instead of clicking the Mail merge selection to printer button in step 9 of Guest History Marketing click one of the following two email options 1 Blind carbon copy merge to single email ah Generates one email with all guest names in the blind carbon copy address field The main advantage to using this method is that you are able to edit the marketing letter text prior to clicking the Send button j 2 Mail merge message per recipient to email Sends one email to each selected guest RezStream Professional cannot send guest history emails if you use a browser based mail program such as Yahoo MSN or AOL However you may copy and paste letters from RezStream into browser based email programs RezStream www rezstream com Page 390 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc
220. Mame FirstName Spouse Address City St Home work Ackerman Jozeph ele Wh rth St Denver CO 303 681 344 303 5551 2 Bott Louis 3005 Leslie Dr 720 888 127 720 546 1 2 With this switch turned off the program goes directly to the by the Day Reservation Dialog screen when making a new reservation In this scenario the guest name that initially appears defaults to the last name that was entered when making the last reservation In order to avoid confusion and to remind reservationists to collect guest names and contact information for a new reservation RezStream recommends leaving the Ask for Contact Name before opening reservation dialog switch turned on 2 Require referral source entry before closing reservation dialog With this switch turned on the reservationist cannot continue past the by the Day Reservation Dialog screen until a referral source is selected from the drop down list Clicking OK at the bottom of the screen will only remind the reservationist that a referral source needs to be chosen before continuing the reservation Requiring a referral source can help track marketing expenditures and identify successful marketing campaigns R by the Day Reservation Dialog Reservation for Tracey Gujda New Invoice Add to Previous Invoice 5454 W 1st Avenue Lakewood CO 80222 New Select 393 878 0909 303 879 9988 Rate Selection Adults Children Unit Rate Package Selection Discount Selection 2
221. Meeting Rooms Full T ax Hot Air Baloon Fides Boat Rentals Local Tas Be Rate Names are the different rates that may be available for a 2 Rate Names single unit Examples could be 444 and Business Rate Names Rate Name Rate Period Sort Bookable i EE ET must be created for each unique rate plan Actual charges are Ea Beet ei None entered below under the various seasonal rates that may be 2 created for each rate Use the sort column to determine the Daly None Y 23 M Copy Rate Names default rate and which rates are uploaded to online services Daly WwW Noe 3 ee Seasonal Rates Standard Settings Weekend Settings Select days that apply L Start Date Rate Base Cap dult Chid Todi lInfrt Min Len Sun Mon Tue Wed Thu Fri Sat Rate Min Len 10 01 2005 95 00 2 20 00 10 00 03 01 2006 05 26 2006 09 04 2006 95 00 2 9000 1000 000 0 00 3 H Add New Season Copy All Seasons Copy Single Season Copy Season Wizard A package can be linked to a rate name by selecting a package from the Default Package drop down list With the package linked to the rate name the reservationist does NOT have to select it in the by the Day Reservation Dialog A benefit of using standard unit rate packages is that all seasonal and daily rate fluctuations are automatically accounted for when making the package reservation For example in the Edit Invoice window displayed at the top of this page the standard weekda
222. Multiple Selection Reservation window is displayed In this example where individuals are paying their own charges click the Multiple Invoice button Single Invoice means all days and Units are combined into a single Invoice Use this option if a single contact will be responsible for the bill and vou do not need to assign any portion of the reservation to a different contact Multiple Selection Reservation The reservation that you have started contains multiple segments covering different units andor non contiguous dates This type of reservation may be entered as either a single invoice or with a separate invoices for each segment Please choose which style you would like to create Multi Invoice means each segment Will be created with it s own invoice Use this option when the reservation Involves multiple contacts that may each pay separately This type of reservation offers the option of group assignment Tas Esempt Multi Invoice Group Multiple Invoice The Multiple Invoice option provides the most flexibility when booking group reservations If the group reservation is not subject to taxes click the Tax Exempt Multi Invoice Group checkbox 3 At the RezStream Professional Name Search window enter the name of the group leader Gary Pence and click the New button Even if all eight parties are paying for their charges individually a group leader is still designated at this stage of the rese
223. NAMEBOTH gt lt CFIRSTBOTH gt lt CPHONE gt lt CRAx gt lt CEMAIL gt lt CBUSINESS gt lt CBPHONE gt Name lt REFERRAL gt Address 1 lt IREFERRAL gt Address 2 sCONTACTTY PE gt VEHICLEDESC Description Print Date Print Date with 2 Digit Year Long Date Long Date with Abbreviated Print Time Last Mame 2nd First Name 2nd Last Mame Address 1st and 2nd Lines Address 1st Line Address 2nd Line City State Postal Code Country Both Names Both First Names Contact Phone Contact Fax Contact Email Contact Business Name Contact Business Phone Contact Referral Source Invoice Referral Source Type of Contact Vehicle Description RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 326 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual d The letter code is inserted into the specified table cell The Powder Hound Thank you for choosing The Powder Hound Inn for your stay Please verify the information listed below and sign the registration card Name AdultsiChildren Address 1 Arrival Address 2 Departure City State Zip Rate Email Car Make Special Requests Car Model e Repeat steps A D in order to add the matching letter codes to the rest of the table The Powder Hound Inn Thank you for choosing The Powder Hound Inn for your stay
224. Night 11 13 2006 Length 3 Click on Back to modify Select Unit Group The Cliffhanger Resort Use the availability filters electRate King y to display available units SelectAmenity Non Smoking that meet specific criteria l Select Capacity All Select Unit Color all Pick from available units 7 All Units Selected 0 Short Long Name Capacity S Short Long Name Capacity 101 101 King 103 103 King 109 109 King m1 M King 113 113 King 117 117 King 119 119 King Override Automatic Rate Calculation T Back Continue Cancel 5 There are four options for selecting multiple units for a reservation a To select specific rooms from the list of available rooms that has been filtered by criteria chosen above highlight the first room desired A and click the right arrow button B Continue this process until all desired rooms are selected i Select Units Aciving 11 11 2006 Last Night 11 13 2006 Length 3 Click on Back to modify Select Unit Group The Cliffhanger Reso Select Rate King ha Select Amenity Non Smoking x Select Capacity All r Select Unit Color all Pick from available units T Units Selected T Shot Long Name Capacity Shot Long Name Capacity 4 Override Automatic Rate Calculation Back Cancel RezStream www rezstream com Page 149 of 418 2601 Blake Street Suite 10 support rezstream com 800
225. Percent of total Percent of total Percent of average day Percent of average day fioo Percent of first day fioo Percent of first day Percent of last day Percent of last day Fixed Amount Fixed Amount Include Tax Include Tax days after creation days after creation days prior to arrival days prior to arrival Specific date Specific date RezStream www rezstream com Page 97 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual RezStream Professional supports two automatic deposit calculations The radio buttons are used to define how your property automatically calculates deposit amounts and dates Enter the percentage of the deposit amount and the number of days or a specific date in the text field to the left of the radio buttons In the example below the property requires 100 of the first night s room charge seven days after the reservation is made A Then the balance is due seven days prior to arrival B Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Revenue Accounts All items that are sold on an invoice unit rental POS items and cancel fees may be assigned to unique or common revenue accounts Revenue account reports will show the amount of sales for each revenue account Account Name
226. PezStream Professional Name Search Chesney Kenny Oo New lt Select lt Lene Business Name Last Name First Name Spouse Address City St Home Work Ackerman Jozeph ele Ww rth St Denver CO 303 661 32 303 555 12 Bauer Mario 8812 North Steet Colorado Springs CO 719 887 98 719 454 541 Ce e R EE T 718 846 08 _ Bot Lous 8005 Leslie Dr Englewood CO 720 688 12 720 546512 pae ya tow Pn ahve Pain Sack FL 5127 e Taw Tame o Catena F00 PORA pae Joe ie 343 Deatem ve bonton MI 3093712 DREITZ Ema Fee Flero i Guest Demo 1855 Blake St Denver CO 303 274 344 866 565 181 Guida Tracey SABA Wi IstAvenuse Lakewood CO 303 678 091 303 879 99 Haynes Jeff Beth 3312 North State Steet Boise ID _ 405 665 23 405 443 00 Holland Justin 9878 Shields Fort Colins CO 970 555 091 970 768 12 Kleinsmith Jule 308 Leslie Drive Colorado Springs CO 719 632 131 719 635 110 Lindsey Sap I WestMaglend Cabredo Spina CO 719833951 71807 481 RezStream www rezstream com Page 184 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Complete the by the Day Reservation Dialog box and click OK M by the Day Reservation Dialog News Select Rate Selection Adult Child Unit Rate Fackage Selection Discount Selection E o
227. Plan Queen Queen x ea Unit ID E Maximum Unit Capacity 116 16 Include in occupancy report 117 17 Include in Online Availability 118 18 r Iv 119 19 Booking Engine Bookable Unit Online URL for online availability uploads 120 20 121 21 122 22 123 124 Phone extension Standard Description M Non Smoking Ocean View Jacuzzi Tub Housekeeping Assignment Group 1 r Amenities Alternative Description r r M Balcony 7 Kitchenette M Handicap Accessible 26 WorldRes Unit Typeld type only RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 198 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 Click the Edit Names button and enter a Unit ID MTG1 and Name Meeting Room 1 for the unit that will be used for hourly rentals UnitID 2Bdu Edit Names Unit ID and Name Enter a Unit Identification of up to st characters and then the description of up to 50 characte st will appear in comespondance age Meeting Room 1 Mo Quotation marks or 4Spostrophes f ok T Cancel Click the OK button 7 Select a Type Color and a Rate Plan from the drop down lists Type Colors are defined in Tools gt Unit and Rate Setup gt Options gt Unit Type Colors
228. Rack rates for the Queen Queen unit type our sample property s seasonal rates for this unit type and rate name appear similar to the following image irene Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class a O Queen Queen If two or more units share the same seasonal rates it is considered one rate plan Please enter a rate plan name for every set of rates that you have You do not need to enter a different rate plan for every unit that pd Add New Rate Plan you have unless all are priced differently Rate Names are the different rates that may be available for a single unit Examples could be 444 and Business Rate Names Rate Name Rate Period Default Package Sort Bookable lt must be created for each unique rate plan Actual charges are P Rack Daily None 1 F Add New Rate Name entered below under the various seasonal rates that may be eho created for each rate Use the sort column to determine the AAA Daily None 2 M Copy Rate Names default rate and which rates are uploaded to online services amp Paste Rate Names ed Rate Names Seasonal Rates Standard Settings Weekend Settings Select days that apply 5 Start Date Rate Base Cap dult Child Todi Infnt Min Len Tue Wed Thu Fri Sat Rate Min Len 10 01 2006 95 00 2 20 00 10 00 5 00 250 115 0
229. Rate Names radio button C Click the Copy Selected Seasons button Seasonal Rate Copy Wizard Unit Type Rate Plan Saralan CE oon King Copy to All Rate Plans and Rate Names B Suite C Copy to Selected Rate Plan and it s Rate Names C Copy to Selected Rate Name Only Rate Names el Dates c Copy Dates as Selected C Add One Year to Selected Dates Copy Selected Seasons p S E Seasonal Rates Standard Settings Weekend Settings Select days that apply Start Date Rate Base Adult Chid Todr Infnt Min Len Friis Sat Rate MinLen 10 01 2006 95 00 20 00 10 00 5 00 2 50 M 115 00 0 03 01 2007 145 00 20 00 10 00 5 w 2 50 mM 165 00 l 05 26 2007 165 00 20 00 1 TI 5 00 2 50 M 205 00 09 04 2007 95 00 20 00 10 00 5 00 2 50 M 115 00 Clear Copy Tags Add New Season Delete Tagged Purge Old Seasons RezStream www rezstream com Page 53 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 All seasonal rate settings and both rate names Rack and AAA created for the Queen Queen unit type are copied to the King and Suite unit types rate plans Zz Seasonal Rate Copy Wizard Unit Type Rate Plan Coral Spanx Queen Queen Py IF Destination Copy to All Rate Plans and Rate Names C Copy to Selected Rate Plan and it s
230. Rate Plan Rate Plan Rental by Day or Hour gt Queen Queen Daily King Daily Suite Daily Full Tax Full Tax priced differently a If two or more units share the same seasonal rates it is considered one rate plan Please enter arate plan name for every set of rates that you O Add New Rate Plan have You do not need to enter a different rate plan for every unit that you have unless all are Rate Names are the different rates that may be available for a single unit 2 Rate Names Rate Name Rate Period Default Package Sort Bookable P Add New Rate Name eh ie 7 ag cee b Rack Daily None 1 v AAS Daily None 2 unique rate plan Actual charges are Iv Copy Rate Names entered below under the various seasonal rates that may be created for each rate Use the sort column to determine the x to online services Seasonal Rates Standard Settings Weekend Settings Select days that apply Base Cap Ex Adult Ex Child MinLen Sun Mon Tue Wed Thu Fri Sat Rate 2 20 00 10 00 O 115 00 Start Date Rate 10 1 2005 95 00 default rate and which rates are uploaded Min Len 03 01 42006 145 00 05 26 2006 165 00 0 e 2 20 00 10 00 od O Oo 165 00 2 20 00 10 00 oo oe 205 00 2 20 00 10 00 JOC 115 00 09 04 2006 95 00 3 H Add New Season Copy All Seasons Copy Single Season 1 Click the Add New Rate Plan button to create a new Unit Type Rate Plan that will be
231. Rental Two Bedroom Cabin Daily E empt RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 90 of 418 support rezstream com Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Click the Add New Rate Name button on the Unit Setup screen Riess Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Unit Type Rate Plan Rate Flan Rental by Day or Hour Tax Class Meeting Rooms Hourly Full T ax Hat Air Balloon Rides Boat Rentals 1 Add New Fate Plan Bicycle Rentals F Two Bedroom Cabin Daily Exempt 2 Rate Names Rate Hame Rate Hana Default Package Sort Bookable C77 Add New Rate Name P Rack Daily Hone 1 E Copy Rate Names ie 5 A new line is added to the Rate Names table Enter a descriptive name for the rate name Per Person Per Day 2 Rate Hames Rate Name Rate Period Default Package Sort Bookable Per Person Per Day 6 The rate period field will be set at Daily indicating that per person charges will be applied to the guest folio each day 7 Once we are finished defining the Fly Fishing Getaway package we will return to the Rate Names table and link the Fly Fishing Getaway package to the Per Person Per Day rate name 8 Enter a checkmark in the bookable colu
232. Rewards H i Company Name Special Req 1 gt Contact Check Boxes La Custom 5 Custom 6 Custome License H Letter Sub Styles r Ferson Rate Types Boat Rental Adult Child Pets Cars r Contact Tab Labels z Contact Notes Private Notes Daas Contact Log Photo Invoice Tab Labels Guest Info Invoice Notes Private Notes IT ravel Agent Custom Nokes After making any changes to text fields or tab labels exit RezStream Professional File gt Exit and re logon to utilize Contact Data screen customizations RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 165 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The data entered in the customized invoice custom text fields can be included on reports The customized Tee Time License DwG 1234 fields can be added to the H of Golfers 4 reservation confirmation Tee Time 1 9 204M True Blue Tee Time 2 B448M Caldonia Tee Time 3 E22AM Pawleys Plantation Tee Time 4 11 00AM Crooked Stick In this example the tee time fields have been added to the reservation confirmation Your deposit payment of 245 00 is due by Thursday November 24 2005 10 days after requesting the reservation Your full payment of
233. RezStream Inc RezStream Professional User s Manual REZSTREAM PROFESSIONAL USER S MANUAL May 15 2011 RezStream www rezstream com Page 1 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual TABLE OF CONTENTS ABOUT THIS MANUAL rapes esecrtst occa wate eneneecem eaemnewnneediocen cen wene eoaesecbesematsoneccecetwstcaneeoeeesecsesenncautn 7 0 5 i Gy kU lt a E ee ee 7 DOWNLOAD amp INSTALL REZSTREAM PROFESSIONAL 2 ccceccscecescecescecescecesceenssenseseaeeees 7 LAUNCHING REZSTREAM PROFESSIONAL cccccceceececescecescecescecncescueeseacesenensesensesenseseuseess 16 SET THE DEFAULT SCREEN SIZE ccccececcececcececcececcececcecucaecueaececuececueaecueaecueaecueeneeuesecueaecueaeeneaenes 17 CHANGE THE ADMINISTRATOR PASSWORD scssceccececcececccceccccuccececcccecueaeceececeeetecaeseceeaeceuaeseeaeeas 18 THE REZSTREAM CONFIGURATION UTILITY 0 cccccceccscecescecescecescecnscscnsescnseeeneeseneeseaeesenenss 20 BUSINESS DATA sranane auaceccienacsonteus suciteede eves eunaucseeacuuceauagodnanieousesdunauoncesadlanseuenes 20 ER a E sect decree E E ace Sect E E oe se etc ode cette dcnmetetnaoseedees 21 Creating a New USEL ccccccssseeccccceeesececcceeeeeeeeceeaseeeeseeuseeeessauseceessseaseceesssaaeeeeessaagseeeessaagss 21 CREDIT CARD PROCESSING cccccecceccecce
234. RezStream Professional User s Manual CUSTOMIZING LETTERS Click Tools gt Letter Design to display the Letter Template Design window Here changes can be made to existing letters or new custom letters can be added Click Tools gt Letter Design to create custom marketing letters tees Window Help Configure Display Options Letter Design POS Inventory Print Options Online Availability Unit and Rate Setup Property Management The Letter Template Design window is displayed To create a new custom marketing letter click the Single No Style radio button A and click Add New B i Letter Template Design File Edit View Insert Format Table D i J b EA S o co PH Sy T Codes Normal Ana jo jezu F Ho Payment EDATE gt Deposit Paid Paid in Full Dear lt NAME gt Thank ou Cancellation Thanks for staying with us rece Special Use month of September if you mak Group Confirmation Thursday you will receive 75 Travel Agerit SPE yol nguin Your friends at lt BNAME gt Registration Card Invoice Gift Certificate _ 1 Single No Style C C 2 r s s F s C 2 A RezStream www rezstream com Page 376 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual A blank page is displayed in the Letter Temp
235. Select the reservation on the Daily screen right click and select Move Reservation View Contact Data New Reservation Edit Reservation Edit Invoice Move Reservation Reassign ta Contact Delete Reservation Color Flag Check Infut Record Transaction Ctrl M Ctrl E Ctrl D Ceri k Ctrl T Force Recalculation Print Letter Print Invoice Print Registration 2 The Move Daily Reservation window is displayed Use this window to A Change the reservation s arrival date B Change the reservation s last night date C Select anew room Only available rooms for the selected dates are displayed in the drop down menu Move Daily Reservation 1 Pick start date for reservation 11 25 2005 A ay iy E g Oo pe PaT in fp a Pa hi co MEA E G ao TS oe a oe ea oes topo WEN Rowe hi E J O ae A m mi moo md m h M cor aa DD co D 2 Pick last night date 11 27 2005 _ B T aie w ME p oo a m DJ Bae mn cn fp a ll ta w SS bg mI mi m M ho be tino WM oN eS hi t J O mi mo mi t m oo md Gs ho ho pe el co Oo mo b Zw 3 Pick from available units 101 King C After making a change to the reservation that affects its rate the Move Resize Reservation window is displayed Here indicate whether the new rate should be automatical
236. Shortcut to the Hourly screen ee Ee Back the default number of days one week two weeks or one month Up one page of units on the Daily screen lt CONTROL gt lt S gt User Sign On screen switch user F2 F3 F5 F7 F8 on the Daily screen Forward the default number of days one week two weeks or one month on the Daily screen RezStream www rezstream com Page 417 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual REZSTREAM CONTACT INFORMATION For additional information on any of the topics contained in this RezStream Professional User s Manual please contact RezStream Help Desk 303 872 0220 Please contact RezStream Sales at 866 360 8210 for information on RezStream add on modules including RezStream Booking Engine Credit Card Processing Property Management Global Distribution System Normal business hours are 8AM to 5PM Monday through Friday MST After hours support is available for an additional fee Please note RezStream s contact information RezStream Inc 2601 Blake Street Suite 10 Denver Colorado 80205 Sales 800 799 9735 Support 800 799 9735 Fax 800 799 9735 www rezstream com sales rezstream com SUppOort rezstream com REZSTREAM ADDITIONAL REFERENCES Documents available for download on the documentation download page RezStream Professional http ww
237. Stream www rezstream com 2601 Blake Street Suite 10 support rezstream com Denver Colorado 80205 Page 378 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Use the Pitch drop down field to specify a pitch of 12 It Letter Template Design a Directions Type the text Dear File Edit View Insert Format Table DEH s 2 Be oe mh SY T Codes X Noral Arial E B Z U Z Z f100 i o i r a vdq la F Wa Single plate Marketing Letter Select a Pitch of 12 The Cliffhanger Resort Announces Grand Opening Rates on Remodeled Rooms Type the text Press the space bar once and use the Letter Code drop down field to select the database code for lt FIRST gt M Letter Template Design File Edit View Insert Format Table Oe MS Meloom sy T TN oral single Marketing Letter Directions Grand Re Opening Edit Name Category No Payment Deposit Paid Paid in Full Thank You Cancellation Add New i Special Use Group Confirmation Travel Agent nguiry c E ps Bs z C z Registration Card Invoice Gift Certificate eee Single No Style m The Cli lt FIRST gt gt Jarial 12 Code i F i lt DATE gt DATE2 gt LDATE gt LDATE2 gt TIME gt lt 5 4L gt lt HAME gt FIRST LAST gt FIRST 2 LAST 2 gt SDDAR
238. Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Click the Full button The balance due for the entire group is displayed in red at the bottom of the window and in the payment amount window in the upper right hand corner mi Payment Information e 11 14 2005 v 1E3644 O Me J Invoices to Display Quick Agiount Selection f Single f Group f Contact All lnvoices tonal P Deposit Refund f Pick Invoice and then Apply Hayment to i Invoice Last First Total Pad Due App 121 Hurley Ron 332 r0 000 332 70 0 00 120 Hurey Ron 33270 j 000 33270 000 119 Hurey Ron 3608 f 000 316 08 000 118 Huley Ron 316 08 000 316 08 000 117 Hurey Ron 316 08 0 00 316 08 000 1217 Ron Hurley 399 70 Apply Save Unapplied Fayment Balance 1 613 64 Cancel 4 With the first reservation highlighted Invoice 121 the dollar amount in the highlighted line will be applied to the total balance due when you click the Apply button The balance at the bottom of the screen is updated to reflect that the highlighted reservation has been paid in full e Payment Information Invoices to Display r Quick Amount Selection f Single j Group f Contact I All Invoices gi i Deposit Refund Pick Invoice and then Apply Payriert to Invoice Last F
239. T Unit 8 East Wing 155 60 Print Sinale B21 2011 Unit 8 East Ying 155 60 __ Print Single Print All RezStream www rezstream com Page 277 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual With USSSA highlighted on the Responsible Party list click the Next button Split Billing Split Billing Direct Billing 1 Select Number of Sub Invoices and Assign Contacts Pick the number of Sub Invoices that you will need 2 ka Pick Sub Invoice and Assign Contact or Label to Sub Invoice Subld Inv Responsible Party Si Invid Direct Billing functionality requires that you 5 attach to an existing contact in the database Simple split billing does not require a contact 2 shgnebone a attachment Pick From Contacts Assign Label J Only enter checkmarks next to the incidental charges that will be charged to the individual s folio make sure if any room charges that are being paid by the business are NOT checked by un checking them highlight the individual s name from the Responsible Party list and click the Add Tagged to One button x Split Billing l Split Billing Direct Billing 2 Assign Charges to Sub Invoices Pick Invoice ltem Selected Sub Invoice ltems Applied to Selected Sub Invoice Set a i Inv Responsible Party Split All It 05 18 Breakfast ll 1
240. T W T H T WwW A F S H T W T 29 30 3l 1 2 3 4 Chee aeons 7 8 9 10 11 4 5 6 Z 12 13 14 15 16 17 18 Tile T a 19 20 21 22 23 24 235 18 19 20 21 26 27 28 29 30 1 2 Ala RY de z 8 g 3 4 5 6 7 8 9 un Nov 5 2006 Mon Nov 6 2006 Tue Nov 7 2006 Wed Nov 8 2006 Thu Nov 9 2006 Fri Nov 10 2006 Sat Now 11 2006 Sm ones no m Matt Ecklund 719 598 0923 315 88 Lary Walker onny Lubick 304 555 0981 770 888 1234 ao Gujda e 984 00 0 00 03 878 0909 prartana 465 78 Noel Martin 305 889 9898 0 00 Mario Bauer ANNANN RezStream www rezstream com Page 206 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Double click the guest s name from history in the RezStream Professional Name Search window a RezStream Professional Name Search x JLachnidt ohn D New 7 Select 7 Cancel M Business Name Last Name First Name Spouse Address l Tiy s Home work a Ackerman Joseph Ee 2w 7th St Denver CO sted 32 AGT Bae Mafe 8812 Noth Stet Corado Spina C0 Tara 715 6545 Barley Brian 4434 W Prarie Road _ Elicot CO 719 545 091 Bott Louis 2005 Leslie Englewood CO_ 720 888 12 720 546 12 Clk flaw 1233W 1stAve Carbondale CO 970 923 371 Dae doe Julie 38443 Dearbom Ave Dearbom MI _ 506 887 12 50B 889 12 Emsie Peter
241. TAL BALANCE DUE The Person Rate Type fields Adult Child Pets Cars can be updated to suit your property s needs by clicking Tools gt List Edit gt Labels and changing the Person Rate Type fields RezStream www rezstream com Page 126 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual After clicking the recalculate button the Daily Reservation Total now reflects the AAA rate of 475 00 R by the Day Reservation Dialog News Select E Rate Selection Adult Child 2 0 Pets Cars 0 r 0 r Reservation Summary Starts 1170672005 Unit 117 King Ends 1171172005 Days 5 Tax Exempt Edit Invoice Details Package Selection Discount Selection Mone Hone Daily Reservation Total Hourly Reservation Total POS ltemsPackage terns Tas Total Charges 576 80 Reason for reservation None Referal Source Edit Lists Ok An on the fly rate can always be entered from the by the Day Reservation Dialog by clicking the Daily Reservation Total dollar amount This displays the Rate Override window where you can select a percent discount from the drop down list or enter a new desired rate This new rate can be designated Daily or Overall by choosing the appropriate radio button Click OK after completing the Rate Override screen These ch
242. TES WCW eedi aa a a A e a a O ta 204 AEE VICW AE A E A E E E E EA A 205 Making an Mouly TRESCIVAUO Miss cesar nat raa tena aa aa Suns EE a a E EEA aa E Eaa O Aa deat 206 Rec ring Hou ny Reservations sessi Soucttbtssstcntd aa a a dane E a Sums E anaana ai 212 Editing Roury FESEIVATIONS iea a aa a E E 218 Posting Payments to Hourly RES rvatiOns cccccssecccecseeeeeceseeeeseeeeeeseaeeeeseaseeessaneeesaaeess 220 Changing Start End Times for Hourly Reservations cccccseeeceeeesseeeeeeeeaeeeeeeeeeaeeeeeeeeeas 221 Moving Hourly Reservations sarean a E TETEE 222 Hourly Reservation Reports nnannnnennnnoennennnnnnsrnrensnnrrornrrnsnnrenrnrrrsnrrrrnnrresnnrrnnnrrrsnrrernnrenne 224 SPLET BILENG cren a a a a a a E a E 226 onarewilM Reservations sainia a a 226 AS SIGIAIIG GAN OCS eraai a metiatlaineanaaalnieatudialmanabuage bouton 230 ASSIGNING Partial CNAlGSS wiacsrnarinecertininhoaetietia a buses bonus 232 Assigning Charges using Shortcut Buttons ccceecccecseeeeeeeeeeeeeeeeeeeessaeeesseseeesseeeeeens 234 Printing Invoices for Sharewith Reservations cccccecccecsseseeecseeeeeeeeseeeeseeeeeesaeeeeesseeeeeesaaes 235 Sharewith Reservations Additional INVOICES cccccceseeceeeeeeseeeeeeeaeeeeeeeeseaaeeesessaeeeeeenas 236 GROUP RESERVATIONS anuig eea E E a A 241 Group Reservations Individual Pays New Contact ccccccccceesseseeeeeeeaeeeeeeeeeaeeeeeeeeeas 241 Group Reservations I
243. Template Design window For additional information on letter design in RezStream Professional please review the Customizing Letters section on page 376 COMPLETING OPTIONAL CONFIGURATION STEPS Depending on your property s unique needs the following RezStream Professional configuration steps can be completed 1 Defining point of sale items 2 Defining packages 3 Defining a deposit policy The first two optional configuration steps should be completed by properties that sell packages A package is any room rate that includes items in addition to lodging For example a property on the Oregon Coast could sell a Yachats Music Festival Package that includes e A bottle of wine e Inn monogrammed wine glasses e Breakfast e Tickets to the music festival RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 75 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual DEFINING POINT OF SALE ITEMS Point of sale POS items are miscellaneous sales items that can be sold individually or as part of a package Examples of POS items include e A bottle of wine e __ Tickets to a local festival e Gift shop items e Meals Deleting Sample POS Items RezStream Professional comes pre installed with sample POS items Use the following steps to delete these sample items that do not pertain to your property 1 Click Too
244. Unit MTG2 Pets 0 00 207 94 Special Reg 2 TS Adult 1 Daily Reservation Total Charges Child 0 Cars Hourly Reservation Total 187 50 Paid 207 94 Contact Notes Paes hoe ye Contact Log Photo Checked In Point of Sale Charges 0 00 Due 0 00 Checked Out Tax 20 44 Last Change Contact Report Notes print with various reports Contact Category Guest Info Agency Name Inquiry fol C New Repeat Agent Phone Business Other Vendor Agent Name Commission Amount Paid On 11 14 2005 _ Add Et Paho RezStream www rezstream com Page 283 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Click the Add button Payment Custom Agency Mame 0 Agent Name Agent Phone Commission Amount Faid 4 The Agent Selection window is displayed Click the New button to add a travel agent IATA Number Agency LostWorld Travel 0 Address 1 f0 west Man 00 Address 2 PO City Hanfod State ET Zip 06221 Phone 435 7761900 Fax o Email vacations lostworldtravel com Web www lostworldtravel com Agency Motes Agency Rate 5 Fee this invoice 55 00 Agent this Invoice Q Find CR New gt a Update Select Cancel RezStream www rezstream com 2601 Blake Street Suite 10 support rezstream com Denver Col
245. Unit 8 East Wing 05 20 Unit 8 East Wing 155 60 05 21 Unit 8 East Wing 155 60 Add Portion to One Remove ltem Remove All Items gt Tag All Untag all Daily Pkg POS lt lt Back ED Cancel H Click Save x amp Split Billing Split Billing Direct Billing 3 Assign Payments to Sub Invoices Pick Payment Selected Sub Invoice Payments Applied to Selected Sub Invoice Sel Date Payee Total Remain aatraak id a Date Payee Paid Add Portion to One Remove Pay Assignment Remove All Assignments Add New Payment RezStream www rezstream com Page 274 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual POSTING CHARGES Next any charges made by an individual associated with this USSSA group will be listed under the group reservation information but applied to the individual s guest folio A From the Daily screen right click on the reservation and choose the option for Edit Invoice View Contact Data New Reservation Move Reservation Reassign to Contact Delete Reservation Color Flag Check In Out Create Keys Record Transaction Force Recalculation Print Letter Print Invoice Print Registration B Click the Add tab on the Edit Invoice screen Edit Invoice a ltem Type Group
246. Update 7 10 2012 RezStream Inc RezStream Professional User s Manual From the editor click File amp gt SMTP Settings to configure RezStream to work with your email provider RE e a Enter your SMTP Server settings for your outgoing email IF you are unsure of these settings please contact your email service provider or RezStream support a Server Username Server Password sending Email Address Alan Whitterm yahoo com See Display Name aes annan wii Ea IM Use Secure Password Authentication W Use SMTP Settings for outgoing email Test Connection Save Cancel RezStream www rezstream com Page 387 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Gmail settings SMTP Server Email Enter Your SMTP Server settings for your outgoing email IF you are unsure of aie please contact your email service provider or RezStream support SMTP Server Address amtp gmail com a Server Username jalan whittern gmail com Server Password exes Sending Email Address Alan Whittem gmail com Display Name jAlan YW hither Default Subject GMail Ranch Correspondence Server Fort usually 25 F Serer blas Recipients W Use SSL for server connection TLS if Use Secure Password Authentication ff Use SMTP Settings for outgoing email Cancel
247. User Mame Organization Code Password Property Code RezStream www rezstream com Page 406 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Check the Accept online requests field if reservation requests will be downloaded and entered directly into RezStream Professional Select a rate that will be used for online reservations at NetBookings com es Online Availability Configuration Availability Services Update Frequency Request Cancel Policy Availability Online www availabilityonline com EU Bookings www eubookings com Upload availability E M Upload availability ja Rate to upload Rate to upload User Name User Name Password Reg Password l InnRes www innes net Inntopia waw inntopia com M Upload availability ja F Upload availability f Rate to upload Rate to upload The specified rate S User Name User ID will be used for online reservations iis Net Bookings www netbookings com RezTracker reztracker com not affiliated with Rez0 vation WV Upload ayailabili V Accept online requests Upload availability ja Rate to upload Rate 1 Rate to upload User Name User Name Password ORCOAST1 Customer Id Password Webervations www webervations com WorldRes www worldres com Upload availability E M Upload availabilit
248. _LastMonth This Month Nent Month _ LastYear __This Year RezStream www rezstream com Page 372 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 The Housekeeping by Employee report is printed The name of the housekeeper responsible for cleaning the room is listed under the notes column Housekeeping by Employee Employee Group 1 Units 1 Type lengh Urmi AT Hames Stays Mts Motes Departure 3 101 101 King 1 0 Nelson Gic Taa 1 Heather Cough Departure 3 102 102 King 1 0 Melson Bie 7a 1 Heather Cough Departure 3 103 103 King 130 Nelson Ene Pa i Heather Cough Departure 3 104104 Queen Qu 1 0 Nelson Gic Te 1 Heather Gough Departure 3 105 105 Suite 1 0 Melson Bic 7a 1 Heather Cough Departure 3 108 108 Ouesen Ou 1 0 Nelgon Gie 7701 Heather Caugh Teparture 3 107 107 Sute 1 0 Elson me A Reather Houh 7 Tepature d Deti Rn TA eur Boppy A agea bane Oee Departure 3 110 110 King 20 Jackson Pam 6 9 Anta Gale Departure 3 111 111 Suite 2 0 Jackson Pam 6 2 Anita Gale Departure 3 112 112 Suite 2 0 Jackson Pam 6 9 Anita Gale Stayower 2 113 113 GQueen Gu 2 00 Rdurphy Todd 245 Angela Ban keeg Out of Serice PRINTING LETTERS You can print letters for each guest directly from RezStream Professional These letters can be changed on the fly before pr
249. a 307 999 0909 Ctrl R os Way Denver 303 444 3434 303 334 1616 plummer interception c tnly Centennial 303 777 0903 303 787 0000 Prce sackem com Avenue Monument 719 488 0981 719 443 1215 brice comcast net at Street Castle Rock 303 998 7878 303 445 7787 msimms yahoo com 1 Road Charleston 607 332 0909 607 443 1254 todd mygeneration con jester 3343 North 1st Ave Brampton Syracuse 409 887 0909 555 999 0909 409 888 3420 555 888 2345 bspence aol com turnert atji com Walker Joanne 2123 Friar Court St Louis 304 555 0981 304 667 9989 WalkerL itsgone com Ward Suzanne 3030 Wildcat Reserve Highlands 303 878 4434 720 472 2874 wardg wardco com Willams Carol 3312 W Highway 6 Edwards 970 333 1212 Wwillams yailrealty com Zallar Valerie 1234 W Lion Loop Monument 719 477 1209 719 222 1243 cmzallar fedex com Select All Contacts Display Previous Selection Begin New Selection Change Existing Selection RezStream www rezstream com Page 339 of 418 800 799 9735 Last Update 7 10 2012 2601 Blake Street Suite 10 Denver Colorado 80205 support rezstream com RezStream Inc RezStream Professional User s Manual 3 The Print Preview window is automatically displayed Cli
250. aa 1052006 Charges SS dst Awe nue Recorded 4024 e005 Tax Lak ewon d Confirmation 3 Total CO Party 2 0 Paid Postal Code SOR Telephome 23978 009 Credit Card x Die f RezStream www rezstream com Page 28 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CANCELLATION FEE From Tools gt Configure gt Settings specify the default cancellation fee percentage or dollar amount to be charged to the guest when a reservation is canceled A sample reservation cancellation window is displayed below where the property has chosen 10 as its default cancellation fee Delete Invoice All line items will be deleted from invoice To only remove specific items cancel and use edit invoice To avoid charge backs record details in notes feld Invoice Total Due 4529 04 Amount Paid to date 4529 04 Cancellation Fee Ww 0 To Credit Youcher Amount Remaining 476 14 Print Lether Notes Ok Cancel DAYS BETWEEN HOUSEKEEPING From Tools gt Configure gt Settings enter the number of days between housekeeping services on multiday stays Housekeeping is always scheduled on check out day The number of days entered in this field triggers a room to display on the Housekeeping report BACKUP PATH From Tools gt Configure gt Settings the default backup path controls the default file loc
251. abetically al israel tT tlt These reports are accessed by clicking the Reports F7 button on the main RezStream Professional toolbar and expanding the Occupancy heading Other Reports Billing o ccupancy Arrivals El Departure Z akeening by Employee uest Forecast Daily Reservations Hourly Reservations In the sample Active List report displayed below private notes have been added to the report Active For 04 04 2005 Name Stays Night Ext Statue Urit Motes Party mount Oue Kleinsmith Mark 7116 m 1du Deme Unit 1 Wisler tay 13 Sta Sdu Demea Unit 3 ZO 0 OO 2 r Fu OO Units not including departures Private Notes RezStream www rezstream com Page 34 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual DEFINING TAXES To define taxes at your property click Tools gt Unit and Rate Setup and select the Taxes Discounts tab Riess Window Help Tax Class Definitions Configure Display Options Individual Taxes and Effective Dates Tax Class Groupings Set up individual taxes first Then assign Taxes and Gratuities Effective Date Value for State individual taxes to tax classes Tax classes are ener T Effective Dat Val m then attached to items for rent or for sale Make C ype eae lhe sure you have a class set up for each gt State Tax Percent
252. ables Gift Certificates 1 Discounts Agents QJ Tracking Sales Tax Summaries 0 Over Due Payments General Ledger Other Reports J Biling E Occunan CEI i ousekeepingiii By Departures Stayovers Housekeeping by Employee Active List Guest Forecast 0 Daily Reservations Hourly Reservations J Miscellaneous Your Reports Booking Engine Print Options Selected Report Occupancy Housekeeping V Print Preview Make HTML Make PDF RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 33 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual REPORTS 2 The settings in the Reports2 tab control the fields that are displayed on the Arrival Departure and Active guests currently in house reports el Business Data CC Processing Functionality Settings Reports2 Anival Report Settings Actye Report Settings Privt Priv Notes Private Notes Contact Notes Amount Due 2nd Contact Name Vehicle Info Reservation Dates Sort Alphabetically F Contact Hotes e 2nd Contact Hame m Vehicle Info E Reservation Dates E Sort Alphabetically r Don t Show Departures lt p a Ga ca ea a O O Departure Report Settings Priv Notes Private Motes Contact Notes Amount Due 2nd Contact Mame Vehicle Info Reservation Dates Sort Alph
253. ad tiene eae dit lead ulead 389 Troubleshooting Guest History Email cccccccccccessesseeeeeeeeeeeeeeseeeeeeeeseaeaaseeeeeeeessneaagaes 391 Tord PATE Mall PU OQK ANS orai e e a slider te a a baad det iu iea 392 ONLINE AVAILABILITY AND INTERNET RESERVATIONG ccccsessescsessesceeseseneseesenees 394 LITO STO IN scape consaraar ctoerceenecs ane a td eae secant ateceaneae ateucuacomegntatanwuatsunsenecsmeneuetamencs 394 COMPATIBLE ONLINE AVAILABILITY COMPANIES ccccceeccecceccecceceuccecceuseeseueeuseueeueeueeueeueeueeueeaeeaes 394 CONFIGURING UNITS FOR ONLINE AVAILABILITY ccccccceecceeccecceeseeceeeeeeeeeuseeeeeeeeeeeeeeeeeeeeeeeeeaeneaees 395 REZOTREAM BOOKING ENGINE sractcccdee co coen cna a ino Conte Eaa E 396 AV AIGAB IER YO NEINE meere dats Mcecancedeadat cutee ch a a eubuane accion desoubeassacdars deh aunn am 396 CONTAC Avala DIY ONING vencccccdeveavictnes a a A E oe 396 Configuring RezStream Professional for Availability Online cc ceeeceeeeeeeeeeeeeeeeeeeeeeeeeaes 396 EE LIDOOKINGS E ate natiancdustanaunattoanctaee E A E E A EE A E 401 C ntac EUBOOKINO S teesina E a atai aiias a ernia 401 Configuring RezStream Professional for EUBOOKINS cccccccccseeeeeeeeeeeeeeeeeeeeeeeeeeeeaaas 401 ANRE tire tse otic trerecte cates cane eet a wah neaneen eee a e a 403 COMMAS TNE CS EE E A EE EEE A A E S E O A E 403 Configuring RezStream Professional for INNRES ccccseeeeeeeeeeeeeeeee
254. add that person to the wait list B Enter a new name by typing the guest s last first names in the text boxes and then clicking the New button Last Name First Name Pezstream Professional Name Search lea David F CU New Z Select XX Cancel Business Name Last Name FirstName Spouse Address City St Home Work Bott bows 2005 Leslie Dr Engewood_ CO 720 888 12 720 546 12 Clark lawa 12 WA 1stAve Carbondale CO 970 823 371 Guest Demo 1855BlakeSt Derver CO 303 274 341 866 565 181 Guida Tracey SAGA W IstAvenue Lakewood CO 303 878 091 303 879 991 Holland Justin 9878 Shields Fort Collins CO 970 555 091 970 768 412 Lindsey Sally 3004 West Maryland Colorado Springs CO 719 633 991 719 887 451 Mitchell Bil 3800Gipin Denver CO 303 941 36 303 681 771 Nelon Bic 3030W rd Ave 407 Libra 3 a Plummer Jake 3080 W Broncos wap Snider Todd 2212 Charleston Road Charleston SC _ 607 332 091 607 443 121 wiliams Lee Carol 3312 W Highway 6 Edwards CO 97033312 S ou i 1 1 amman on sea ass a oe ee a 5 The Wait List Add window is updated with the name selected from guest history or the added new guest s name Update the start and end dates to reflect the dates the potential guest wants to visit the property Update the Start and End dates to reflect the dates the potential guest wants to visit the property Wait List Add
255. age 18 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The default users Administrator and Front Desk are listed in the User Access Levels and Passwords table 3 Left click the mouse in the Password column for the Administrator and enter a four character alpha and or numeric password IH Configure RezStream Business Data CUsers CC Processing Functionality Settings Reports Passwords allow you to limit access to various program features and functions based on an employees responsibilities and need to know User Access Levels and Passwords Employee Name Initials AccessLevel Password Administrator AD Full Access 123a Front Desk desk Require sign on for every data input Select Sign On Interval Startup Only Add New User Update User 4 Click the Close button 5 Use the new password the next time you logon to RezStream Professional RezStream www rezstream com Page 19 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual THE REZSTREAM CONFIGURATION UTILITY The RezStream Configuration Utility is used to define basic business data such as your address and contact information usernames and passwords settings for credit card processing and d
256. age 213 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The by the Hour Reservation window is displayed Notice the information listed under the Date and Time Selection tab is about the first weekly lunch meeting we selected from the Hourly screen Next enter the following information under the Reservation Settings tab Adults Children Unit Rate Notes Package Selection Reason Referral oQ200p RI by the Hour Reservation New Select Date and Time Selection Reservation Settings Recurring Reservation Settings Date 1170672006 x Adk Chid Pets Care Unit Rate Unit MTGI E fo fo fo Rack Hourly Fee 312 50 Recalculate Stat 11 30AM v Package Selection Package 128 00 Peet hows 20 minutes EE ileal for the next two Lunch and Coffee Ser Tax 24 85 months Total 465 35 End 2 00 PM View Charge Details Reason None E Referral None al Save Cancel g Next click the Recurring Reservation Settings tab It by the Hour Reservation New Select Date and Time Selection Reservation Settings f m Frequency Duration Date 11 06 2006 Err Daily Weekly Monthiy GE i 3 End After Mo Occurences Start 11 30 AM very ays Length 2 hours 30 minutes C Ever Weekday C EndBy 12 06 2006 End 2 00 PM C Ever Weeken
257. agent to a reservation 1 From the Daily screen left click the arrival date depress the left mouse button and drag the cursor to the right highlighting the last night of the guest s stay Right click and select New Reservation or press the lt ENTER gt key 1122 1425 117 K New Reservation Ctrl M 2 The RezStream Professional Name Search window is displayed Select a guest from history or enter a new guest name and click the New button D eBerry Fisher Last Name First Name John Spouse CU New Z Select XK Cancel Address 5409 WW 3rd Avenue Charlotte St M Business Name Home 767 998 071 767 545 12 Mario 8812 North Street Colorado Springs 719 887 98 719 454 541 Brian 4434 W Prarie Road Ellicott 719 545 091 Louis 3005 Leslie Dr Englewood 720 688 12 720 546 12 Jimmy Jane 3313 W Palm Beach West Palm Beach 414 555 112 414 765 12 Divorced 5431 W Blue Avenue 505 661 12 Kenny Laura 123 W Tst Ave Nashville Carbondale 505 908 12 970 923 371 Joe Julie 33443 Dearborn Ave Dearborn 506 887 12 506 889 1 2 Matt Christy 3434 W Palmer Blvd Palmer Lake 719 598 03 719 593 191 John 212W Cherry Hills Denver 303 777 77 420 7 77 77 Peter David lan Jeanne 2212 W Park Ave Denver
258. ages C Appi Discourt J gt Totals Payments aply liz Daily Reservation Total 415 00 semne f ie Selected Item Hourly Reservation Total 0 00 Allt i Enter discount here Add a percent sign for percentage sie Miscellaneous Items 406 00 discounts Enter dollar per item discount as a number C Items by Type Tax o4 51 with no currency symbol m Grade 490751 Dollar digcounts apply to each item times the quantity M Faid 0 00 For example Coffee blug Quantity 3x pice 10 R uy discount 3 will be 7 3 for a total price of 21 5 Due 907 51 H Apple Discount 3 Select the percentage from the Discount drop down list A select the Items by Type radio button B and enter a checkmark next to Package C Click the Apply Discount button D D Add Edt b Packages A Appl Discourt Totale Payments Apply to Daily Reservation Total 415 00 Discount 10 C Selected Item Hourly Reservation Total 0 00 B p ET i Enter discount here Add a percent sign for percentage ene Miscellaneous kema 406 00 diecounts Enter dollar per item discount as a number ale Tax 34 51 with no currency symbol Daily Unit Charges 4907 51 Dollar discounts apply to each item times the quantity M Hourly Unit Beat 0 00 For example Coffee Mug Quantity 3 price 10 x 4 ae ey discount 3 will be 7 x 3 for a total price of 21 Due 907 51 D Apply Discount p Dollar amount discounts can also be applied
259. aining deposit if any Your cancellation number is 1401121 Single No Style Please keep us in mind for any future getaways We would love to see you again Changes here are not permanent changes Your friends at The Cliffhanger Resort To modify form letters close this dialog and choose Tools gt Letter Contact The Cliffhanger Resort at 700 Highway I Yachats OR 97499 Phone 541 888 2525 Email reservations ehr com Line 26 Col 0 100 RezStream www rezstream com Page 168 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 After closing the letter by clicking the X in the upper right hand corner of the Letter Edit window the Wait List window is displayed Click the Close button to continue to the Daily screen Wait List for 11 25 2005 11 28 2005 Start Date End Date Notes Enty Date lt Print List Add Delete Select Scenario 2 Credit Card Hold with Cancellation Fee The second scenario is also likely to occur at hotel properties that do NOT require advance deposits at the time a booking is made In this example the property requires a credit card for booking the reservation The property s cancellation policy specifies that any reservation canceled after 6PM on the day of arrival is subject to a cancellation fee equal to the first night s room and tax In this
260. al Window Help Rien ites eras orn Config JFE i j CC Processing Functionality Settings Reports Reports2 Displ ay Options Business Name The Cliffhanger Resort Letter Desi Address 1 700 Highway 1 SOT RE Address 2 List Edit City State Zip Yachats 0R 37499 POS Inventory County Fax United States of America gt 541 322 2777 Print Options Phone Phone2 541 588 2525 877 6691 210 Email reservations chr com Online Availability Web Address www chrcom Unit and Rate Setup Property Management USERS Usernames access levels and passwords are defined under the Tools gt Configure gt Users tab C Users CC Processing Functionality Settings Reports Reports2 Passwords allow you to limit access to various program features and functions based on an employees responsibilities and need to know User Access Levels and Passwords Employee Name Initials AccessLevel Password E Administrator AD Full Access 123a Front Desk FD Gift Certificates desk Require sign on for every data input r Select Sign On Interval Startup Only 7 Add New User Update User CREATING A NEW USER Use the following steps for creating a new RezStream Professional user 1 Click Tools gt Configure gt Users and then the Add New User button at the bottom of the Users screen 2 Anew blank line is created In the Employee Name column enter a username Night Audit RezStream www rez
261. al Units Packages Taxes Discounts 1 Unit Type Rate Plan Rate Plan Rental by Day or Hour Meeting Rooms Hourly Hot Air Balloon Rides Hourly Hourly Hourly Daily Tax Class al Full Tax Local Tax Local Tax Boat Rentals Bicycle Rentals Two Bedroom Cabin Local Tax Exempt v Rate Names Rate Name Rack Per Person Per Day None Fly Fishing Daily Daily O 2 O Options 1 Add New Rate Plan Rate Period Default Package Sort Bookable A Rate Period Default Package Son Bookable a Hone 1 Revenue Accounts Deposits If two or more units share the same seasonal rates it is considered one rate plan Please enter a rate plan name for every set of rates that you have You do not need to enter a different rate plan for every unit that you have unless all are priced differently Rate Names are the different rates that may be available for a single unit Examples could be AAA and Business Rate Names must be created for each unique rate plan Actual charges are entered below under the various seasonal rates that may be created for each rate Use the sort column to determine the default rate and which rates are uploaded to online services Ty Add New Rate Name Copy Rate Names Seasonal Rates Standard Settings Rate BaseCap Adult Child Todlr 0 00 Start Date Infnt 1 1 2007 Weekend Settings Select days that apply Wed
262. al and answer Yes when prompted to make a backup After clicking Yes to make a backup the Backup RezStream Professional Data window is displayed Specify both a name for the backup and a location for storing the zip file Click the Save button F Backup Rez tream Professional Data Save in E RezStreamBackups d E Ci cliffhanger 20050919 Zip My Recent Documents EE Cliffhanger 20050919 Zip My Network Save as type Zip Files Cancel Places CREATING A REPORT COLLECTION After choosing a night audit checklist and deciding which reports best suit your property s needs on a daily basis a report collection can be created Once the report collection is created the night auditor simply starts the report collection procedure and every report in the night audit checklist is automatically printed RezStream www rezstream com Page 360 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual DAILY AUDIT REPORTS First choose a night audit checklist The reports in this checklist will be added to a report collection and printed nightly In this example the following reports will be printed on a daily basis FINANCIAL REPORTS DESCRIPTION Accounting gt Summaries gt Daily Audit Includes information about the number of units occupied the occupancy percentage room revenue cancellation fees tax
263. ale Clicking the displays all of the point of sale reports Financial Reports J Accounting Daily Sales Revenue by Unit Payments Advance Deposits Payables J Receivables Gift Certificates Discounts Agents Tracking 0 Sales Tax 0 Summaries J Over Due Payments 00 General Ledger Financial Reports 9 Accounting J Daily Sales Revenue by Unit EEE Detail Summary by Month by Category Inventory Key Items Package Items Payments Advance Deposits J Payables J Receivables Gift Certificates 3 Discounts Agents J Tracking Sales Tax J Summaries J Over Due Payments General Ledger 3 Click the to the left of the Key Items folder to display the key items reports Highlight the Detail report and click the Print button With the Print Preview checkbox selected the report will be first displayed to the screen 4 Accounting J Daily Sales 0 Revenue by Unit 5 Point of Sale Detail Summary by Month by Category Inventory SE Key Items Summary 0 Package Items J Payments 0 Advance Deposits Payables Financial Reports Other Re Billing Invoice Contact Statement Group Statement Arrival Invoices Departure Invoices Arival Registration Cards E Occupancy Housekeeping Arrivals Departures Stayovers Hou
264. am Inc RezStream Professional User s Manual The RezStream Professional Name Search window is displayed Highlight a name in the guest history database and click the Select button or enter a new last and first name and click the New button PezStream Professional Name Search Flexor David TI Ne C7 Select 9X Cancel Business Name Last Name First Name Spouse Address City St Home Work Ackerman Joseph ele Wa th Sk Denver CO 303 661 32 303 555 172 Anthony Camelo AFOBRedRock Drive Larkspur CO 303 auer Mario B612 North Street Colorado Springs CO 719 887 98 719 454 541 anlay Bian 434w Prarie Road Elicott CO 71954509 pods _ _13008 Leste Dy _Erewood 00 rense ta 72051612 CA Ed 4 ragg Bl rr a Braitberg CA 92525464 uffett 3313W Palm Beach 414 555 12 Carroll Joe N21 WetstAvenue Denver CO 303 681 24 Clark Lawa 123 Widstave Aspen CO 970 923 397 Joe Julie DeBerry Fisher 2008 AftonwWay DeLay Doe dapleen 4414 Arosa Drive CO 970476 29 970 476 411 Elway John e We Cherny Hils Denver CO 203 FPF PADRE Fredericks dames gy 12 12 1 Complete the fields in the by the Day Reservation Dialog and click the OK button I by the Day Reservation Dialog Rate S lection Adult Child Unit Rate Fackage Selection Discount Selection 2 0 Rack r Cars E Recalculate Tax Exempt jo zif z Reservation Summar
265. am Professional User s Manual 14 Click the Install button to begin the installation 2 RezStream Setup by RezStream Inc Begin the installation by clicking the button below Directory C Program FilesiRezstream 15 After reading the RezStream End User License Agreement click the I Accept button End User License Agreement RezStream End User License Agreement END USER LICENSE AGREEMENT This License Agreement is your proof of license Please treat it as valuable property END USER LICENSE AGREEMENT FOR REZSTREAM SOFTWARE IMPOR TANT READ CAREFULLY This End User license Agreement EULA ts a legal agreement between you either an individual or a single entity and REZSTREAM for the use of one or more REZSTREAM software products designated below which include computer software and any associated media and printed materials and map include online or electronic documentation SOFTWARE By installing copying or otherwise using the SOFTWARE vou agree to be bound by the terms of this EULA IF you do not agree to the terms of this EULA promptly return the unused SOFTWARE to the place from which you obtained it for a full refund within thirty days counted from the date of purchase SOFTWARE LICENSE The SOFT MARE ts protected by copyright laws and international copyright treaties as well as by other intellectual property laws and treaties The SOFTWARE ts licensed to you not sold RES TAEAM or tts suppl
266. am com Page 64 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual UNIT TYPE COLORS Unit type colors can be assigned to individual units to make them easier to identify on the Daily screen Remove the text for any RezStream Professional default unit types listed in the Unit Type Colors list that is not applicable to your property Remove the text by highlighting it and pressing the lt DELETE gt key Unit Type Colors Unit type colors are used to visually identify different types of units on the y reservation screens These types are Remove default Unit Types not tied to rates or groups but arg sa by highlighting the text and phic inti tl pressing the lt DELETE gt key 2 Doubles Sandee S Kro Mouan View fi S 2 Queens Min View BS Kkng Hottu WS Meeting Roms E S Ma S M S In the following example our sample property has defined three unit type colors blue for Queen Queen rooms dark blue for King rooms and green for Suites that will help reservationists identify specific room types on the Daily screen REA Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue ccountset Amenities Selection Amenity Choices Unit Type Colors These nine amenities apply to all units The first Amenities Unit type colors are used to visually three display on t
267. ancy folder Clicking the expands the folder Other Reports Billing Miscellaneous our Reports 3 Left click the Housekeeping report Other Reports Biling Departures Stapovers Housekeeping by Employee Active List Guest Forecast J Daily Reservations J Hourly Reservations Miscellaneous Your Reports RezStream www rezstream com Page 368 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Select a printer from the drop down list and click the Print button Print Options Selected Report Occupancy Housekeeping EPSON Stylus C84 Seres if Print Preview lt gt Make HTML Make POF With the Print Preview checkbox marked the Housekeeping report is displayed to the screen before printing 5 The Report Dates window is displayed Select a start end date for the Housekeeping report or use the buttons on the left hand side of the window for printing the report for a default time period In this example the report is being printed for today Report Dates Yesterday Tomorrow Last Week Start 05 01 2005 End 05 02005 _ Last Month This Month Mest Month Last Year A Lae aq This ear C ok g Cancel 6 Click OK As the Print Preview box has been checked the report will first display to the screen
268. anges will automatically be transferred to the by the Day Reservation Dialog window Itt by the Day Reservation Dialog New Select Rate Selection Adult Child Unit Rate Package Selection Pets Cars Discount Selection Tax Exempt Reservation Summary Starts 11 06 2005 Unit 117 King he a AME POS ltems Package Items 0 00 i Tax 51 80 Edit Invoice Details Total Charges 526 80 Reason for reservation TD Referral Source E Edit Lists OK Cancel Daily Reservation T otal 475 00 Hourly Reservation T otal SU UU Rate Override Enter a rate and indicate whether it is a daily rate or i for the entire period Percent Discount of Desired Rate 85 00 f Daily Entered rate is f Overall Include Package w Include POS E e Ses Cancel m _ You do NOT have to click the Recalculate button after entering a rate override The updated 85 daily rate for a total of 425 is displayed immediately in the by the Day Reservation Dialog window RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 127 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual M by the Day Reservation Dialog NewsSelect Rate Selection Adult Pets Child Unit Rate Fackage Selection Discount Selection E o aaa None None Lar
269. another message appears asking again for deletion confirmation E Contirm Destroy Invoice Please confirm again There is no way to recover this information once destoyed Answering Yes at this point completely removes the reservation from the database There is no way to recover this deleted reservation information QUICK QUOTES Many times a reservationist may receive a call from a potential guest who is simply inquiring about the price of a room for a specific arrival and departure date The potential guest is shopping rates and is not ready to book a reservation In this scenario the reservationist is able to produce a quick quote using the following steps 1 From the Daily screen left click the potential guest s arrival date depress the left mouse button and drag the cursor to the right highlighting the last night the potential guest will be in house 2 Atthe bottom of the Daily screen click the text Standard Quote Contact Tammy Lee 303 681 8898 Mark Standard Quote 499 05 Click for details 1178 2005 10 01 PM x RezStream www rezstream com Page 179 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 The Quote Details window is displayed Here a unit rate or package can be selected from drop down lists A the number of people can be updat
270. ardco com RezStream www rezstream com Page 336 of 418 800 799 9735 Last Update 7 10 2012 2601 Blake Street Suite 10 Denver Colorado 80205 support rezstream com RezStream Inc RezStream Professional User s Manual 4 Double click the highlighted name to display its corresponding Contact Data screen hb xm afe 4 M A44 n OBE SHH First Last Name M le Wians 2nd First Last Carol Wiliams Inv Entered Begins Ends Start Unit Length Total Paid Confirmation Address 1 3312 W Highway 0 f 63711171372006 11 21 2006 11 23 2006 114 3 316 08 0 00 637 Address 2 Po Hail OK City St Zip Edwards CO ory lsie2z0 Country Fax United States of America bd Ph Home Work 970 333 1212 Business Name Email ddress Iwiliams vailrealty com Email Ok V Rewards Company Name Special Req 1 OO Starts Tue Nov 21 2006 Departs Fri Nov 24 2006 Length 3 Start Unit 114 Special Req 2 SS Adult 2 Pets 0 Daily Reservation Total 285 00 Charges 316 08 Child 0 Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges a Ae SIE eat Checked Out Tax 31 08 Last Change 11 13 2006 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Payment Data Confirmation 637 AD Group williams Lee Cancella
271. argate Colorado 719 593 0788 719 599 8898 lockadoor hes ce Lee Mark 4708 Red Rock Drive Larkspur 303 681 8898 303 681 0685 lee notanymore d Lindsey 3004 West Maryland Colorado 719 633 9989 719 887 4561 slindsey yahoo c Lubick Anne 555 W Prospect St Fort Collins 970 888 1234 970 GO RAMS Sonny csurams c McNamara Laura 2212 Belaire Ave Denver 303 767 8989 303 888 9898 bigmac msn co Mitchell 3800 Gilpin Denver 303 941 3677 303 681 7789 RezStream LLC bmitchell rezstrea Nelson 3030 W 3rd Ave Longmont 303 238 0909 303 323 0090 Nicks Lance 407 Libra Colorado 719 338 8251 719 477 1995 jnicks stewarttitle Plummer 3030 W Broncos Way Denver 303 444 3434 303 334 1616 plummer intercep Pryce Juanita 3343 W Heavenly Centennial 303 777 0909 303 787 0000 Pryce sackem cd Rice Karen 3343 North 8th Avenue Monument 719 488 0981 719 443 1215 brice comcast ng Simms Ward 6656 North Front Street Suzanne 3030 Wildcat Reserve Castle Rock Highlands co 303 998 7878 303 445 7787 msimms yahoo c Williams Carol 3312 W Highway 6 Edwards co p A Zallar Valerie 1234 W Lion Loop Monument co 81223 303 878 4434 720 472 2874 wardg wardco ct 81620 970 33
272. arges SHAREWITH RESERVATIONS ADDITIONAL INVOICES Use the following steps if more than two individual paying parties are sharing the costs of a room 1 As with making any reservation in RezStream Professional use the Daily screen to complete the first reservation 2 From the Contact Data screen click the Split Billing tab Details Payments Line Items if plit Biling Direct Biling Travel Agents Payment Data Contirmatior ME Cancellation Wisa Invoice Check Box Flags Adult Child A Tax Exernpt MIRE SIE Todi E Infnt E Im eiea Credit Card Data A E Arve M Custom 2 Pas MeN E tsi SY Custom 3 Exp L Custom 4 tk x Credit Card Hold x etter Standard E mcrae Custom 6 Group Assignment Checked EO et Batch Print Flag Edit PF Invoice Referal Source Fieferal Previous Guest Vehicle Description Reason for reservation Pleasure RezStream www rezstream com Page 236 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Click the Add Edit button Details Notes Payments Line Items Split Biling Direct Biling Travel Agents Party Total Paid Date Description Total Add Edit Print All Charges Payments
273. at may be created for each rate Use the sort column to determine the Ea Copy Rate Names E default rate and which rates are uploaded to online services d Seasonal Rates Standard Settings Weekend Settings Select days that apply tart Date Rate Base Cap Adult Child Pets Cars Min Len Sun Mon Tue Wed Thu Fri Sat Rate Min Len gt 1 1 2005 50 00 2 0 00 0 00 0 00 0 00 ool oC oO oO o oC 50 00 0 3 H Add New Season Copy All Seasons Copy Single Season Copy Season Wizard RezStream www rezstream com Page 50 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 Move the cursor to the Start Date field and enter the first seasonal start date 10 01 2006 Seasonal Rates Standard Settings Weekend Settings Select days that apply Start Date Rate Base Cap Adult Child gt Todi Infnt Min Len Sun Mon Tue Wed Thu Fri Sat Rate Min Len BL 10 1 2008 50 00 2 0 00 0 00 0 00 0 00 CICIO C eo oC 5000 0 3 Press the lt TAB gt key to proceed to the Rate field Enter the dollar amount charged 95 00 for the unit type Queen Queen and rate name Rack for the selected season Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Unit Type Rate Plan Rental by Day or Hour Tax
274. atag Leregth i sF lz ect hen he component of the package wa han a mi Deckabis lane the dea pa da Dha a het dite oon het ba on yei than the Gems h baih Geet ore beech on fee Aeril Becks Erga Eaman cate ai appia bo iera Wow bassa ines theme on nn break bd ori Bice ay Erry Erge Fe ier pira thes Bikr Ere Une aren dete but thee rt an the day dsa the bed rh Oe ot ree bee chage Seb ees Dalik Dassin ined hii Beer pee ee b iis LEETE ee on Basking Engine prip bese anie kie hap raphy Teinin Lengi Bite ker Desoripbon Fei Lat adult Price d D es of ledger bi aufttverdic HELA b Hors u E Ei Hirea length 2565 baika see edu ho iii fei Ura Groupe UA Age Plant oheasobers Do reat une Darma Hugar coun och ened Cana AUT isdorag can los pa gana ciri CE tee shi X Des Emea Fick fear Posed of Sale Pirri bonm Desorption Prien B Schaal Bl ne lass Hm Egidi od Wyre Pa cae bii ee G ete Pome Fiia Teti Fisa O tan The Detailed Description used on Booking Engine only field in the Edit Package window above is the description Internet guests will see when booking the package via the RezStream Booking Engine This description does not display in RezStream Professional After completing the Edit Package window click the Save button RezStream www rezstream com Page 81 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezS
275. ate 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 The cancellation letter is displayed Print the letter to maintain a hard copy for your records Dan Reeves 4313 Horth Forty Dr Houston TH 43212 0408 2007 Dear Dan We re sorry you won t be able to visit us on Friday April 13 2007 We have charged your account a cancellation fee of 78 74 and are refunding the remaming depositif any Your cancellation number is 6980409 Please keep us in mind for any future getaways We would love to see you again Your friends at The Cliffhanger Resort Contact The Cliffhanger Resor at r l Highway l fachats OR 97499 Phone Jd 1 848 2525 Email reservations fear com 5 After closing the letter by clicking the X in the upper right hand corner the Wait List window is displayed Click the Close button to continue to the Daily screen Scenario 4 Advance Deposit with Cancellation Fee and Credit Voucher In the last scenario a destination resort requires full payment at the time a reservation is booked In addition if a reservation is canceled the guest is charged a 10 cancellation fee Instead of refunding the remaining advance deposit the balance is transferred to a credit voucher that can be applied to a future stay Use the following steps for completing this cancellation 1 From the Daily screen right click the reservation to be canceled and select Delete Reservation View
276. ate Selection window is displayed Use the left and right arrow buttons to scroll the calendar to the desired arrival month Use the left and right arrow buttons to scroll the calendar to the desired arrival month Click on the reservation s arrival date from the calendar Use the left and right arrow buttons to scroll to the desired month Reservation Date Selection Fa 1 Pack slait date bot peparyalion 11 06 2006 Click the desired arrival date D Fick last right date fane us d 2 Or pick reservation length 1 Qs i i 19 20 21 22 2 25 27 28 3 RezStream www rezstream com Page 141 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 After selecting an arrival date specify the last night the guest will be in house Use the left and right arrow buttons to scroll the calendar to the desired departure month From the second calendar click on the last night the reservation will be in house Alternatively use the drop down list B to select the number of nights the guest will be in house Use the left and right arrow buttons to scroll to the desired month F Reservation Date Selection i q November 2006 gt 1 Fick start dabe forresesvation 1111 72006 O Z EMNTWIF S Fick last night date 7173 2006 Or pick reservalian lenglh iB Click the last night the
277. atic Rate Calculation T Back Continue Cancel 5 Highlight the unit in the available units list A click the right arrow button B and then click Continue C Aa Select Units Arriving 11 11 2006 Last Night 11713 2006 Length 3 Click on Back to modify Select Une Group The CiithangerAesot Select Rate Kirg r Select Ameniy Hon Smoking Seld Capacity All Select Link Color jal o Units Selected Shot Long Name 101 Kung Ovemde Automatic Aa Back RezStream www rezstream com Page 144 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 The RezStream Professional Name Search dialog window is displayed Either select a name from guest history and click the Select button or enter a new name and click the New button PezStream Professional Name Search Anthony Carmello Her ra Select 9 Cancel Business Mame Last Name First Name Spouse Address City St Home Work Ackerman Joseph ele WW th Sb Denver CO 303 681 32 303 555 172 34512 W 55th Street 503 555 1 Z 503 443 12 Anthony Camella AFUB Red Rock Dive Larkspur CO 303 n Barr 5409W Sid Avenue 767 998 011 767 545 1 2 Baur Maio 8812 North Street Colorado Springs 719 887 98 719 454 541 Barley Brian 4434 WW Prarie Road 719545091 Louis 3005 Leslie
278. ation Total 400 00 Charges 443 60 Hourly Reservation Total 0 00 Paid 443 60 Point of Sale Charges 0 00 Due 0 00 i 43 60 Last Change 1 17 2006 Custom 5 Contact Notes Private Notes Details Contact Log Photo Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Line Items i cu cbc ashe AD Grou Frai Payment Data Cancellation P Inquiry 7 i C ia Adult E Child E v Repeat Swipe Card Pets fi Cars fi C Business Credit Card Data A Arive 11 36 PM 1 25 2006 Other D epart Exp gt Zl Letter Standad Credit Card Hold T Invoice Check Box Flags Tax Exempt 1 Attention Custom 2 Custom 3 Custom 4 Custom 5 Vendor CheckedIn V Out I Custom 6 Batch Print Flag J 10 28 2005 RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 161 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 The person rate types on the Guest Info tab D xea gG amp d BAX n DBI FH First Last Name M E Todd Snider 2nd First Last Address 1 2212 Charleston Road s Address 2 Mail 0k v City St Zip Charleston sc 39870 Country Fax United States of America Inv Entered Begins Ph
279. ation for RezStream backups Every time you exit RezStream Professional the following prompt is displayed F Make a backup Exiting RezStream Professional Go you want to make a backup Ves Mo Cancel Clicking the Yes button creates a zip file in the specified folder RezStream www rezstream com Page 29 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CALL ACCOUNTING CHARGES Call accounting is a system interface that posts guest phone calls directly to their folio or invoice To learn more about automatically posting charges to the guest folio please contact RezStream sales toll free at 866 360 8210 From Tools gt Configure gt Settings the call accounting section is used for specifying a point of sale category tax group and revenue account for all phone calls posted through the call accounting interface Call Sccounting Charge Account Selection Please select the POS Category Category Phone Charges that you want the charges applied to the correct tas group for the Tax Group Standard changes and the revenue account assignment Rev Acct POs Revenue ha For additional information about defining POS categories and tax groups please see the heading titted Completing Optional Configuration Steps or click Help gt Help select the Contents tab and then click the Point
280. availability is uploaded to EUBookings once every 15 minutes a set interval lt Online Availability Configuration Availability Services Availability is Rone uploaded once After every change to ayailabili every 15 minutes ftaimbdatearyasl if changes have occured Ba aray oF y Two Way Default Online Payment Processing Process Credit Card for standard deposit Mark as Credit Card Hold payment not processed No payment recorded data saved if present Review other setting options in the Update Frequency tab using the table on page 371 5 When using EUBookings with RezStream Professional you may choose to download reservation requests directly into RezStream The Two Way Default Online Payment Processing setting allows you to specify a default payment choice after you accept reservation requests via the RezStream Professional two way feature This allows you to take a payment after accepting an automatic reservation request The two way data transfer feature works by allowing you to directly download reservation requests into RezStream Professional without using an email program After reviewing and evaluating each request you can either accept it or reject it You have complete control over the entire process and there are several choices of how to accept or reject requests If you decide to accept the reservation request it will automatically be entered into RezStream without any manual input In addition an automatic email is sen
281. ave categories and sub categories Enter the category a colon and the sub category Once vou have assigned a source to contacts or invoices any changes you make to the line will be carried over to all previously assigned to that line Referal Source Description Reasons for Reservation Description Bookable Description Bookable b Business Friends amp Family Enter the guest s reason for visiting your propery Chamber of Commerce Newspaper Local Newspaper Metro None Referal Local Business Referal Previous Guest Repeat Busine ai website Pleasure SEENEN Y il Add New For additional information about the RezStream Booking Engine please contact RezStream sales at 866 360 8210 www rezstream com Page 101 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual INSTALLATION TIPS amp TROUBLESHOOTING Use this section for tips on configuring RezStream Professional Common troubleshooting questions have also been included TIPS 1 Do not use commas quotation marks or apostrophes when entering customer names point of sale items or other data These characters are used for processing data in the RezStream Professional database and can cause problems when encountered in text fields 2 RezStream Professional is an auto save program You do not have to click a save button
282. ay 2 L Edit Invoice ltem Type Group Date k St Time JE nd Time Description Gy Price Tax Group Total Package 1 OF DEVOF Breakfast 4 00 40 00 Local 41 44 Package 1 07 05207 12 Day Guided Float 4 00 700 00 Local 725 20 Package 1 07 0507 Lunh 400 80 00 FullTax 88 72 Package 1 07 05207 Pies 400 100 00 Local 103 60 ip 0705 07 Misc Accessories 400 200 00 Local 207 20 1 0706 07 126 Two Bedroom 100 340 00 Exempt 340 00 Package 1 07 07207 Breakfast 400 40 00 Local 41 44 Package 1 07 06207 12 Day GuidedFloat 400 700 00 Local 725 20 Package 1 07 0607 Lunh 400 80 00 FulTax 88 72 Ap ororo 1238 Two Bedroom 100 340 00 Exempt 340 00 1 0708 07 Breakfast 400 40 00 Local 41 44 Package 1 07 07207 12 Day Guided Float 4 00 700 00 Local 725 20 Package 1 07 0707 Lunh 400 80 00 FullTax 88 72 E Add TA Edit Packages Call Apply Discount Totals Payments All Calen l Barcode code entry il Daily Reservation Total 1 020 00 POS Items gt item Type POS Hourly Reservation Total 0 00 12 Day Guided Float Trip Unit Group The Cliffhanger Reso gt Miscellaneous Items 2 760 00 Authentic NBA Basketball ae 07 06 2007 Tete 116 88 Bar Charge Basketball Clinic Admission Description 172 Day Guided Float Trip Charges 3 096 00 Bottle of Wine Quantity 1 Paid i
283. ayed in this window and click the OK button M by the Day Reservation Dialog HewsSelect Rate Selection Adult Child Unit Aate Fackage Selection Discount Selection E jo Rack None None Fets Cars Tax Exempt E jo r E Recalculate 300 00 Reservation Summary Starts 1171472005 Unit 117 King Maes rreuorarere 000 POS ltemePackage Items 0 00 Ends 1171772005 Tax 42 70 Days 3 332 70 Edit Invoice Details Reason for reservation Pleasure Referal Source Repeat Business Edit Lists Cancel 4 The Contact Data window is displayed Click the Group button in the lower right hand corner Dail Reservation Total Total Charges D xe BG amp BA AX n DBI BL First Last Name M Ron Hudey 2nd First Lat N eee Address 1 4908 Red Rock Drive Address 2 Mail Ok v City St Zip Larkspur co 7 801 18 Country Fax United States of America oo Ph Home work 303 681 3441 Business Name Giraffe Club Soccer ttst S Email Address hurley soccerules com Email Ok v Rewards FE Company Name Special Req 1 OE Start Unit Length Total Paid Confirmation 332 70 0 00 679 Begins Ends Starts Mon Nov 14 2005 Departs Thu Nov 17 2005 Length 3 Start Unit 117 Daily Reservation Total 300 00 Charges 332 70 Hourly Reservation Total 0 00 Paid 0 00 Point of Sale Charges 0 00 Due 332
284. ayland Colada Spings CO 71563338 71380741 m eee u m l lm eee 4 The Group Selection window is displayed Click the New button The name of the group leader entered in the previous step is automatically inserted in the contact field Group Selection Contact Description Phone Contact Hurley Ror Baxley Brian Oil and Gas Co 779 545 0909 370 3233766 B esemiptian 305 669 2341 Address 307 999 0909 ity 970 333 1212 970 333 1212 ae Ip Group Color rod DE Delete Remove Select Close RezStream www rezstream com Page 253 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Complete the description address city state zip and phone fields A color can be assigned to the group by clicking the paintbrush button After clicking the paintbrush button the Color window is displayed Here left click the desired color square The group color assigned in this step is displayed on the block of rooms reserved in the group reservation on the Daily screen Click the Select button to continue Group Selection Contact Description Phone Contact Hurley Ror Baxley Brian Oil and Gas Co 719 545 0909 Clark Laura 970 923 3766 Desciption Soccer Club of Larkspur 305 689 2341 Address 4908 Red Rock Drive 407 999 0903 ity Larkspur 970 333 1212 370 333 1212 E co
285. before opening reservation dialog Requr e referral source enhy before closing reservation dialog Uss automatic cly Saler province Hl n by postal code Use Outhok to cend emal If Outlook i mslaled on machine Attach Invoice bo email letters Include business name with contact export Require payment alber creating reservation a 11 14 451 4 Gh Pa Daily Ohicking on new invoice from the contact data screen vall go bx Houby Foirt of Sale Dietat tow Batch E c Default aclion alter pent belber ot emal 5 Check lin Check Out POS Invooce Edk POS Invoice Edit E E Check ind Check out defaute Record Payment fh Recod Pamen v Pant Irise E Piirk Invecice E We i ra i Invoice Lettes piri an Sawe o after creating Invoice py an 7990 05a Record Time Show Checked Out Record Time Show Checked In RezStream www rezstream com Page 23 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 1 Ask for Contact Name before opening reservation dialog With this switch turned on the RezStream Professional Name Search dialog is automatically displayed when entering a new reservation This is the screen where you can select a guest from history or enter a new guest name while making a reservation r RezStream Professional Name Search D Hew ra Select Cancel Business Name Last
286. bigmac msn com Mitchell Bill 3800 Gilpin Denver 80202 303 941 3677 303 681 7789 RezStream LLC bmitchell rezstream cor Nelson Eric 3030 W 3rd Ave Longmont 89090 303 238 0909 303 323 0090 nelly myserver com Nicks Julie Lance 407 Libra Colorado 80909 719 338 8251 719 477 1995 jnicks stewarttitle com O Leary David 31234 W 8th Avenue Nashville 65543 607 233 1234 607 312 1234 olearyt adelphia com 2212 W 1st Street Missoula MT 90098 307 999 0909 Display Previous Selection Begin New Selection Change Existing Selection e r r r r r r r r m r r r rc r r FINDING A RESERVATION Occasionally front desk personnel may be required to look up information about a previous guest In these instances the Select Names screen can be used to find the guest and then display the Contact Data screen to find personal information Use the following steps to find a specific reservation in the Select Names screen 1 Left click the column heading at the top of the Select Names screen that will be used to perform the search Left clicking a column heading displays a drop down list that can be used to Find Select or Sort guest names In the example below the Find command will be used to search the Last Name field M
287. bility IV Acc ha Reg iva InnRes www innres net M Upload availability Net Bookings www netbookings com M Upload availability ja Webervations www webervations com F Upload availability ins fee Rate to upload User Name Password Rate to upload User Name Password Rate to upload User Name Password Rate to upload User Name Password 3 EU Bookings www eubookings com M Upload availability ja Inntopia www inntopia com M Upload availability peroo Rate to upload User Name Password Rate to upload User ID RezTracker reztracker com not affiliated with RezO vation Upload availability ia he Na Password Na WorldRes www worldres com iV Upload availability Pass by Unit Type Rate to upload User Name Customer Id Id s Organization Code CLFHNGOIOR Property Code POSOR5565 If your property intends to display online availability by unit number instead of unit type leave the Pass by Unit Type field blank Click the Id s button if you would like to review your room Id s which will be displayed worldFles e Wworldres com M Upload availability Pass by Unit Type C ids P Organization Code CLFHNGOIOR Property Code Fos0 R5565 on WorldRes Unit ID Viewer Unit Name gt 101 102 103 104 105 106 107 108 109 110 111 112 113 CLF PAC HA2 H
288. button to add new Hourly Rate Names for example Rack and 10 Discount 3 With the Rate Plan Meeting Room and specific Rate Name Rack highlighted click the Add New Season button and enter the price of the Meeting Room based on specific start dates Weekend settings can also be chosen by specific day and rate a REA Unit Groups Unit Rate Plans Individual Units Packages Taxes Deposits Discounts Options Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class Queen Queen Daily Full Tax If two or more units share the same seasonal King Daily Full Tax rates it is considered one rate plan Please enter l a rate plan name for every set of rates that you Suite Daily Full Tax 1 Add New Rate Plan have You do not need to enter a different rate DO Meeting Rooms Hourly Full Tax plan for every unit that you have unless all are priced differently 7 i Rate Names are the different rates that 2 Rate Names may be available for a single unit Rate Name Rate Period Default Package Sort Bookable Add New Rate N Examples could be AAA and Business tack None wee ame Rate Names must be created for each uaa oh unique rate plan Actual charges are 10 Discount Hourly Copy Rate Names entered below under the various seasonal rates that may be created for each rate Use the sort column to determine the default rate and which rates are uploaded to online services ad Seasonal Rates Stan
289. c RezStream Professional User s Manual SHORTCUTS FOR SCROLLING THE DAILY SCREEN Use these additional shortcuts for scrolling the Daily screen The V Button Use the up and down V arrows to access all rooms for a property even those not visible on the current Daily screen Based on the number of rooms set to display at a time clicking the down arrow will scroll the Daily screen down to the next bank of rooms Click the V as many times as necessary in to view all property rooms et aJa a J oe a mrna a N YS AA E ee E o In this example the property has a total of 25 rooms but has elected to only display 20 rooms at a time on the Daily screen This value is set by clicking Tools gt Display Options gt View Options and selecting a value from the Maximum units to display on daily screen field In the image below the down V has been clicked one time changing the Daily screen display from rooms 101 120 to 106 125 DA s adeais a AA a Gis Pe ESEE EEIT Alternatively use the lt F11 gt function key to scroll one page down on the Daily screen and the lt F12 gt function key to scroll one page up Page 111 of 418 800 799 9735 Last Update 7 10 20
290. calculate Reservation Summary i i i Daily Reservation Total 860 00 starts Multiple Unit Multiple Hourly Reservation Total 0 00 T opo POS ltems Package Items 0 00 p P Tax 33 74 Edit Invoice Details Total Charges 953 94 Reason for reservation Friends amp Family Referral Source Newspaper Local Edit Lists OK Cancel 6 After completing the by the Day Reservation Dialog window click the OK button The Contact Data window is displayed Complete the necessary fields Click the Record Transaction button if a payment will be made Record Transaction button mx 2 Fe m ta4ax 28a First Last Name Mr pan Mews E Sess end First Last Entered Begins Ends Start Unit Length Total Confirmation Address 1 P12 W Cherry Hills Lane 678 2 28 2007 3 7 2007 3 9 2007 953 74 678 Addes2 0 Mall OK I Ciy St Zip Denver co m s0202 Country Fax United States of America ooo Ph Home work 303 777 7777 720 777 7777 SCS Denver Bones Business Name Denver Broncos Email Address fielway broncos com Email Ok v Rewards Company Name Special Req 1 MM Starts Wed Mar 07 2007 Departs Sat Mar 10 2007 Length 6 Start Unit 111 Special Req 2 TS Adult 2 Pets 0 Daily Reservation Total 860 00 Charges 953 74 Chid 0 Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Po
291. ccececceccecaecuccacauceceusaeaeceeceesaeaeseeeaeneeauseetuesecaesaetauaereesennanes 23 FUNCTIONALITY sacusccccaccnaccindctutosencesuactd caediedductisategestoacsdsasansbdaabiesdiebacelitasteeenderuanaddtahiesddetutabidesteccavs 23 eB E e E satetesieaccyaencaseaned ca atened E E senavase Guctueanectiensedaneiee de E 28 Invoice TC adc tetectesaecescae sesean se coacenad seteaad Gace waet sate ase stat sncd setacateancsoneysauunseecieiazedsainaneancanueas 28 Cancellation Fee cccccccccecsceccccecececcucucecscaccucececucucusecseauausenstaeaueuseuseauausenscaeaueunecseauausenseas 29 Days between Housekeeping ccccccssssececccseeeeceeecseeseceeecauaeceeseseaeceesssaaeeeeessaaseeeeessanseees 29 BACKUP PAIN erep e E E E tanta Nqnucatniesieaed E soni E EES 29 Call Accounting Charges cnacdinicesectnesnctctowsicedudibzaseadentenactunsecieeMnvucetudebleaeaetcesacsudenecossAnesescudeiaetceton 30 REPORTS siiescmtcatriacntsccsuthigerccutnt tu pnaadalbowate etustasnseinatlcadaceotnsietsina daa ommaaieatasnacinastidaseatutiedsina dau Sammausautammacnatiadeatuiedmedautions 31 Customizing the Guest INVOICE cccccccccsseeeceeceeeseeeeeceeeeeceeecseaeceessseaeceesseeaseeessssageeeeessaaass 31 Customizing the Housekeeping Report ccceccseeecceeceeeeeeeeeeeeeeeeeesaeeeeeeesseaeeeeesseaeeeeeesaaess 33 REPOT a toi asad ated ocauneheincataidsaa tia annals thecenauneheancatabasameetaaneatadoaennsas 34 DEFINING Tia x eS ices cscciccceieis tes S
292. ccemules com Email Ok V Rewards Company Name Special Req 1 C Starts Tue Nov 14 2006 Departs Fri Nov 17 2006 Length 3 Start Unit 121 Special Req 2 ooo Adult 2 Pets 0 Daily Reservation Total 450 00 Charges 499 05 Chid 0 Cars 0 Hourly Reservation Total 0 00 Paid Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due Checked Out Tax 49 05 Last Change 11 14 2006 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments 7 ooo Confirmation 649 AD Grow N Payment Data Cancellation P ibi 5 oe Visa Aa 2 Chia E gt Bp am Box Flags gt Swipe Card yl fi z ax Exempt F fopa 2 hoca L Cas E if Attention Business Credit Card Data QE Arve Custom 2 2 Pie Depart I Custom 3 p Exp E z Letter Standard 7 J Custom 4 Custom 5 CheckedIn Out F E 11 13 2005 Credit Card Hold 5 Batch Print Fleg F 8 Click the Reserve Day F2 icon on the main left hand toolbar The group reservation is displayed in red default color for reservations without payment along with the blue group color band identifying all five rooms of the Hurley reservation RezStream www rezstream com Page 255 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream
293. ceeeeeeeseceeessaaeeeeeeeaeneeeeeesas 177 MOO E eee ees ae ner eee neE nner ee eet eta a yee eee ee 179 Git CSI NCA SS ccs ore wate Sabi a cated s Sabet soamnisnmss eau ae a a 180 Redeeming Gift Certificates cccccccccsssseccccceseeceeecseseeceeceseseeeeeeesaaseeeeeseaaeeeeesseaeeeeessaaass 184 Searching DY Redeemer ssiicas te 22 ccladate ete a a a aaa Woes al 188 Gill CertiniCate Fie DOS tit ts ie clades etc a a a aa Sede telat 190 PANUNG CONTIN Atl OMS esi a a let cuts aisaea dos a ehdeta lS a taeaeeles 191 GNWIGall COMTI ONS ssc testi ashate a a a a a Sees a 191 Balch Printing CONIMA S rcs ccchakanesths E ect eda ta eawdeclehiete lee a 193 Printing the Daily SCre N ccccccceessceeeccaeeeceeeeeaeeeceeeeeeeeeeeeseseeeeeeessaaeeceeessaaaeeeeessaaeeeeeesseaess 194 HOUREY RESERVATIONS yictsc tccoseSauhiciicctuans stnehcetasanduenasnebsensashunsnadneicobdarbskaredutbiecdssheansadeyeotdiohceeds 195 Creating Hourly Rates ccccccccccccccsssscececceeeeceeesaeeseceeecseaeceeesseasecesesseaseeeeessaaseeesessegeeeeesaas 196 The Hourly Rental SCree n cccccssscccccccssseceeceeeseeeecseeseceeeseeaeeceeeeeaaseceessaeaeeeeessaageeeesssaaess 200 Default Hourly Reservation TiMe S cccccccccccseeececeeeeeeceeseeesseeeeeeseeeeeeseaueeessegeeeesaeeeeeneees 201 Hourly Reservations at a Glance ccccccceeececceeseeeceeeeeeeceeseeecaeeeeeseaseeessaueeessageeeesaeeeenaees 202 TOOQGMAG UIE DISDIAY eeren a a a ar E A 203 U
294. cess Credit Card for standard deposit Mark as Credit Card Hold payment not processed No payment recorded data saved if present Refer to the following table when selecting an Update Frequency UPDATE FREQUENCY OPTION After every change to availability you have a full time Internet connection and don t mind uploading data often At set interval if changes have occurred you have a full time Internet connection but anticipate uploading data often This is a good choice because changes are only uploaded when they have been made in RezStream Professional In addition setting your upload to 15 30 minutes is sufficient because most online availability companies set their servers to post availability information every 5 20 minutes Uploading more often than every 15 minutes is unproductive and not beneficial At set interval you have a full time Internet connection and want to specify how often your availability will be uploaded from RezStream Professional to the online availability service Manually only you have a normal dial up connection This option works well for small properties If you choose this option you can then go to the RezStream Professional Daily screen and click File gt Online Availability Update and pick your online availability services company from the drop down list RezOvation 2004 The Cliffhanger BG Edit Navigate View Tools Window Help IE LEF E Pocket PC Les Online Avai
295. cessary changes to the quantity price or tax group B In this example we are adding a bottle of wine that costs 25 00 E Add a Edit t Packages Totals Payments A Categories pE E arcodercode entry Daily F eservation Total tA 5 00 POS Items gt Item Type POS Hourly Reservation Total 0 00 Adult Breakfast Unit Group The Cliffhanger Reso Miscellaneous Items T ax Arra Monogrammed Wine Glasses Das Uses 200 ee Se Fate Descriptiorr Bottle of Wine Charges 407 3 achats Music Festival Quantity B Paid 100 00 Gries 25 Due Toone Tax Group tandard T Add ltem to Invoice Modity Inventor mai 4 Click the Add Item to Invoice button The Miscellaneous Items field will now reflect the added bottle of wine 5 Click the Save Close button RezStream www rezstream com Page 304 of 418 2601 Blake Street Suite 10 Denver Colorado 80205 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual KEY ITEMS RezStream Professional allows you to flag point of sale charges as key items Key items are charges that are posted to reservations and then displayed on a Key Item Detail report that alerts the front desk to take special action For example a property that specializes in weddings may have a key item called Wedding Cake When a Wedding Cake point of sale item is charged to a guest it is imperative that the cake get ordered and delive
296. ck OK The cancellation letter is displayed Print a copy for your records After closing the letter by clicking the X in the upper right hand corner of the Letter Edit window the Wait List window is displayed Click the Close button to continue to the Daily screen 4 The reservation is canceled and the remaining balance 663 76 in our example is transferred to a credit voucher Credit vouchers are displayed along with gift certificates View outstanding gift certificates credit vouchers by clicking the Point of Sale F4 button on the main left hand toolbar Click the Gift Certificate button kt RezStream Professional 2006 The Cliffhanger Resort File Edit Tools Window Help Invoices selected 66 Inv Recorded Last Arive Date End Date Start Unit Out Adult Child Daily Hourly Paid 11 04 2005 Kleinsmith Julie 11 04 2005 Rice Brian 11 06 2005 11 08 2005 118 11 04 2005 Simms Mindy 11 13 2005 11 14 2005 112 11 03 2005 Ward George 11 12 2005 11 14 2005 101 11 03 2005 Haynes Jeff 11 06 2005 11 12 2005 115 11 03 2005 Lachnidt John 11 11 2005 11 13 2005 116 11 03 2005 Dale Joe 11 06 2005 11 10 2005 117 11 03 2005 Guida Tracey 11 09 2005 11 11 2005 114 11 03 2005 Walker Larry 11 07 2005 11 09 2005 113 11 03 2005 Barry John 11 08 2005 11 11 2005 112 11 03 2005 Baxley Brian 11 07 2005 11 09 2005 110 11 03 2005 Baxley Brian 11 07 2005 11 09 2005 109 11 03 2005 Baxle
297. ck the Print button to print the envelope The Cliffhanger Resort 700 Highway 1 Yachats OR 97499 D O oO gt ies o E op in 5 D N N N Houston TX 33091 Copies fi l All Pages Current Page Pint gt Envelope printing defaults are stored in Tools gt Print Options gt Envelope Options VIEWING THE CHANGE LOG RezStream Professional automatically tracks reservation changes This change log can be useful for determining when a change was made to a reservation and also which reservationist made the change For example assume a guest is checking in and there is a discrepancy between the rate that is listed in the software and the rate the guest claims he was quoted In this scenario the front desk manager can easily access the change log and find out which front desk employee made the change to the reservation s rate and then determine which rate is correct Use the following steps for accessing the change log 1 From the Daily screen select the reservation right click and choose the View Contact Data option New Reservation Edit Reservation Edit Invoice Move Reservation Delete Reservation Color Flag Check In Out Record Transaction Force Recalculation Print Letter Print Invoice Print Registration Reassign to Contact Ctrl Ctrl E Ctrl D Ctrl k Ctrl T RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream
298. click a date in the calendar at the top of the window November 2005 p T W T F 3 4 30 10 11 f Tf 18 14 24 25 21 1 2 a 20 4 J I 4 BIKE BIKE Richard Lee 940 887 9965 Di eter Ernsley F f 00 Laura Clark 970 923 376 UTE HTT TH Click the thumbtack in the upper left hand corner of the Reserve by Hour screen to return the display to today s date a RezStream Professional 2006 The Cliffhanger Resort File Edit Wavigate View Tools Window Help RezStream www rezstream com Page 204 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Week View Click the Week View icon ea to view availability for the chosen hourly rental unit for a week s time period Sunday through Saturday of the selected date on the top calendar Clicking on November 6 2005 displays activity for Meeting Room 1 from November 6 Sunday through November 12 Saturday Jee 303 888 9898 0 00 Lenny Friedman 465 898 7765 831 75 ally Lindsey 19 633 9989 380 63 es Coo 719 545 0909 John Lachridt 719 593 0788 Click a new date November 16 in the calendar at the top of the page to search for availability for this single hourly unit for another set of dates November 13 Sunday through November 19 Saturday Click a date on the calendar to re focus availability
299. click the next to the Payments folder Financial Reports Other Reports Accounting i Billing Daily Sales Occupancy Revenue bi Upit Miscellaneous Foint of Sale Your Reports Payments Collections Advance Deposits Start of Day i Payables End of Day Receivables End of Week Gift Certificates End of Month Discounts End of ear Agents E External Reports i Tracking Booking Engine Sales Tax Summaries Over Due Payments General Ledger RezStream www rezstream com Page 343 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 Highlight the Shift Change report A and click the Print button B Financial Reports Other Reports Accounting Billing 0 Daily Sales Occupancy 0 Revenue by Unit Miscellaneous Point of Sale Your Reports E Payments i Collections Detail Start of Day Summary End of Day by Employee End of Week CC Processing End of Month treo ts End of Year E External Reports Print Options Jtevance Dapesi Booking Engine Payables p Receivables aments 0 Gift Certificates Shift Change Discounts Agents Brother HL 5140 series v n Ha V Print Preview 0 Summaries B Over Due Payments b 1 General Ledger Make HTML Make PDF Selected Report
300. count with Webervations you may then set RezStream to automatically upload your availability to their server and receive reservation requests directly into the Desktop software CONTACT WEBERVATIONS Webervations American Dreams Inc 23546 State Route 180 Rockbridge Ohio 43149 740 385 4444 www webervations com CONFIGURING REZSTREAM PROFESSIONAL FOR WEBERVATIONS Use the following steps for configuring RezStream Professional to interface with Webervations for publishing your property s availability and receiving Internet reservations 1 Click the Tools gt Unit and Rate Setup gt Individual Units tab on the Unit Setup screen Select each unit individually from the Pick Unit list that will be available online and enter a checkmark in the Include in Online Availability field Do this same procedure for every unit that will be included as an online reservation choice RezStream www rezstream com Page 408 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 Check the Individual Unit Long Name and confirm that it is the same Long Name that you have configured in Webervations The Unit Long Name must match your configuration in Webervations otherwise the availability uploads and downloads will not work Note that extra spaces or other characters in the unit name will cause a mismatch between the two syst
301. creen click Tools gt Display Options and select the View Options tab 13 RezStream Professional 2007 The Cliffhanger Resort R Display Options File Edit Navigate View BEHS Window Help Reservation Colors and Text Button Theme Colors amp a Program Screen Size Maximum units to display on daily screen 40 List Edit Program width POS Inventory Week 9 days E Auto Print Options Default Day view Weeks 16 days S00 Online Availability Konth 38 days 1024 Unit and Rate Setup Property Management Default Contact Data Tab Contact Notes 1152 1280 Program Height Use Pop Up help on Daily Reservation screen Abo Default Invoice Data Tab Status Display Weekend on Daily Screen as BOO foo Sunday E Thursday ob Monday E Friday 1024 Tuesday Saturday Wednesday time program starts Display will resize next RezStream www rezstream com Page 17 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Use the radio buttons to select the appropriate Program Screen Size resolution m RESERO Reservation Colors and Text Button Theme Colors View Options Hourly i Program Screen Size Maximum units to display on daily screen 30 Program Width Week 9 days C Auto C Default Day view 2 Weeks 16 days soo OO Month 38 days C 1024 Default Contact Data Tab
302. ction Click the Begin New Selection button to select a targeted list of guests The Begin New Selection button can be used to select a targeted list of guests For example generate lists based on a certain number of stays number of nights guest interests amount spent at your property or a range of arrival and or departure dates Once a targeted list is created several functions can be performed including e Printing the list e Exporting the list to a file e Printing labels e Performing a mail merge e Sending an email to the selected guests In the following example a property in the Colorado mountains is sending a letter to its previous guests in the following cities to let them know about the completion of a recent remodel e Colorado Springs e Denver e Ft Collins RezStream www rezstream com Page 382 of 418 2601 Blake Street Suite 10 Denver Colorado 80205 800 799 9735 Last Update 7 10 2012 support rezstream com RezStream Inc RezStream Professional User s Manual Use the following steps to select guests from these three cities 1 From the Select Names screen click the Begin New Selection button The Make Selection window is displayed F Make Selection Current selection includes O records Type City f Criteria f lt Criteria C gt Criteria f lt gt Criteria Criteria Add to Selection Remove from Selection Finish 2 City happens to be th
303. d Day Reason None i Referral None pa Save Cancel RezStream www rezstream com Page 214 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual h Recurring hourly reservations can be scheduled on a daily weekly or monthly basis In our example the reservation will occur weekly for the next eight weeks Click the Weekly tab Itt by the Hour Reservation New Select Date and Time Selection Reservation Settings i ous resem Duration ate v aQ En End Aft 1 0 r End After Occurences Start 11 30 AM Every i Weeks on Length 2 hours 30 minutes C End By 12 06 2006 End 2 00 PM l Sun Monf Tue f Wed Thuf Fri Sat Reason Business n Referral eferat Local Business a Save Cancel i Since the meeting we are scheduling will occur every week for eight weeks on Mondays we will set the Every field to 1 A click the Mon B checkbox and set the End After field to 8 C Itt by the Hour Reservation New Select Date and Time Selection Reservation Settings Recurring Reservation Settings m Frequency Duration Date 11 06 2006 ily Weekl Unit MTG Daily Weekly Monthly Start 11 30 AM v Every i id Weeks on JA Length 2 hours 30 minutes E E suf May T
304. d Seinies iaticuin rad Gorn ees twhare tel aa 339 VIEWING THE CHANGE LOG ccs cates wh Grae ase 2 lees ee aie ete sew ae Px degen Sou eee eae tees 340 FRONT DESK REPORTS a teste taeda cescdeticahddetene ve ethan ioe dtceoncdathacadinbeeds iebteaadedhazesedoueeetdsebbueds 341 NEE COS IAG recreere tose sasdenansc tp ebeatdiseteesu toca taten care deeiestdanett ste tatnensiedeecanctaeeentdane sees 341 AM PM GHECKIST e sacdbaeenadebhonttinttaeredubbee sanbtunosedybbentdeus tenc tp onncddedbaceredetoenddouneeers 345 Morning Shift Checklist cc cceccccceeecccceeeceeceeeeeeeeeeceeseeceesseeeeessaueeeeseaeeeeseueeeessageeessaaeess 345 Afternoon Shift Checklist 2 0 0 0 ccc ccc cccccceceececcecceceeceeceenecuececeeaeceeceeaecaeseeceeaeeaecueaeeaeeaeeneaees 345 IEG AT PAD a A 346 CANCEL NO SHOWS a a eke Sex odel Aten rohan ech Ui aan das ncesatanakendexs 346 CHECK DEPARTURES vsti tat hentai tas ken dice E N EEE E dau roe edad E 348 VERIFY A VWI Stans at a a a Tile a a a i he He tn oe Bik 349 VERIFY CHARGES POSTED TO GUEST FOLIOS cccecceceeceeceecececeeceeeeceeceeeeeeeceeeeeseeeeseeseeneeeesenness 352 PRINT GENERAL LEDGER REPORTS FOR THE DAY csccecceccecceeceeceeceeeeeceeeneeneeceeceeseeeeeeeeeeeeeeaeens 354 FIC VERE CHD VOU I ees cihalueuere a ont bower eadewaten neunedemdenan boca enestnadenes tonammitandehensaabaaies 355 EILAO E O ee ee ane Ee re EAT AE NE ay EL ae th AI eae eee 355 COMPINSO Nesna a tor er ee ete ected ene ee eee
305. d select the option for View Contact Data View Contact Data Record Transaction Ctrl T Force Recalculation Print Letter Print Invoice Print Registration RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 177 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 From the Contact Data screen click the Destroy Invoice button Destroy Invoice button Wonagx a BBsE Oo XB BF amp l First Last Name Mis Tammy Lee 2nd First Last Mak Address 1 4708 Red Rock Drive Addes2 0 Mail OK City St Zip Larkspur co x 80118 County Fax United States of America Ph Home Work 303 681 8898 203 681 0685 Business Name Email Address lee notanymore com Email Ok v Rewards Company Name Paid Confirmation al 0 00 621 Total 0 00 Inv Entered Begins Ends Start Unit Length 621 11713 2006 3 Contact Notes Private Notes Details Contact Log Photo Contact Category Contact Report Notes print with various reports Inquiry C New Repeat Business Other Vendor Special Reg 1 Special Reg 2 Starts Adult 2 Child 0 Checked In Checked Out Pets 0 Cars 0 Guest Info Payment Data Swipe Card Credit Card Data QQ ES a le Invoice Notes Private Notes Departs Daily Reservation Total Hourly Res
306. dard Settings Weekend Settings Select days that apply 5 Start Date Rate Base Cap ExAdult Ex Child MinLen Sun Mon Tue Wed Thu Fri Sat Rate Min Len 10 15 2005 125 00 2 0 00 0 00 HO o o o Eo M 140 00 0 12 01 2005 sead A o 0 00 Ho ol o o Oo M 155 00 0 03 15 2006 125 00 2 0 00 0 00 Ho oOo o o o M 140 00 q A Add New Season Copy All Seasons Copy Single Season RezStream www rezstream com Page 197 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Define rates by season for any additional Rate Names In the example below rates for the 10 Discount Rate Name are defined RESA Unit Groups Uni 1 Queen Q Rate Plan t Rate Plans Individual Units Taxes Deposits Discounts Options Unit Type Rate Plan Rental by Day or Hour Tax Class Full Tax If two or more units share the same seasonal ueen King Daily a Daily Full Tax tates it is considered one rate plan Please enter Suite 2 Rack Start Date 10 15 2005 gt Meeting Rooms Rate Name arate plan name for every set of rates that you have You do not need to enter a different rate plan for every unit that you have unless all are priced differently Full Tax Full Tax 1 Add New Rate Plan zj Daily Hourly Rate Names are the dif
307. date 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Enter the new rate name Per Person Per Stay Rate Names Rate Hame Rate Pernod Default Package Sort Bookable Rack 2 2 Rate Names Rate Name Rate Period Default Package Sort Bookable Pya dd New Rate Name Rack 1 Copy Rate Names Per Person Per Stay Seasonal Rates g Start Date Rate o One Time Per Stay Child Pets Cars Min Len Sur 6 Click the Copy Seasons Wizard button 7 Select the Copy to Selected Rate Name Only radio button A This action will activate new drop down lists to the right With the Queen Queen unit type still selected highlight the Per Person Per Stay rate name B and enter checkmarks next to each season that will be copied C Seasonal Rate Copy Wizard Unit Type Rate Plan Best hans th gt Queen Queen Destination King C Copy to All Rate Plans and Rate Names Unit Type Rate Plan Suite C Copy to Selected Rate Plan and it s Rate Names gt Queen Queen Meeting Rooms King Hot Air Balloon Rides Suite Boat Rentals Meeting Rooms Bicycle Rentals Hot Air Balloon Rides Two Bedroom Cabin z Copy to Selected Rate Name Only Rate Names AAA Rate Names Rack A si p Per Person Per Stay Dates AAA Per Person Per Stay f Copy Dates as Selected B C Add One Year to Selected Dates Copy Selected Seasons Seasonal Rat
308. day November 10 Tue Nov 872005 Wed Nov 372005 Thu Nov 10 2005 Jimmy Buffett 414 555 1215 932 40 4 Release the left mouse button The Recalculate Charge window is displayed Click Yes to recalculate the hourly reservation based on the new date or No to keep the original charges In the example below the original charges are the same as the recalculated charges Sun Nov 6 2005 Mon Nov 72005 Tue Nov 6 2005 Wed Nov 9 2005 Thu Now 10 2005 Jimmy Buffett 414 555 1215 932 40 Recalculate Charge Choosing Yes will recalculate charge to 900 00 Choosing Mo retains previous charge of 900 00 RezStream www rezstream com Page 223 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 The Edit Invoice window is displayed Here additional POS charges can be posted to Hourly reservations To post a POS charge to an Hourly reservation click the Add tab A and then select a POS item B Edit Invoice item Type Group Date St Time End Tine Darapon Hourly 1 TAGS 0600 AM 1600 AMH BALI A D ad cat iPackages Totals Payments Al Categories T Barcode cede erty fill Daly Reservation Totat 0 00 ems Typa POS Houk Reservation Tota 300 00 Unit Group The Ciiifhange Rezo Pelipcoedler ects llar 0 00 Bottle of Wine B nee TES Tax 000 Hanogiam
309. dit Card Hold T BatchPrint Fior RezStream www rezstream com Page 371 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Click the Reports F7 icon on the main left hand toolbar 4 Click the to the left of the Occupancy heading select the Housekeeping by Employee report and click the Print button Financial Reports Other Reports Accounting 1 Billing E Daily Sales Occupancy 00 Revenue by Unit Housekeeping Point of Sale Arrivals E Payments Departures 00 Advance Deposits Stayovers 0 Payables Housekeeping by Employee i Receivables Active List 0 Gift Certificates Guest Forecast Discounts Daily Reservations Agents Hourly Reservations Print Options i Tracking Miscellaneous Selected Report Gl Sales Tax 0 Your Reports Summaries ee teks 0 Over Due Payments Housekeeping by Employee GD General Ledger EPSON Spin CMA Seams Jv Print Preview Con Make HTML Make PDF 5 Inthe Report Dates window select today s date 05 30 2005 as the start and end date and click the OK button Yesterday Today Tomorrow Last Week ata 05 30 2005 _ Last Month End 05 30 ME _ This Month Mest Month Last Year This Year Cancel Report Dates _ Yesterday Today __Temerrow _Lastwesk
310. do 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual n Mon Nov 6 2006 JJinmy Buffett 414 555 1215 Nathan Hrach 303 221 0012 Mon Dec 4 7006 Kon Mow 13 2006 Nathan Hrach 303 221 0012 for the nest two months Mathan Hrach 303 221 0012 3 905 16 Weekly meeting for the nest two Mon Nov 20 2006 Mathan Hrach 303 221 0012 5 908 16 Weekly meeting for the nest two months Mon Dec 18 2006 Nathan Hrach 303 221 0012 3 908 16 Weekly meeting for the nest bao months The hourly reservation is displayed on Mondays beginning on November 6 2006 for the next eight weeks Mon Nov 2 2006 Nathan Hrach 303 221 0012 3 905 16 Weekly meeting for the next two months Mon Dec 25 2006 303 221 0012 3 908 16 Weekly meeting for the next two RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 217 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual EDITING HOURLY RESERVATIONS After making an Hourly reservation changes can be made by selecting the reservation on the Hourly screen right clicking and choosing the option for Edit Reservation The Edit Invoice on the top toolbar of the window can also be accessed by clicking the Edit Invoice icon Contact Data screen Edit Res
311. dustin 9878 Shields Fort Collins CO 970 555 091 Huey Ron 4908 Red Rock Drive Larkspur CO 303 686134 Kleinsmith Julie 308 Leslie Drive Colorado Springs CO 719 632 131 719 635 10 J A d d a m l a moam et ee d eee de RezStream www rezstream com Page 297 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 The by the Day Reservation Dialog window is displayed When making a Single Invoice group reservation only the Edit Invoice Details reason for reservation and referral source fields are active Complete these fields as necessary and click the OK button i by the Day Reservation Dialog New Select Rate Selection Adult Child Unit Rate Package Selection Discount Selection 2 fo Fack None None Fets Cars Tax Exempt F 0 fo Recalculate Reservation Summary Starts Multiple Unit Multiple Daily Reservation Total 490 00 i Hourly Reservation T otal 0 00 Ends Multiple POS ltems Package lems 0 00 Days Multiple ae 5342 Edit Invoice Details Total Charges 543 42 Reason for reservation Business Referal Source Chamber of Commerce Edit Lists Cancel 6 The Contact Data window is displayed Enter the guests personal information and record a payment if applicable using the Record Transaction button
312. e Baltimore 465 898 7765 465 456 0903 friedmanL sheltersyster Guest Demo 1855 Blake St Denver 303 274 3486 866 565 1800 RezO vation LLC info rezovation com Guida Tracey 5454 W 1st Avenue Lakewood 303 878 0909 303 879 9988 tracy csit com Haynes Jeff 3312 North State Street Boise 405 665 2355 405 443 0034 haynesmyway bsu edu Helton Todd 4454 North 8th Street Denver 303 665 9898 720 222 5454 heltonT volunteers net Holland Justin 9878 Shields Fort Collins 970 555 0909 970 768 1234 jholland igotsacked co Hurley Ron 4908 Red Rock Drive Larkspur 303 681 3441 Giraffe Club Soccer hurley soccerrules corr Kleinsmith Julie 308 Leslie Drive Colorado 719 632 1365 719 635 1011 kleinsmith stewart cor Lachniat John 2213W Briargate Colorado 719 593 0788 719 599 8898 lockadoor hes com Lee Richard 43008 112th Place Sammamish 940 887 9969 940 789 4562 LeeR S ammamish net Lee Tammy 4708 Red Rock Drive Larkspur 303 681 8898 303 681 0685 lee notanymore com Lindsey Sally 3004 West Maryland Colorado 719 633 9989 719 887 4561 slindsey yahoo com Lubick Sonny 555 Ww Prospect St Fort Collins 970 888 1234 970 G0 RAMS Sonny csurams com Martin Noel 3314 West TJ Way Boise
313. e 377 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual il Use the text justification button and the pitch drop down menu to choose text placement and size a Highlight the text New Single Letter b From the main toolbar click the Center Justify button It Letter Template Design File Edit view Insert Format Table Oe HG 2 Be om FY T Codes fet sh sfx ule fox JfH g Peud Center Text c Use the drop down Pitch field to select a pitch of 16 I Letter Template Design File Edit View Insert Format Table De HS teman a Mh FY T Codes ent e e e Z ule z zie Ecran ET E F 4 Singl 16 a etiam a 2 are Select a Pitch of 16 d Enter the text The Cliffhanger Resort Announces Grand Opening Rates on Remodeled Rooms The Cliffhanger Resort Announces Grand Opening Rates on Remodeled Rooms Type the text e Press the lt ENTER gt key four times in order to add space between the heading and the body of the letter 2 Reset the text justification to Left Justify the pitch to 12 and use a database letter code to enter the letter s salutation a Click the Left text justification button It Letter Template Design File Edit Yiew Insert Format Table D g Hg 5 3 Be o F Y T Codes X Po o e l Bru Click the Left Text Justification button Rez
314. e Move Reservation apkart Ctrl D Check Inu Chrl k Record Transaction Crl T Force Recalculation Print Letter Print Invoice Print Registration RezStream www rezstream com Page 170 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 The Delete Invoice window is displayed Enter a checkmark in the Cancellation Fee checkbox and specify a cancellation fee equal to one night s room and tax 105 36 Print the cancellation letter in order to retain a hard copy of the reservation for your records and to notify the guest in writing of the cancellation if necessary Delete noice Enter a checkmark in the AEA ll bres erie all Cat hedei boon eragi Toky Cancel lation Fee che ckbox Bee Spee Mere Gane Srl ube eof naea and specify a cancellation fee To avoid change backs ecard deteds in moter held equal to one night s room and tax f riata Tolal Dus 376 08 Phil be 105 26 n a 105 36 Print the cancellation letter to retain a hard copy record of the reservation 6 Click the OK button The cancellation letter is displayed Print the letter for your records After closing the letter by clicking the X in the upper right hand corner the Wait List window is displayed Click the Close button to continue to the Daily screen A percentage can also be entered in the Cancellation Fee
315. e Scheduled DISCOUNMS ccccccsssseeeccceeseeeecceeeseeeeeseeaeeeesseaseeeesssageeeesenas 138 Calendar MetNod cirai es ake cares ees ha a ivan ncatstawacn ceddenanta devas a ARE 141 Single Room RESENA ici cc sin aaucectentnbeninis a a a a a 141 M ltiple R m Reservations ierosin nin ea a ae iaaa ais 147 LONG Termi Reservations aveniecevicertursuerosuvirneda ea aE eE 157 Customizing the Contact Data SCre n cccccccccssseeececceeeeeceeecaeaeeceeeeeesseeeeessaaeeeeeseaegeeeeesaas 159 Sample Contact Data Screen Customization ccccccceeececeeseeeeeeeeeaeeeeeeeeeaeaeeeeeesaeeeeeeeeas 165 Cane ling Reservations zrase a oie Erea aaRS 167 Scenario 1 Credit Card Hold No Cancellation Fee ccccccccccsseeeeeeeeaeeeeeeesseeeeeeeeeeas 167 Scenario 2 Credit Card Hold with Cancellation Fee cccccccceceseeeeeeeeaeeeeeeeeeeeeeeeeeeeas 169 Scenario 3 Advance Deposit with Cancellation Fee ccccccccsecseseeeeeeseeeeeeeseseeeeeeeeeas 171 scenario 4 Advance Deposit with Cancellation Fee and Credit Vouchet 00008 173 ANCES ATOM SON sos seh cays sass cranes ctb a ated eeicctaas a a a 175 RezStream www rezstream com Page 3 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Completely Removing a RESErvatiOn cccccccccsseeeeeeeeseeeeeeeeeeeeee
316. e first field listed in the Type drop down list In this example City is the field being used to create the targeted list from guest history Y Make Selection Current selection includes records Postal Code Referral Interests Oecasion Annual wo Special Criteria VIP Add to Selection Remove from Selection Finish 3 Be sure the Criteria radio button is selected A and enter the text Colorado Springs in the Criteria field B Click the Add to Selection button C F S Make Selection Current selection includes O records Type City A Criteria C Crtena C gt Crtena f gt Crnterna Criteria Colorado Springs B Add to Selection E Remove from Selection Finish RezStream www rezstream com Page 383 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 The number of guests found from the city of Colorado Springs 3 is displayed at the top of the Make Selection window F Make Selectinn a e Criteria t lt Criteria f gt Criteria f lt gt Criteria Criteria Colorado Springs Remove from Selection Finish 5 Enter the name of the second city Denver in the Criteria field and click the Add to Selection button F Make Selection Current selection includes 10 records Type City Enter the next See Ci
317. e reminded to collect an advance deposit e Payment Information visa s Fisher DeBerry Invoices to Display Quick Amount Selection i Single iz f Contact Alllnvoices Ful Dep 1 Dep 2 Befund Cancel RezStream www rezstream com Page 25 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Default action after print letter or email RezStream Professional can be configured to save guest correspondence A Contact Log tab is located on the Contact Data screen This tab is used for keeping a record of emails letters phone calls and any other guest correspondence nm xe gS at IDALA Daag Fr First Last Name Mr 7 Richard Lee 2nd First Last Mile Lee Entered Begins Ends Start Unit Length Total Confirmation Address 1 43008 112th Place 512 4 3 2006 4 9 2006 4 12 2006 665 40 512 Address 2 Mail 0k V City St Zip Sammamish wa m 98074 Country Fax United States of America 7 Ph Home Work 940 887 9969 940 789 4562 Business Name PT Email Address LeeR S ammamish net Email Ok v Rewards FO Company Name FO Starts Sun Apr 09 2006 Departs Thu Apr 13 2006 Length 4 Start Unit 113 Adult 2 Pets 0 Daily Reservation Total 600 00 Charges 665 40 Child 0 Cars Hourly Reservation Total 0 00 Paid 300 00 Checked In Paint of Sale Charges 0 00 Due
318. eam Inc RezStream Professional User s Manual 10 The Select Letter window is displayed In order to select a customized marketing letter similar to the one created in the previous section Customizing Letters click the Single Letter radio button A and highlight the Grand Re Opening letter B that will be sent to each selected guest Select Letter Category Sing le Highlight the Grand Re Opening letter pene that will be printed for each selected C No Payment pital guest B C Deposit Paid rand MNe Uipen Paid in Full Cancellation Thank ou Special Use C Group Confirmation Click the Single Letter Travel Agent radio button A Inquiry C Registration Card C Invoice EPSON Stylus C84 Ser v Click the Print button 11 Click the Print button to send the letters directly to the printer A letter is printed for each selected guest RezStream Professional has the ability to send email marketing lists via Outlook and Outlook Express email programs However this is not recommended since these programs have limited bulk email capabilities HTML EMAIL EDITOR Access RezStream s HTML email editor by clicking Tools amp gt Email Design Configure Display Options Letter Design List Edit POS Inventory Print Options Online Availability Unit and Rate Setup RezStream www rezstream com Page 386 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last
319. ecs M Custom 4 Depart M Custom 3 VIP M Custom 5 m Payment Data Exp Zl Zi Letter Standard x J Custom 4 Owner I Custom 6 I Custom 5 CheckedIn Out M I Custom 6 Referral Source Newspaper Local Edit Lists Credit Card Hold E Batch Print V Flag RezStream www rezstream com Page 160 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 The contact tab labels on the left hand side of the Contact Data screen Oo xe ape 4 MARAs n DOBaE SL First Last Name Mr 7 Todd Snider 2nd First Last Inv Entered Begins Ends Address 1 221 2 Charleston Road Address 2 Mail Ok Iv City St Zip Charleston sc x 99870 Country Fax United States of America x Ph Home Work 607 332 0909 607 443 1254 Business Name Email Address todd mygeneration com Email Ok V Custom 2 Start Unit Length Total Paid 335 1 17 2006 1 22 2006 1 25 2006 107 Confirmation a 4 443 60 443 60 335 Custom 3 Custom 4 Starts Sun Jan 22 2006 Departs Thu Jan 26 2006 Length 4 Start Unit 107 Daily Reservation Total 400 00 Charges 443 60 Child 0 Cars 1 Hourly Reservation Total 0 00 Paid 443 60 Checked In v Point of Sale Charges 0 00 Due 0 00 Checked Out Tax 43 60 Last Change 1 17 2006 Custom 5 Adult 2 Pets 1 Contact No
320. ected POSTING PAYMENTS Use the following steps for posting a guest payment 1 From the Daily screen right click the reservation and select Record Transaction view Contact Data New Reservation Ctrl h Edit Reservation Ctrl E Edit Invoice Move Reservation Reassign ta Contact Delete Reservation Ctrl D Color Flag Ctrl K E Z REL Print Letter Print Invoice Print Registration 2 The Payment Information window is displayed Select the appropriate payment type F e Payment Information x Date ina o 2005 Invoices to Display Quic Gift Certificate 3 f Single gt C Contact C All Invoices B aster Cad Visa RezStream www rezstream com Page 301 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Use one of the following methods for recording a payment a Click the Save button to accept the default deposit amount defined in Tools gt Unit and Rate Setup gt Revenue Accounts Deposits The dollar amount in the Payment Information screen defaults to the preset deposit rule amount Payment Information Invoices to Display gt r Quick Amount Selection f Single f Group f Contact Alllnvoices a _Deposit nates a gt Cancel b Click the Full button and then the Save button to record a payment equal to the reservat
321. ective Date RezStream www rezstream com Page 37 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CREATING TAX CLASS GROUPINGS Once individual taxes have been defined tax class groupings are created and then later assigned to individual items For example assume a property sells the following items that are taxed according to the specifics in the table listed below INDIVIDUAL ITEMS APPLICABLE TAXES State City and Resort Restaurant Charges State and Cit The sample property would define four tax class groupings 1 Full Tax State City and Resort 2 Standard Tax State and City 3 Local City Only 4 Exempt Exempt Only Use the following steps for creating the four tax class groupings detailed above 1 Goto Tools gt Unit and Rate Setup gt Taxes Discounts and choose the Tax Class Groupings tab 2 Delete all but the last RezStream Professional default tax class groupings by highlighting the tax class grouping and pressing the lt DELETE gt key on the keyboard When a tax class grouping is deleted the following prompt is displayed Click OK to continue The last tax class grouping cannot be deleted Instead it will be renamed to reflect a tax class grouping at your property 3 Change the name of the last default tax class grouping by highlighting the name and typing a new de
322. ed B and or a discount percentage can be applied C E 2 Quote Details ltem Type Date St Time End Time Description Cty Frice Tax Group Total kerman i ial Daily King 100 150 00 FullTas 166 35 Daly 11 16706 M Kig 100 150 00 FulTas 166 35 id 101 King A nit Fate Rack Daily Reservation T otal 450 00 King non smoking room with a balcony Recentl renova Package None Hourly Reservation Total 0 00 in pring 200E 40 00 B Miscellaneous Items 2 ka E ka lets Size Tas 49 05 jo o zl Charges 499 05 C oBiscount ox 4 Ifthe potential guest decides to proceed with the reservation click the Close button to return to the Daily screen and press the lt ENTER gt key to continue 5 Any rate changes offered through the standard quote procedure will need to be recreated when returning to the Daily screen and making the actual reservation GIFT CERTIFICATES Gift certificates can be issued and redeemed from within RezStream Professional When a gift certificate is purchased use the following steps to record the sale 1 Click the Point of Sale F4 icon on the RezStream Professional left hand main toolbar 2 Click the Gift Certificate button in the lower left hand corner of the Point of Sale screen Pomel da Delete Invoice A Modify Inventory RezStream www rezstream com Page 180 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9
323. ed Begins Ends Start Unit Length Total Paid Confirmation al 405 1225 2006 1 29 2006 2 2 2006 118 5 526 80 237 50 405 aetati com Email Ok V 22233 9989 Company Name My Generation Inc Special Reg 1 Late Checkout Starts Sun Jan 29 2006 Adut 2 Pets 0 Chid 0 Cars 0 Hourly Reservation Total Checked In Point of Sale Charges Checked Out Tax Departs Fri Feb 03 2006 Daily Reservation Total Length 5 Start Unit 118 475 00 Charges 526 80 0 00 Paid 237 50 0 00 Due 289 30 51 80 LastChange 1 25 2006 Special Req 2 Pet Room Contact Notes Private Notes Details Contact Log Photo Contact Category Contact Report Notes print with various reports Guest Info Invoice Notes Private Notes Travel Age ustom Notes Payments Line Items Packages License of Golfers Tee Time 1 Tee Time 2 Tee Time 3 ee Time 4 Inquiry New Repeat Business Other Vendor 9 20AM True Blue 8 444M Caldonia 8 224M Pawleys Plantation Vehicle Description Invoice Referral Source Repeat Business Reason for reservation 1173 2005 None The Edit Lists button is a shortcut to the Tools gt List Edit window The Edit Lists button on the Contact Data screen is a shortcut to the Tools gt List Edit window These changes to the contact text fields and invoice custom text fields were made in the Tools gt List Edit gt Labels tab RESET Invoice Check Bosesh
324. ed to the C temp RezStream folder Highlight setup exe and click the Open button Type the name of a program folder document or Internet resource and Windows will open it For you 1 Cancel M Browse a RezStream www rezstream com Page 9 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Click OK to launch the RezStream Professional Setup Program x Type the name of a program Folder document or Internet resource and Windows will open it For you Open Ci bemplRezstream setup exe Ww y y ea Cancel Browse 9 After launching the Setup Program files are copied Install Copying Files please stand by Processing ATSSecurePostdll 21 of 30 10 If the Setup Program determines that certain Windows operating system files are out of date the following message is displayed If this message is displayed click OK to continue Setup cannot continue because some system files are out of date on your system Click OK iF you would like setup to update these Files For you now You will need bo restart Windows before you can run setup again Click cancel to exit j Cancel setup without updating system Files If the above message is NOT displayed continue to step 13 RezStream www rezstream com Page 10 of 418 2601 Blake Street Suite 10 su
325. ee 357 PRINT MISCELLANEOUS FRONT DESK REPORTS cecceccecceccecceeceeceeeeeeeecneeneeneeneeeeeseeeeeeeeeneeneeneens 358 MARK ROOMS OUT OF SERVIC E meaa aranana EENE a icbit EENET teow iebaa ceases EA a aA 358 MAKEA SYSTEM BACKUP nanen a R a aa 360 CREATING WIREPORT COLLEC TION rinmen a a a ia 360 Daly Audit REDONS eznea a a a ai 361 MOnt AUGL REDONS pansis a a R i a a o 364 TRAVEL AGENT GOMMISSIONS asne ea a a a e E aia 365 RezStream www rezstream com Page 5 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual FIOUSEK EE PING a ices acacia a a aaa aa wes aE 368 PRINTING THE HOUSEKEEPING REPORT 0 ccccceecceccecececeeeeeueeceuueeeeeeeeeeeeueeeeesuueeeeeeuueeeeuaueeneueneess 368 Customizing the Housekeeping Report ccccccseecceceseceeceeeeeeceeeceeceaeeeeseeeeeesseeeessaeeeeeeas 370 CHANGING A ROOM SSTATUS coen te eerie atte nde entities Unites eS 370 CREATING A HOUSEKEEPING SCHEDULE ccccecceecceccceececceeeeeceueeeueeeeeeueeeeeeueeeeeeeeeeueeueeanueeeeaenneees 371 PRINTING LE WER SS niisiis a tec wislose see hacia Sue A ede a a E a 373 PRINTING FOLOS armaa e a ne asisere aan delete ae 374 CUSTOMIZING LE TE RS e EE A E E AE A A E A AA A E rae 376 GUEST HISTORY MAR E N O a O mean dnemieeacuicn est 382 FFEN EmMa l EOI O edasi a a a a e Peo ee See ee 386 Emal IACI C TING ad a sce Dl acd abuso c
326. eeeeeeeeeeeeueaseeeeeeseeeaaas 403 NET ROOK ING S E P fee Hectares eth PE ace caterer A N EE EEA E ane a ace eee 405 Contact NGI BOO KING Si ccaaies ssa renin teaeeiia tna tavsanth seeceote a enenccametemeennes 405 Configuring RezStream Professional for NetBOOkingS ccccceccsseeeeeeeeeeeeeeneeseeeeeeeeeeaaas 405 sp SES E 2h 1 ke Meee anata ean E SPREE gE a So on en ne A EA 408 COMACT VWWVEDCIV AlIOINS actos een tires E E cha ies week ee seas taeda 408 Configuring RezStream Professional for Webervations eeeeeeeeeeeeeeeeeeeeeaaaaeeeeeeeeeees 408 WORLDRE cpl aces cet a nce nhc re Pe a oat da Saas Ne cana ahaa 411 Comac TV VONI CS Secene teaete aca ale sot ican bane aera dares a a alee etal 411 Configuring RezStream Professional for WorldRes ccccccssseeeceeeeeseeeeeeeseeeeeeeeeseeeeeeeeeas 411 INTERNET RESERVATIONS TROUBLESHOOTING TIPS ccccecceeceeceeceeeeeeeeceeceeeceeeeeseeeeeeeeeeeeeeneeneeas 413 CREDIT CARD PROCESSING coica eaaa aa Eaa a a aaan aan i akeat 414 CREDITCARD PROCESSING TERMS armena onata a Aa A ER era o NEA 414 RECORDING AND PROCESSING TRANSACTIONS cccceccsecceceeeececeeueeeceueeeeesueeeeeeueeeeeeueeeesaueeesneeees 415 PROCESSING TRANSACTIONS TO RECEIVE THE BEST RATE cecceccecceceeeeeeceeeeeeeeueeeeeeuueeeeeneeeass 417 CREDIT GARD PROCESSING CONTACTO cerisa iaraa ESN EA EA tear deteune EEN 417 KEYBOARD SHORTCUTS wiciscareiccetarctceetasacdisacceteadlaieels a a a E a aa a
327. een wonton d gt Suite Rate Names m Destination Copy to All Rate Plans and Rate Names Copy to Selected Rate Plan and it s Rate Names Copy to Selected Rate Name Only m Dates Copy Dates as Selected C Add One Year to Selected Dates zl Copy Selected Seasons Seasonal Rates Standard Settings Copy Start Date Base Adult Child Todr Infnt Min Len m 10 01 200 m 03201200F 2 20 00 1 uo 5 00 a 2 20 00 1000 5 00 250 05 26 2004 2 20 00 10 00 5 00 250 Clear Copy Tags Add New Season Seasonal Rate Copy Wizard Unit Type Rate Plan E 09 04 2007 N 120 00 20 00 10 00 5 00 250 Delete Tagged Purge Old Seasons m Copy Seasons rl Queen Queen Rate Names r Destination Copy to All Rate Plans and Rate Names Copy to Selected Rate Plan and it s Rate Names Copy to Selected Rate Name Only r Dates Copy Dates as Selected C Add One Year to Selected Dates Copy Selected Seasons Seasonal Rates Standard Settings Weekend Settings Select days thabe Copy Start Date Base Adult Child Todi Infnt Min Len on Tue Wed Thu M 10 01 2006 C 0301 2007 z 20 00 soa 5 00 sa 2 20 00 10 00 5 00 250 05 26 200 2 20 00 10 00 5 00 250 E 09 04 2007 Clear C
328. eenneeeeeesenons 102 TIPO aise etts hotest tat nsests a A a a ta ee he ee 102 TROUBLESHOOTING arise a tee cab ee a ht ie 103 Installation Copying SYSIEM Files 2 cneee tiated eee ae ne a 103 DOWNLOADING UPDATES istiiisiccecesus iiuna eaae awe a Aaa a A Eiai 104 PROGRAM UPDATE sraon aia Ra a a R a A O a 105 REPORTS UPDATE nnnnnn00anannneoooonnnnnrenooonnnnnrnrrrrnnnnnrrrrrrnnnnnrrrerosnnnnrrrerronnnnrrerroonnnnnreerrrnnnnnreeerenn 107 LOGGING ON rocii a a a a a a 108 RESERVATIONS e a a E EA a a a E Ea A Aa A 109 CHECKING AVAILABILIT enan a aaa a a ln alae a 109 Shortcuts for Scrolling the Daily Screen ccccccsseeeecccceeseeceeeeeeeeeceeeeseaeeeeessaeeeeesseegeeeeeeaas 111 TNE V BUIO M T bese a a 111 TheAmMmenty BUWONS soriana a aa e ti met R 112 DAIS FUNCIONS cstat a a a e a a R 113 WATES T sascetesucet elnts Seis diactate casey itaeraiateca aa a a a 115 VIEW S VIEW W ali S Teea a a a aa a tia Seae dicate 115 RONFOICK ana DraGone ienaa aa a a a Me dedice ie 118 PAMUNO IRENA E resina N N N E aa araeie 118 Making a Reservation from the Wait List cccccecceccssseeeceeeseeeceeeeeecseseeeseseesseseeessaaeees 120 INDIVIDUAL RESERVATION S Anis ree E A r a E e EE wiles tends 124 Lett GClickand Drag MENO ortega E e ele deat decal es IE 124 Reservations trom GUESTHISTON eienenn a N a E leat 131 Pre P OSiInG ChalgeS ontus iraa a N nl eo LOTE E atest 132 APPNO AULOMANC DISCOUMIS sssini a a R a lucia teiatawmnaee 134 Creating Pr
329. efault Package Sort Bookable Examp Rate H unique entere rates t Use th detaul to onli 4 Set the Rate Period to Daily A the Default Package to None B the Sort field to 2 C and enter a checkmark in the Bookable field D Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Unit Type Rate Plan Rate Flarn Rental by Day or Hour Tas Class L a Queen Queen Daily Full T ax i Add New Rate Plan have You do plan for every priced dittere Rate Hames Rate Hame Rate Period DefaultPackage Sort Bookable i yAdd a Behe Mea E Rack 1 rs i Oday CE Noned C2 Ci Copy Fate Names d RezStream www rezstream com Page 47 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 At this point the Rack and AAA rate names have been defined for the Queen Queen unit type rate plan but these two rate names also apply to the King and Suite unit types Use the Copy Rate Names button to quickly copy these rate names to the King and Suite unit types Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class a Queen Queen Daily Full Tax If ie i more a rates itis cong King Full Tar aS Suite
330. efaults for how RezStream Professional should react in certain situations After clicking Tools gt Configure the Configure RezStream window is displayed Business Mame The Clitthanger Resort Address 1 FOOHighwayT Address 2 Pe City StateZip Yachas oR 97499 Country F as United States of America 541 322 2777 PhonePhonez 41898 2525 0 877 6691210 Email feservations chicom WebAddress www chicom 000 This section contains information on completing the fields listed under each tab Business Data Users CC Processing Functionality Settings Reports and Reports 2 BUSINESS DATA The Business Data tab is used to define your business address and other contact information for example email and website address For customers taking advantage of online reservations via the RezStream Booking Engine this information is transferred directly to the RezStream Booking Engine Online Administrative Interface For additional information about online reservations please contact RezStream sales toll free at 866 360 8210 Go to Tools gt Configure gt Business Data to complete the following fields Business Name Address 1 Address 2 if necessary City State and Zip Country Fax Phone Phone2 Email Web Address o eS Sy RezStream www rezstream com Page 20 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manu
331. eite ececinoreddcekicicctieieiecins Steisiceu deicwnisierad jeeksiecelsuisiesiuc Soeiaeiea annann 35 CREATING INDIVIDUAL TAXES E 36 CREATING TAX CLASS GROUPINGS ccccceccecceccececcecceccececcucsueaecceuesecnuseeeuesueauceeeauseeeseesauaereseenenes 38 DEFINING RATES ois iceocic ss we cess annaa a A N Aa RNA aKa E 41 UNIT TYPE RATE PLANS ccccesciiccecavecoensacavexecedcawecedseensesxdeexaundai eesceebeoescedetrnaceindovadeddxscostecuscatsmeeostns 42 RATE PAE 6 eeu ace tatenanat nteuaursieonancniipeactete ton duc bhtauretatavonatcacia anatatondccvararatalteoeatssbiaematetnaacuaganadortvoescad 45 SEASONAL RATES aaen eian aAA aE ea Eea aii 50 OD VSS ASNT WIZA epin O E E a i 53 PER PERSON PER STAY RATES wisccesecncaiterdcduecarececsviesccacanacntcdexeccuncaucdaateinecoatiakecatdiendceeaesevagieieeceek 58 DEFINING UNIT GROUPS anaaannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnna 61 DEFINING AMENITIES 20 02 c0cccccccscnsceesscecnsnecesnecnsnscnenscnenscnensenensscnsnscnensenensenensenensenensesensnsenenses 63 TIE PVC Ol ONS ane EREE E EE EE E EEE 65 DEFINING REVENUE ACCOUNTS 2 ccccccscscnscssnscsensceenscnenscnensnscnsnscnensenenscnensnensenensesensesenenses 67 DEFINING UNITS ni nace cscs cscs sens ds necsoeceecarsanccawcceneseawastenccesecswuersasccauscereeceessteccocerswcersanceans 70 LETTER DESIGN eee ene ee EE ee SO en nee ae 74 RezStream www rezstream com Page 2 of 418 2601 Blake Street Suite 10 support
332. el aa ame entered below under the various seasonal rates that may be created for each rate Use the sort column to determine the BAA Daily None 2 M Copy Rate Names default rate and which rates are uploaded to online services ed Seasonal Rates Standard Settings Weekend Settings Select days that apply Start Date Rate Base Cap Adult Child Todl Infnt Min Len Tue Fri Sat Rate Min Len 1 1 2005 100 00 2 10 00 5 00 0 00 0 00 130 00 0 06 01 2005 150 00 2 10 00 5 00 0 00 0 00 180 00 01 01 2006 1 A a 10 00 5 00 0 00 0 00 1 a 06 01 2006 160 00 2 10 00 5 00 0 00 0 00 195 00 3 H Add New Season Copy All Seasons Copy Single Season Copy Season Wizard 2 Delete any default RezStream Professional rate plans Standard Room and Meeting Room that will not be used Highlight the rate plan Standard Room and press the lt DELETE gt key on the keyboard M Unit Setup Highlight the Standard Room Rate Plan and Unit Type Rate Plan press the lt DELETE gt E s key Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Add New Rate Plan plan for every u RezStream www rezstream com Page 42 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Highlight the
333. eld type only 12 Click Tools gt Display Options gt View Options and specify the Maximum Units to display on the daily screen La Display Options Reservation Colors and Test Button Theme Colea view Options Week 3 days C Auta Default Day view 2 Weeks 16 days gu hlonth 38 days C 1024 Default Contact Data Tate Contact Noles 1152 1280 Celsull Invoice Dala T ab Stat lsull Invace Dala Lie Program Height Use Poo Up help on Daily Reservation screen fe Auto C Disolay Weekend on Cady Screen ag Sunday Thursday gE Monday Frida ood Tuesday Saluiday Display will resze nest Wednesday lime program charts RezStream www rezstream com Page 73 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual LETTER DESIGN An unlimited number of guest correspondence letters can be added to RezStream Professional In order to begin using RezStream Professional the following confirmation letters should be updated to reflect your property s deposit and cancellation rules No Payment Deposit Paid Paid in Full Cancellation Pen Letters 1 3 are all confirmation letters in RezStream Professional If your property uses just one confirmation letter it is only necessary to update the letter that will be used For example if your property requires just a credit
334. elds Fort Collins 970 555 031 970 768 1 2 Kleinsmith Julie 308 Leslie Drive Colorado Springs 719 632 131 719 635 107 Lachnidt John Tiffany 2213 W Briargate Colorado Springs 719 593 071 719 599 958 Lee Richard Mille 43008 112th Place Sammamish 940 887 991 940 789 451 Lee Tammy Mark 4708 Red Rock Drive Larkspur 303 681 88 303 681 06 Lindsey Sally 3004 West Maryland Colorado Springs 719 633 339 719 887 451 mrmr AR Aan a namm mm m a RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 242 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 After clicking the New button the Group Selection window is displayed Click the New button on the Group Selection window The group leader s name Gary Pence is added to the list of contacts on the left and is automatically entered as the contact on the right Group Selection Contact Description Phone a Contact Pence jary Baxley Brian Dil and Gas Co 719 545 0909 Clark Laura Music Festival 970 923 3766 Martin Noel Weyerhaeuser 305 889 2341 Address Willams Lee Eagle Valley Tile 970 333 1212 City Pence Gary l Description State Zip Phone Group Color m FS News
335. em K Delteltem D 4 Delete Confirm deletion of POS item men RezStream www rezstream com Page 77 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Adding New POS Items Use the following steps for adding new POS items to RezStream Professional 1 Click Tools gt Unit and Rate Setup and select the Packages tab 2 Click the Edit Add POS Items button a REE Unit Groups Unit Rate Plans ivi it es jf Taxes Discounts Options Revenue Accounts Deposits ae Add items to a package by picking the item from the bottom list of POS items and Create new packages by clicking on the Add New button at the then clicking on the double up arrow button First and Last means that item is added bottom Changing an existing package will only affect existing on the first or last date of reservation Adult and Child multiplies the number of persons reservation if you edit them The components of the package are times the item per day Day makes the date on the item one greater than the shown at right Bookable applies to items that are bookable on reservation date and applies to items like breakfast where there is no breakfast on the RezStream Booking Engine when using the Booking Engine the arrival date but there is on the day after the last night Once is a one time charge Packages Items in Package Description
336. em Setup tab POS Inventory Setup p all Categories AGS me Description 7 Click the Add New Item button A and complete the POS item fields on the right hand side of the window With a checkmark next to the Booking Engine Bookable Item field the POS item is automatically uploaded to the RezStream Booking Engine where it can be sold as part of an online package For additional information about generating online revenue with the RezStream Booking Engine please contact RezStream sales toll free at 866 360 8210 POS Inventory Setup C item Setup Category Setup Vendor Setup Ar Categories Tomodily an iem in the fst at left click on t and make the changes below Changes are saved automatically when you _ POS Items _ Close the window Click on Add New Item at lower left to create Description new item gt Newltem AdutBreakiat oi Restauran Revenue Acao Revenue Reslawont C Pie gt 900 Bar Code Data Scan Bar Code Reorder at Reorder to Say Quanity f Paaa Last Cost Last Vendor Agustmert History Add New Item al Delete Item 8 Add additional POS items by clicking the Add New Item button Once you are finished adding POS items click the Close button on the POS Inventory Setup screen RezStream www rezstream com Page 80 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012
337. ems REES Unit Groups Number of Active Units Pick Unit Long Name 1101 King Type Color Queen Queen UnitId Name Sort Belongs to The Cliffhanger Resort 7 101 gt 102 Rate Plan Queen Queen 103 Maximum Unit Capacity 104 105 106 107 108 109 110 Phone extension Include in occupancy report Include in Online Availability Booking Engine Bookable Unit Online URL for online availability uploads Se N The unit Long Name in RezStream Professional should match the Unit Name in Webervations Standard Description 111 Housekeeping Assignment Group 1 King non smoking room with a balcony Recently renovated in spring Amenities j Non Smoking V Ocean View Jacuzzi Tub r V Balcony M Kitchenette M Handicap Accessible WorldRes Unit Typeld type only 2005 Alternative Description Only used if unit has alternate configuration this unit plus another ete f 3 Click Tools gt Online Availability and check the Upload availability box under the Webervations heading se Online Availability Configuration Availability Services Update Frequency Request Cancel Policy Availability Online vay avalabiltyonline com Upload availability E Ma Reg Ma Innes ww Innes net Upload availability a fact CUS Net Bookings vw netbookings com Upload
338. endar method reservation dates are first selected from the calendars in the Reservation Date Selection window Then available rooms for the selected dates are displayed With the calendar method there is no need to scroll the Daily screen to find available rooms for an extended period In the example below the calendar method is used to book a long term reservation arriving December 1 2006 and departing February 1 2007 Long Term Reservations Reservation Date Selection Pick start date for reservation 12 01 72006 step 1 Select an arrival date Pick last night date E0 A007 Or pick reservation length 63 Step 2 Select the last night the reservation will be in house After specifying reservation dates click the Continue button and use the availability filters A to find a room that meets the guest s needs Select the room by clicking the right arrow button B and click the Continue button C E Select Units 3 Select Urk Group select Kata Im After clicking the right arrow Select Amenity the highlighted room 107 Select Capacity is moved to the Units Select Unit Color Selected list Units Selected 1 Long Mame Capacity 107 King 3 x asde alla ae Calculation l eek _ C Eerie _ coca RezStream www rezstream com Page 157 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStre
339. ength a 3 b 7 E 9J q 12 13 14 15 16 17 13 20 21 22 23 ad 26 2f 20 29 3 4 5 E 7 56 A Today 11 5 2006 J 4 3 After specifying dates or the number of nights click the Continue button Reservation Date Selection 1 Pick start date for reservation 11 11 2006 2 Pick last night date 1113 2006 Or pick reservation length ae a 14 19 20 21 26 2Y 20 4 5 RezStream www rezstream com Page 143 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 The Select Units window is displayed Use the availability filters at the top of the window to display available units that meet specific criteria unit group rate amenity capacity and or unit color Select Units Armiving 1171172006 Last Night 11 13 2006 Length 3 Click on Back to modify Select Unit Group The Cliffhanger Resort Use the availability filters electRate king o y to display available units Select Amenity Non Smoking gt that meet specific criteria Select Capacity All bel Select Unit Color all Pick from available units 7 All Units Selected D Short Long Name Capacity Short Long Name Capacity 101 101 King 103 103 King gt gt it 109 109 King 111 111 King 113 113 King 117 117 King 119 119 King Override Autom
340. ental by Day or Hour Tax Class a Wyeern Lyeen Daily Full T ax Tika gt Da Ta B IF teo or more un A rates itis considg arate plan name th Add New Rate Plang have You do no plan for every un priced differently H 7 Set the Rental by Day or Hour field to Daily and the Tax Class to Full Tax Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts 1 Unit Type Rate Plan Rate Flan Rental by Day or Hour Tax Class a Queen Queen Dail Full Tas 2 ing ebay Fula 8 Repeat steps 6 and 7 in order to add the Suite unit type rate plan Unit Groups Unit Rate Plane Individual Units Packages Taxes Discounts 1 Unit Type Rate Plan Rate Plan Rental by Day or Hour Tas Class Queen Queen Daily Full T ax RezStream www rezstream com Page 44 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual RATE NAMES The second step in defining your property s unit type rate plan is to define rate names In our sample property there are two rate names Rack and AAA which will be associated with our three unit types Use the following steps to define a rate name 1 From Tools gt Unit and Rate Setup gt Unit Rate Plans highlight the Queen Queen unit type rate plan A and the Hourly rate name B Remember that we renamed the default unit type listing from Me
341. enver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual If you choose to manually enter a rate B the by the Day Reservation Dialog window is displayed ft by the Day Reservation Dialog Rate Selection Adult Child Unit Rate Fackage Selection Discount Selection 2 o Rack None None Pets Cars Tax Exempt E 0 0 Recalculate Reservation Summary Starts 11 22 2005 Unit 101 King police stomet A Seer Endz 1172772005 Hourly Reservation Total POS Items Package Items Days 5 Tas Total Charges 621 04 Reason for reservation Enter 4 rate and indicate whether Manually enter the a daily rate or iz for the entire period Desired Rate Daily Select the Daily or Entered rate ts Overall Overall radio button Include Package w Include POS E P cree e i Choose the percent discount from the drop down list or manually enter the desired rate and specify by choosing the appropriate radio button if this rate is to be Daily or Overall Click OK to continue RezStream www rezstream com Page 291 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual ROOM MOVES There are two methods for completing a room move in RezStream Professional 1 Moving reservations using the Daily screen 2 Moving reservations
342. eports from both sources To print the Detail report from RezStream Professional select the Detail report under the Payments folder Financial Reports Accounting Daily Sales Revenue by Unit Point of Sale Payments EEEN Summar by Employee CC Processing with Account Changes 7 After tracking down discrepancies correct payment mistakes by clicking the Edit or Delete buttons in the Payment tab on the Contact Data window RezStream www rezstream com Page 351 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual VERIFY CHARGES POSTED TO GUEST FOLIOS In addition to verifying payments received for the day charges that were posted to guest folios should also be verified against a source outside of the RezStream Professional software For example many properties that sell point of sale items will save a paper receipt if a guest charges an item to their room During the night audit these room charge receipts should be verified against the room charges posted in RezStream Professional to insure that posting errors were not made Use the following steps to verify the room charges posted for the day in RezStream Professional 1 Click the Reports F7 icon on the left hand main toolbar 2 Under Financial Reports in the main Accounting folder click the to the left of the Point of Sale folder Click
343. ers own the title copyright and other intellectual property rights in the SOFTWARE 1 GRANT OF LICENSE This EULA grants you the following limited non exclusre rights provided you comply with all terms and conditions of this EULA SOFTWARE You may install and use a single copy of the enclosed SOFTWARE on a single terminal connected to a single computer ou may not network the SOFTWARE or othenvise use it on more than one computer terminal at the same time without a valid license for each copy installed You may not use more than one instance of the software on a single machine without a valid license for each instance j Decline RezStream www rezstream com Page 12 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 16 For new installations select the radio button for Install Data File and click the Continue button The second option Do Not Install Data File is only used for properties updating or maintaining their RezStream Professional installation R RezStream Setup by RezStream Inc Install Data File f Install Data File Required for first time installation Will overwrite existing data file if product i already installed C Do Not Install Data File aes nat install data file Used only for a reinstall or a product update 17 Specify a Windows Program Group The defa
344. ervation Move Reservation Check In Out Record Transaction Ctrl T Prink Invoice Ctrl I Print Letter The Edit Invoice window is displayed Here reservation totals can be changed and miscellaneous charges point of sale items can be added to the Hourly reservation In addition packages can be added to Hourly reservations by clicking the Packages tab _ Edit Invoice ltem Type A Date St Time End Time Pesoription E Frice Tax ae Total Sabian e Sae iml sison FuTor sent pe 1142 05 10 00 AM 0200 PM MTG2 400 560 00 FulTas 621 04 O ee ioj esoo Fae ston gO T6 Suite 100 125 00 FulTas 138 63 In our example the hourly reservation was tied to an in house guest Therefore the Edit Invoice window displays Hourly Daily and POS charges Click the Add tab to post additional point of sale charges Packages can be posted to Hourly reservations CO aad A Edit cer Totale Payments All Categories Barcode code entry lll Daily Reservation Total 415 00 POS Items ltem Type POS Hourly Reservation Total 560 00 Adult Breakfast Unit Group The Cliffhanger Reso Miscellaneous lems 25 00 Bottle of Wine Date 1171272005 Tar 108 77 Monogrammed Wine Glasses Fate Description Adult Breakfast Charges 1 108 7 achats Music Festival Quantity 1 Paid 220 00 Price q Due 000 77 Tas Group Standard 7 Add ltem to Invoice Modify Inventory Save Close Cancel For d
345. ervation Ctrl h Three 2 When more than one room ata time is booked from the Daily screen the Multiple Selection Reservation window is displayed In this example where the group leader is paying for all charges still click the Multiple Invoice button The Multiple Invoice option allows the greatest flexibility for group reservations With the Multiple Invoice option individual contacts can be added to each reservation and a single room can be canceled without canceling the entire group Multiple Selection Reservation The reservation that you have started contains multiple segments covering different units andor non contiguous dates This type of reservation may be entered as either a single invoice or with a separate invoices for each segment Please choose which style you would like to create Single Invoice means all days and Multi Invoice means each segment Units are combined into a single Will be created with it s own invoice inace Use this option if a single Use this option when the reservation contact will be responsible for the bill Involves multiple contacts that may and vou do not need to assign any each pay separately This type of portion of the reservation to a reservation offers the option of group different contact assignment Tas Exempt Multi Invoice Group Multiple Invoice The Multiple Invoice option provides the most flexibility when booking group reservations The Single
346. ervation T otal 0 00 Point of Sale Charges 0 00 Tax 0 00 0 00 Travel Agent Custom Notes Confirmation 621 Cancellation 6211114 Adut E Child E Pets E Cars i Arrive 0 Depart Letter Standard CheckedIn Out F Lenath 3 Start Unit Charges Paid 0 00 Due 0 00 Last Change 11 13 2006 0 00 Payments Line Items AD Group Invoice Check Box Flags Tax Exempt 1 Attention Custom 2 Custom 3 Custom 4 Custom 5 Custom 6 40 28 2005 Credit Card Hold L Batch Print Iv Flag E 5 The User Sign On window is displayed Enter your username and password Click OK User Sign On Select User Name from drop down list and toe in password Administrator Y P a ET eae Only users with an access level of 9 or 10 are able to permanently remove reservations from the database 6 The following message is displayed Click the Yes button to completely remove the reservation from the database Destroy Invoice Confirm Full delete of this Invoice and all associated charges and transactions I understand that this may affect the values on certain Financial reports that have previously been printed aut Page 178 of 418 800 799 9735 Last Update 7 10 2012 www rezstream com support rezstream com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 RezStream Inc RezStream Professional User s Manual 7 If Yes is chosen
347. ervation Total 300 00 Charges 332 70 i Chid 0 Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due a Checked Out Tax 32 70 Last Change 11 9 2006 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Line Items 5 Confirmation 597 AD Grou Bristish Cancellation ioe Inquiry Visa x Adult E v Child E 7 m Invoice Check Box Flags 5 ate t Swipe Card Pets Ez tae Ez Tax Exempt ees 1 Attention Business Credit Card Data QA E a a Other kud Depart P Custom 3 Overton f exp 02 F203 eter f Custom M Custom 5 CheckedIn Out I Custom 6 11 8 2006 _Credit Card Hold a Batch Print Flag iis 13 Click the Reserve Day F2 icon on the main RezStream toolbar to return to the Daily screen The multiple reservations with Jake Plummer as the contact are now displayed by group color on the Daily screen TAK n SDak A J AA RezStream www rezstream com Page 156 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual LONG TERM RESERVATIONS Long term reservations should be made using the calendar method described in the previous section With the cal
348. erything possible to make your stay pleasant and enjoyable Cur pool gistration Card f ee is open from 8am to 8 pm and the hot tub is available for adults only from 8pm to 12pm If you desire any special itere such as flowers or champagne in your room on arrival we request that you notify us at least one week in advance 10 07 2005 Single No Style Changes here are not We show you arriving on Friday October 14 2005 If this is not correct please contact eer changes US as soon as possible Your charges are as follows o modify form letters close this dialog and Room 370 00 choose Tools gt Letter Hourly Rentals 0 00 e Misc Meals 120 00 Total 515 54 Amount Paid 515 54 Amount Due 0 00 PRINTING FOLIOS From the Daily screen highlight a reservation right click and select Print Invoice View Contact Daka New Reservation Ctrl M Edit Reservation ctrl E Edit Invoice Move Reservation Reassign ta Contact Delete Reservation Ctrl D Color Flag Check InfGuk Chrl K Record Transaction Ctrl T RezStream www rezstream com Page 374 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The Select Invoice Style window is displayed where you can select from a list of six folio types Select Invoice Style a f Detail Invoice Daily Summary Invoice Summary Invoice i Print Previe
349. es C Cancellation lt DATE gt lt ADDRESSLINE1 gt Address 1st Line C Special Use lt ADDRESSLINE2 gt Address 2nd Line Group Confirmation Dear lt FIR lt ADDRESS2 gt City State Postal Code Travel Agent Thank you flee Sarii forward to your visit and want C Inquiry you to kno aaia your stay pleasant and lt CFIRSTBOTH gt Both First Names 1 Registration Card enjoyable CPHONE gt Contact Phone Invoice _ lt CFAX gt Contact Fax C Gift Certificate C Single No Style We show Y lt CEMAIL gt please con lt CBUSINESS gt lt CBPHONE gt lt UNITDES lt REFERRAL gt lt IREFERRAL gt We show y lt CONTACTTYPE gt as possible lt VEHICLEDESC gt ___ Contact Email Contact Business Name Contact Business Phone Contact Referral Source Invoice Referral Source Type of Contact ee reo LUNIT gt If this is not correct on of lt LUNIT gt follows rect please contact us as soon zl lt DAILY gt lt POS gt lt TOTAL gt lt PAID gt lt DUE gt Room Misc Meals Total Amount Paid Amount Due Your deposit payment of lt DEPOSIT is due by lt DEPOSITAFTER gt 10 days after DL U e i mma an mamanis Line 12 Col 24 100 NUM E ta Install amp ConfigureRez Yahoo Mail mkleiny g Jasc Paint Shop Pro R RezStream Configura 4 Utilize the various choices on the toolbars for customizing your guest correspondence letters 5 Close the Letter
350. es Standard Settings Weekend Settings Select days that apply A Start Date Rate Base Adult Child Pets Cars Min Len Tue Wed Fri Sat Rate Min Len 10 01 2005 95 00 2 20 00 10 00 0 00 0 00 M 115 00 0 03 01 2006 145 00 2 ae 10 00 0 00 0 00 a 165 00 0 05 26 2006 165 00 2 20 00 10 00 0 00 0 00 M 205 00 0 09 04 2006 95 00 A m 10 00 0 00 0 00 M 115 00 0 Clear Copy Tags Add New Season Delete Tagged Purge Old Seasons RezStream www rezstream com Page 59 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 8 Click the Copy Selected Seasons button 9 Click the Close button to exit the Seasonal Rate Copy Wizard screen 10 Seasons are now associated with the new Per Person Per Stay rate name To activate per person per stay rates start by setting the Rate field to 0 00 and Base Cap field to 0 Seasonal Rates tandard Settings Weekend Settings Select days that apply Start Date Rate Base Cap Adult Child Pets Cars Min Len Wed Thu Fri Sat Rate Min Len 0 00 0 450 00 400 00 25 00 20 00 0 00 i 00 00 350 00 25 00 20 00 25 r 11 Next enter per person per stay rates for each rate person type Adult Child Pets Cars in our aSETings Weekend Settings Select days that apply Start Date Sp Child Pets Ca
351. es listed below Package Type a Nightly Rate The dollar amount in the rate point of sale item is charged each night of the package regardless of the number of people in the room In order to define this type of package click the First Last and Rate fields Per Person Rate The dollar amount in the rate point of sale item is charged per night per person In order to define this type of package click the First Last Rate and applicable person rate types adult child etc Lump Sum Rate The dollar amount in the rate point of sale item is charged once during the stay In order to define this type of package click the Rate and Once fields The room rate component of our NBA All Star Getaway package has the following checkboxes A First B Last C Rate With this combination the 100 00 room rate will be charged each night of the two night stay R is ie e 000 000 The package Rate checkbox 00 sang combined with the First and Last checkboxes tells RezStream Rate Selection Professional to use the specified Adult Child Unit Rate Package Selection Discount Selection P 2 fo JRack NBA A Star Getaway None dollar amount 100 00 as the room rate and to multiple Todi Infnit Tax Exempt m i this amount times the number of E i days the guests are in house 2 Reservation Summary z Starts 02 24 2007 Unit 115 Kirg nda 02 26 2700 Daily Reservation Total POS temsPackage Iker
352. es of America LF Ph Home Work Business Name 0 EmailAddes 7 small IV Rewards P Company Name Special Reg 1 Special Req 2 Contact Notes Private Notes l Details Contact Log Photo Contact Report Notes print with various reports Contact Category Inquiry New Repeat Business Other Vendor 11 14 2005 Click the Add button Inv Entered Begins Ends Start Unit Length Total Paid Confirmation al 688 327 2007 11 22 2006 11 24 2006 117 3 476 87 0 00 688 E Starts Wed Nov 22 2006 Departs Sat Nov 25 2006 Length 3 Start Unit WF Adult 2 Pets 0 Daily Reservation Total 430 00 Charges 476 97 Chid 0 Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Checked In Point of Sale Charges 0 00 Due 476 87 Checked Out Tax 46 87 Last Change 3 7 2007 Guest Info Agency Name Agent Name Agent Phone Commission Amount Paid Click the Add button to add atravel agent to the reservation Highlight an existing agent from the list and click the Select button 2 Agent Selection IATA Agency City St Phone IATA Number 12 34567 8 210004361 2 Lost World Travel CT 436 776 1900 ny Kinia Trave Address 1 jaza Ww TstAvenue Address 2 Pe City Bridgetown state Foo Zip 331 4 Phone 354 8921123 Fax 954 892 1134 Email kirja bridgetown net Web www kinjattavelcom Agency Notes Agency Fate 5 Fee this invoice 5 00 Agent this Inv
353. eservation ctrl E Edit Invoice Move Reservation Reassign ta Contact Delete Reservation Ctrl D Color Flag Ctri k Frink Letter J W i Print Invoice Frink Registration Date 11 21 2005 150 00 UL aT meden r Invoices to Display Gift Certificate i f Single ie Coupon C Contact C Alllnvoices i Visa RezStream www rezstream com Page 415 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Enter the payment amount and click the Save button The Quick Amount Selection buttons can be used to record a full payment a deposit that is based on system defaults or any other amount entered into the payment field e Payment Information Date 11 21 2005 150 00 tt K J OU Me Entera payment amount Bia o and click the Save button Invoices to Display Quick Amount Selection f Single is f Contact w All invoices Full Deposit Refund Cancel 4 The Online Credit Card Processing window is displayed A pop up window is also displayed prompting you to Swipe Credit Card or Click Cancel F Swipe Card Ed Swipe Credit Card or Click Cancel Cancel For the lowest possible processing rate the Card Present rate swipe the credit card If the credit card is not present click the Cancel button and enter
354. etailed steps on posting Point of Sale charges to an existing reservation please see Pre Posting Charges in the Individual Reservations section RezStream www rezstream com Page 218 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Multiple functions can also be performed on Hourly reservations from the right click menu including recording transactions printing invoices and printing letters To access these options left click the reservation on the Hourly screen to select it and then click the right mouse button The list of reservation functions is displayed Select the desired action avleen Doyle g PO 4 76 2423 View Contact Delete Reservation Edit Reservation Move Reservation Record Transaction Corr Print Invoice Ctrl I Alternatively many of these same functions are also available from the top toolbar on the Hourly screen To utilize these functions left click the desired reservation on the Hourly screen and then click the icon that corresponds to the desired action Print Print Invoice Print Registration Record Reservation mg ul Card Transaction Delete Edit Reservation Letter w ma October 2006 E November 2006 gt a es ee a S M T W T F 5 5 2 3 4 5 6 7 23 30 A l 4 3 10 1 12 13 14 5 6 7 8 0 1 16 18 eu 2l 15 23 25 ef 28 ae 29 30 1 2 a 4 2d 5 G E a
355. eting the fields in the Delete Invoice window click the OK button Delete Invoice l line items will be deleted from invoice To only remove speciic tems cancel and uze edit invoice To avoid charge backs record details in notes field Invoice Total Due Invoice Total Due Amount Paid to date Amount Paid to Date Issue Refund To Credit Youcher Amount Remaining Print Letter Print the cancellation letter to retain a hard copy of the reservation for your records Cancel The Invoice Total Due and the Amount Paid to Date lines help determine what action to take when canceling a reservation In the example above no payments have been made therefore there is no refund to issue Since the reservation is being canceled before cancellation fees apply the Cancellation Fee checkbox remains unchecked 3 The cancellation letter is displayed to the screen Print a hard copy of the reservation for your records I Letter Edit File Edit View Insert Format Table Dees amp x Bajnas Letter Style Standard A C gt Letter No Payment Deposit Paid Ms Mindy Simms Paid in Full 6656 North Front Street Cancellation Castle Rock CO 380116 Thank You Special Use Travel Agent Group Confirmation Inquiry 11 20 2005 Dear Mindy _ We re sorry you won t be able to visit us on Friday November 25 2005 We have charged your Sees account a cancellation fee of 0 00 and are refunding the rem
356. eting Room to Queen Queen in step 3 of the Unit Type section above The rate name listed with Queen Queen at this point is still Hourly which was the rate name associated with the previously listed Meeting Room unit type Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Unit Type Rate Flan Rate Plan Rental by Day or Hour Tax Class a A CS Queen Queen Daily Full T ax If two Of more rl Tas ae cud a rate plan na Full Tax 1 Add New Rate Plan have You do plan for every priced different b 2 Rate Mames z Rate Hame Rate Period Default Package Sort Bookable Add Wew Fate Name ae i ate B p Hourly Hourly Mone W Copy Rate Names In this step we will rename the Hourly rate name to Rack Highlight the text Hourly and replace by typing Rack Unit Groups Unit Rate Plane Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class a a Queen Queen Daily Full T ax IF two or more Ful T aeons aul a ee a rate plan na Full Tax 15 Add New Rate Plan have You do plan for every priced differer zal Rate t 2 Rate Hames map bi cale l E Mame Rate Period Default Package Sort Bookable add oan Name ek Hourly None M Pcie Copy Rate Names aliens rates t Use th defaul to onli a RezStream www rezstream com Page
357. ezStream Professional that involves a travel agent 1 Add the travel agent as a contact to RezStream Professional 2 Assign the travel agent to the reservation The Night Audit section of this User s Manual covers the following topics pertaining to travel agents e Printing travel agent statements e Paying travel agent commissions e Reconciling travel agent commissions ADDING TRAVEL AGENTS TO REZSTREAM PROFESSIONAL Prior to assigning a travel agent to a reservation the travel agent must first be added as a contact in RezStream Professional Use the following steps for adding travel agents 1 Click the Contact Data F5 icon on the main left hand toolbar in RezStream Professional 2 The Contact Data window is displayed Regardless of the selected guest click the Travel Agent tab in the window s lower right hand window Db xe B amp DOR4s n OBae FQ First Last Name Mr 7 Noel Martin 2nd First Last Inv Entered Begins Ends Start Unit Length Total Paid Confirmation Address 1 3314 West Td Way 560 10 27 2006 11 5 2006 11 5 2006 MTG2 O 207 94 207 94 560 Address 2 Mail Ok V City St Zip Boise iD x 4331 3 Country Fax United States of America x Ph Home Work 305 889 9898 305 665 9989 Business Name TrusJoist EmailAddress Martin weyerhaeuser com Email Ok v Rewards E Company Name 0 Special Req Starts Sun Nov 05 2006 Departs Sun Nov 05 2006 Length 0 Start
358. ferent rates that may be available for a single unit Examples could be 444 and Business Rate Names must be created for each unique rate plan Actual charges are entered below under the various seasonal tates that may be created for each rate Use the sort column to determine the default rate and which rates are uploaded p online services Rate Names Rate Period Default Package Sort Hourly Hourly Bookable Add New Rate Name Copy Rate Names R Paste Rate Names None Seasonal Rates Weekend Settings Select days that apply Rate 125 00 Tue Wed Thu Fr Sat Min Len CICI CMM Sun Mon Standard Settings Rate 110 00 12 01 2005 Base Cap Ex dult Ex Child Min Len 1 om 2 0 00 0 00 C o C ww M 14000 03 15 2006 2 0 00 0 00 110 00 2 0 00 0 00 Clic oC we 5950 Riese Unit Groups M Number of Act Ez Highlight a uni in the window REA Unit Groups Number of ctive Units Unit Id Name Sort 113 13 114 14 115 15 Unit Rate Plans 2 Individual Units 2 Unit ID Zidu Edit Names Sort a Id s Long Name Demo Unit 31 t from the Pick Unit column that is not currently being used Units are listed along the left hand side of the window we Units Individual Units Packages Taxes Deposits Discounts Options 26du Sort Long Name Demo Unit 26 Type Color fo Belongs to The Cliffhanger Resot Rate
359. guest will be in house Another option for specifying the reservation s arrival date and last night in house is to click the down arrows to display popup calendars A Reservation Date Selection F lt E z E 1 Fick start date for reservation 1171172006 eee sy Pe h on CE ag co Fa E oO gt Click the down arrow to display the popup calendar co a hI Mi Pa Mn wo bo ho Po oo r M i ee y SC s Ea E ij So 7 SES on hho Po Mi Lo ho on co A g A oS m7 D Fick lastnight date 1113 2008 Or pick reservation length 4 aa ro a n on bi mi P D j a d td Mi JE M Son ka eS bo oo T l l hao gt y m Mi Moo oo aH N E H e MI ho oM h goid oo oo m C ontinue f Cancel Carel RezStream www rezstream com Page 142 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual After clicking the down arrow to display a popup calendar click the desired date to select it Reservation Date Selection 006 p 5 q gt November 2 1 Pick start date for reservation 11 11 2006 cH LTT a a 2 g 29 30 3 6 0 fi 4 1 3 7 638 1 14 15 16 1 71 22 23 2 28 29 30 1 E Click a date 2 2 5 BF to select it 2 Pick last night date Or pick reservation l
360. guest invoice using the following steps 1 Left click on the guest s arrival date and while keeping the left mouse button depressed drag the cursor to the right highlighting the reservation dates through the last night the guest will be staying at the property Right click and select the option for New Reservation i 1411 114 y Reservation Ctrl M Mark Out of Service Ctrl 0 2 Atthe RezStream Professional Name Search Window enter the guest s name and click New or select a name from guest history RezStream www rezstream com Page 132 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The by the Day Reservation Dialog window is displayed Click the Edit Invoice Details button M by the Day Reservation Dialog NewsSelect Rate Selection Adult Child Unit Rate Fackage Selection Discount Selection 2 lo Rack None None Pets Lars Tax Exempt ica E 0 Recalculate Reservation Summary Starts 1141142006 Unit 116 Suite mode meer he Se Endz 11 14 2006 OUY AeSery ation Oba f Dave 3 POS Items Package Items 40 00 2 Tax 43 07 Edit InWwoice Details Total Charges 438 07 Reason for reservation AT Referal Source a Edit Lists The Edit Invoice window is displayed Click the Add tab to display a
361. h Buffett inary D New Select Cancel Business Name Last Name FirstName Spouse Address City St Home Ackerman Joseph 2212 Wi rth SE Denver CO 303 681 324 303 555 127 5409 Ww 3rd Avenue 767 998 01 767 545 12 Bauer ssf ation 8812 North Street Colorado Springs 719 887 98 719 454 541 Barley Brian 4434 W Prarie Road 719545091 970 923 371 506 887 12 O S Clark Lawa 123 We stave Carbondale CO Dae Joe Julie 33443 Deabom Ave Deabom MI Flexor David PP 465 898 771 Guest Demo 1855BlakeS5t Denver CO 303 274 341 Guida Tracey S454 W Tet Avenue Lakewood CO 303 878 091 303 879 99 Holland dustin 9878 Shields Fort Colins CO 970 555 091 970 768 12 940 887 991 ammy 303 681 88 303 681 061 3004 West Maryland Colorado Springs o ID 30588923 L 3 oel 4434 W Bth Avenue 032 767 891 303 888 98 enden Laura _ 2212 Belaire Ave Mitchell Bil 3800 Gilpin orm i 1 M CE To find a returning guest from guest history begin typing the first few letters of the guest s last name in the blank last name field at the top of the RezStream Professional Name Search dialog box In the example below typing Sn in the last name field highlights the guest with the last name of Snider Double clicking the guest name selects the guest and automatically displays this name in the by the Day Reservation Dialog box RezStream 2601 Blake Street Suite 10 Denver
362. h xe ape 4 BAA n OBaes FH First Last Name Mr 7 Lee williams 2nd First Last Carol williams Inv Entered Begins Ends Start Unit Length Total Paid Confirmation Address 1 3312 W Highway 6 637 11 13 2006 11 21 2006 11 23 2006 114 3 316 08 0 00 637 E Address 2 Mail 0k V City St Zip Edwards co E len 620 Country Fax United States of America 7 Ph Home Work 970 333 1212 Business Name EE Email Address Iwiliams vailteaty com Email 0k V Rewards Company Name Special Req 1 Starts Tue Nov 21 2006 Departs Fri Nov 24 2006 Length 3 Start Unit 114 Pets 0 285 00 316 08 Special Req 2 ETET Adult 2 Daily Reservation Total Charges Chid oO Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due 316 08 z i Checked Out Tax 31 08 Last Change 11 13 2006 Invoice Date Ini Type Len Description JS pe i i Travel Agent Custom Notes Payments Confirmation 637 AD Group williams Lee Cancellation Visa Adult 2 7 Child fg Invoice Check Box Flags Swipe Card Pets E 7 Cars fg 7 Vc Credit Card Data A E Arve O f Custom2 Depart Custom 3 gt Pu il zi Letter Standard J Custom 4 Allltems Letter Email Phone One Invoice ee go ae Expand Add Edt Delete Credit Card Hold a Batch Print Flag Payment Da
363. haser from guest history by clicking the Select button If the purchaser has not stayed at the property enter the purchaser s name and click the New button in the RezStream Professional Name Search window Redeemer Many times the redeemer is not known at the time the gift certificate is sold Therefore this is not a required field However if the redeemer is known a name can be selected from guest history by clicking the Select button or a new name can be entered from the RezStream Professional Name Search window Enter any additional information about the gift certificate RezStream www rezstream com Page 182 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Click the Save button on the Gift Certificate Creation window The following prompt is displayed Fr Record Payment Record payment For gift certificate Clicking Yes displays the Payment Information window where payment for the gift certificate can be recorded ate 04708 2007 icon nai Louis Herzberg After selecting a payment type click the Save button 6 The Gift Certificates window is displayed To print a receipt for the gift certificate click the Print Receipt button Gift Certificates Number Issued Expires Purchaser Remaining Paid 1 11 08 2005 Never Ecklund 663 76 663 76 11 08 20
364. hat when reservations are canceled they are subject to a 10 cancellation fee In addition the remainder of the advance deposit is applied to a credit voucher Each of these cancellation scenarios is described in the sections below Scenario 1 Credit Card Hold No Cancellation Fee Many hotels require a credit card in order to book a reservation but do not charge the credit card at the time of booking When a guest cancels the reservation outside of the time frame where cancellation fees are charged the reservation is simply canceled using the steps below 1 From the Daily screen right click the reservation to be canceled and select Delete Reservation View Contact Data New Reservation Cirih Edt Reservation Chr E Edit Invoice Mave Reservation oe a i Delte Recery ation CrHD Check m out Record Transaction Force Recalculation Print Letter Print Invoice Print Registration RezStream www rezstream com Page 167 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The Delete Invoice window is displayed The only checkbox that should be selected in this scenario is the one for Print Letter The Print Letter box is selected in order to retain a hard copy of the canceled reservation In addition the cancellation letter can be mailed to the guest if necessary After compl
365. he reservation D A 100 00 per night room rate Package Rate Examples The following examples illustrate two additional options in addition to the NBA All Star Getaway package outlined in the previous section for charging room rates in RezStream Professional packages The first example displayed below illustrates a per person per night charge In this package there is only one component Rate With checkmarks in the Adult First and Last fields the rate will be charged per number of adults each day of the reservation Items in Package Child Pets ltem Description Adult Cars First Last Day Once Rate Price Rate tt by the Day Reservation Dialog New Select Rate Selection t Child Unit Rate Package Selection Discount Selection fo l Rack l Package Rate Examp None ets Cars Tax Exempt E fo v fo v Reservation Summary Starts 0272672007 Unit 101 King UT Cul mh T z JL Ends 03 01 2007 POS lItems Package Items 0 00 C Days 3 gt Tax 73 59 Edit Invoice Details Total Charges 748 59 Reason for reservation J Referral Source A Edit Lists OK Cancel Daily Reservation Total In the example above there are three adults on the reservation for three nights therefore the Daily Reservation Total equals e 75 00 x 3 adults 225 00 per night e 225 00 x 3 nights 675 00 Daily Reservation Total RezStream www rezstream com Page 85 of 41
366. he Daily screen The unit type colors defined above will be assigned to individual units in the Defining Units section RezStream www rezstream com Page 66 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual DEFINING REVENUE ACCOUNTS In order to simplify the process of tracking revenue in RezStream Professional revenue accounts can be created and then assigned to items sold on an invoice unit rentals point of sale items amp cancel fees Streamlined revenue account reports can then be printed that show the amount of sales for each account Use the following steps to create revenue accounts in RezStream Professional 1 Click Tools gt Unit and Rate Setup and select the Revenue Accounts Deposits tab Riese Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Option Revenue Accounts All items that are sold on an invoice unit rental POS items and cancel fees may be assigned to unique or common revenue accounts Revenue account reports will show the amount of sales for each revenue account Account Name Acct Number Account Description a gt General 0000 This item cannot be removed or edited All new items are assigned to this account until reassigned Unit Revenue 0000 1 This item can be removed or edited POS Revenue 0000 2 This item can be removed or edited Cancel Fees
367. he Last First name of a new guest and click New RezStream www rezstream com Page 226 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Next the by the Day Reservation Dialog box is displayed Here specify the number of people on the first sharewith folio the Unit Rate any packages or discounts and the Reason Referral codes Click OK to continue IR by the Day Reservation Dialog Rate Selection Unit Rate Package Selection Discount Selection dult f r Rack None None T cdir inin g Tas Exempt E fo fo Recalculate Reservation Summary Starts 02 02 2011 Unit Unit 3 West Wing ee E 540 00 Ends 02 06 2011 ourly Reservation Tota Days 4 POS Items Package Items 0 00 Tax 20 16 ___ Eat nvaice Detal Total Charges 560 16 Reason for reservation Business Edit Lists 4 The Contact Data screen is displayed Click the Split Billing tab D xa 39 t IDA 4X n DBS SE First LastName IA fated Wiliams oo se Address 1 1042 TheFan Drive 2 1 26 2011 22 2011 2 5 2011 4 560 16 0 00 2 al E Address 2 a Mail Ok W City St Zip Englewood co eo County Fax United States of America m Ph Home Work 303 891 1043 303 104 3698 Business Name Sports Radio 104 3 TheFam Email Address Big amp l 1043TheFan com Email Ok 2nd Email C
368. he Point of Sale screen click the Point of Sale F4 icon on the left hand main toolbar of RezStream Professional By default the radio button for All Invoices is selected in the View section at the bottom center of the Point of Sale screen Switch to the other radio buttons in the View section to display filtered information about the current day s arrivals and departures These filters can help front desk personnel gauge the day s activity including arrivals departures reservation payment details and no shows View fe All Invoices f Active Reservations C Departures f Arnnvals f Amval No Shows C Paid Only f Pending Reservations Partial Payment f Past Reservations C No Payment For example clicking the Arrivals radio button quickly filters the invoice list to only display those reservations that are arriving on today s date Inv Recorded Last First Arrive Date End Date Stat Unit In Out Adult Child Daily Hourly POS Total Paid a 82 11 10 2005 Ward George 1141642005 11 15 2005 MTG1 Elia 1 0 000 375 00 000 415 88 415 68 Similarly the Departures radio button displays only those reservations departing on today s date and the Arrivals No Shows radio button displays reservations that were scheduled to check in but have not RezStream www rezstream com Page 332 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2
369. he daily screen the next three identify different types of units on the display on the hourly screen and the last three do b Non Smoking reservation screens These types are not display To add new or to edit items use the Ocean View not tied to rates or groups but are set grid at lower right Jacuzzi Tub individually on each unit Balcony Queen Queen E pS Sortable display on Daily Reservation Screen i Kitchenette Kn SSS a s Handicap Accessible Non Smoking v Ocean View E Jacuzzi Tub hd Sortable display on Hourly Reservation Screen Not Displayed Balcony v Add New RezStream www rezstream com Page 65 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Unit type colors can be customized by clicking the paintbrush button next to the unit type listing Unit Type Colors Unit type colors are used to visually identity different types of units on the reservation screens These types are not ted to rates or groups Gut are set Individually on each unit Queen Queen King w FS Suite w E After clicking the paintbrush button the Color window is displayed IEEREE BEERS EERES Here left click the desired color square and click the OK button The color assigned in this step is displayed as a unit type color on t
370. heck Out e Utilizing the Point of Sale Screen at the Front Desk e Finding Selecting Reservations e Viewing the Change Log e Front Desk Reports RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 289 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CHANGING ARRIVAL AND OR DEPARTURE DATES Use the following steps for changing an existing reservation s arrival and or departure dates 1 From the Daily screen left click a reservation to select it Once a reservation is selected red arrows display on either side of it 2 To change the arrival or departure date of an existing reservation click the appropriate arrow and while depressing the left mouse button drag the cursor to the new date In our example we are changing a three night reservation to five nights ss 3 Release the left mouse button The Move Resize Reservation window is displayed Specify whether you would like the system to automatically adjust the rate for the new dates A or whether you would like to manually enter the rate for the new dates B m Move Resize Reservation You are moving resizing reservation Modify and show reservation dialog B Manual Aate Modify and automatically adjust rate A Automatic Aate RezStream www rezstream com Page 290 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 D
371. her or not a room is available on the days that they would like to visit your property e You can increase revenue by posting online availability Each Online Availability company that RezStream Professional interfaces with features slightly different benefits and features Select the company that best reflects your needs Keep in mind that you do not have to automatically accept reservation requests without first contacting potential customers COMPATIBLE ONLINE AVAILABILITY COMPANIES RezStream offers several methods for accepting Internet reservations including e RezStream Booking Engine The preferred method for generating online reservations The RezStream Booking Engine is a web based program that seamlessly integrates your property s website and other Internet reservation sites with RezStream Professional allowing potential guests the ability to book confirmed online reservations The RezStream Booking Engine provides a high level of customization and flexibility and it can receive online reservations 24 hours a day 365 days a year e Availability Online RezStream Professional has a two way data transfer with Availability Online meaning that your availability can be uploaded to Availability Online and reservation requests can be downloaded to RezStream Professional e EUBookings A highly recommended web based company that provides inexpensive availability services in Waterford Ireland RezStream Professional can upload room a
372. hid 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due coat Checked Out Tax 0 00 Last Change Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Payment Data Confirmation 576 AD Group Inquiry Visa ade M gt Child T0 Invoice Check Box Flags New Swipe Card Tax Exempt ais gt o e 1 Attention Business Credit Card Data A E I Custom 2 Other I Custom 3 Vendor a zii zi Letter Standard P Custom 4 I Custom5 CheckedIn Out F T Custom 6 11 12 2005 Credit Card Hold E Batch Print Fleg The Invoice Referral Source is changed from the Custom Notes tab D xe gf a DO4s n DBIS 2A First Last Name H Gay Pene DO E 2nd First Last Inv Entered Begins Ends Start Unit Length Total Paid Confirmation lt Address 1 2212 W 1st Street 623 1113 2006 11 17 2006 11 19 2006 103 3 454 69 0 00 623 Address 2 Mail Ok V City St Zip Missoula MT e 30098 County Fas United States of America 7 Ph Home Work 307 999 0909 Business Name EmailAddess O O ml OK I Rewards Company Name Special Reg 1 O Starts Fri Nov 17 2006 Departs Mon Nov 20 2006 Length 3 Start Unit 103 Special Req 2 E Adults 2 Daily
373. hway 1 Yachats OR 97499 Folio Charges lt I lt 1 71 lt I 4 541 665 2525 OF F BRS 1210 Fax s41 g22 27 FF The graphic is automatically resized to 520 pixels wide x 400 pixels tall to fit the invoice format RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 82 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CUSTOMIZING THE HOUSEKEEPING REPORT The Housekeeping Options section of the Reports tab controls the fields that are included on the Housekeeping report Housekeeping Options Housekeeping Report Settings Private Motes Invoice Notes Private Motes Notes Amount Due 2nd Contact Name Vehicle Info Reservation Dates Calculated Sheet Change F a v E v F The Housekeeping report is run by selecting the Reports F7 button on the main RezStream Professional toolbar From the Reports screen expand the Occupancy Reports by clicking the to the left of the heading and then highlighting the Housekeeping report and pressing the Print button With the Print Preview box checked and entering report start and end dates when prompted the report will first display to the screen before printing Financial Reports J Accounting J Daily Sales Revenue by Unit 0 Point of Sale C Payments Advance Deposits J Payables Q Receiv
374. i 05 18 Breakfast y 05 18 pe oe ee ee sa r Shayne Bowe Da a 05 18 Git Shop salani ganah yhli ga PTE Split Tagged to All O 05719 Unt 8 EastWing 8 East Wing 124 48 124 E 05720 Unit 8 East Wing 155 60 155 60 dd Tagged to One O 5 21 Unit 8 East Wing 155 60 155 60 T jo Add Portion to One Remove ltem Remove All Items Ei Tag All Untag All Daip Pkg POS Resposible Party List for Sub Invoices lt lt Back Next gt gt _ Cancel _ RezStream www rezstream com Page 278 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual K Only enter checkmarks next to the incidental charges that will be charged to the individual s folio make sure if any room charges that are being paid by the business are NOT checked by un checking them highlight the individual s name from the Responsible Party list and click the Add Tagged to One button Split Billing Split Billing Direct Billing 2 Assign Charges to Sub Invoices Pick Invoice Item Selected Sub Invoice Items Applied to Selected Sub Invoice Responsible Party Sub Total Date Item 05 18 Breakfast 05 18 Gift Shop Shayne Bowe GI RREA 05 18 Gift Shop Split Tagged to All 05 19 Unit 8 East Wing 124 48 05 20 Unit 8 Easting 155 60 155 Add Tagged to One D 05 21 U
375. ia 417 REZSTREAM CONTACT INFORMATION ccccceccsecceccseccescneeceseueeeeeeuseeeeuseeesenseneeeneeeeneneees 418 REZSTREAM ADDITIONAL REFERENCES cc ccccccesceecsesceeecescneecescueeeeseueeesenseeeseuseneneneens 418 RezStream www rezstream com Page 6 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual ABOUT THIS MANUAL This RezStream Professional User s Manual is provided as a reference tool for successfully installing configuring and using the RezStream Professional property management system This manual describes the following functions OO N Opre Sy Downloading amp Installing RezStream Professional Launching RezStream Professional Using the RezStream Professional Configuration Utility Defining Taxes Defining Rates Defining Unit Groups Amenities and Units Designing Letters Completing Optional Configuration Steps Installation Tips and Troubleshooting Downloading Updates Logging On Reservations Front Desk Night Audit Housekeeping Printing Letters Online Availability and Internet Reservations Credit Card Processing Keyboard Shortcuts Within each main section are sub sections that describe specific functions within RezStream Professional CONTACT US RezStream Help Desk 800 799 9735 Support Hours 8 00AM to 5 00PM Monday through Friday MST After hours support
376. ied start date than or equal to the specified end date RezStream www rezstream com Page 357 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Click OK in the Report Dates window to display the Comparison report Comparitive Unit Income Recorded by 05 01 2005 for 05 01 2005 05 31 2005 Unit Marne Ooo Yh Days Charges Tax Total Income 101 King apat 3 0 00 0 00 0 00 104 Queen Queen 1835 F590 00 33 O04 23 04 106 Queen Queen 25561 5 90 00 38 60 r28 60 109 Queen Queen 16 13 5 7495 00 aT 522 72 112 Suite 645 iz 210 00 11 75 221 70 Hot Air Balloon 2 75 81 5 F500 00 4480 4460 Average per Unit 1720 5 464 17 725 99 400 15 Totals 17 20 32 2 785 00 155 92 2 940 92 Recorded by 06 01 2005 for 06 01 2005 66 30 2005 Unit Mame Dco Fo Days Charges Tax Total Income 101 King 1333 4 FF00 00 39 20 BF39 20 103 King 333 1 165 00 24 Br 4 24 105 Suite BOTE i 370 00 F20 72 B90 72 106 Queen Queen BOTE T F290 0 16 24 F306 24 107 Suite Gor 2 370 00 R20 72 B90 72 108 King BOTE F 330 00 18 48 348 46 110 King 16 67 5 65 00 46 44 P13 44 Average per Unit a57 a PHI Z F472 B46 15 Totals 6 5 7o 13 3 090 00 173 04 3 263 04 PRINT MISCELLANEOUS FRONT DESK REPORTS The final step in the audit is to print any miscellaneous front desk reports that will
377. ily Reservation Total 41 795 00 Ends 0371172007 Hourly Reservation Total FLU Da 4 POS ltems Package lteme 0 00 a Tax 195 66 Edit Invoice Details Total Charges 1 990 66 Reason for reservation GHEE Refersl Source E Edit Lists OF Cancel Per person per day rates can also be defined in RezStream Professional For additional information please review the section titled Per Person Rate Packages on page 90 DEFINING UNIT GROUPS RezStream Professional allows companies to operate multiple rental properties from a single software package For companies operating multiple rental entities each entity can be defined as a unit group Financial data for unit groups can be viewed separately on system reports If you are using RezStream Professional to manage a single property only one unit group is required Use the following steps for updating the default unit group 1 Click Tools gt Unit and Rate Setup and select the Unit Groups tab RezStream www rezstream com Page 61 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 Highlight the default unit group and update the fields listed on the right hand side of the window E ROME T Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits IF You operate from m
378. ing may not be sent with your letter However if you change your formatting in Outlook or Outlook Express to HTML you can then re format the letter as needed in Outlook Third Party Email Programs A list of contacts can be exported to a file and then uploaded into a third party email program for distribution These programs are typically inexpensive easy to use and fully support HTML formatting This method also allows you to use a robust email marketing tool to track emails that bounce returned due to bad addresses and allows you to generate emails with full formatting and graphics capabilities Examples of direct marketing email programs include Constant Contact http search constantcontact com Campaign Enterprise http www arialsoftware com enterprise htm Intellicontact http www intellicontact com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 392 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Click the Export selection to File button to export a guest list to a third party software application Click the Export selection to File button to send the contact list to a third party email program Db xX IWasson Roy f G fr E Records in Curent Selection Last Hame Fra Fist Address Ciy 3t Zip Home Clark Lawa 2222W Cheiry Geek Derwer c0 BOA esate E a John 212
379. ing the expands the folder Highlight the Summary report Financial Reports Accounting Daily Sales Revenue by Limit Paint of Sale Detail Summan by Month by Category i Inventory Kep Items i Package Items 3 Left click the Print button on the bottom right hand corner of the screen With the Print Preview box selected the report is first displayed to the screen Select Today on the Report Dates window Click OK F Report Dates Yesterday e on buttons at k Tomorrow Le elo Last Week Stat 11 18 2005 _ Last Month End 1171872005 This Month Next Month Last ear This Year IO Cancel RezStream www rezstream com Page 352 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Point of sale room charges are sub totaled on the Point of Sale Income report Verify these totals against a source outside of RezStream Professional Point of Sale Income Giuantity Awe Change Changes ter Description dukt Break tast Botte of Wine Monogrammed Wine Glasses Wedding Cake Yachats Wusic Festiwal The Cliffhanger Resort Total 3 a i Fr 00 3 600 Fra 0i 4 pizi 45 00 1 32500 325 00 2 5000 4100 00 13 4425 575 00 575 00 for 11 18 2005 11 18 2005 Tax Total fe G7 Pio GF Pr 43 poe 43 4 74 poz 4 poz 18 BL 9 90
380. int of Sale Charges 0 00 Due 953 74 Checked Out Tax 93 74 Last Change 2 28 2007 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments s Confirmation 678 AD Grou ue Cancellation P 5 hing gi Adult 2 X Child i paie Check Box Flags s Swipe Card Pet Tax Exempt 2 cee as f cas f 1 Attention Business Credit Card Data QA E Arive M Custom 2 vate Depart Custom 3 E Exp E E Letter Standard 7 J _ Custom 4 M Custom CheckedIn M Out M E Custom 6 1114 2005 Credit Card Hold Batch Print 7 Flag RezStream www rezstream com Page 262 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 The family reservation is displayed on the Daily screen in red as no payment has yet been made ADDING A GROUP MEMBER In our previous example with the youth soccer club assume an additional sixth room is now needed Once the group reservation has been booked another reservation can easily be added using the following steps 1 From the Daily screen select an available room left click the arrival date depress the left mouse button and drag the cursor to the right encompassing the last night the reservation will be in house Right click and select Ne
381. inting and sending To access a list of letters for each guest right click on a selected guest reservation from the Daily screen and select Print Letter oo contact Data New Reservation Ctrl M Edit Reservation ctrl E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Ctrl D Color Flag Check InfGut Chri k Record Transaction Chrl T a ue 330 54 RezStream www rezstream com Page 373 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The Letter Edit window is displayed Here use the buttons on the left hand side of the page to select a specific letter A Any letter can be directly edited prior to clicking the print button B on the top toolbar Customize letters as you would any Microsoft Word document by typing directly in the text of the letter and using the formatting tools on the top toolbar Rist a File Edit Yiew Insert Format Table Co HXi t gt eael oauo ml eT 1 EPSON Stylus C84 Series M Bem if Ezres F F Letter Style Standard a A Letter No Payment Noel Martin Paid in Full 3456 VW Main Ave Cancellation Charlotte NC 33456 Thank You Special Use Travel Agent Group Confirmation Dear Noel Cer Thank you for your payment in full we look forward to your visit and want you to know Renistrat that we will do ev
382. ion s total balance due Click the Full button to record a payment equal to the reservation s total balance due z i Payment Information 14 15 2005 ce wh a Invoices to Display f Single Group Contact All Invoices RezStream www rezstream com Page 302 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual c Manually enter a specific other dollar amount in the circled box and click the Save button F en Payment Information Date 11 15 2005 100 00 Ne visa 7 O Leary Y Invoices to Display Quick Amount Selection f Single f Contact a e Full Deposit Betund Cancel These steps do not reflect a payment that is recorded using RezStream s integrated credit card processing module In the steps highlighted above the credit card would have to be swiped or entered manually For additional information about credit card processing in RezStream Professional consult the RezStream Professional Credit Card Processing manual This document is available for download from the RezStream website http www rezstream com support documentation rezstream professional POSTING POINT OF SALE CHARGES Use the following steps for posting a Point of Sale charge to a guest folio 1 From the Daily screen
383. ion Date Selection F a Pick start date for eagervalion 11052006 Click the desired arrival date 2 Pick last night date 11057200E Or pick reservation length 1 2 After selecting an arrival date specify the last night the guest will be in house Use the left and right arrow buttons to scroll the calendar to the desired departure month From the second calendar click on the last night the reservation will be in house Alternatively use the drop down list B to select the number of nights the guest will be in house Use the left and right arrow buttons to scroll to the desired month Reservation Date Selection 1 Pick shart date hor ncrervalion 1111 2006 t Pick last night date ARE Or pick eservation length 3 B a oP lick the last p45 67 448 night the quest Conc will be in house RezStream www rezstream com Page 147 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Another option for specifying the reservation s arrival date and last night in house is to click the down arrows to display popup calendars Reservation Date Selection 1 Pick start date for reservation 11 11 2006 2 Pick last night date 1113 2006 Or pick reservation length z H ee mi DET ih Om co o OT oy a cn fs tn i jel Sls es i 4 haba
384. irst or last date of reservation Adult and Child multiplies the number of persons reservation if you edit them The components of the package are times the item per day Day makes the date on the item one greater than the shown at right Bookable applies to items that are bookable on reservation date and applies to items like breakfast where there is no breakfast on the RezStream Booking Engine when using the Booking Engine the arrival date but there is on the day after the last night Once is a one time charge Packages None Items in Package rint Price First Last Day Once neja Description Length Bookable ltem Description Adult Child Todlr Getaway Ski Weekend F Fier retre Lunch and Coffee Service Property Day Pass NBA All Star Package gt Massage 1 Hr Mio o o s s0 Ob oO Oo eM Oo achats Music Festival Full Day Adult Lift MII I r le ssw e e A eT Golf Getaway Breakfast MICI Oo C gS MIMIM oO o Based on the checkboxes in the Items in Package table the point of sale items will be charged in the following manner e Massage a one time 75 00 charge multiplied times the number of adults on the reservation e Full day adult lift ticket a daily 65 00 charge multiplied times the number of adults on the reservation e Breakfast a 7 50 charge multiplied times the number of adults on the reservation and applied the second day of the reservation and each s
385. is stored in the Tools gt Display Options gt View Options gt Default Day view field Week 2 Weeks or Month The lt F9 gt function key can be used to scroll the Daily screen forward based on the default number of days displayed on the Daily screen RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 114 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual WAIT LIST There are two options for placing potential guests on a wait list in RezStream Professional 1 View gt View Waitlist from the top toolbar in RezStream Professional 2 Right click and drag across dates on the Daily screen VIEW gt VIEW WAITLIST From the top toolbar click View gt View Waitlist Tools Window Help Ctrl M Ctrl view Waitlist Mark All Dirty Mark All Occupied Dirty Ctrl Mark All Clean Ctrl H The Wait List window is displayed for a month 38 days from the active date in the Daily screen In the example below the active date on the Daily screen is 10 31 2005 The Wait List window is displayed for 10 31 2005 12 7 2005 a Wait List for 10 31 2005 12 07 2005 11 2 2005 11 4 2005 Guida Entry Date 303 878 0909 11 1 2005 11 2 2005 11 4 2005 Joseph Ackerman 303 681 3242 11 1 2005 Print List Add Delete Select i RezStream www rezs
386. ist Tota Paid Due Apply Wa 127 Hurley Ron 332 ri O00 33270 332 70 120 Hurley Ron 332 70 000 332 70 Hurley Ron 376 08 000 316 08 Hurley Ron 316 08 000 316 08 117 Huey Ron 316 08 0 00 316 08 0 00 hl laa Bente mi Save Unapplied Payment Balance 1 760 94 i ate Cancel RezStream www rezstream com Page 257 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Highlight each subsequent reservation and click the Apply button The unapplied payment balance is now zero 0 00 i Payment Information Invoices to Display Quick Amount Selection Amount Selection C Single f Group Contact E Al Invoices Loodaldll une Deposit Refund Pick Invoice and then Apple Payment to a Invoice Last First Total Paid Due a Apply l Hus Pon aem oof arans Hurley Fon 316 08 ooo 316 08 117 Hurley Ron 316 08 0 00 316 08 316 08 117 Ron Hurley 0 00 Apply ame Co Save Unappled Payment Balance 30 00 gt Cancel 6 Click the Save button On the Daily screen the group reservation is now displayed in green indicating that each reservation has been paid in full i ao a m ano an The group payment method described in this section can also be used when a group leader is paying only a
387. it Billy Direct Biling Travel Agents Party Total Paid Date Description Add Edit Alfred Williams 280 08 0 00 2 2 2011 Unit 3 west wing Payments Mark Schlereth 256 02 0 00 2 2011 Unit 3 West Wing 2 4 2011 Unit s est ing Print Single efaeQl1 Unit s est ing Print AIl Charges RezStream www rezstream com Page 235 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 To print a single sharewith invoice highlight the appropriate party A and click the Print Single button B Details Notes Payments Line Items Split Biling Direct Biling Travel Agents an S i eM Date _ Description Total 4 saves SITE WMS OM OR 2f2f2011 Unit 3 West Wing 62 24 Payments 296 02 0 00 23 2011 Unit 3 West wing 62 24 3 42011 Unit 3 West Wing 77 60 3 5 2011 Unit 3 West wing 77 80 Print Single B Print All Charges 4 4 Alternatively to print invoices for all parties on the reservation click the Print All button The invoices are sent directly to the printer Details Payments Line ltems Split Billing Direct Biling Travel Agents Total ate Description Add Edit 2 2 2011 Unita West Wing Payments Mark Schlereth 256 02 0 00 2 9 2011 Unit 3 West Wing 2 4 2017 Unit 3 West Wing 2 5 2011 Unit 3 West wing Print Single Ch
388. its at your property a I Unit Setup Unit Groupe Unit Rate Plans Individual Units Packages Taxes Discounts Op Number of Active Units UnitID fl WwW Edit Names Sort E r Id s Long Name Unit 1 West Wing Pick Unit Type Color Queen Queen ati Belongeto The Cliffhanger Resort eS ee Queen Queen IW ae Rev Acct Unit Revenue 4 WwW 4 Capacity Masinurn 4 Standard a 5 2 E E g Include in occupancy report e 7E 7 Include in Online Availability Iw OF 8B Booking Engine Bookable Unit Iw JE og Online UAL for online availability uploads RezStream www rezstream com Page 70 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 1 Click the Edit Names button and enter a Unit ID 101 that will be seen by reservationists on the Daily screen Then enter a Unit Long Name 101 King that is a more descriptive name to be used on system reports guest correspondence and with the RezStream Booking Engine Because the Unit Long Name is displayed to Internet guests when displaying availability in the RezStream Booking Engine RezStream recommends appending the unit type to the room number In the example below room 101 is classified as a King room REE Unit ID and Name 7 aa 2 Enter a Unit Identification of up to six characters and then the description of u Unit
389. its is to enter the Number of Active Units at your property The Number of Active Units is set by clicking the down arrow and selecting a number RET Setup in Unit Groups Unit Rate Plane Individual Unit Taxes Discounts Options Revenue Accounts Deposits umber of Active Units Unit ID i Ww Edit Names Sort Long Name Unit 1 West Wing Standard Description EN Ao L Type Color Queen Queen Queen room with private bath prints on letters with Notes letter code Urij22 ht Belongs to The Cliffhanger Resort bhiwl2 2 Wa Rate Plan Queen Queen 7 Rey Acct Unit Revenue h Capacity Maximum 4 Standard 2 Include in occupancy teport x Alternative Description Include in Online Availability iw Only used if unit has alternate configuration this unit plus another etc Booking Engine Bookable Unit wr Online UAL for online availability uploads Phone extension Housekeeping Assignment Group 1 Amenities Non Smoking jf Ocean View Jacuzzi Tub m Balcony J Kitchenette mo WorldRes Unit Tepeld type only 1 kd 105 Meettd Meeted 13du 14du 15du 16du Tidu 18du 19du 2Odu 2ldu 2edu 23du 24du e 03 ho 4 Oo oo oo si pon Boo po sl efr 4 After defining the number of active units at your property select the first RezStream Professional default room listing 1 W in the Pick Unit list Complete the following steps to define un
390. jelway broncos com Guest Demo 1855 Blake St Denver 80202 303 274 3486 866 565 1800 RezO vation LLC info rezoyvation com Haynes Jeff 222 Shields Avenue Ft Collins 80521 Helton Todd 2212 W 1st Street Denver 80202 303 111 1111 303 888 8888 Colorado Rockies thelton rockiesbasebal Johnson Eric 44W 3rd Avenue Denver 80233 303 681 8888 303 665 9898 Lachnidt John 3212 W Pine Creek Colorado 80909 719 632 0989 Sherwood Katie 2222 5 University Blvd Denver 80202 303 888 8888 720 888 9999 SHAS ksherwood wassonrj c Wasson Roy 2212 Afton Way Colorado 80909 719 635 1011 719 593 1790 Roy J Wasson Inc hs wasson com 80202 80909 Denver Colorado 22 8 W Lark Drive 3312 Chelton Way Wisler Wisler Jay Jay TY AY AAT 7 In addition to performing a mail merge the following functions are available from the top toolbar on the Select Names screen Ie Print list from selection Export selection to file Print labels for selection ea Pritlabelsforselection S a Blind carbon copy merge to single email e Mail merge message per recipient to email Page 385 of 418 800 799 9735 Last Update 7 10 2012 www rezstream com support rezstream com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 RezStr
391. l 3 Check the Upload availability box for EUBookings Check the Accept online requests box if your property has elected to download reservation requests from EUBookings to RezStream Professional Type in your user name and password for EU Bookings Check Accept online requests if you want reservation requests to be entered automatically in RezOvation Desktop lt Online Availability Configuration Availability Services Update Frequency Request Cancel Policy Availability Online www availabilityonline com Upload availability ia j Upload availabilty v Accept online requests Rate to upload Rate to upload Rate 1 v User Name User Name mkleiny Password Na Req Na Password stouter InnRes waw innres net Inntopia www inntopia com F Upload availability E M Upload availability Rate to upload Rate to upload User Name User ID Password Net Bookings www netbookings com RezTracker reztracker com not affiliated with RezO vation Upload availability E M Upload availability jz Rate to upload Rate to upload User Name User Name Password Customer Id Password Webervations www webervations com WorldRes www worldres com 7 Upload availability im I Upload availability i Id s Rate to upload User Name Organization Code Password Property Code 4 Click the Update Frequency tab to set the frequency to use for your availability upload In the example below
392. l Detail g Summary El by Group Cancellation E Average Daily Rate Point of Sale J Payments Advance Deposits Payables Receivables 0 Gift Certificates Financial Reports Other Reports J Biling Occupancy J Miscellaneous 3 Your Reports J Collections Start of Day El End of Day El End of Week El End of Month El End of Year E External Reports 1 Booking Engine Print Options Selected Repott Revenue by Unit Standard EPSON Stylus C84 Series w peer v Print Preview 0 Tracking Cl Print D J Sales Tax 3 Summaries Make HTML Over Due Payments General Ledger Make POF RezStream www rezstream com Page 355 of 418 2601 Blake Street Suite 10 Denver Colorado 80205 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The Report Dates window is displayed Enter a start and end date for displaying revenue by unit Yesterday mm 1 T Loe mmh r i mmh 1 a Today Tomorrow Last Week Start 0616 2005 Last Month This Month Next Month Last Year Click the OK button The Show All Units dialog is displayed Show ALL Units Show all units Selecting No displays only those tagged For inclusion in occupancy Revenue From units that are not displayed Will not show if the units do not show There are two options Ye
393. l Paid Confirmation Address 1 4908 Red Rock Drive 679 2 28 2007 11 14 2005 11 16 2005 117 3 332 70 0 00 679 E Address 2 Po Mail OK City St Zip Larkspur co 20118 Country Fax United States of America bd Ph Home Work 303 681 3441 Po Business Name Giraffe Club Soccer Email Address hurley soccerules com Email Ok v Rewards P Company Name Special Req 1 E Starts Mon Nov 14 2005 Departs Thu Nov 17 2005 Length 3 Start Unit Ue Special Req 2 SS Adult 2 Pets 0 Daily Reservation Total 300 00 Charges 332 70 Chid 0 Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due 332 70 ge Checked Out Tax 32 70 Last Change 2 28 2007 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Paymen Confirmation 679 eens Cancellation Inquiry Visa 7 Adut 2 Chid E Invoice Check Box Flags 5 nit A Swipe Card Pets i l Cars E Ta TAAT eae P 1 Attention Business Credit Card Data Q E Arive Custom 2 rr Depart I Custom 3 vendor em Ei Letter Standard J Custom 4 Custom 5 CheckedIn Out M l Custom 6 11 13 2005 cea BatchPrint Flag When returning to the Daily screen the individual room removed from the group will no longer be displayed with a color coded group reservation highlight ba
394. l S Zuen minven i koas i Mecing Rooms E S Noted S Naisa Es Non Smoking 3 Balcony hd Kitchenette hd Handicap Accessible v Add New There are three categories for sortable amenities described below 1 Sortable display on Daily Reservation Screen The three amenities selected will display on the Daily screen toolbar circled below Click N to sort Non Smoking rooms O to sort Ocean View rooms and J to sort rooms with a Jacuzzi tub Any combination of these amenity buttons can be clicked in order to sort rooms on the Daily screen based on reservation requests 3 RezStream Professional 2006 The Clif Fie Edt Navigate View Took Window Hal i rr Acik here to sort on Non Smoking a 2 Sortable display on Hourly Reservation Screen Rental units on the Hourly screen can be sorted based on the amenities defined in these fields The Hourly screen is used by properties that make reservations for entities by the hour for example meeting rooms hot air balloon rides seats on a helicopter sight seeing tour horseback rides etc There is no need to define sortable amenities for the Hourly screen if you do not make hourly reservations 3 Not Displayed These amenities are displayed when assigning amenities to individual units Please see the following section Defining Units for additional information RezStream www rezstre
395. l User s Manual d To select all of the available rooms that meet the specified criteria click the gt gt gt button on the Select Units screen a Select Units Armiving 1171172006 Last Night 11 13 2006 Length 3 Click on Back to modify Select Unit Group The Cliffhanger Resort Select Fate King Select Amenity Mon Smoking ha Select Capacity All Select Unit Color E Pick from available units D All Units Selected ii Short Long Hame eset gt Long Mame a 101 King 3 gt gt ft Click the multiple right arrow Seq button to select all available rooms Rand Overnide Automatic Rate Calculation Back Continue Cancel The single left arrow button removes a highlighted room from the Units Selected window The X button removes all rooms from the Units Selected list Page 152 of 418 800 799 9735 Last Update 7 10 2012 RezStream www rezstream com 2601 Blake Street Suite 10 support rezstream com Denver Colorado 80205 RezStream Inc RezStream Professional User s Manual 6 When selecting multiple units the Override Automatic Rate Calculation checkbox can be used to manually specify a room rate for all selected rooms After entering a checkmark in this box A enter a manual room rate for all rooms B and click the Continue button C Select Units Armiving 17 11 2006 Last Night 11 13 2006 Length 3 Click on Back to modify 3 Select Unit
396. l price of 21 Package Cc Apply Discount A RezStream www rezstream com Page 136 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual lil The 10 discount is automatically applied to each daily rate of the specified reservation ltem Type Group Date StTime End Time Description Oty Price Tax Group Total Daily 10 30 06 103 King 1 Full T ax Package 10731706 Fly Fishing Lessons 150 00 Full Tax Package 10 31 06 Box Lunch 2 25 00 Full Tax Daily 10 31 06 Ki 1 00 135 00 Full Tax Daily 11201706 i 9 Full Tax Package 11 01 06 Adult Breakfast E 18 00 Local b Inthe second example three 25 00 bottles of wine have been posted to the reservation Edit Invoice ltem Type Group Date St Time End Time Description f Oty Price Tax Group Tatal Package 1 10 30 06 Fly Fishing License 2 00 50 00 Full Tax 55 45 Daily 1 10 3006 103 King 100 135 00 FulTas 149 72 Package 1 10 31 06 Flp FishingLessons 200 150 00 FulTas 166 35 Package 1 1031 06 Box lunch 200 25 00 FulTas 27 73 Day 1 1031 06 108 King 100 135 00 FulTas 149 72 Day 1 11 0706 108 King 100 135 00 FulTas 149 72 Package 1 1101 06 dukEseakfast We will show how to apply a
397. l taxes first Then assign Tazes and Gratuities individual taxes to tax classes Tax classes are T C F Effective Datervalue for State Effective Date Value a 1 1 2000 6 30 gt then attached to items for rent or for sale Make Description Type sure you have a class set up for each gt Eee Tax Percent combination of tases that you will encounter If you collect automatic gratuities they must be set up here as well Gratuities will show up on your tas reports but will be tabulated separately from the tases User fees are fied dollar amount taxes either daily or per reservation r Add New Tax Add New Effective Date 3 6 Repeat steps 1 4 until all individual taxes have been added The Exempt tax in the sample below exists for tax exempt reservations and point of sale items that are not taxed Tases and Gratuities Effective Date alue for City Description Type a Effective Date Yalue State Tax Percent 17171990 3 6000 Tas Percent Resort Add Hew Tax Add Hew Effective Date Taxes and Gratuities Effective Date alue for Resort Description Type ae Effective Date Value State Tax Percent b 17171990 1 0000 Tax Percent Tas Percent Add New Tax Add Hew Effecthye Date Taxes and Gratuities Effective Date alue for Exempt Description Type a Effective Date Value State Tax Percent 17171990 0 0000 City Resort b Exempt Tax Percent Add New Tax Add New Eff
398. lability Update gt RezOvation Booking Engine 2 0 gt Backup Ctrl B Availability Online Purge Backups Network Path Network Refresh gt Sign On Ctrl S Exit an n 3 ie Paint of Sale F4 Update All This will upload your availability quickly and accurately Manual users will need to connect to the Internet several times a day and upload their availability RezStream www rezstream com Page 400 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 8 When using Availability Online with RezStream Professional you may choose to automatically download reservation requests The Two Way Default Online Payment Processing setting in the Update Frequency tab specifies the default payment choice after accepting reservation requests ee Online Availability Configuration Availability Servici Frequency C After every change to availability C At set interval if changes have occured At set interval C Manually only Two Way Default Online Payment Processing Process Credit Card for standard deposit C Mark as Credit Card Hold payment not processed C No payment recorded data saved if present Interval 15 EUBOOKINGS With EUBookings you accept or reject reservation requests Those requests that are accepted are automatically entered into RezStream Professional With
399. late Design window with the text New Single Letter i Letter Template Design File Edit View Insert Format Table SASU as 2 single Marketing Letter TEED The default name for the new letter is Single 4 P a Edit Hame Category No Payment Mew Single Letter Deposit Paid Paid in Full Thank ou Cancellation Special Use Group Confirmation Travel Agent Inquiry Registration Card Invoice Gift Certificate eee eeeeeee se oO Single Ho Style In this example steps will be provided for creating a marketing letter alerting guests of the property s remodeled rooms and an invitation to take advantage of discounted grand opening room rates Use the following steps for creating the letter The new marketing letter is first named Single 4 To rename the letter click the Edit Name button A and enter a new name In this example the letter is renamed Grand Re Opening B I lt i Letter Template Design File Edit wiew Insert Format Table eH ioma o SY T Codes X r Arial 10 El Bf U F Single Marketing Letter Directions Single Name Enter new single letter name Add New K Edit Name D Cancel Category A No Payment padn Ful endhe Dpernd gt Thank You Cancellation Special Use Group Confirmation Travel Agent Inquiry Registration Card Invoice Gift Certificate eee cuoec4aeece4ereeue Single No Style RezStream www rezstream com Pag
400. lection 2 0 Rack Fets Cars o o VEE p Recalculate Reservation Summary Starts 11 06 2005 Unit 115 King Daily Reservation Total 1 010 00 Hourly Reservation Total 0 00 POS Items Package lema 0 00 Tas 110 09 Total Charges 1 120 09 Ends 1171372005 Days f Reason for reservation Cancel RezStream www rezstream com Page 140 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CALENDAR METHOD An alternative to the left click and drag method for making individual reservations is to make a reservation from the availability calendar The availability calendar allows you to enter arrival and departure dates and then select an available room This method may be beneficial to properties with several pages of rooms on the Daily screen or properties that book long term reservations Use the following steps for making a reservation using the calendar method From the Daily screen click the Add New Reservation button Click the Add New Reservation button to access the availability calendar and make a reservation NRI RezStream Professional 2007 The Cliffhanger Single Room Reservations After clicking the Add New Reservation button use the following steps to make a reservation for a single room using the calendar method 1 The Reservation D
401. ling does not require a contact 2 as 6 attachment Pick From Contacts at B Assign Label Next gt gt __Cancel_ RezStream www rezstream com Page 238 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 9 Choose a name from guest history and click Select or enter a Last First Name of a new guest and click New Again in this example we are adding a new guest name Patrick Roy Spots Radio 104 3 The Fam 10 Complete the fields in the New Contact Record window and click the Save button The three sharewith invoices are now listed in the Split Billing Direct Billing window Click Next Split Billing Direct Billing Select Number of Sub Invoices and Assign Contacts Fick the ramien of Sub Inecicect thal you ril raadt 3 Pick Sublinegios and Ascagn Corie oi Label to Suh lence Subld irw 2 lesponsible Paty Cid Direct Biling kanchonality requines that pow diach bo an este Conde ini thet dalahar Single spi bling does mob equine cordial RezStream www rezstream com Page 239 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 11 Specify how charges will be split between the sharewith reservations In our example all three parties are goi
402. ll al Records selected 48 Records in Current Selection Tag Last Name First First2 Address i City iSt Zip Home Work BusinessName Email Barry John Jackie 5409 W 3rd Avenue Charlotte NC 24123 767 998 0124 767 545 1245 barryj stockcomponent Bauer Mario 8812 North Street Colorado CO 80909 719 887 9898 719 454 5465 bauer realtyworld com Baxley Brian 4434 wW Prarie Road Ellicott CO 80912 719 545 0909 Bott Louis 3005 Leslie Dr Englewood C0 80111 720 888 1212 720 546 1245 bottl yahoo com Buffett Jimmy Jane 3313W Palm Beach West Palm FL 22099 414 555 1215 414 765 1245 bubba margaritaville cc Chesney Kenny Divorcec 5431 W Blue Avenue Nashville TN 57342 505 908 1245 505 661 1235 kenny oldbluechair cor Clark Laura 123 W 1st Ave Carbondale CO 81650 970 923 3766 Iclark aol com Dale Joe Julie 33443 Dearborn Ave Dearborn ML 55521 506 887 1245 506 889 1235 jdale midwesttelecom c DeBerry Fisher Ecklund Matt Christy 3434 W Palmer Blvd Palmer Lake CO 80944 719 598 0923 719 593 1907 ecklundhome yahoo c Elway John 212W Cherry Hills Denver CO 80202 303 777 777 720 777 7777 Denver Broncos jelway broncos com Emsley Peter Flexor David Foster lan Jeanne 2212 W Park Ave Denver 80202 303 888 9898 720 778 9999 fosterl ssi com Friedman Lenny Joanne 4312 W 6th Avenue Baltimore 33213 465 898 7765 465 456 0909 friedmanL sheltersyster Guest Demo 185
403. llation letter is displayed Print a copy of the letter for your records When you close out of the letter the Wait List window is displayed Click the Close button to continue to the Daily screen The entire Single Invoice group reservation has been canceled and removed from the Daily screen Multiple Invoice group reservations are treated as individual reservations To cancel an entire Multiple Invoice group reservation each individual reservation must be canceled RezStream www rezstream com Page 269 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CHANGING GROUP ARRIVAL AND DEPARTURE DATES Group arrival and departure dates are changed in the same manner as individual arrival and departure dates For example assume Pam Jackson the group leader for the Single Invoice group reservation displayed below calls to extend the group stay by one day Use the following steps to make this change 1 2 6 Highlight the first reservation in the group Red arrows are displayed on the first and last nights of the reservation Place the cursor on the right red arrow depress the left mouse button and drag the cursor to the right adding one night to the reservation Release the left mouse button The Move Resize Reservation window is displayed Click the Automatic Rate button to have the system
404. llowing Fly Fishing Getaway package PACKAGE ITEM WHEN IS THE ITEM CHARGED AMOUNT core ewer e high season including checkout day Lodging Day guided float trip Per adult per day 175 00 included on the day of check in but NOT on the day of checkout Lunch Per adult per day 20 00 included on the day of check in but NOT on the day of checkout Once o Once Miscellaneous accessories tippet leader strike indicators split shots etc The following steps outline the process for creating per person rate packages nae T Define per person per day room rates Define the package Link the package to the rate Test the package and rate combination Define Per Person Per Day Room Rates The first step in defining our sample Fly Fishing Getaway package is to create per person per day room rates Use the following steps to create the 85 00 per person per day room rate From the top toolbar in RezStream Professional click Tools gt Unit and Rate Setup Click the Unit Rate Plans tab Highlight the unit type rate plan that applies In our example we will define per person per day rates for the Two Bedroom Cabin unit type rate plan Riess 25 00 Unit Groupe Unit Rate Plans Individual Units Fackages Taxes Discounts 1 Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class al Meeting Rooms Hourly Full T ax Hat Air Balloon Rides Boat
405. ls gt Unit and Rate Setup and select the Packages tab EWER Window Help RU Setup Configure Dis ay Options Create new packages by clicking on the Add New button at the then clicking on the double up arrow button First and Last means that item is added play Wp bottom Changing an existing package will only affect existing on the first or last date of reservation Adult and Child multiplies the number of persons Letter Desi reservation if you edit them The components of the package are times the item per day Day makes the date on the item one greater than the ELLEF Vesign shown at right Bookable applies to items that are bookable on reservation date and applies to items like breakfast where there is no breakfast on List Edit the RezStream Booking Engine when using the Booking Engine the arrival date but there is on the day after the last night Once is a one time charge IS l Packages Items in Package Pos Inventory Description Length Bookable ltem Description Adult Child Pets Cars Price First Last Day Once Rate None 0 Frint Options Yachats Music Festival i Golf Getaway Online Availability Wine Tasting Festival Unit and Rate Setun Getaway Ski Weekend Unit and Rate Set EE Lunch and Coffee Service Property Management Property Day Pass NBA All Star Getaway Fly Fishing Getaway Package Rate Example OOM H Om rm rir add X Delete Edit Add POS Items D Pick from Point of
406. lt CUSTOM2 gt Car Model lt CUSTOM3 gt Name Address 1 Address 2 Signature The Powder Hound Inn 4807 Ski Hull Road Ski Town CO 81658 888 33 3 4 422 13 Save the customized registration card by clicking File gt Close on the top toolbar of the Letter Template Design screen n M Letter Template Desi i Edit view Insert Fq Mew Open Ctrl M Cerl o Save 5 Page Setup Print Ctrl P RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 329 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual PRINTING REGISTRATION CARDS With the registration card formatted using the steps in the previous section registration cards can be printed for the day s arrivals using the steps listed below 1 From the main RezStream Professional toolbar click the Reports F7 icon 2 Expand the Billing Reports tree by clicking the to the left of the heading 183 RezStream Professional 2006 The Cliffhanger Resort File Edit Tools Window Help Financial Reports Other Reports J Accounting Billing Daily Sales 0 Occupancy 9 Revenue by Unit J Miscellaneous J Point of Sale Your Reports Payments Booking Engine 3 Advance Deposits Payables Receivables Gift Certificates Discounts J Agents 9 Tracking Sales Tax
407. ly calculated based on system defaults or if necessary a manual rate can be entered tove Resize Reservation You are moving resizing a reservation Modify and automatically adjust rate Automatic Fate Modify and show reservation dialog Manual Aate RezStream www rezstream com 2601 Blake Street Suite 10 support rezstream com Denver Colorado 80205 Page 294 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual SPLIT RESERVATIONS A split reservation refers to the following scenarios 1 Anew reservation that involves a change of rooms during the course of the stay 2 Extending an existing reservation to a new unit 3 Moving an existing reservation to a new unit Each of these scenarios is described below NEW RESERVATION WITH ROOM MOVE Use the following steps to book a new reservation with a room move that is known in advance In addition to the steps described below the Single Invoice group reservation can also be used for booking a reservation when a room move is known in advance This second option is described in the next section of this manual 1 Using the steps described in the click and drag method of the Making a Reservation section make the reservation for the nights that the guest will be staying in room 1 2 Move the cursor to the second room being booked for the same guest Left click on the first day in the new unit depress the left mouse but
408. m Description Adult Price ae Last Day a Breakfast w e W 1 2 Day Guided Float PCIE hao e e er EN 0 E eo Fe E E on Tee ee ee Ee ee ee ee dc ee J Misc Accessories KMA FE C o F FP e NAMAT Link the Package to the Rate With individual package items and the per person per day lodging rate defined we will now link these two components to simplify the reservation process 1 From the top toolbar click Tools gt Unit and Rate Setup 2 Click the Unit Rate Plans tab 3 Highlight the Two Bedroom Cabin unit type rate plan A and select the Per Person Per Day rate name 4 Unit Setup t Unit Groups Unit Rate Flans Individual Units Packages Taxes Discounts Optic Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class al Meeting Rooms Hourly Full T ax Hot Air Balloon Fides Boat Rental Bicycle Rental Ag TwoBedeontabe bay tent 2 Rate Mames Rate Name Rate Period Default Package Sort Bookable Rack B E Fer Ferson Per Day Daily None RezStream www rezstream com Page 94 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Select Fly Fishing Getaway from the default package drop down list Rate Names Rate Name Rack PEJ Fer PersonPer Day Daily Start Date Rate 5 Click the Close button ROE Unit Groups Unit Rate Plans Individu
409. m Page 41 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual UNIT TYPE RATE PLANS The first step in defining rates is to add your property s unit types rate plans under the Unit Rate Plans tab Our sample property has three unit types Queen Queen King and Suite Use the following steps for adding a unit type In RezStream Professional the terms unit type and rate plan are synonymous 1 Click Tools gt Unit and Rate Setup and click the Unit Rate Plans tab B REDEE T ni es Unit Rate Plans J Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class gt Standard Room Daily Exempt Meeting Room Hourly 7 Exempt If two or more units share the same seasonal rates it is considered one rate plan Please enter a rate plan name for every set of rates that you have You do not need to enter a different rate plan for every unit that 1 Add New Rate Plan you have unless all are priced differently z Rate Names are the different rates that may be available for a 2 Rate Names single unit Examples could be 444 and Business Rate Names Rate Name Rate Period Default Package Sort Bookable i reer AN must be created for each unique rate plan Actual charges are gt Rack Daily None 1 iv
410. m www rezstream com Page 395 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual REZSTREAM BOOKING ENGINE The RezStream Booking Engine is the preferred method for generating online bookings because it is fully integrated with RezStream Professional Benefits of using the RezStream Booking Engine include DIRECT BANK DEPOSITS Payments for bookings made from your website are electronically deposited directly into your bank account within a few business days EASE OF USE The RezStream Booking Engine can be accessed via the Internet using a user ID and password Coupled with RezStream s industry leading Property Management Software products integration is seamless CUSTOMIZE YOUR LEVEL OF SERVICE Choose RezStream Booking Engine products and services that make sense for your business from a simple availability calendar to distribution to all the major travel websites including Expedia and Travelocity FLEXIBLE All property information policies unit rates minimum night stay requirements blackout dates and items unique to your property are completely customizable There are several documents available on the RezStream website for configuring and using the RezStream Booking Engine Use the following link to access these guides http www rezstream com support documentation rezstream booking engine For
411. mad wine Glasses Som ALL Fiale Qeacrption Adult Breakfast Charges 300 00 Tachas Music Festiwal Quantiy Paid 0 00 Price Di 300 00 Tax Group Stardaed T ad liem bo lrevoece bodily lirrveritony Cancel 6 Click the Save Close button on the Edit Invoice screen The Hourly reservation is moved to the new date HOURLY RESERVATION REPORTS Clicking the Reports F7 icon on the main left hand toolbar of RezStream Professional allows you to print Hourly Reservation reports Go to Other Reports expand the Occupancy folder and then expand the Hourly Reservations folder There are two Hourly Reservations reports Detail and Summary Other Reports Billing 9 Occupancy Housekeeping Arrivals Departures Stayovers Housekeeping by Employee Active List Guest Forecast Daily Reservations Hourly Reservations Detail Summary J Miscellaneous 0 Your Reports RezStream www rezstream com Page 224 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Hourly Reservation revenue can be displayed using either report However the detail report is also going to present specific reservation information for each Hourly Reservation Hourly by Date for 11 01 2005 11 15 2005 Date Start End Unit reoice Mane Count Hourly Changes 118 2005 OF 00 A 1100 Ab B
412. make the day run smoother Examples of other reports that can be utilized for the following day are e Arrivals Occupancy folder e Departures Occupancy folder e Housekeeping by Employee Occupancy folder e Arrival Registration Cards Billing folder Access these reports by clicking the Reports F7 icon on the left hand main toolbar These reports are listed in the Other Reports section MARK ROOMS OUT OF SERVICE Rooms may be taken out of service for several reasons For example a single unit may be out of order for maintenance reasons or maybe an entire wing of the property is being closed to remodel Any time rooms are unavailable due to maintenance or other reasons mark the rooms out of service using the following steps 1 From the Daily screen left click on the first night the room will be unavailable drag the cursor to the right highlighting the last night the room will be unavailable Right click and select the option for Mark Out of Service 14724 1127 110 Suite 3 460 New Reservation Chrl h Mark Quek of Service Ctrl 0 RezStream www rezstream com Page 358 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 The Mark Out of Service window is displayed Enter the reason why the room is being taken offline Mark Out of Service Enter reason for removal
413. missing information Hamel Room lt WUNIT gt LAST gt lt FIRST gt Check In lt ARRIV AL gt Address Check Out lt DERPARTURE gt 40DRESS1 gt Rate RATES fs ST Zip Mots lt DATS gt iE Party Size PARTY Hone Prone Work Phora caer Phora Charges lt TOTAL gt sCPHONE gt sCBPHONE gt Depost lt PAID Balance DUE Check Gut Time 17 00 arm oA EER CNOTE gt ANOTE Robes at Check in 1 2 amp Ingaan Notice To Guess Peace Read Ths te Whee you verid type a really lengihy poly for your mT __ guess bo read before hey aon the regrelralion Gard a hal eel CON FIRMA TON gt RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 320 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual In this section we will customize a registration card to print on a standard 8 1 2 x 11 piece of paper The customized registration card will include e the property s logo e text e letter codes The finished customized registration card is displayed below The Powder Hound inn p Thank you for choosing The Powder Hound Inn for your stay Please verify the information listed below and sign the registration card Name NAME gt AdultsiChildren ADULT s gt lt CHILDREN Address 1 lt ADDRESSLINE1 Arrival lt ARRIVALL Address 2 lt ADDRESSLINE Departure lt DEPARTUREL Cit
414. mn if the rate should be made available to guests making reservations via the RezStream Booking Engine 9 Per person rates can be configured to vary based on seasons In our example the 85 00 rate listed in the table on page 90 is based on high season rates Per person rates will be added based on the following seasons and daily rate amounts SEASON PER PERSON PER DAY RATE 09 15 07 10 31 07 60 00 11 01 07 12 31 07 50 00 RezStream www rezstream com Page 91 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual From the Unit Setup screen click the Add New Season button Enter the season start date 01 01 07 Enter 0 00 in the rate column Enter a base cap of 0 A base cap of 0 coupled with a rate of 0 00 is the trigger for per person per day rates Enter the per person per adult charge of 50 00 If necessary additional rates can be entered for children toddlers and infants note that these three rate person types can be customized to suit your property s needs G Weekend per person rates can also apply DODD iT Sencar PT baer Jhelli aire bat Cuda Plata ince Cag A 0 o I rind Bin Lan F La H10 E mma m oe oF C Tis LCI nile 50 De 1 Ez Copp Ai Sanm iz Copy Singla Saaren i Copy Seaton Sms H Repeat steps A G to add the additio
415. mount lo Business Other Second Deposit O Vendor Due 11714706 7 x Amount lo 11 15 2005 Add Edit Delete Reassign RezStream www rezstream com Page 317 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Choose the payment line to be deleted and click the Delete button Date Paid to Inv Pay Type CE H 150 00 Visa First Deposit CC Return L Due 1114 06 El Amount E Second Deposit Due MALDE 77 Y Armaunt E Edit Reassign The User Sign On window is displayed Enter a username and password with an access level of 9 or 10 Only users with an access level of 9 or 10 can delete payments Select User Name from drop down list Administrator 3 11715 2006 4 User Sign On and type in password 9 The Confirm Payment Deletion window is displayed Click OK to delete the payment The deleted payment will no longer appear under the Payment tab on the Contact Data screen 7 Confirm Payment Deletion Confirm payment deletion There is no way to restore a deleted payment Cancel DELETING POSTINGS Point of sale charges can be posted to guest invoices When a point of sale charge is incorrectly posted to a reservation use the following steps for removing the charge 1 From the Daily screen right click
416. mpany Name Special Reg 81 Mull Starts Departs Length 0 StatUnit MTG1 Special Reg 2 sx Adult 1 Pets 0 Daily Reservation Total 0 00 Charges 0 00 i Child 0 Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes peie DER Contact Log Photo Checked In Paint of Sale Charges 0 00 Due 0 00 Checked Out Tax 0 00 Last Change Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Confirmation 578 AD Group Cancellation Inquiry Visa x Adult fi Child fo m Invoice Check Box Flags New Swipe Card Pet z c 0 Tax Exempt z ea ie aay 1 Attention Business Credit Card Data A Arrive oo Custom 2 aie a Depart Custom 3 endor rs a aka Letter Standard 7 T Custom 4 Checkedin Out fee ecked in u Custom 6 11 12 2005 Credit Card Hold Batch Print Flag Micah Payment Data RezStream www rezstream com Page 244 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 9 Click the Reserve Day F2 icon on the left hand main toolbar to display the Daily screen The reservations booked under the group contact s name are displayed on the Daily screen After making a group reservation the rooms included in the group are easily identified on
417. n this unit plus another ete a 3 Click Tools gt Online Availability and select the Availability Services tab Check the Upload availability box for Availability Online Online Availability Configuration Ay alabiily Services Wl pate Frequency Request Cancel Policy User Marne Password InoRes yva mesnet Upload avalabiity ecept online requests Rate bo upload Rater el Het Bookings vsa netbookings con Upload availability P amp eceptornine regie Rate bo upload Uze Hare NA EE Webemaligni riii weber ations ad Upload avalabiity Ac Rate to upload lt gt Uses Harme Ha 7 User Mare Password Password Passwort EU Bookings aww eubookings com Uplosd aveilsbity pj Aae lo upost te User Name gE nnbopa ewes inrtooia cam Upload availabilty Rate to upload User ID Password i i RlezTuacker rectracker com not alfikated with Rez vation Upload availability Aate to upload User Name Customer lek WorldRes miingi kres cam Upload avalsbiky E e Onganizeton Code Property Code RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 397 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Enter the User Name Password and Req information that you received from Availability Online when c
418. n Total 0 00 4 Breakfast Unit Group The RezStream Der Miscellaneous Items 0 00 Date 05 18 2011 Tax 20 16 Description Breakfast Charges 560 16 Quantity Paid 0 00 Price Due 560 16 Discount 0 Tax Group Standard 7 Modify Inventory New ltem D Repeat this process from step C above until all requested POS Items are added to the Edit Invoice list above on this screen E Click the Save Close button on the Edit Invoice screen ltem Type St Time End Time Description Tax Group 1 05 18 11 Unit 8 East Wing 1 00 120 00 Lodging o 1 07911 Unt8Eastwing 1 00 120 00 Lodging 124 48 o 1 05201 Unt8Eastwing 1 00 150 00 Lodging 155 60 o aoan Unt8Eastwing 100 150 00 Lodging 155 60 a 05718711 Breakfast 1 00 85 00 Standard 5 32 Add Z Edit Packages Ap Apply Discount Totals Payments fall Categories 7 Barcode code entry Ill Daily Reservation Total 540 00 POS Items a Item Type POS Hourly Reservation Total 0 00 Breakfast Unit Group The RezStream Denn x Miscellaneous Items 10 50 Date 05 18 2011 Tax 20 83 Description Gift Shop Charges 571 33 Quantity Paid 0 00 Price Due 571 33 Discount 0 Tax Group Standard 7 Add Item to Invoice Modify Inventory Save Close A New Item RezStream www rezstream com Page 276 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205
419. n can also be uploaded to the RezStream Booking Engine and displayed to Internet guesis Standard Description King a room with a balcony Recenti renovated in spring 2006 RezStream www rezstream com Page 72 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 11 Complete steps 1 10 for each additional unit ROT setup Unit Groups Unit Rate Plane Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Number of Active Units Unit ID 125 55 Eat Sane Sort 25 Id Long Name i 29 King Standard Description Pick Unit Type Color King Unit Id Hame So Belongsto The Cliffhanger Resort hi 101 102 Rate Flan King 103 Rev Acct Revenue Room Rentals Capacity Maximum 3 Standard 2 104 105 106 Include in occupancy report e 107 Include in Online Availability e Booking Engine Bookable Unit Iw Online UAL for online availability uploads 108 109 110 Phone extension Housekeeping Assignment Group H 111 Amenities Alternative Description 112 113 114 115 116 1 118 114 120 121 122 123 124 Non Smoking Ocean View Jacuzzi Tub Balcony Kitchenette Pol mal moa eo po ae fe oo Bo oo oo oo me oa om Be oo mo aa fe oo mi 4 WorldRes Unit Typ
420. n returns the Daily screen view to October 31 November 14 C The right arrow allows you to scroll the Daily screen s date bar one week at a time to dates after the selected date 10 31 2005 The image below displays availability for October 31 November 14 Click the right arrow to scroll the Daily screen one week after the selected date 10 31 2005 in this example bid y Unit 2 RezStream www rezstream com Page 113 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Clicking the right arrow one time changes the dates displayed from October 31 November 14 to November 7 November 21 OL ADI J 2 2 4 5 Fl 1107 2005 _ A a bi Y Nos aT NY AYE The drop down date field allows even more flexibility by allowing you to select any date to scroll the Daily screen In the example below the down arrow is clicked in order to display the calendar i and then a date is selected from the calendar ii Click the down arrow to display the calendar 5 November 2005 Mad 17 18 19 arrows at the top of a4 25 eb the calendar to scroll months LAN A maak J BR 2 ET in 21 2005 lt gt The lt F8 gt function key can be used to scroll the Daily screen back based on the default number of days displayed on the Daily screen This setting
421. n to One Remove ltem Remove All Items Total 50 00 Total Date Item Split All Items Inv Responsible Party Sub Mark Schlereth Fo Tag All Untag AI Daip Pkg POS RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 233 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 After clicking the Next button and if there are charges that have not been fully split the Unassigned Charges dialog box is displayed Click Yes to continue Unassigned Charges n i Ca Not all charges from all items have been assigned to invoices Are you sure you want to continue 7 Click the Save button at the Split Billing Direct Billing window Assigning Charges using Shortcut Buttons The following shortcut buttons can be utilized from the lower left section of the Split Billing Direct Billing window e Tag All A checkmark is added next to each invoice item e Untag All Checkmarks are removed from all listed invoice items e Daily A checkmark is added next to each daily charge in a package for example a room rate e Pkg A checkmark is added next to each package non room rate charge for example the breakfast charge in a package e 4POS A checkmark is added next to each point of sale item that has been
422. nal three seasons defined in the table in step 9 on the previous page Seasonal Rates Standard Settings Weekend Settings Select days that apply Start Date Rate Base Cap dult Child Todr Infnt Min Len 5 Wed Thu Fri Sat Rate Min Len 01 01 2007 0 00 50 00 0 00 0 00 0 00 a fa Tue ojo o 05 01 2007 0 00 60 00 0 00 0 00 0 00 C 0 00 06 15 2007 0 00 85 00 C 0 00 0 00 0 00 09 15 2007 0 00 60 00 0 00 0 00 0 00 11 01 2007 0 00 o o o o o qaan qaan oOojojojojo OU Oo Pore OJ oO 0J oO 50 00 0 00 0 00 0 00 Per person per stay rates can also be defined in RezStream Professional For additional information please review the section titled Per Person Per Stay Rates on page 58 Define the Package With the per person per day room rate defined we will now create the Fly Fishing Getaway package In this section we will assume that the point of sale items included in this package and listed in the table on page 90 have already been defined For additional information about creating point of sale items please see the section titled Defining Point of Sale Items on page 76 Use the following steps to define the Fly Fishing Getaway package 1 From the top toolbar click Tools gt Unit and Rate Setup and select the Packages tab 2 Click the Add New Package button RezStream www rezstream com Page 92 of 418 2601 Blake Street
423. nd use the Check In Out option on the right click menu for checking guests in and out View Contact Data New Reservation Ctrl N Edit Reservation Ctrl E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Ctrl D Check In Out ecor Force Recalculation Print Letter Print Invoice Print Registration When checking a guest in the following Check In window is displayed A checkmark is displayed on the Daily screen when a guest is checked in F Check In Record Transaction Print Invoice Record Time Check In k l Cancel When the Record Transaction option is selected in the Check In window the Payment Information window is displayed RezStream www rezstream com Page 331 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual When checking a guest out the following window is displayed A circle with a line through it is displayed on the Daily screen when a reservation has been checked out Record Transaction Print Invoice lw Record Time lf Check Out Cancel Use the Check In and Check Out windows for selecting the functions that should be performed upon Check In and Check Out UTILIZING THE POINT OF SALE SCREEN AT THE FRONT DESK The Point of Sale screen can be used to monitor daily activity at the front desk To display t
424. ndividual Pays Returning Contact cccccceeccecseeeeeseeeeeeeseeeeeeees 247 Group Reservations Group Pays All Charges ccccccceeeceseeeeeeeeeeeeeeeeeeaeeeeeeesaeeeeeeeeeas 252 Recording Group Pay MOCMIS lt iwiaaiianiinadeeincienivie dey Wleewsmtod ue ei aden se teats 256 PrIntinG a GaFOUR AV OIC Ce aseenaan eice aah ose Wle veer a tease eee le cee es 259 Group Reservations Family Reservations ccccccccccessssseeeeeeeeeceessseceeeeeeeeaeeeseceeeeeeeeaes 260 Addmng a Group MCI CR x seia a R aa A needa naccle 263 REMOVING a croup Membe sroin aaa eaa A AA 266 Canceling Single Invoice Group Reservations cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeesaneeeeeeeas 268 Changing Group Arrival and Departure Dates ccccccceecseeeeeeceeeeeeeaeeeeeeneeeeeeseaeeeessaneeeeas 270 DIRECT BILLING wccccsedsncdtcurzcoctsaacvedencuatsessaneemnteas a 271 Company RESEIVAtlONS secese a A e aeir i 271 POG MMGIVIQUG Se sese 272 POSING OCNarJES scas sccecaszannssessareuman aun a a 275 PANN Stave MIC HIS csere a 279 TRAVEL AGENT RESERVATIONS saccacs vi vacasanceescascerucentnedesasezetacd nbederdaneatacenasaeisemeectandenieaeomeenecctoks 283 Adding Travel Agents to RezStream Professional ccccccsssecceeeceseseeeeeceeeeeeeseeaeeeeeeesaaees 283 Assigning Travel Agents to Reservations cccsccccccceeeeeeceeeeeesaeeeeeseaseeeeeeueeesaageeeesaeeeeenaaes 286 Editing the Travel Agent Assigned
425. ng ipa E l CHR KingBed jpg lg chr logo jpg lg CHR Pool ipa x CHR Seasideview jpg lg CHR Suite jpg x chr view jpg a deposits jpg a deposits jpg Fo Desktop menities jpg a Entrancel jpg a Flowers1 jpg s My Recent Documents Desktop hy Documents My Computer My Network Places File name Files of type F flowers2 jpg Fi FlyFishingSchool jpg i GAOL jpa la GRC1 jpg la GRC2 jpg la GRC3 jpg lg GRC HMoonste jpa lg GRC King jpg KB GRC O0 ing F hourly jpg logo jpg la PHIL jpg la PHI2 jpg la PHIS jpg la PHI4 jpg E a photos jpg F PoolDeck jpg a screen jpg la step3 jpo a StepstoRecreate jpg a Unit101 jpg a unit103 jpg las Unit 102 jpg las Unit 104 jpq las Unit 105 jpq a YPMError jpg a vachats jpg JPEG File Interchange FormatLJPG JPEG Cancel c Re size the logo by double clicking it The Image Size dialog box is displayed Set the height and width percentage and click the OK button Image Size Scale Image Height 100 oe Width 100 FA Lock Aspect Ratio w T Cancel a r ANCE RezStream 2601 Blake Street Suite 10 www rezstream com Denver Colorado 80205 support rezstream com Page 322 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 To add a line underneath the property logo click the Left Justify button El on the top toolbar
426. ng the fields and labels listed above A Click Tools gt List Edit The RezStream Configuration Utility is displayed 8 RezStream Professional 2007 The Cliffhanger Resort File Edit Wavigate View Mbel Window Help Configure Display Options ee ee List Edit Pos Inventory Print Options Online Availability Unit and Rate Setup Property Management B Click the Labels tab on the List Edit screen 3 RESET States Countries Source Reason Uccasions Holidays Interests Titles Invoice Check Boxes Invoice Custom Text Contact Text Fields Contact Check Boxes VIP Letter Sub Styles Custom E Person Rate Types Contact Tab Labels Photo Invoice Tab Labels RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 163 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The contact text fields were described in 1 above The contact check boxes were described in 2 The contact tab labels were described in 3 The invoice tab labels were described in 4 the person rate types in 5 and the invoice custom text in 6 A List Edit O Stabes Counties Source Reason 4 Contact Test Fields Custom 2 Contact Check Boe ae Customs M Invoice Check Bres m Leta Sub Stes Group Leader Package Boa Aerial E Click the Close button to apply changes gt
427. ng to equally split the room charges Click Split All Items button Click Next to continue lt Spit Biling pg Split Billing Direct Billing 4 Assign Charges to Sub Invoices Pick irre llam Dees Suh maoe jiria Appied lo Seleried Sub irrareces Seal Dwe Ihen Total Aamar lew Fleregwarraibls Pal Taa a Das ier Adar Foods Da Uke Wetwing 1560 000 Joe Sakic 140 00 145 23 OBA net A went lines g Se nog J Fatich Fiy T4000 14573 0205 Ura A a Wires Split Billing f Direct Billing 43 Assign Payments to Sub Invoices Prot Faen i i a Faer Apo ite Sai Seb rake Ee Date Payee __ Tos Favan Adel Tagged io Oren ine Tot Pad a Ei l 2 doecako ad HPne i i a N Fanara Pay Ais Alergy A bgong Ad Hea Pi airtel RezStream www rezstream com Page 240 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual GROUP RESERVATIONS In RezStream Professional there are many scenarios that fall under the Group Reservation heading We will use these four scenarios as our examples e A group of friends that have never stayed at the property are in town for a golf outing where each reservation is paid individually e A softball team returns to a property every year to participate in a local tournament and each reservation is paid individ
428. ng your property QA lt lt lt lt 4 zf Add New 2 Add New RezStream www rezstream com Page 100 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual A new line is added to the Referral Source Description table or Reasons for Reservation table M List Edit fx States Countries SourceReason Occasions Holidays Interests Titles Payments Labels Sources can have categories and sub categories Enter the category a colon and the sub category Once you have assigned a source to contacts or invoices any changes you make to the line will be carried over to all previously assigned to that line Referal Source Description Reasons for Reservation Description Bookable L Description Bookable Enter the guest s reason for visiting your property Chamber of Commerce b Business Newspaper Local Friends amp Family Newspaper Metro Mone Referal Local Business Referal Previous Guest A epeak Fuses Pleasure l Add New Enter a description for the new source reason Enter a checkmark in the bookable column if the new source reason should be available for online reservations made via the RezStream Booking Engine M List Edit x States Countries Source Reason Occasions Holidays Interests Titles Payments Labels Sources can h
429. nges Advance Deposits Payables Receivables Q Gift Certificates Discounts J Agents J Tracking 00 Sales Tax 3 Summaries J Over Due Payments General Ledger 3 Left click the Print button on the bottom right hand corner of the screen With the Print Preview box selected the report will first be displayed to the screen Print Options Selected Report Fapments Summary EPSON Stylus Coed Seres oF i Print Preview Print Make HTML Make PDF Ur RezStream www rezstream com Page 350 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 Select Today on the Report Dates window Click OK F Report Dates Yesterday C BOP D jtho at left fi i PICE down calendars below orn Eri 111 ov2005 This Month Nest Month Last Year 5 Verify the totals by credit card type against a source outside of RezStream Professional for example the batch report total from the credit card machine Payments Received for 11 18 2005 11 18 2005 Date Employee Payee Check Hotes Amar American Express Subtotal 754 14 Master Cad Subtotal 648 78 Visa Subtotal 903 36 Total 2 306 78 6 If discrepancies exist between the totals of the credit card machine or other outside source and the totals in RezStream Professional print detail r
430. nit 8 East Wing 155 60 Add Portion to One Remove Item Remove All Items A Tag All Untag All Daip Pkg POS Resposible Party List for Sub Invoices lt lt Back Next gt gt _ Cancel PRINTING STATEMENTS Once charges have been applied to both the company and the individual folios statements can be printed From the Contact Data screen click the Split Billing tab A summary of charges for each folio is displayed Payments Line Items Split Billing Direct Biling Travel Agents at otal Date Description Total us 560 16 0 00 5 18 2011 Unit 8 East Wing 124 48 Payments Hayne Bowe 11 17 0 00 5719 2011 Unit 8 East Wing 124 46 A O2011 Unit 8 East Wing 155 60 E Be T2011 Unit East Wing 155 60 Print Single Print All Charges RezStream www rezstream com Page 279 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual To print an individual statement highlight either the business name or the individual name and click the Print Single button Details Notes Payments Line Items Split Biling Direct Biling Travel Agents Party Total Faid Date Description Total Add Edit l USSSA 560 16 40 00 5 18 2011 Gift Shop 5 85 Payments Shayne Bowe 11 17 0 00 5 18 2011 Breakfast 5 32 m Print Single a Pri
431. nt All _Charges To print both folios the individual and the company click the Print All button Details Payments Linelteme Split Biling Direct Biling Travel Agents Party Total Cate Description Add E dit 560 16 5 18 2011 Gift Shop RINEN 111 5 18 2011 Breakfast Print Single v _Charges RezStream www rezstream com Page 280 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The Direct Billing tab displays a summary of the charges assigned to the business Details Payments Line Items Split Billing D Travel Agents Direct Biling Sub Invoices assigned to this contact Inv Ine Last In First Split This Contact Total A Print Sub Invoice Print Statement 34 US554 1 USS54 560 16 0 00 As additional reservations are assigned to this business in the future the direct bill charges will be displayed under the Direct Billing tab Details Payments Line Items Split Billing Direct Biling Travel Agents Direct Billing Sub Invoices assigned to thie contact Inv Inv Last Inv First Split This Contact Total Faid A Print Sub Invoice 35 USSSA 1 US55A 591 20 0 00 34 US554 1 USSSA 5601 16 40 00 Print Statement To print a statement for this business click the Reports F7 button on the main navigational toolbar In the Other Reports
432. nt Invoice Motes Hide ero Value Items Hide Package Quantity Housekeeping Report Settings Prist Hotes E Private Motes Contact Notes Iw Housekeeping Options Amount Due And Contact Hame w Vehicle Info Reservation Dates E Calculated Sheet Change CUSTOMIZING THE GUEST INVOICE Choose the invoice type that will be automatically used when printing a guest invoice by selecting the desired radio button in the Default Invoice selection section In the example above the default invoice type is set to Invoice with line item detail With this radio button selected the type of invoice that will be printed is the Detail Invoice folio To print a guest invoice right click on a reservation from the Daily reservation screen and select the option for Print Invoice RezStream www rezstream com Page 31 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The Select Invoice Style window is displayed The invoice type in this dialog box defaults to the type selected in the Tools gt Configure gt Reports window a Select Invoice Style z Detail Invoice Summary Invoice v Print Preview C Summary POS Invoice C Daily Sum POS Invoice Custom Letter Invoice C Daily Package POS C Daily Summary Invoice MARS HelpDesk zl Cancel A
433. nt name account number and account description to match information pertinent to your property Riess Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Revenue Accounts All items that are sold on an invoice unit rental POS items and cancel fees may be assigned to unique or common revenue accounts Revenue account reports will show the amount of sales for each revenue account Account Name Acct Number Account Description General This item cannot be removed or edited All new items are assigned to this account until reassigned Revenue Room Rentals Revenue Rooms Revenue Restaurant Revenue Restaurant Revenue Gift 5 Revenue Gift Shop See Revenue Music Festival Tickets 40040 Revenue Music Festival Ticke Add New Revenue Account 8 Follow steps 5 7 to add all revenue accounts at your property 9 Revenue accounts will be assigned to units and point of sale items using the steps outlined in the Defining Units and Defining Point of Sale Items sections RezStream www rezstream com Page 69 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual DEFINING UNITS Define units at your property by clicking Tools gt Unit and Rate Setup and selecting the Individual Units tab The first step in defining individual un
434. nt or percentage discount Checkmarks in the Fixed and or Daily fields can be set using the information in the table below COLUMN a DESCRIPTION Fixed On Fixed With this box checked the dollar amount Iw discount will be applied Fixed Off Fixed With this box left unchecked the E percentage discount will be applied Daily On Daily With this box checked the discount will lw be applied each day Daily Off Daily With this box left unchecked the discount E will be applied to the last day only 6 Inthe example below with the Fixed and Daily columns left unchecked the guest receives a free night percentage discount 100 on the seventh night last day only Automatic Discounts Description is the name of the discount Trigger is the number of days required to trigger the discount Value is ether a fied amount or a percent based on the entry in the Fired column and Daily determines whether discount ie applied daily or one time only Only one discount can apply to a reservation Any automatic discount can be overridden Description Trigger Value Fixed Daily P None 0 o oo E Stay 6 Get One Free 100 00 With the pre scheduled discount in place when booking any seven night reservation the Discount Selection field defaults to the defined automatic discount in the by the Day Reservation Dialog box It by the Day Reservation Dialog Rate Selection Adult Child Unit Rate Package Selection Discount Se
435. ntinue button Rezstream Update Welcome to Rezstream Update Click Continue to Update the RezStream program 3 The RezStream Reports Update wizard prompts for a location to extract updated report files RezStream Reports Update Confirm the folder where the report files should be installed C Program Files Rezstream Reports ae ee For RezStream customers who purchased the software prior to May 15 2005 the default location is C Program Files RezOvation Reports RezStream www rezstream com Page 107 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 After clicking the OK button updated report files are copied to the specified location REGS oes oder ogee Unzipping file Ci Reports Management analysis sml 0 Overall progress 5 Once all files are extracted the following prompt is displayed Click OK to continue I RezStream Reports Update The update is now complete Log back on to RezStream Professional LOGGING ON Use the following steps for logging on to RezStream Professional 1 Click Start gt RezStream Q Rezstream Programs Documents Settings Search Help and Support RUM Log Off E i T uw wv amp k G a Faa j T C kz ia Turn OFF Computer RezStream www rezstream com Page 108 of 418 2601
436. nto the group category is the family reservation where more than one room is required As an example there may be a husband and wife vacationing with their teenage children In this scenario two rooms are requested for identical arrival and departure dates In addition the names on the two reservations are the same and the likelihood of one room canceling is minimal In this scenario the Single Invoice group reservation option works best Use the following steps for making a family reservation using the Single Invoice group reservation option 1 From the Daily screen press the lt CONTROL gt key highlight the arrival date for the first room depress the left mouse button and drag the cursor to the right until the last night of the reservation is highlighted 2 Keeping the lt CONTROL gt key depressed highlight the same dates for the second room Right click and select New Reservation or press the lt ENTER gt key 11422 11125 106 Queen Queen Mew Reservation Ctrl h Mark Out of Service Ckrl a www rezstream com support rezstream com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 Page 260 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Atthe Multiple Selection Reservation window click the Single Invoice button Multiple Selection Reservation The reservation that you have started contains multiple segments covering different units andor non
437. nver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Comparison The Comparison Revenue by Unit report can be used to compare revenue in one time frame versus revenue in a second time frame For example compare revenue in May versus revenue in June or compare this June to last June Use the following steps for printing the Comparison report 1 Highlight the Comparison report and click the Print button Financial Reports Other Reports Accounting 1 Biling Daily Sales Occupancy B Revenue by Unit 0 Miscellaneous El Standard 0 Your Reports E Collections Yel Wore Start of Day by Group End of Day Cancellation End of Week Average Daily Rate End of Month 0 Point of Sale End of Year Payments E External Reports Print Options il Advance Deposits Selected Report 0 Payables il Receivables 0 Gift Certificates Comparison Discounts i Agents EPSON Stylus C84 Series v Tracking 0 Sales Tax J Print Preview 00 Summaries Over Due Payments a p 00 General Ledger Make HTML Make PDF Revenue by Unit 2 The Report Dates window is displayed F Report Dates The fields in the first and second time period sections are defined below FIELD DESCRIPTION First or Second Time Revenue for the specified dates must have Period Recorded by been recorded by the specified date than or equal to the specif
438. nvoice Responsible Party Sub Total 4 Daa M komi a j Alfred Williams 270 00 280 08 Wrest Win on Unit3West Wing 124 48 0 00 Mark Schlereth 270 00 280 Um weweg 62 2 Aco Seer a ow Split Tagged to All Mark Schlereth 0 Unit 3 es ing 6 nit est ing Unit 3 West Wing 02 05 Unit 3 West Wing 77 a Add Tagged to One Add Portion to One Remove ltem E Remove All Items kud Tag All Untag al Daip Pkg POS 10 Click Save to file the changes amp Split Billing pa gm Split Billing Direct Billing 3 Assign Payments to Sub Invoices Pick Payment Selected Sub Invoice Payments Applied to Selected Sub Invoice Sel Date Payee Total Remain Add Tagged to One Inv Responsible Party Total Paid a Date Payee Paid 1 Alfred Williams 30 08 0 00 Mark Schlereth Add Portion to One Mark Schlereth 280 08 0 00 Remove Pay Assignment Remove All Assignments Add New Payment RezStream www rezstream com Page 229 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual ASSIGNING CHARGES Once incidental charges are posted to sharewith reservations they can be assigned to a specific invoice using the following steps For information about posting charges to reservations see the section titled Posting Point of Sale Charges
439. ny charges 2 When keying in credit card numbers ask for the billing address on the card Note that this may be different than the customer s home address especially in the case of corporate cards 3 When keying in credit card numbers it is recommended that you request a CVV or security code This may or may not affect your credit card processing rates but can be helpful if a guest contests a charge Contact your third party processor for more details 4 Make sure that your third party gateway is configured properly For example you should have Address Verification set to active or on While you do not have to require an Address Verification match some properties do choose this option to make sure that they are getting the best rates possible However this may cause cards to show as declined even when the card is otherwise considered good CREDIT CARD PROCESSING CONTACTS Contact First National Processing at 708 492 1030 Before calling you should have your merchant number available This number is printed on your monthly statement For questions specific to the Merchant Partners gateway or virtual terminal visit their website KEYBOARD SHORTCUTS The following keyboard shortcuts can make it easier to navigate the RezStream Professional property management system KEYBOARD SHORTCUT DESCRIPTION Monthly calendar view on the Daily screen Two week calendar view on the Daily screen fee F3
440. o ff W l 8 9 10 11 12 13 14 7 8 93 10 11 ifs EB ak aye 15 16 17 18 19 20 14 15 A 1 18 13 20 2 2 23 22 23 24 25 26 237 28 Ae eee e 26 7 28 29 0 29 30 3 1 2 3 4 28 29 30 1 2 3 4 5 6 i 5 6 8 9 10 11 5 6 Z 8 9 Sun Oct 22 2006 Mon Oct 23 2006 Tue Oct 24 2006 Wed Oct 25 2006 Thu Oct 26 2006 Fri Oct 27 2006 Sat Oct 28 2006 5 The reservation times displayed on the Hourly screen now reflect the default start and end time period for rentals specified in the Tools gt Display Options gt Hourly tab Hourly Reservations at a Glance Using the Reserve by Hour screen hourly reservations can be monitored at a glance The display bar in the upper left hand corner of the Reserve by Hour screen lists each hourly rental along with an at a glance availability display In the example below Meeting Room 1 is booked fairly regularly from November 6 November 11 However November 12 remains wide open Room Name MTG1 Meeting Room 1 Reservations at a glance Red Unpaid Reservation Yellow Partially Paid Reservation Green Paid in Full Reservation RezStream www rezstream com Page 202 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The following table compares the availability at a glance calendar to the half hour view displayed in the Reserve by Hour screen AT A GLANCE AVAILA
441. o ooo d S S Feo paida Guest Demo 1855BlakeSt Denver CO 303 274 34 866 565 161 Guida Tracey 5454W TstAverue Lakewood CO 303 878 091 303 879 991 Hines per Eet Pare Neth Slate Steet Echt MID 405 665 261 AO aoa Holand Justin 9878 Shields Fort Colins CO 970 555 0 1 S70 768 12 COSE en SD SS al ea ee gs Ce me Lindsey Say 5004 West Mayland Colada Spira C0 isexser 7190745 a SSS Se d oal SS e m If an hourly reservation is being made for a new guest to the property simply fill in the Last and First Name fields in the RezStream Professional Name Search window and click New 5 The by the Hour Reservation window is displayed Select the Add to Previous Invoice button to attach the hourly reservation to an existing folio Alternatively select the New Invoice button to create a standalone hourly reservation possibly for a past guest who is not currently staying at the property R by the Hour Reservation New Select Date and Time Selection Reservation Settings Recurring Reservation Settings Date i 11 2006 x Adut Chid Pets Cars Urit Rate Stat 10 00AM Notes Package Selection Package 0 00 Tax 61 04 Lenath f4 hours v None ZI Total 621 04 End 2 00 PM View Charge Details Reason None w Referral None g Save Cancel RezStream www rezstream com Page 207 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205
442. obi ees ered Lieh aed Coded Sees Propart ap Pac H DLE i har G ela b Flp Fistarey Deirg Ph od ead Laced La ao 1a a4a7 i K obese Ed POG Mera Pict har Peart cf Spb here her aipin Prices al 12 Daw Guard Flea Tap ma Aubert ES B ar B Chig ant elizad Cires sch en Hodis o Wires Boe Luth B p Bakin n Hii Coliss Genace we 00 Aad Mitre Pech eget Edi Fakt A 10 00 charge per adult will be charged for breakfast each day including the day of checkout Check the Adult First Last and Day checkboxes ieme In Package Adult Child Tod First Last Day Once Rate item Description b Breakfast nit Price RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 93 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 Add the float trip and lunch point of sale items Both of these items will be charged per adult per day excluding the day of checkout Check the Adult First and Last checkboxes ltems In Package ltem Description gt Price rast Last oe Once Fate Breakfast u E E 1 2 Day Guided Float FEEL menee r r Lunch KKA 000ArK AR ECET 7 The final two point of sale items flies and miscellaneous accessories will be one time charges per adult Check the Adult and Once checkboxes ltems In Package lte
443. oft C Innovation by Software Maker m c m rezStream ResDB RezBook by Rubbertree ROS 2000 by Digital Rez Names only wWinoom 4 0 by Expedia f Comma Delimited text file csv txt Names Only All trademarks are the property of their respective companies Eek Cine gt Exit LAUNCHING REZSTREAM PROFESSIONAL After completing the installation steps listed above click Start gt RezStream to launch RezStream Professional q R RezStream Programs Documents Settings Search Help and Support Run Log Off mkleiny fo Turn OFF Computer w c 2 a Y Ka _ a a lt E n o D aai RezStream www rezstream com Page 16 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual At the User Sign On window enter the default Administrator password PASS AA rezStream User Sign On v 2007 2 3 Copyright 2001 2007 Select User Name from drop down list aia eee Inc and type in password naysrezsteam com Administrator _ 303 872 0220 x The logon password is NOT case sensitive After logging onto RezStream Professional complete the following basic setup tasks 1 Set the default screen size 2 Change the Administrator password SET THE DEFAULT SCREEN SIZE In order to resize the RezStream Professional interface to fit your s
444. oice o Q Find a New Al Update Cancel To add a new travel agent on the fly click the New button in the Agent Selection window and follow the steps listed in the previous section titled Adding Travel Agents to RezStream Professional RezStream 2601 Blake Street Suite 10 www rezstream com Page 287 of 418 Denver Colorado 80205 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 The travel agent s information is now displayed on the Contact Data screen mo xe 2S IDAAX n BBSE SL First Last Name M m Fisher DeBenm SU Be Inv Entered Begins Ends Start Unit Length Total Paid Confirmation a Address 1 2008 Afton Way 688 3 7 2007 11 22 2006 11 24 2006 117 3 476 87 0 00 68 Address 2 fo Mall OK City St Zip o T C mM County Fax United States of America 7 Ph Home Work E P Business Name o OE Email Address o OE Email 0k I7 Rewards i OSES Company Name po SES Special Req 1 rT Starts Wed Nov 22 2006 Departs Sat Nov 25 2006 Length 3 Start Unit WW Special Req 2 OO Adult 2 Pets 0 Daily Reservation Total 430 00 Charges 476 97 Chid oO Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due 476 87 TRE G Checked Out Tax 46 87 Last Change 3 7 2007 Contact Report Notes print with various rep
445. ols gt Configure gt Users Normally an access level of 9 or 10 is assigned to a front desk manager or General Manager 5 The Edit Payment window is displayed Here enter a payment date and the payment amount that should have been originally recorded A note can also be attached to the edited payment After completing the Edit Payment window click the Save button The corrected payment amount will now display on the Contact Data screen under the Payment tab Edit Payment Editing payments will cause payment data to change that Will affect financial reports that have already been printed out Please ensure that all corresponding adjustments are made to your financial records as a result of this change Enter the payment date Enter the payment amount Date that should have been 17 1572006_ pea ar Amount originally recoraed Type Check Number Notes Payment amount was mis keped If necessary attach a note to the correction jave Cancel RezStream www rezstream com Page 316 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual DELETING PAYMENTS If a payment is entered incorrectly it can be deleted using the following steps 1 From the Daily screen highlight the reservation right click and click View Contact Data View Contact Data Ctrl M Edit Reservation CHrl E Edit
446. om 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual SPLIT BILLING RezStream Professional allows you to create multiple folios for one reservation These split billing folios are necessary in several scenarios including e Sharewith Reservations Two or more individuals share a room and each individual requests a separate folio e Company Billing An individual is travelling on business and requests a folio for his room charges and another folio for his incidentals In this section we will describe the reservation scenario listed above SHAREWITH RESERVATIONS In a typical sharewith reservation two or more individuals are sharing a room and each person requests their own folio In this particular sharewith reservation scenario two individuals are sharing a room and will equally split all room charges Use the following steps to create a new sharewith split billing reservation 1 From the Reserve by Day Daily screen in RezStream Professional create a new daily reservation Left click and drag to highlight the days both guests will be in house Press lt ENTERs gt or right click and choose New Reservation In the example below Unit 3 West Wing Is reserved for 4 nights 02 02 02 06 for a total cost of 560 16 Sane 2 Atthe RezStream Professional Name Search Select Names screen choose a name from guest history and click Select or enter t
447. oms If a guest inquires about a specific date range use the following steps to sort the Daily screen based on room availability for the desired dates Using the calendar bar at the top of the Daily screen left click on the guest s preferred arrival date November 1 While keeping the left mouse button depressed drag the cursor to the right to include the last night the guest is requesting to be in house November 2 The guest s requested arrival Keeping the lett mouse button date is Tuesday Movember 1 depressed drag the cursor Left click this date in the top through November 2 the i i last night of the request 4 Rest4reen Professional The Cathe Wier Resort Fie Ek navies Wien Tools Window He DJA DAX x ADAE B F T THO 1 After releasing the left mouse button available rooms for November 1 and November 2 are brought to the top of the Daily screen LY RezStrean Professional The Cliffhameer Aranni Pie Edit mmige View Tools Window Help IOTER TE X psj a ary ak Rowse After checking availability for the requested dates click the Unit button in the upper left hand corner of the Daily screen to restore the original unit sort order RezStream www rezstream com Page 110 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream In
448. on Georgia 2212 North Sth Street Englewood CO 30355542 720 234 23 Haringer Mike ooo o o o S y o Haynes deff Beth 3312 North State Street Boise ID _ 405 665 23 405 443 00 Herzberg Lows o o S y o Holland Justin 9878 Shields Fort Colins CO 970 555 051 970 768 12 Hurley 4908 Red F we Larkspur CO a4 Kal O 308 Leslie Drive Kok a es ee es 2 Kak Co Lachnidt Lachnidt John 2355N Pine Creek Colorado Springs CO 719 778 23 719 445 12 Layer Das Lindsey Sally 3004 West Marland Colorado Springs CO 719 633 991 719 887 451 a domm d Se a om l e AA a 6 Complete the by the Day Reservation Dialog window and click the OK button MA by the Day Reservation Dialog Rate Selection Adult Child Unit A ate Fackage Selection Discount Selection 2 E Rack Mone Mone Pets Lars Tax Exempt a E o r Recalculate Reservation Summary 7 Starts 11 16 2006 Unit 103 King Helly Gteseatiettiol CLE 280 00 j Hourly Reservation Total 0 00 a S eee POS ltems Package Items 0 00 ae Tar 30 51 Edit Invoice Details Total Charges 310 51 Referral Source BGESUBUSmESen nN Salt List Beal RezStream www rezstream com Page 122 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 The Contact Data screen is displayed with
449. onfiguring your account se Online Availability Configuration Availability Services Update Frequency Request Cancel Policy Availability Online wav availabilityonline cam EU Bookings wa eubookings com We Upload availability Accept online requests Upload availability ji Rate to upload Fate 1 Rate to upload CLFHNGOR User Name 4440214 Ceg j051243 Password Innes ws Innes net lnntopia wns nntopia com Upload availability E Upload availability Rate to upload Rate to upload User Name User ID Password Net Bookings wi netbookings cor Rezlracker reztracker com not affiliated with Rez0 vation Upload availability B Upload availability a Rate to upload Rate to upload User Mame User Mame Password Customer Id Password Webervations www webervations com WorldRes way worldres cor Upload availability E Upload availability E Id s Rate to upload User Mame Organization Code Password Property Code 5 Check the Accept online requests box if your property has elected to download reservation requests from Availability Online to RezStream Professional s Online Availability Configuration Availability Services Update Frequency Request Cancel Policy EU Bookings wmm eubookings com W Upload availability Upload availability B Rate to upload Fate 1 Rate to upload User Hame CLFHNGOR User Hame
450. ood 303 878 0909 303 879 9988 tracy csit com Jeff Beth 3312 North State Street Boise 405 665 2355 405 443 0094 haynesmyway bsu edu Todd Jeannie 4454 North 8th Street Denver 303 665 9898 720 222 5454 heltonT volunteers net Justin 9878 Shields Fort Collins 970 555 0909 970 768 1234 holland igotsacked co Ron Julie 4908 Red Rock Drive 308 Leslie Drive Larkspur Colorado 303 681 3441 719 632 1365 719 635 1011 Giraffe Club Soccer hurley soccerules corr kleinsmith stewart cor John Tiffany 2213 W Briargate Colorado 719 593 0788 719 599 8898 lockadoor hes com Richard Mille 43008 112th Place Sammamish 940 887 9969 940 789 4562 LeeR S ammamish net Tammy Mark 4708 Red Rock Drive Larkspur 303 681 8898 303 681 0685 lee notanymore com Sally 3004 West Maryland Colorado 719 633 9989 719 887 4561 slindsey yahoo com Sonny Anne 555 W Prospect St Fort Collins 970 888 1234 370 G0 RAMS Sonny csurams com Noel 3314 West TJ Way Boise 305 889 9898 305 665 9989 Trus Joist Martin weyerhaeuser McNamara Mitchell Noel Brenden B il Laura 4434 W 8th Avenue 2212 Belaire Ave 3800 Gilpin 3030 W 3rd Ave Boise Denver Denver Longmont 305 889 2341 303 767 8989 303 941 3677 303 238 0909 303 888 9898 303
451. opy Tags Add New Season 20 00 10 00 5 00 250 Delete Tagged Purge Old Seasons RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 57 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 After updating the seasonal rates click the Close button Seasonal Rate Copy Wizard Unit Type Rate Plan ee Queen Queen Destination King Copy to All Rate Plans and Rate Names gt C Copy to Selected Rate Plan and it s Rate Names C Copy to Selected Rate Name Only Rate Names Rack oO Dates Copy Dates as Selected C Add One Year to Selected Dates Copy Selected Seasons Seasonal Rates Standard Settings Weekend Settings Select days that apply Copy Start Date Rate Base Adult Child Todr Infnt Min Len Fri Rate MinLen gt 10 01 2006 105 00 2 20 00 10 00 5 00 250 C 03 01 2007 155 00 2 20 00 10 00 5 00 250 05 26 2007 175 00 2 20 00 10 00 5 00 250 M 09 04 2007 105 00 2 20 00 10 00 5 00 250 Clear Copy Tags Add New Season Delete Tagged Purge Old Seasons PER PERSON PER STAY RATES Per person per stay rates can be configured in RezStream Professional This configuration is helpful for businesses that charge one fee regardless of the length of a reservation Use the following steps to create per
452. or Nova you should not select Use CC Processing Selecting don t use will keep the authorization dialog hidden Selecting demo mode will show the authorization dialog and connect to First National via your internet connection and process a dummy transaction using a test account and test card number that the First National uses for demonstration transactions Once you have signed up for an account you will be given unique configuration information by First National Processing or Nova Don t use Credit Card processing Demo mode Use Nova Credit Card Processing First National Processing Processing net First National Processing ECommerce Exchange First National Processing Merchant Partners Payment Tech TR Merchant ID Terminal ID Bank BIN Press F1 to check the help file for information on setting up an account with First National Processing or Nova Or check our web site www rezstream com for information and links For additional information on processing credit cards in RezStream Professional please refer to the RezStream Professional Credit Card Processing Manual available for download from the RezStream website at http www rezstream com support documentation rezstream professional FUNCTIONALITY The Tools gt Configure gt Functionality tab controls how RezStream Professional reacts in certain situations The numbered settings in the following Functionality screen are described below Ask for Contact Mame
453. or for sale Make Description Type Effective Date Value sure pou have a class set up for each State Tas Percent combination of taxes that you will encounter IF Level LDeacriotion 272222222 you collect automatic gratuities they must be Sy 2 ere a Tas Percent set up here as well Gratuities will show up on paur bax reports but will be tabulated separately from the tases User fees are fixed dollar amount taxes ether daily or per reservation 2 TUseFeeperDay Z B Inclusive Tax Percent _ Add New RezStream www rezstream com Page 36 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Click the Add New Effective Date button The effective date defaults to 1 1 2000 The only time the effective date needs to be updated is when a tax increase is being scheduled in advance For example if the State tax is increasing to 6 5 on 1 1 2006 this tax increase can be pre scheduled by entering a second effective date In our example though there is no scheduled tax increase Move the cursor to the Value field and enter the tax percentage 6 30 It Unit Setup Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Tax Clase Definitions Individual Taxes and Effective Dates Tax Class Groupings Set up individua
454. orado 80205 Page 284 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Complete the fields listed on the right hand side of the window including a The travel agent s eight digit IATA number b The travel agent s name address phone number fax number email address website address notes if applicable and the agency commission rate IATA Number 12 34567 8 Agency Kinja Travel Address 1 2212 Tst Avenue Address 2 PO City Bridgetown State FE Zip B4 Phone 954 892 1123 Fas 354 89241134 Email kinja bridgetownnet web vane kinjatravelcom Agency Motes Agency Aate 5 Fee this invoice p 00 Agent this Invoice 6 Click the Update button to add the travel agent to RezStream Professional City IATA Number 12 34567 Hartford Agency Kinja Travel i Address 1 2212W TstAvenue Address 2 City Bridgetown State FL Zip eae Phone 954 852 1123 Fas 954 8921134 Email kinja bridgetown net Web jw kinjatravel com Agency Notes Agency Rate 5 Fee this invoice 5 00 Agent this Invoice Ea on Eind Tel Update Y Select Cancel RezStream www rezstream com Page 285 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual ASSIGNING TRAVEL AGENTS TO RESERVATIONS Use the following steps for assigning a travel
455. ore than one location or wish to keep revenue streams separate adding additional unit groups will allow you to view separate financial data for the groups For instance if you operate an Inn and a bicycle rental business and wish to keep ther books separately you Would need two groupes Quotation marks are not allowed in Unit group names Unit Groups Description The Cliffhanger Resort Efe Descr plic Address 1 700 Highway 1 b The Cliffhanger Resort Address 2 City Nachats State Zip OR 97499 Phone 1 541 885 2525 Phone 2 877 6691210 Fax 541 322 2777 Website wew chnecom 7 Email Jeservations ch com _ Add New Group Delete Group Booking Engine Bookable Property lw GOS ODS Settings 3 Click the Update Group button Companies operating multiple properties can define multiple unit groups by clicking the Add New Group button and completing the fields to the right for subsequent unit groups RezStream www rezstream com Page 62 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual DEFINING AMENITIES Click Tools gt Unit and Rate Setup and select the Options tab to define unit amenities and assign colors to unit types on the Daily screen Riess 3 Options J Revenue Accounts Deposits Amenities Selection Amenity Choices Unit Type Colors These nine amenitie
456. ork Setup Wizard Launch the Network Fhone and Modem Options Configure your tele Th Power Options Configure energy s A Printers and Faxes Shows installed prin p QuickTime Configures QuickTi w Regional and Language Options Customize settings Sy Scanners and Cameras Add remove and c 2 Scheduled Tasks Schedule computer te Security Center View your current s Sounds and Audio Devices Change the sound 5 ay Speech Change settings For Wi system See information abo W Taskbar and Start Menu Customize the Start 80 User Accounts Change user accou t windows Firewall Configure the Wind a Wireless Network Setup Wizard Set up or add to a RezStream www rezstream com Page 389 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Click the Programs tab and make sure that Microsoft Outlook or Outlook Express is selected as your default email program Internet Properties General Security Privacy Content Connectiork Programs JAg Internet programs Either Microsoft Outlook or ER You can specify which program Windows automatically uses Outlook Express must be for each Internet service Click the Programs tab selected as your default a hacrosoft FrontPage J e mail program i Microsoft Outlook v N Newsgroups Microsoft Outlook
457. orts Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments C Inquiry Agency Name Kinja Travel E 1 New Agent Name Repeat Agent Phone 954 892 1123 Business Other Vendor Amount 21 50 Reconciled E Paid 0 00 On 4114 2005 i B Edit be Remove Commission 5 The travel agent s information is displayed on the Contact Data screen EDITING THE TRAVEL AGENT ASSIGNED TO A RESERVATION After making a reservation the assigned travel agent can be edited using the following steps 1 From the Daily screen select the reservation right click and select the option for View Contact Data Ctrl M Edit Reservation ctrl E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Ctrl D Color Flag Check InfGut CHri k Record Transaction Ctrl T Force Recalculation Print Letter Print Invoice Prink Registration RezStream www rezstream com Page 288 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 Click the Travel Agent tab ob xe pS ta aA4ZA n DBS 2H First Last Name Mr X Fisher DeBerry 2nd First Last Address 1 2008 Afton Way Address 2 City St Zip Country Fax United States of America mD Ph Home Work Business Name EmailAddress O Email OK Rewards Company
458. pe of reservation offers the option of group assignment Tas Exempt Mult Invoice Group Multiple Invoice The Multiple Invoice option provides the most flexibility when booking group reservations RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 247 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Highlight Lee Williams in the RezStream Professional Name Search window guest history list and click the Select button RezStream Professional Name Search williams Lee 1 Ne 2 Cancel Business Name Last Name FirstName Spouse Address City St Home Work Lee Tammy Mark 4708 Red Rock Dive Larkspur CO 303 681 868 303 681 06i Lindsey Say 8004 West Maryland Colorado Springs CO 719 633 991 719 887 451 Martin Noel 8 West TI Way Boise ID 305 889 98 305 565 991 Martin Noel ASW SthAverue Boise ID _ 305 689 23 Mitchel Bil 3800 Gilpin Demver CO 303 941 36 303 681 771 Murphy Todd S l S S o Nelson Eie 3030W Sd Ave Longmont CO 303 238 091 303 323 00 leary David 31234 W Bth Avenue Nashvile TN 607 233 12 607 371212 Pence Gaw 2212W 1st Steet Missoula MT 307 999 091 Plummer Jake 3030W Broncos way Denver C0 303 444 34 303 334 16 Simms Mindy 6656 North Front Street Castle Rock CO 303 998 786 303 445 771
459. plan for every unit that you have unless all are Hot Air Balloon Rides Hourly Local Tax priced differently Boat Rentals Hourly Local Tax 2 Rate 1 Rate Names Rate Nam Rate Period Default Package Sort zj Rate Names are the different rates that may be available for a single unit Bookable 4 Examples could be 444 and Business F Dp Add New Rate Name Rate Names must be created for each gt Rac Daily None 1 2 unique rate plan Actual charges are M Copy Rate Names entered below under the various seasonal A a Daip None 2 Rate 2 rates that may be created for each rate Use the sort column to determine the default rate and which rates are uploaded 7 to online services RezStream 2601 Blake Street Suite 10 www rezstream com Page 399 of 418 Denver Colorado 80205 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 Click the Update Frequency tab to set the frequency to be used for your availability upload In the example below availability will be uploaded to Availability Online every 15 minutes lt Online Availability Configuration Availability Service Up Request Cancel Policy Availability is Frequency uploaded once every 15 minutes After every change to ayailab j alif changes have occured At set interval p 4 5 4 i F ony Two Way Default Online Payment Processing Pro
460. ply to a reservation Any automatic discount can be overridden Description Trigger Value Fixed Daily lt gt None 0 owo O E Exempt Add New Discount a 3 After clicking the Add New Discount button a new line appears in the Automatic Discounts table with the description New Discount Highlight the text New Discount and replace it with the offer that is valid at your property In the example below the offer is called Stay 6 Get One Free Automatic Discounts Description it the name of the discount Trigger is the number of days required to tigger the discount Value is either a fixed amount or a percent based on the entry in the Fixed column and Daily determines whether discount i applied daily or one time only Only one discount can apply to a reservation Anp automatic discount can be overridden Description Trigger Value Fed Dail 0 ooo E DE C El Stav B Get One Fred gt Jo TY ETE Add Hew Discount 4 Enter a Trigger for the pre scheduled discount For example on the seventh night of the stay the guest receives a free night In this example the trigger is set to 7 RezStream www rezstream com Page 139 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Enter a pre scheduled discount Value The Value represents either the dollar amou
461. pport rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 11 Once the required files are copied the Setup Program prompts for restarting Windows Save your work in any open applications and click Yes to continue Your computer will be automatically restarted Do you want to restart Windows now IF you choose No you will not be able to run setup again until after the system is rebooted at a later time a ae 12 After completing the reboot click Start gt Run to launch the RezStream Setup program Windows normally remembers the last command run from the Start menu However you may have to browse to the Setup exe file using the steps outlined in 8 above Type the name of a program Folder document or Internet resource and Windows will open it For you Open _C tempiRezStream setup exe t 13 At the RezStream Setup screen click the OK button A RezStream Setup by RezStream Inc d RezStream Setup by RezStream Inc Be Welcome bo the RezStream installation program a Setup cannot install system Files or update shared Files if they are in use Before proceeding we recommend that you close any applications vou may be running Exit Setup RezStream www rezstream com Page 11 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStre
462. pring Amenities 2005 j Non Smoking j Ocean View Jacuzzi Tub E Alternative Description E Only used if unit has alternate configuration this unit plus another ete MV Balcony Kitchenette Handicap Accessible WorldRes Unit Typeld type only 1 RezStream Professional Unit IDs and sort order must match the Unit IDs and sort order for NetBookings Please consult the NetBookings configuration documentation www netbookings com for additional information about configuring your online account RezStream www rezstream com Page 405 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 Click Tools gt Online Availability and select the Availability Services tab Check the Upload availability box for NetBookings se Online Availability Configuration Availability Services Update Frequency Request Cancel Policy Ayvailabilty Online ww availabilityonline corm EU Bookings wmm eubookings com Upload availability E Upload availability ie Rate to upload Rate to upload User Name User Name Password Reg Password lnnAles wm Innes net Inntopia www inntopia cor Upload availability oO J Upload availability Rate to upload Rate to upload User Name User ID
463. ption Description Description E3 P State b State Local Tax City City Standard Resort 4 Add Resort gt Delte Ener Add New Tax Class Quotation marks are not allowed in Tax Class names Unit Groupe Unit Rate Plane Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Tax Class Definitions Individual Taxes and Effective Dates Tax Class Groupings Tas Class Groupings Taxes Used in Clase Local Tax Available Taxes and Gratuities Description Description Description a Full T ax P City Standard 4 Add Delete Add New Tax Class Quotation marks are not allowed in Tax Class names RezStream www rezstream com Page 40 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Tas Class Definitions Individual Taxes and Effective Dates Tas Class Groupings Tas Class Groupings Tares Used in Clase Standard Available Taxes and Gratuities Description Description Description Full Tax P State b State Local Tax City gt a City Resort w Delete Elna Add New Tax Class Guotation marks are not allowed in Tax Class names z Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Tas
464. r CANCELING SINGLE INVOICE GROUP RESERVATIONS Canceling one room of a Single Invoice group reservation cancels the entire group reservation Use the following steps for canceling the entire group tied to the Noel Martin reservation selected in the Daily screen displayed below RezStream www rezstream com Page 268 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 1 With the Single Invoice group reservation selected right click and select the option for Delete Reservation View Contact Data Mew Reservation Ctrl M Edit Invoice Ctrl D Check Inu Chri k Record Transaction Ctrl T Force Recalculation Print Letter Print Invoice 2 Complete the Delete Invoice window There will not be a cancellation fee nor refund issued as there was no payment made on this reservation RezStream recommends printing a cancellation letter in order to retain a hard copy of the reservation In addition this letter can be sent to the guest if necessary Delete Invoice All line tems will be deleted from invoice To only remove specific items cancel and use edit invoice To avoid charge backs record details in notes field Invoice Total Due 1 219 93 Amount Paid to date 0 00 lssue Refund To Credit Youcher Amount Remaining Print Letter Hotes Ok Cancel 3 Click the OK button The cance
465. r highlight the guest name in the list and press the Select button or double click the guest name 5 Complete any necessary fields in the by the Day Reservation Dialog window as described in the following table FIELD DESCRIPTION on the reservation on the reservation Unit Rate Use the drop down list to select the appropriate rate name Unit Rate Package Selection Use the drop down list to select a package if applicable Fackage Selection Hone Hone Yachats Music Festival Discount Selection Use the drop down list to select a discount Tax Exempt Enter a checkmark in the tax exempt checkbox if the reservation should NOT be charged taxes RezStream www rezstream com Page 125 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual FIELD DESCRIPTION Recalculate Click the Recalculate button to recalculate reservation totals after making changes to the Adults Children Unit Rate Package Selection Discount Selection or Tax Exempt fields As in the example below an arrow is displayed to the left of the Recalculate button to remind the user to recalculate reservation totals Edit Invoice Details Click the Edit Invoice Details button to post point of sale POS charges to the reservation Reason for Reservation Use the drop down list for selecting the reason that the guest is visiting
466. r reports for the day Print miscellaneous front desk reports for the following day including Revenue by Unit Departures Arrivals Registration Cards 5 Make a system backup Vv Mark rooms out of service a Print and reconcile travel agent commissions monthly ka Each step and its corresponding report in RezStream Professional is described below rF Vv CANCEL NO SHOWS In order to avoid room and tax charges being automatically posted to no show reservations either cancel no shows or change their arrival date Use the following steps to identify no show reservations 1 Click the Reports F7 icon on the left hand main toolbar RezStream www rezstream com Page 346 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 Under Other Reports click the to the left of the Occupancy folder Clicking the expands the folder Highlight the Arrivals report Other Reports Biling jj Oecupancy Housekeeping 3 Departures Stayovers El Housekeeping by Employee Active List ED Guest Forecast 0 Daily Reservations Hourly Reservations 1 Miscellaneous Your Reports 3 Left click the Print button Other Reports Gi Billing 9 Occupancy Housekeeping Arrivals Departures Stayovers Housekeeping by Employee Active List Guest Forecast
467. ral ledger report makes the most sense and then add it to a report collection Reports added to a collection can be printed in a batch With the General Ledger report included in the report collection it is printed nightly and then can be forwarded to the correct contact person For additional information about report collections please see the section titled Creating a Report Collection REVENUE BY UNIT In addition to the financial reports in the General Ledger folder there are also Revenue by Unit reports For a list of the Revenue by Unit reports click the to the left of the Revenue by Unit folder under the main Accounting folder in Financial Reports Accounting jj Daily Sales Revenue by Unit Paint of Sale Payments Advance Deposits Payables Receivables 1 Gift Certificates Discounts Agents Tracking Sales Tax Summaries Over Due Payments General Ledger Standard Accounting J Daily Sales SB Revenue by Unit El Standard E Comparison 3 Single Unit by Group Cancellation Average Daily Rate Point of Sale J Payments Advance Deposits Payables Receivables Gift Certificates Discounts J Agents J Tracking Sales Tax J Summaries J Over Due Payments General Ledger Highlight the Standard Revenue by Unit report and click the Print button J Accounting Daily Sales 9 Single Unit E
468. rcent sign for percentage ae Miscellaneous Items 243 00 discounts Enter dollar per item discount as a number C Items by Type Tax 74 23 with no currency symbol Charges 767 23 Dollar discounts apply to each item times the quantity Paid 0 00 For example Coffee Mug x Quantity 3 x price 10 discount 3 will be 7 3 for a total price of 21 Due 767 23 Apply Discount For percentage discounts enter a after the percentage value For dollar amount discounts do NOT enter a after the dollar value Two examples of automatic discounts a percentage discount and a dollar amount discount are described below a First we will show how to deduct 10 from each daily rate In the example above the default daily rate is 150 Use the following steps to apply the percentage discount i Enter the 10 discount percentage ll Inthe Apply to section select the Items by Type radio button A enter a checkmark next to Daily Unit B and click the Apply Discount button C Add A Edit Packages A Appl Discount Apply to Discount 102 f Selected ltem 0 All berms Enter dicount here Add a percent sign for percentage A discounts Enter dollar per item discount as a number with na currency symboal M Daily Unik E CEETTETTTTTETETTTET Dollar discounts apply to each iter times the quantity For example Coffee Mug s Quantity 3 price 10 4 discount 3 willbe 7 3 for a tota
469. rd Rate 3 Rate 4 Innes www inne Aate 5 C Upload availabi Rate E Rate 7 Rate to upload User Name Password Net Bookings wew netbookings cam Upload availability P Rate to upload User Mame Password gt Weberyations iw webervations com Upload availability ia Rate to upload User Mame Paseword x EU Bookings Wwe eubookings com Upload availability ie Fate to upload User Name Password Inntopia wa inntopia com Upload availability Fate to upload User ID Rez tracker reztracker com not affiliated with Rez yation Upload availability E Rate to upload User Mame Customer ld Password WorldRes vas worldres com Upload availability E Id s Organization Code Property Code Rate 1 corresponds to the first Rate Name defined Rack in our example Rate 2 corresponds to the second Rate Name defined AAA in our example Riess i Unit Groups Individual Units Packages Taxes Deposits Discounts Options i Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class Queen Queen Daily Full Tax A 4 If two or more units share the same seasonal King Daily Full Tax rates it is considered one rate plan Please enter Suite Daily Full Tax arate plan name for every set of rates that you 1 Add New Rate Plan have You do not need to enter a different rate Meeting Rooms Hourly Full Tax
470. red on time Use the following steps to flag a point of sale item as a key item 1 Click Tools gt Unit and Rate Setup and click the Packages tab 2 From the Packages screen click the Edit Add POS Items button REA Revenue Accounts Deposits Add items to a package by picking the item from the bottom list of POS items and Create new packages by clicking on the Add New button at the then clicking on the double up arrow button First and Last means that item is added bottom Changing an existing package will only affect existing on the first or last date of reservation Adult and Child multiplies the number of persons reservation if you edit them The components of the package are times the item per day Day makes the date on the item one greater than the shown at right Bookable applies to items that are bookable on reservation date and applies to items like breakfast where there is no breakfast on the RezStream Booking Engine when using the Booking Engine the arrival date but there is on the day after the last night Once is a one time charge Packages Items in Package Description Length Bookable ltem Description Adult Child Pets Cars Price First Last Day Once Rate None 0 Yachats Music Festival Golf Getaway Wine Tasting Festival Getaway Ski Weekend Lunch and Coffee Service Property Day Pass NBA All Star Getaway Fly Fishing Getaway Package Rate Example Kalika lika lt 7 1 iea ia 4 Add
471. reet Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CANCELING RESERVATIONS RezStream Professional provides a great deal of flexibility when canceling reservations Based on your property s cancellation policy guests may receive a full refund partial refund and or credit voucher when canceling reservations The following four cancellation scenarios are covered in this section 1 A hotel requires a credit card for booking a reservation however the property does not actually take an advance deposit prior to the guest s arrival The guest cancels prior to the day before arrival In this scenario the reservation is simply canceled without a cancellation fee 2 A hotel has a cancellation policy where cancellations on the day of arrival are subject to the first night s room charge In this example the guest s credit card is charged for one night of room and tax and then the reservation is canceled 3 A condominium resort charges the guest s credit card for one night of room and tax when the reservation is booked The property s cancellation policy states that regardless of when the reservation is canceled the guest is subject to a cancellation fee of 10 of the total reservation amount 4 A destination resort charges the guest for the entire stay at the time the reservation is booked The property s cancellation policy states t
472. reflects the invoice change RezStream www rezstream com Page 319 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual REGISTRATION CARDS Registration cards made available in RezStream Professional can be modified to match your property s pre printed forms Alternatively a custom registration card can be designed in RezStream Professional and then printed on plain paper Once your property s registration card is formatted registration cards can be printed in a batch for the day s arrivals This section provides details on the following topics e Formatting registration cards e Printing registration cards FORMATTING REGISTRATION CARDS Registration cards are formatted by clicking Tools gt Letter Design i RezStream Professional 2006 The Cliffhanger Resort Tools Window Help Configure Letter Design POS Inventory Print Options Online Availability Unit and Rate Setup Property Management The Letter Template Design window is displayed Click the Registration Card radio button on the left hand side of the screen A pre installed registration card example is displayed LH Latter Template Pasien Hobdy Add H Eri Nara Catagory ce SOT codes J mM Ala rule alg m E Elp rFrA p f f E f F f f Piese Venty And Comect any amors or
473. remaining rate plan Meeting Room in the Unit Type Rate Plan table and change the text to read Queen Queen Riese Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Unit Type Rate Plan Rental by Day or Hour Tax Class a Hourly Standard IF teva Of More Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Unit Type Rate Plan Rental by Day or Hour Tax Class a Hourly Standard IF bwg OF More 4 Revenue Accounts Deposits 1 Rate Plan af Queen Queen a rate plan na 1 Add New Rate Plan Pera Wanda plan for every 5 Click on the Tax Class field to activate the drop down list and choose Full Tax Tax classes tax class groupings were previously defined under Tools gt Unit and Rate Setup gt Taxes Discounts gt Tax Class Groupings Tas Class a Full Tad Full T ax Exempt RezStream www rezstream com Page 43 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 To add the other two rate plans King and Suite click the Add New Rate Plan button A Enter the name of the next unit type rate plan King B Unit Groupe Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Unit Type Rate Plan Rate Plan R
474. rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual COMPLETING OPTIONAL CONFIGURATION STEPG cssssseeeeceessseeeseeessseeeseeenseeesseoenes 75 DEFINING OINT OF SALEEM G errira nonin lenient ornare ida a 76 Deleting Sample POS Mens onir eee aes hed ea eeeteld 76 Aadma New POS ICIS axes ties ek osetia tt acs hank ee A 78 PD ERINING PACKAGE Sih aris cct irene hiccte ti a E lates satel tess 81 Fate INGIUISIVG Packages satonar Seianenian ananeiaaadeaa sm a elem cadadiptnmmenaen bneay subemeiauis 81 PACKAGE Ralte EXANMMDICS cu rotinuatinainsenser E oman caine anintetenaen a aan 85 Standard Unit Rate Packages satel sce cents nn a cass Ea bead coiee tates aR 87 Per Person Rate PACKAGES sarrioa ui a A E cnuadsubeai Gate 90 Define Per Person Per Day ROOM Rates cccccsscccccesececceeseeeceaseeecseuseesseseeessaseeessaaeees 90 Delne the Package minerien a a e 92 Link the Package to the Ale ic isicnatuietacrdusnecervennatteuns tovuvelunlacvannte activa ieinies iewubeomiedeavesenelvions 94 THOSE TING ACI AO Cay shes cratic estates dacuauanta ch Se a tous deaeencaeaetian 96 DEFINING A DEPOSIT POLICY sos 2 nex sicecet ina a a E 97 DEFINING SOURCES AND REASONS wc det teen tuincautetuteaavivanciacntet dows WersadedeceoanivanscianGetdousliiimeenteGuseome whee 99 INSTALLATION TIPS amp TROUBLESHOOTING cccccceeeeeeeeeeeneeeeeeeeeeeeeeseeeeeeeeeee
475. rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 As part of the Availability Online setup you will define a sort order for your units The sort order defined in Availability Online must match the unit sort order in RezStream Professional Confirm the sort order in RezStream Professional by clicking Tools gt Unit and Rate Setup gt Individual Units The sort order is displayed in the Pick Unit table on the left hand side of the Unit Setup window REA Unit Groups Unit Rate Plans Individual Units Packages Taxes Deposits Discounts Options 0E Edit Names Sort 33 Long Name Ol King Pick Unit Type Color QueenQueen tits Unit Id Name Belongs to The CiiffhangerResot _ U Rate Plan Queen Queen x Number of Active Units Unit ID Maximum Unit Capacity Include in occupancy report nelude in Online Availability Booking Engine Bookable Unit Online URL for online availability uploads Phone extension Amenities V Non Smoking V Ocean View M Jacuzzi Tub MV Balcony Kitchenette Handicap Accessible WorldRes Unit Typeld type only Standard Description ousekeeping Assignment Group 1 King non smoking room with a balcony Recently renovated in spring 2005 Alternative Description Only used if unit has alternate configuratio
476. right click the reservation and select Edit Invoice View Contact Data New Reservation Ctrl M voc Chrl E Move Reservation Reassign to Contact Delete Reservation Color Flag Check Infut Record Transaction Force Recalculation Print Letter Print Invoice Prink Registration Ctrl D Chrl k Ctrl T RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 303 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 From the Edit Invoice window select the Add tab a Edit Invoice ltem Type Group Date St Time End Time Description Gy Price Tax Group Total Dai 5 05 0S Suite U 145 00 Full Ta 160 91 Daily 1 26 05 sd TB Ste 145 00 Full Tax 160 81 11227705 105 Suite 125 00 Full Tax 138 63 Totals Payments Al Categori Barcode code ertr MI Daily Reservation Total 415 00 rials Items ltem Type POS Hourly Reservation Total 0 00 Adult Breakfast Unit Group The Cliffhanger Reso Miscellaneous Items 0 00 Bottle of Wine ae ee Date 11 25 2005 Tas 45 25 Monogrammed ine Glasses Rate Description Adult Breakfast Charges 460 25 achats Music Festival Quantity 1 Paid 100 00 Bree aa Due 360 25 Tas Group Standard T Add ltem to Invoice Modify Inventory ee Ree 3 Select the POS item to be added to the guest folio from the list A and make any ne
477. rk as Credit Card Hold payment not processed No payment recorded data saved if present Review other setting options in the Update Frequency tab using the table on page 371 RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 410 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual WORLDRES WorldRes provides GDS Global Distribution Services for properties of all sizes Prior to using RezStream Professional to upload your availability to WorldRes you must first sign a WorldRes contract Use the contact information listed below Guest Tracker customers that already have a WorldRes account and who have converted their data into RezStream Professional only need to add their WorldRes property codes into RezStream Professional See the Configuring RezStream Professional for WorldRes section for additional information Please contact WorldRes Support support worldres com if you require assistance in obtaining your property codes CONTACT WORLDRES WorldRes USA 999 Baker Way Suite 290 San Mateo CA 94404 650 372 1700 www worldres com CONFIGURING REZSTREAM PROFESSIONAL FOR WORLDRES Use the following steps for configuring RezStream Professional for WorldRes 1 Click Tools gt Online Availability and check the box in the WorldRes section for Upload availability xs Online Availability Configuration
478. room Adit 20 00 Toddlers 5 00 Children 10 00 Infants 2 50 RezStream Professional allows for unlimited flexibility in defining seasonal rates Use the following steps for adding seasonal rates 1 Highlight the Queen Queen unit type rate plan A An arrow displays to the left of the Rack rate name B The seasonal rate for the original Meeting Room is displayed C In this step the preset Meeting Room seasonal rates will be updated to reflect Rack rates for the Queen Queen unit type rate plan These Queen Queen rack rates are highlighted in yellow in the table above Itt Unit Setup Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Unit Us Rate Plan L Mj gt Queen Queen Full Tax If two or more units share the same seasonal rates it is considered one _ i TT rate plan Please enter a rate plan name for every set of rates that you k have You do not need to enter a different rate plan for every unit that Daily Full Tax H Add New Rate Plan you have unless all are priced differently zi Rate Names are the different rates that may be available for a Rate Names single unit Examples could be 444 and Business Rate Names Rate Period Default Package Sort Bookable a Add New Rate N must be created for each unique rate plan Actual charges are i None T esol ets ame entered below under the various seasonal rates th
479. roup reservation To continue with the reservation for Jake Plummer click the New button F Group Selection fx Contact Description Pas J Contact Anthony Carmello M 1 fe ast Dil and Gas Co 719 545 0909 Description Denver Nuggets Clark Laura 970 923 3766 Address Chopper Drive Clark Laura 970 923 3766 City Dewer 303 687 0099 Elway John 304 777 7777 _ State eo Foster lan 3038669898 Zip B0202 303 681 3441 hone 3035551234 305 889 2341 _ 303 767 8989 Group Color 719 338 8251 307 999 0909 303 444 3434 505 555 1212 303 998 7878 303 998 7878 360 675 2288 970 3331212 _ a EE oee enove oee RezStream www rezstream com Page 154 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 10 The contact name is populated automatically Enter a description address city state zip and phone Alternatively a group color can be assigned The group color is displayed with the group reservation on the Daily screen Click the Select button F Group Selection Eg Contact Description Phone FE ope Plummer Jake 0 Clark Laura Muzic Festival 970 923 3766 ous sruaosares A E Quarterbacks Cub 303 687 0099 Address 3245 W 1st Avenue 303 777 7777 City Dewer Foster lan 300 98 9BDB 303 681 3441 State co 305 889 2341 Zip s0202 719 3
480. roups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Revenue Accounts All items that are sold on an invoice unit rental POS items and cancel fees may be assigned to unique or common revenue accounts Revenue account reports will show the amount of sales for each revenue account Account Name Acct Number Account Description a pas friveneaaanol be removed or edited All new items are assigned to this account until reassigned Cancel Fees Add New Revenue Account 4 Update the other two default accounts to match information pertinent to your property ROME Unit Groupe Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Revenue Accounts All iteme that are sold on an invoice unit rental POS iteme and cancel fees may be assigned to unique or common revenue accounts Revenue account reports will show the amount of sales for each revenue account Account Mame Acct Number Account Description General evenue Restaurant 40020 f Revenue Gift Shop 40030 Revenue Gift Shol A oo O Add New Revenue Account 5 To add a new account click the Add New Revenue Account button REME Unit Groupe Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Revenue Accounts All iteme that are sold on an invoice unit rental POS iteme and cancel fees may be as
481. rs kdi Tue Wed Thu Fri Sat Rate Min Len 10 01 2005 i f 25 00 20 00 115 00 0 03 01 2006 i 25 00 20 00 165 00 05 26 2006 25 a 20 205 a a At the by the Day Reservation Dialog test the new rate name by entering a number of adults children pets and cars Itt by the Day Reservation Dialog New Select 3 Adults 450 3 1350 l i Package Selection Discount Selection 1 Child 400 Nne y Nne y 1 Pet 25 1 Car 20 m j p Recalculate Starts 03 07 2007 Unit 118 Queen Queen Daly Reservation T otat 420 00 Hourly Reservation T otal 0 00 a rea venr POS tems Package Items 0 00 sia Tax 45 90 Edit Invoice Details Total Charges 465 80 Reason for reservation J Referral Source A Edit Lists Cancel RezStream www rezstream com Page 60 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual b Set the unit rate to Per Person Per Stay A and click the Recalculate button B The Daily Reservation Total field C now reflects the adjusted per person per stay rates that were previously defined MI by the Day Reservation Dialog Rate Selection Adult Child i Fackage Selection Discount Selection 3 None None Pets Cars T am Reservation Summar 7 Starts 03 07 2007 Unit 118 Queen Queen Da
482. rvation Last Name Bary J Click the New button to add the Group Leader Jackie RezStream Professional Neme Search Pence Gary C New Z Select XK Cancel City 5409 W 3rd Avenue Charlotte Aa Business Name banc coy 459 SL 3 Be 1 767 998 01 work See 767 545 12 Bauer 8912 North Street Colorado Springs 719 887 98 719 454 541 Baxley 4434 W Prarie Road Ellicott 719 545 091 Bott 3005 Leslie Dr Englewood 720 888 12 720 546 12 Buffett Jane 3313 W Palm Beach West Palm Beach 414 555412 414 765 12 Chesney Divorced 5431 W Blue venue Nashville 505 9081412 505 661 12 Clark 123 W 1st Ave Carbondale 970 923 371 Dale Julie 33443 Dearborn Ave Dearborn 506 887 12 506 889 12 Ecklund Christy 3434 W Palmer Blvd Palmer Lake 719 598 09 719 593 191 Emsley Flexor Foster Jeanne 2212 W Park Ave Denver 303 888 98 720 778 993 Friedman Joanne 4312 W 6th Avenue Baltimore 465 898 771 465 456 091 Guest 1855 Blake St Denver 303 274 341 866 565 138 Gujda 5454 W 1st Avenue Lakewood 303 878 091 303 879 393 Haynes 331 2 North State Street Boise 405 665 293 405 443 00 Holland Justin 9878 Shi
483. s Daily Reservation Total 415 00 Party Size Unit Group Cost Override 3 Click the Package drop down field and select the package Totals Payments T Add eZ Edt Packages Appl Discount Package cep Start Date Getaway Ski Weekend i End Date cada ch L E Miscellaneous Items 0 00 Golf Getaway Lunch and Coffee Service Tax 49 28 NBA All Star Getaway Charges 460 25 Paid 0 00 Add as ltem Type Package Rate Example Ja Sar Cost r Override Add Package Delete Package Items Daily Reservation Total 415 00 Hourly Reservation Total 0 00 Party Size Unit Group 4 Verify the package s start date and end date Click the Add Package button Totals Payments T Add A edt Packages Appl Discount Package Getaway Ski Weekend z Start Date End Date Party Size Unit Group Add as ltem Type 11 03 2006 z 11 05 2006 E i 0 The Cliffhanger Reso f Package POS ltem Daily Reservation Total Hourly Reservation Total Miscellaneous lems Tax Changes Faid Due 415 00 0 00 0 00 45 25 460 25 0 00 460 25 Cost Override 585 00 595 00 Add Package a Delete Package terns Package start and end dates do NOT have to match the reservation s arrival and departure dates Multiple packages can be posted to a single invoice Page 309 of 418 800 799 9735 Last Update 7 10 2012 www rez
484. s Privat Housekeeping Options Nokes Private Hotes Contact Hotes lw Amount Dus 2nd Contact Name lw Vehicle Irin Reservation Dates E Cacad Shee Change CHANGING A ROOWM S STATUS Use the following steps for marking as dirty or clean 1 Double click the room number located on the left hand side of the Daily screen If the room is currently marked as clean the following prompt is displayed l Mark 108 unit as dirty 2 3 When double clicking a dirty room on the Daily screen the system displays a similar message prompting to mark the room as clean RezStream www rezstream com Page 370 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CREATING A HOUSEKEEPING SCHEDULE The Housekeeping by Employee report along with the Contact Notes field on the Contact Data screen can be used to assign specific rooms to a housekeeper The following steps can be used to assign rooms and print this report 1 Highlight a reservation on the Daily screen Right click and select the option for View Contact Data View Contact Data Mew Reservation Ctrl M Edit Reservation ctrl E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Ctrl D Color Flag Check Infuk Ciri k Record Transaction Ctrl T Force Recalculation Print Letter Print Invoice Print Registration
485. s jelway broncos com Guest Demo 1855 Blake St Denver 303 274 3486 866 565 1800 RezO vation LLC info rezovation com Haynes Jeff 222 Shields Avenue Ft Collins Helton Todd 2212 W 1st Street Denver 303 111 1111 303 888 8888 Colorado Rockies thelton rockiesbasebal Johnson Eric 44 W 3rd Avenue Denver 303 681 8888 303 665 9898 Lachnidt John Colorado 719 632 0989 Sherwood Katie 2222 5 University Bid Denver 303 888 8888 720 888 9999 SHAS ksherwood wassonr cr Wasson Roy 2212 Afton Way Colorado 719 635 1011 719 593 1790 Roy J Wasson Inc hs wasson com Wisler Jay 22 8 W Lark Drive Denver gEoggggagaaa Wisler Jay 3312 Chelton Way x Colorado Only guests from Colorado Springs Denver and Ft Collins are displayed 9 In our example we will click the Mail Merge Selection to Printer button Click the Mail Merge Selection to Printer button Records selected 11 Last Name Clark a First Laura First 2 Address 2222 W Cherry Creek Records in Current Selection City Denver Zip 80202 Home 303 333 2222 Work 720 777 1111 BusinessN ame Editor s Choice Inc Email Icark editors com Elway John 212 Ww Cherry Hills Denver 80202 303 777 7777 420 77 7 77 FF Denver Broncos
486. s Taxes Discounts Number of Active Units Unit ID ior i Tet Nance Sort 29 v Ids Long Name 101 King Fick Unit Type Color AE Unitid Name Sort Belongsto The ciH Queen Queen 101 Rate Plan Rev Acct Include in occupancy ra Include in Online Availa Booking Engine Booka Online UAL for online 4 4 Enter the appropriate unit group in the Belongs to field For additional information on RezStream Professional unit groups please review the Defining Unit Groups section RezStream www rezstream com Page 71 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Assign arate plan King to the unit 101 Rate Plan Maxinum Unit Capac 6 Rev Acct Capacity Ma Revenue Room Rentals 40010 neuden OCT Revenue Restaurant 40020 include in Or Revenue GiftShop 40030 Booking Engi New Revenue Account 0005 7 Enter the unit s maximum and standard capacities 8 Enter checkmarks where applicable in the Include in Occupancy Report Include in Online Availability and Booking Engine Bookable Unit fields 9 Select amenities that describe the unit Amenities Non Smoking Ocean View Jacuzzi Tub Kitchenette tT tet ot t tats Handicap Accessible 10 Enter a standard description that can be used on guest correspondence letters The standard descriptio
487. s NahAcla Re PO rts RezStream www rezstream com Page 361 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 Select the Day End radio button These are the reports that will be printed at the end of the day the night audit F select Reports Reports in Day End Select TE Detail Report Daily Sales Revenue by Lit Collection Point of Sale Payments C Pau S bart i Week End C Month End f ear End Reports Report Description Daily Sales Detail Daily Sales Summary Daily Sales by Weekday Daily Sales by Group Daily Sales by Month Revenue by Unit Standard Revenue by Unit Comparison Single Unit Detail Single Unit Summan Close 4 Remove the RezStream Professional default reports in the Day End collection by highlighting each report A and clicking the Delete button B Select Reports Select aaa Detail Re po rt Detail Revenue by Lrit Collection Point of Sale Payments Reports im Day End f Day Stark i Day End C Week End C Month End C Year End Reports Report Description Daily Sales Detail Daily Sales Summary Daily Sales by weekday Daily Sales by Group Daily Sales by Month Revenue by Unit Standard Revenue by Urit Comparison Single Unit Detail Single Unit Summary Close RezStream www rezstream com Page 362 of 418 2601 Blake S
488. s Tas Exempt E Reservation Summary Starts 1170672005 Unit 117 King Ends 1171172005 Days 5 Recalculate Daily Reservation Total 425 00 Hourly Reservation Total 0 00 POS themsPackage tems 0 00 Tas 46 35 Edit Invoice Details Total Charges 471 35 Reason for reservation TD Refers Source E Edit Lists i 6 Inthe by the Day Reservation Dialog box select a reason for reservation and a referral source and then click the OK button to continue to the Contact Data screen Use the Contact Data screen for entering guest contact information notes and credit card information Cancel Click the Record Transaction button to enter a reservation payment nh x EET m First Last Name Mw Joe Dae 2nd First Last uie sts S Address 1 33443 Dearbom Ave ss S Address 2 Mail 0k V City St Zip Dearborn MI 7 55521 Country Fas United States of America mM Ph Home Work 506 887 1245 506 8891235 Business Name Po Email Address idale midwesttelecom com Email Ok v Rewards E Company Name P Special Req 1 Special Req 2 o OE Contact Notes Private Notes Details Contact Loa Photo Contact Report Notes print with various reports Contact Category Inquiry C New Repeat Business Other Vendor 11 3 2005 Start Unit Length Total Paid Confirmation Starts Sun Nov 06 2005 Departs Fri Nov 11 2005 Length 5 Start Unit 117 Ad
489. s and No Each is described below Clicking Yes at the Show All Units window displays a line item for each unit with revenue in the time frame defined in the Report Dates window Clicking No at the Show All Units window displays a line item on the Standard Revenue by Unit report only for those rooms that have been flagged to Include in occupancy report RU ea Number of Active Units D Ed Names Sot 3 z ids i Long Name RO Eng Pick Uri Type Color Queen Quesn bd UrdtidName Sat Include n e Avatabe Booking Engine Bookable Unt Orire URL lot online avadab lly uploads Phone extension Standard Descriphon King non smoking room with a belcory Recently renovated in spring 2005 Altemative Description Oriy used i und has ahemate contiguiaton re und phit another eb M Mandosp Accessible 24 ei WorddRes Un Typeld fype only 1 Go to Tools gt Unit and Rate Setup gt Individual Units tab Enter a checkmark in the Include in occupancy report box for each individual unit to be included in the Standard Revenue by Unit report An example of when this setting may be turned off is a property that does not want to include rental revenue from hourly reservations in revenue totals In this example the Include in occupancy report setting would be turned off for all hourly units RezStream www rezstream com Page 356 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 De
490. s apply to all units The first Amenities Unit type colors are used to visually three display on the daily screen the next three identify different types of units on the display on the hourly screen and the last three do b Bathroom reservation screens These types are not display To add new or to edit items use the Kitchen not tied to rates or groups but are set grid at lower right Television individually on each unit Phone Queen D sS Sortable display on Daily Reservation Screen i Microwave King SOS B s On omong Air Conditioning 2 Doubles E sS Hot Tub Washer Dryer St andard E Ground Level Mountain View v Handicap Access King Mountain View a FSA Garage 2 Queens Mtn View i sS Sortable display on Hourly Reservation Screen Bal a cony i King Hot Tub B Si Ground Level Mountain View VCR Meeting Rooms W sS Phone x DVD Player Not Used H sS Non Smoking Handicap Access 7 Not Used E Sd Not Displayed Bathroom v Kitchen v Hot Tub v Add New Amenities describe units at your property To define amenities from the Options tab position the cursor in the first RezStream Professional default amenity field under the Amenity Choices heading and enter an amenity that describes your property In the example below six amenities have been defined for our sample property Amenity Choices Amenities Non Smoking Ocean View
491. s automatically displayed Reservations are canceled from the Daily screen by right clicking and selecting the option for Delete Reservation Use the following steps for selecting a guest from the wait list and booking a reservation 1 When the Wait List appears after a room cancellation highlight the guest s name in the wait list and click the Select button Wait List for 11 16 2006 11 16 2006 Ed StatDate EndDate Notes First B Last Phone Entry Date a 11716 2006 1171772006 Aimy Buie 414 555 1215 1171272006 11416 2006 11 17 2006 oy Bratbeg 925 254 6428 1112 2008 Highlight a name in the wait list and click the Select button Print List 2 The Contact Data window is displayed Click the New Daily Reservation button on the main toolbar Click the New Daily Reservation button d xX B gf amp BDA AX n OBeat FQ First Last Name Mr Ron O Huey 2nd First Last o E Inv Entered Begins Ends Start Unit Length Total Paid Confirmation al Addess1 4908 Red Rock Drive 272872007 11714 2005 1171672005 117 3 33270 sooo 679 Address 2 Po Mail OK I City St Zip Larkspur fco BOTT Country Fax United States of America Ph Home Work 303 681 3441 Business Name Giraffe Club Soccer tt ttsts S Email Address hurley soccerules com Email Ok M Rewards Company Name Special Reg 1 CO Starts Mon Nov 14 2005 Departs Thu Noy 17 2005 Length 3
492. s displayed Highlight Kenny Chesney s name and click the Select button RezStream Professional Name Search fx Chesney E Kenny o D Mer gt Cancel Business Mame Last Name First Name Spouse Address City St Home Work Ackerman Joseph 2212 W rth St Denver CO 303 681 32 303 555 12 Bauer Mario B12 North Street Colorado Springs CO 719 887 98 719 454 541 Barley Brian 434W Prarie Road Ellicott CO 71954509 Bott Louis 0S Leslie Dr Englewood CO 720 868 12 720 546 12 al Clark lawa 123 WA TstAve Carbondale CO 970 923 971 Dale oe Julie 33443 Dearborn Ave Dearborn MI_ 506 887 712 506 869 412 ee Deberny Fisher S ee co Elway ohm 212 Chem Hills Denver CO Peter Jo o a C C ee es E Flexor Daid D Guest Dema 1855BlakeSt Denwer CO 303 274 34 866 565 181 Guida Tracey 554W IstAvenue Lakewood CO 303 878 091 303 879 399 405 665 23 405 443 00 Holland Justin 9878 Shields Fort Collins Hurley Ron 4908 Red Rock Drive Larkspur CO 3203 661 34 7 5a mm m co co e MD ID co co co Kleinsmith Juie 208 Leslie Drive Colorado Springs CO 719 632 131 719 635410 v mma om f m BE 8 m mm se aman Aam see ee oe RezStream www rezstream com Page 189 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10
493. s option if a single Use this option when the reservation contact will be responsible for the bill Involves multiple contacts that may and vou do not need to assign any each pay separately This type of portion of the reservation to 4 reservation offers the option of group different contact assignment Tax Exempt Mult Invoice Group Multiple Invoice 4 From the RezStream Professional Name Search window select a returning guest from history or enter the guest s last and first name in the name field boxes at the top of the screen and click the New button r PezStream Professional Name Search Helton Todd CO new 2 Select 2 Cancel Business Mame First Mame Spouse Address i 5t Home Bauer Maio 8812 North Street Colorado Springe CO 719 887 98 719 454 541 Barley Bian M34W Prarie Road Ellicott CO 71954509 Bott Louis 8005 Leslie Dr Englewood CO 720 686 12 720 546 12 Last Mame 5 Clark Lawa 123w 1stAve Carbondale CO 970 323371 Dae doe ulin 33443 Dearborn Ave Dearborn MI _ 506 887 12 506 889 12 Deben Fih J ee S eS ee 3434 W Palmer Blvd Emsley Peter po S S Flexor David o S S S T T Elway John 212 Ww Cheny Hils 303 777 P20F ETT F 2212 Ww Park Ave 303 888 98 720 778 99 F m 4 312 W 6th Avenue Guest Demo 1855 Blake St Guida ss Tracey 54W TatAvenue Lakewood 303 878 091 3312 North State Steet Boise ID 405 665 239 Holland
494. s section walks you through creating the following individual taxes and tax class groupings INDIVIDUAL TAXES TAX CLASS GROUPINGS State Tax 6 3 Lodging State City and Resort Tax City Tax 3 6 Restaurant State and City Tax Resort Tax 1 Excursions State and Resort Tax Exempt Tax 0 Exempt Exempt Tax When creating individual taxes it is a good idea to include an individual tax called Exempt with a value of 0 for use in possible tax exempt situations RezStream www rezstream com Page 35 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CREATING INDIVIDUAL TAXES Use the following steps for creating the State individual tax 1 Goto Tools gt Unit and Rate Setup gt Taxes Discounts gt Individual Taxes and Effective Dates and delete any preset RezStream Professional default taxes listed in the Taxes and Gratuities table by highlighting an individual tax row and pressing the lt DELELTE gt key on the keyboard After pressing the lt DELETE gt key the following prompt is displayed Click OK to continue r Delete Do you want bo delete this tax Cancel pimi o Cancel 2 Click the Add New Tax button 3 Move the cursor to the Description column and enter a name for the first individual tax State Es El Unit Setup Unit Groups Uni
495. scription In the example below the Standard tax class grouping is renamed Full Tax Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Tas Class Definitions Individual Taxes and Effective Dates Tas Class Groupings as Clase Groupings Taxes used in Class Standard Available Taxes and Gratuities Description Description A Description Standa P State P State City 4 Add Resort Delete Exempt Add New Tax Class Quotation marks are not allowed in Tax Class names RezStream www rezstream com Page 38 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Unit Groupe Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Tas Clase Definitions Individual Taxes and Effective Dates Tas Class Groupings ay Class Groupings Tases Used in Clase Standard Available Taxes and Gratuities Description Description Description Full Tax P State gt State City 4 Add Resort Delete Exempt a Add New Tas Class Quotation marks are not allowed in Tax Class names 4 Inthe Available Taxes and Gratuities table highlight an individual tax A that is applicable to this tax class grouping and click the Add button B Unit Groups Unit Rate Plans Individual
496. sekeeping by Employee Active List Guest Forecast Q Daily Reservations ports Print Options Selected Report Key Items Detail 2601 Blake Street Suite 10 Denver Colorado 80205 support rezstream com 1 Receivables Detail EPSON Stylus C84 Series v Gift Certificates Summary Discounts Hourly Reservations iv Print Preview il Agents Detail A ER gt Tracking Summary Sales Tax Miscellaneous Make HTML Summaries Log of Activity J Over Due Payments Activity by Employee sults AOI www rezstream com Page 307 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 The Report Dates window is displayed Enter a start and end date for the Key ltems Detail report For example the front desk may run the report for one week in advance z Yesterday Today Tomorrow Last Week Last Month This Month Next Month Last Year This ear val 1 T mja cu a 1 itr 1 PA Start ie 21 2005 _ End 11452005 5 Click the OK button to display the report to the screen Use the print commands at the bottom of the screen to print a hard copy for the front desk POSTING PACKAGES Key Items for 11 21 2005 11 30 2005 tem Description Quantity ue Change Changes Tax Total Tv222005 117 itedding CakesFisher De Berw 1 325 00 32 18 Poor 18 126 2005 1054vedding Cake David O Lear
497. servation Summary Starts 03 04 2007 Unit 110 Suite Daly Re cnatan Taal 250 00 Ends 03 06 2007 Hourly Reservation Total 0 00 Ta 9 POS ItemePackage Items 0 00 Tax 27 26 Edit Invoice Details Total Charges 277 26 Reason for reservation STE ReferalScuce iERESIRUSHEt Edit Lists 4 Click the OK button From the Daily screen selecting one reservation automatically selects both The new reservation will also be combined with the existing one on a single invoice RezStream www rezstream com Page 299 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual MOVING AN EXISTING RESERVATION TO A NEW UNIT There may be instances where an existing reservation has to be moved to a new unit without changing the reservation s departure date For example there is a five night reservation originally made for room 117 The guests have now requested a room change to unit 115 the last two nights of their stay Use the following steps to make this change 1 Right click the existing reservation and select Edit Invoice i Edit Invoice ove Reservation Reassign to Contact Delete Reservation Color Flag View Contact Data New Reservation Ctrl D Ctrl Ctrl E Check Injuk Force Recalculation Print Letter Print Invoice 1 Record Transaction
498. servations Hourly Reservations Miscellaneous Miscellaneous Miscellaneous Detail Daily Audit Detail Detail by Category Standard Housekeeping Log of Achrvity Delete Reports Detail Active List Guest Forecast Detail Summary Detail Summan Log of Activity Mailing Labels 8462 4chvity by Employee gt Close RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 363 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 Print the reports in the collection by clicking Your Reports gt Collections gt End of Day and follow the standard Print prompts Other Reports Billing J Occupancy JJ Miscellaneous Your Reports J Collections r Ere El End of Month El End of Year 5 External Reports Report collections are not previewed to the screen They are designed to print quickly MONTHLY AUDIT REPORTS In addition to printing a nightly report collection it is recommended that certain reports be printed on a monthly basis These reports are listed in the following table Monthly audit reports are added to the Month End report collection Summaries gt Management Analysis A snapshot of revenue for the month occupancy percentage income for the day reservations for the current period reservations booked in the future and a
499. several General Ledger reports available in RezStream Professional These reports are listed under the General Ledger heading in the main Accounting folder under Financial Reports Financial Reports Accounting Daily Sales Revenue by Unit Point of Sale Payments Q Advance Deposits Payables Q Receivables Q Gift Certificates J Discounts Agents J Tracking Sales Tax Summaries BRR en E Net Account Changes Detail Daily Subtotal Summary 0 Revenue by Date by Item by Contact by Amount Q Transactions by Date by Contact by Amount We recommend printing several of these reports to find the one that suits your property As an example the Revenue by Item report is displayed below GL Revenue for 05 04 2005 05 04 2005 Date hv Purchaser Quantity tem Description Charges Tax Toal The Cliffhanger 104 Queen Queen 5 42005 26 Lee Karlbe 1 104 Queen Queen 5 00 32 100 32 Dueen Queen 95 00 5 32 100 32 106 Queen Queen ura a ueen Uueen j The Gueen Gueen T 83 33 466 37 99 108 Kin eo nng o ooaaaamamai 5 4 2005 35 John hason 1108 King 165 00 9 24 174 24 nng d 5 109 Queen Queen 42005 27 TJ dank 1 109 Queen Queen 95 00 5 32 100 32 W0S Gueen Gueen S MDC CSCt UC rW W W m v S 5 00 a gD 110 Kin aE 30 Lary Lynx TTT Ring pesoi mag Sr424 Wing 165 00 924
500. side of the Report Dates window or the start and end drop down date fields E Fm 7 45l mi 1 ire pie esterday C Today Temoraw Last Week Stat 11 02 2005 z md 117 08 2005 _ This Month Next Month Last Year This Year rok LE Cancel J 4 Click the OK button to display the report to the screen Cancellations for 11 02 2005 11 08 2005 Date Cancel Hame Details Balance Cancel Fee 132005 331104 Sally Lindsey D 11042005 103 3 Days 454 69 205 00 0 00 118 2005 661109 Mat Eekund D 11A 1 2005 110 5 Days 737 51 0 00 prs 118 2005 651109 Julie Kleinsmith D 1145 2005 105 3 Day 415 89 70 00 41 59 Totals 205 00 115 34 RezStream www rezstream com Page 176 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual COMPLETELY REMOVING A RESERVATION From time to time a reservation may get to the point where so many charges payments and corrections have been posted that it is difficult to decipher what state it is in When this happens it is possible to completely remove the reservation from the database Use the following steps for completely and permanently removing the reservation from the database All invoice information is permanently lost when using the steps outlined below Any reports generated prior to deleting the reservation
501. signed to unique or common revenue accounts Revenue account reports will show the amount of sales for each revenue account Account Mame Acct Number Account Description General This tem cannot be removed or edited All new iteme are assigned to this account until reassigned Revenue Room Rentals 40010 Revenue Rooms Revenue Restaurant 40020 if Revenue Gift Shop 40030 Revenue Gilt Shog Add New Revenue 4ccount La RezStream www rezstream com Page 68 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 A newline is displayed with the account name New Revenue Account i Unit Setup A Unit Groups Unit Rate Plans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Revenue ccounts All items that are sold on an invoice unit rental POS items and cancel fees may be assigned to unique or common revenue accounts Revenue account reports will show the amount of sales for each revenue account Account Name cct Number Account Description E General This item cannot be removed or edited All new items are assigned to this account until reassigned Revenue Room Rentals Revenue Rooms Revenue Restaurant Revenue Restaurant Revenue Gi z Lag y TS I ee New Revenue Account OO Add New Revenue Account 7 Update the accou
502. sort is proud to announce the completion of our extensive remodeling of all guest rooms All quest rooms have been upgraded to suites each with a separate living area luxurious bathrooms and all new pillowtop comforters In addition the Resort s common areas have been updated ta Include a European style restaurant where chef Marcus Clark and his team of chefs will be constanth creating new features to please the palate In order to celebrate this grand re opening The Cliffhanger Resort will be rolling back rates to those quoted during our original grand opening on July 29 1970 These special rates will be honored December 1 15 2005 Please contact our reservations staff at 6 669 0012 to book your accommodations today Also please visit our website at www cliffhangerresort com to view the highlights of the remodel including 360 degree views of our newly Updated quest rooms Sincerely The Staff at The Cliffhanger Resort 4 Close the Letter Template Design window Letter Template Design Edit view Insert Format Table ohh amp B a sah FY T Codes Arial v 16 B RezStream www rezstream com Page 380 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 The marketing letter is saved as a Single No Style letter To make changes to the letter select Tools gt Letter Design
503. ss name with contact export Require paypient alter creating ieseivali r 411 1 I 4 Dendy Cicing of new invonne from the contact data screen will oo bo Hourly Font of Sae Defaut foe l Not Saved Inwoice Lelter pint an eam Default action after Prom ATE es c print iether or emal mga cere Check Iri Check Out POS Irora Edt POS Invoice E cit Check ins Check out defuig ecord Payment Record Payman Print Irenom Print lrwoice Record Time Record Time Show Checked In Show Checked Out Fe 2 Make reservations throughout the course of the day 3 Atthe end of the day click the Select Names Ctrl F icon on the main left hand toolbar 4 From the Select Names screen click File gt Print gt Batch Letters M RezStream Professional 2006 The Cliffhanger Resort Edit Search Tools Window Help Print he Batch Letters Backup Ctrl B Network Path Sign On Ctrl 5 Single Envelope amie First Exit RezStream www rezstream com Page 193 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Click Yes to remove the batch tag when printing is complete F Remove Tap 6 All confirmations for the day are sent to the printer PRINTING THE DAILY SCREEN If necessary the Daily screen can be printed for a hard copy of the property s availability for a month s time
504. st Q io Mario First 2 Address 8812 North Street Records in Current Selection Zip City Colorado St co Records selected 29 Home Work BusinessN ame Brian Batt 4434 w Prarie Road 3005 Leslie Dr Ellicott Englewood co 80909 719 887 9898 719 454 5465 baver realtyworld 80912 719 545 0909 720 888 1212 720 546 1245 bottl yahoo com Clark 123 W 1st Ave Carbondale 970 923 3766 Iclark aol com Ecklund Christy 3434 W Palmer Blvd Elway 212 W Cherry Hills Palmer Lake Denver 719 598 0923 719 593 1907 303 777 7777 720 777 7777 ecklundhome ya Denver Broncos jelway broncos Foster Jeanne 2212 W Park Ave Denver 303 888 9898 720 778 9999 fosterl ssi com Guest 1855 Blake St Denver 303 274 3486 866 565 1800 RezOvation LLC info rezovation c 5454 w 1st Avenue 303 878 0909 303 879 9988 tracy csit com Guida Helton Jeannie 4454 North 8th Street Lakewood Denver 303 665 9898 720 222 5454 heltonT yoluntee Holland 9878 Shields Fort Collins 970 555 0903 970 768 1234 jholland igotsac Hurley Kleinsmith 4908 Red Rock Drive 308 Leslie Drive Larkspur Colorado 303 681 3441 719 632 1365 719 635 1011 Giraffe Club Soccer hurley soccerrule kleinsmith stew4 Lachnidt Tiffany 2213 W Bri
505. st Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 After completing the Group Selection window click the Select button circled above Clicking the Select button ties the block of reservations into a group on the Daily screen Clicking the Select button also allows you to print a group invoice 7 The following message is displayed alerting you that the reservations have been booked successfully Block Complete Multi Invoice Reservation complete 6 reservations created Referral Source and invoice party size will need to be set for each invoice on the details tab of the contact data screen The message alerts you that the reservations have been created The message also notifies you that you must edit each reservation individually in order to change the number of people on the reservation or to change an individual reservation s referral source 8 Click the OK button The Contact Data screen for the group leader Gary Pence is displayed Enter guest and reservation specific contact information Hh xe g 24 amp 4 DR4s n DAI 2H First LastName Ww Gay Pence 2nd First Last o Inv Entered Begins Ends Start Unit Length Total Paid Confirmation i Address 1 P212 W Tst Steet Address 2 Mail Ok V City St Zip Missoula MT 30038 Country Fax United States of America Poo Ph Home Work 307 999 0909 tt fo Business Name Email Address Email Ok V Rewards P Co
506. stem defaults C Enter a manual rate If option C is chosen the by the Day Reservation dialog box is displayed A desired rate can then be adjusted by clicking the Daily Reservation Total button and adjusting the fields in the Rate Override dialog box Move Resize Reservation You are moving resizing reservation Modify and retain previous rate A Keep Rate Modify and automatically adjust rate B Automatic Rate Modify and show reservation dialog C Manual Aate MOVING RESERVATIONS USING CALENDAR VIEW Many times it is necessary to move a reservation to a room that is available but not currently visible on the Daily screen Or it may be necessary to change the reservation s arrival and departure dates to new dates that are not currently displayed on the Daily screen As it is impossible to perform these two scenarios using the click and drag method either task is then accomplished by the calendar view method Ifthe reservation for David O Leary needs to be moved to room 125 not currently displayed or to December 15 a date beyond the current scope of the Daily screen use the Calendar View method described below RezStream www rezstream com Page 293 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Use the following steps to move a reservation using the calendar view method 1
507. stream com support rezstream com RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 RezStream Inc RezStream Professional User s Manual 5 The individual point of sale items Massage 2 Day Adult Lift Ticket Adult Breakfast associated with the package are now displayed at the top of the Edit Invoice screen The total package cost is also shown in the Miscellaneous Items charge 585 00 in the Totals tab at the bottom right hand corner of the Edit Invoice screen _ Edit Invoice ltem Type Group Date Package 11 03 06 StTime End Time Description Massage 1 Hr Price Tax Group 150 00 Standard Total 164 85 Daily 11 03 06 110 Suite 160 81 Package 11 04 06 Full Day Adult Lift Ticket 134 68 Package 11 04 06 Daily 110 Suite Full T ax 15 54 Package Full Day Adult Lift Ticket Local Package Breakfast Local Daily Package l k d d ud ud f aud f a i MlM py y 11 06 06 110 Suite Breakfast Full Tax ZA Edit t Packages AT Apply Discount Package Start Date End Date Party Size Unit Group Add as ltem Type Cost Override Getaway Ski Weekend se 11203 2006 z 11705 2006 z The Cliffhanger Reso_ Package POS Item 585 00 585 00 Payments Daily Reservation T otal Hourly Reservation T otal Miscellaneous Items
508. stream com Page 186 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 The gift certificate amount 100 00 is automatically transferred to the Payment Information window Click the Save button ei Payment Information Date 11 13 2006 Gift Certificate Certificate O kenny Chesney lnvorces to Display Quick Amount Selection f Single ie f Contact f Al Invoices Eu Dep 1 Dep 2 Betund Cancel 8 From the Daily screen right click the reservation and select the option for Print Invoice The Detail Invoice displays a line item for the redeemed gift certificate The Cliffhanger Resort TOO Highway 1 Yachats OR 497499 541 888 2525 8T 7 669 1210 Fas 541 32 42T Folio Charges Marne kenny Chesney rm Dep 11152006 14982008 Changes F40 Address 5431 W Blue Avenue Recorded 11132006 Tax p s City Has hville Confirmation G2 Total pore SF State TH Party 270 Paid 100 00 Postal Code Se i Telephone 505 905 1245 ee ane F 6 87 g zGription dartity a T1AS2006 101 King PIGG 3S 11600 101 King IGG 35 1100h 101 ong Gratut City 16 48 i a State 27 09 100 00 376 87 Our Policies This is your folio policy Change it by clicking on Toole Print Options Office Use On Cash Check Git Cerificate RezStream www rezstream com Page 187 of 418 2601 Blake Street
509. stream com Page 21 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual User Access Levels and Passwords Employee Marne _ AccessLevel Password Administrator Full Access ars Gift Certificates E Night Audi O NA Edit Reservations Print Daily 3 Inthe Initials column enter the employee s initials The initials will be used for tracking transactions processed under this username s logon 4 Select an access level from the drop down list which is displayed automatically when moving the cursor to the AccessLevel field Normally access levels 9 and 10 are reserved for front desk managers or General Managers pS Edit Reservations Print Daily Reports chee aee 6 GitCettificates O o B8 Modity Unit Setup 9 Modity Configuration except Passwords 10 Fuldccess O OoOO Ol 5 Enter the new user s password 6 If the checkbox for Require sign on for every data input is checked the User Sign On prompt displays every time a user is entering information in RezStream Professional Prompting for a username and password every time data is saved in RezStream Professional can be beneficial when several people are sharing one computer Prompting for this information can help pinpoint which employee made a reservation canceled a reservation or processed any type of payment 8 Config
510. sts This two way data transfer feature works by allowing you to directly download availability requests into RezStream Professional without using your email program CONTACT NETBOOKINGS NetBookings is an online availability company based in Indiana with numerous users throughout the United States If you would like to use NetBookings for publishing your online availability company please give them a call at the number provided below NetBookings 8806 Fathom Crest Indianapolis IN 46256 866 826 6548 317 579 9778 317 579 9779 Fax www NetBookings com CONFIGURING REZSTREAM PROFESSIONAL FOR NETBOOKINGS Use the following steps for configuring RezStream Professional for use with NetBookings 1 Click Tools gt Unit and Rate Setup gt Individual Units and enter a checkmark in the Include in Online Availability box for every unit that will be uploaded to NetBookings REE Number of Active Units Unit ID a Edit Names Sort 33 x ids Long Name 1 01 King Pick Unit Type Color Queen Queen UnitIld Name Sort Belongs to The Cliffhanger Resot Rate Plan Queen Queen ts Maximum Unit Capacity 3 Enter a checkmark for Include in occunancy reno Vv each room that will be uploaded to NetBookings Booking Engine Bookable Unit Iv Online URL for online availability uploads Phone extension Standard Description Housekeeping Assignment Group 1 King non smoking room with a balcony Recently renovated in s
511. t click the Agree button to accept the End User License Agreement for RezStream Software REEE DEMO DOWNLOAD License is granted to Demo Download one demo copy of the software For use by prospective user only and only for test demonstration purposes Mo other use is authorized Wo use may be made of such demo For personal or commercial use or For any other purpose without the purchase of a license From RezStream INC END USER LICENSE AGREEMENT FOR REZSTRESM SOFTWARE IMPORTANT REGD CAREFULLY This End User license Agreement EULA is a legal agreement between you either an individual or a single entity and RezStream INC For the use of one or more REZSTRESM software products designated below which include computer software and any associated media and printed materials and may include online or electronic documentation SOFTWARE By installing copying or otherwise using the SOFTWARE vou agree to be bound by the terms of this EULA IF you do not agree to the terms of this EULA promptly return the unused SOFTWARE bo the place From which you obtained it For a Full refund within thirty days counted From the date of purchase SOFTWARE License The SOFTWARE is protected by copyright laws and international copyright treaties as well as by other intellectual property laws and treaties The SOFTWARE is licensed to you not sold REZSTREGM or its suppliers own the title copyright and other intellectual property rights in the SOFTWARE 1 GRANT OF
512. t Aate Plans Individual Units Packages Tares Discounts Options Revenue Accounts Deposits Tas Clas sl ibe ttn ndividual Taxes and Effective Dates DT ax Class Groupings Set up individual taxes first Then assign Tares and Gratuities Effective Date value for Exernpt individual taxes to tax classes Tax classes are then attached to items for rent or for sale Make Hascipiion Type EF Effective Date Value z aure you have a class set up for each sae Y Tax Percent 3 combination of taxes that you will encounter IF you collect automatic gratuities they must be set up here as well Gratuities will show up on your tas reports but will be tabulated separately from the taxes User fees are fixed dollar amount taxes either daily or per reservation Add New Tax 2 Add New Effective Date 4 Once you click in the Type heading a drop down menu will appear with tax type descriptions to choose from Select a tax type from the drop down menu Most taxes fall into the tax percent Category ea Unit Setup Unit Groups Unit Rate Flans Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits Tas Class Definitions Individual Taxes and Effective D ates Tas Class Groupings Set up individual tares first Then assign Taxes and Gratuities individual taxes to tax classes Tax classes are Effective D ate alue for State then attached to items for rent
513. t Lenath Total 107 4 443 60 Inv Entered Begins Ends 335 1 17 2006 1 22 2006 1 25 2006 Custom 3 Starts Sun Jan 22 2006 Adult 2 Pets 1 Chid QO Cars 1 Checked In v Checked Out Departs Thu Jan 26 2006 Daily Reservation Total Hourly Reservation T otal Point of Sale Charges Tax Length 4 400 00 0 00 0 00 43 60 107 443 60 443 60 0 00 1 17 2006 Start Unit Charges Paid Due Last Change Custom 4 Custom 5 Contact Notes Private Notes Details Contact Log Photo Contact Category Contact Report Notes print with various reports Guest Info Invoice Notes Line Items Private Notes Travel Agent Custom Notes Payments Confirmation 335 AD Grow Cancellation p Adut E Child fE x Pets i l Cars i l Arrive 11 36 PM 1 25 2006 Depart O O Payment Data Swipe Card Credit Card Data A E Inquiry New Repeat Business Other Vendor Invoice Check Box Flags T Tax Exempt II Attention Custom 2 Custom 3 Oz Credit Card Hold E 10 28 2005 Custom 4 F Custom 5 Custom 6 Letter Standard CheckedIn Out F Batch Print V Flag RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 159 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Several field and tab
514. t staying at the property For example a resort property may offer day passes to people who would like to use the property s facilities but are not staying in a guest room In this example a package can be created and then posted to invoices from the Edit Invoice screen Use the following steps to post a package with no room assignment 1 Click the Point of Sale F4 button on the main RezStream Professional toolbar RezStream www rezstream com Page 312 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 From the Point of Sale screen click the Add New Invoice button on the top toolbar DOAA E n OBSsE iit Invoices selected 588 Inv Recorded Last First Anive Date End Date Start Unit In Out Adult Child Daily Hourly POS Total m mj 3 Click the Change button at the top of the screen to add an invoice for a new guest F L Edit Invoice cItemType Group Date StTime EndTime Description Gly Prce TaxGroup Total 4 The RezStream Professional Name Search window is displayed Enter the guest s last and first name in the blank name fields and then click the New button Alternatively you may select a name from guest history and click the Select button RezStream Professional Name Search Ed Taylor S
515. t to the potential customer regardless of whether you accept or reject the request RezStream www rezstream com Page 402 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual INNRES InnRes is a web based Internet reservation company that provides online availability services RezStream Professional interfaces with InnRes and allows you to automatically upload your availability and download reservation requests The two way data transfer feature works by allowing you to directly download reservation requests into RezStream Professional without using an email program After reviewing and evaluating each request you can either accept it or reject it You have complete control over the entire process and there are several choices of how to accept or reject requests If you decide to accept the reservation request it will automatically be entered into RezStream without any manual input In addition an automatic email is sent to the potential customer regardless of whether you accept or reject the request CONTACT INNRES InnRes LLC PO Box 471 Latrobe PA 15650 800 813 8949 724 532 5564 www innres net CONFIGURING REZSTREAM PROFESSIONAL FOR INNRES Click Tools gt Unit and Rate Setup gt Individual Units and make sure that the Include in Online Availability box is checked for each room that you wish to upload to
516. ta b Select the Email radio button and click Add Contact Notes Frivate Notes Details Contact Log Fhoto Invoice Date Ini Type Len Description L gl f Phone C Dre Invoice c Complete the Add Contact Record window and enter a description confirmation email and any notes Click the Save button Add Contact Record Invoice Date Length Type Logged by File Hame None iin 3 2006 fo Phone aD Description Priority Call Back None Notes Confirmation email sent to Mr Williams leeeaglevalleytile corm on Novermbe 13 2006 Cancel RezStream www rezstream com Page 250 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual d Anewline is added to the Contact Data log Contact Notes l Private Notes Details Contact Log Photo Invoice Date Ini Type Len Description 06 hone l z C Allltems C Letter f Emal Phone One Invoice Expand HE wy Edit Delete RezStream Professional can be configured to automatically save guest correspondence to the contact log by clicking Tools gt Configure gt Functionality and setting the Default action after print letter or email field to Auto Save Guest correspondence can be deleted from the contact log by highlighting the item and clicking the Delete button
517. tem calculate the total that will be refunded to the guest Check the Print Letter checkbox in order to retain a hard copy of the reservation for your records Delete Invoice Check the Cancellation mS ine items will be deleted from invoice To only Fee checkbox and enter remove specific items cancel and use edit invoice 10 To avoid charge backs record details in notes field Invoice Total Due efor 39 144 17 Issue Refund To Credit Voucher The system calculates Amount Remaining the refund Print Letter lw Print the cancellation letter to retain a hard copy record of the reservation Cancel 3 Click the OK button The Payment Information window is displayed The refund amount 65 43 from the Delete Invoice screen is automatically transferred to the Payment Information screen Click the Save button to process the refund The correct refund amount is automatically transferred from the Delete Invoice screen i Payment Information Invoices to Display fe Single gt f Contact f All lrrvoices d al Cancel DO NOT CLICK THE QUICK AMOUNT SELECTION BUTTONS Do not click the Full Deposit or Refund buttons on this screen when processing the cancellation These buttons will incorrectly change the default refund amount RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 172 of 418 support rezstream com 800 799 9735 Last Upd
518. ter the business name in the Name Field USSSA in our example enter a checkmark next to Business Name and click the New button Q RezStream Professional Name Segggh mm __ O O p _ EE A TI New j Z Select 2 Cancel Show All C Inquiry C New C Repeat C Business C Other C Wender Businessh ame Last Name First Hame City St Home wwork te RezStream www rezstream com Page 271 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual C Enter reservation specific data on the by the Day Reservation Dialog screen and click the OK button by the Day Reservation Dialog New Select Rate Selection Adult Child Unit Rate Package Selection Discount Selection fi fo Rack None None Todlr Infnt Tax Exempt E fo fo gt Recalculate Starts 05 18 2011 Unit Unit 8 East Wing Daly Reservation Totat 540 00 Reservation Summary Hourly Reservation Total 0 00 ae A POS Items Package Items 0 00 i Tax 20 16 Edit Invoice Details Total Charges 560 16 Reason for reservation Business Referral Source MECE S EEEE Edit Lists ADD INDIVIDUALS The second step in configuring the direct bill reservation where you can add individuals who will be also be responsible for folio charges is to complete the following steps in the Split
519. tes Private Notes Details Contact Log Photo Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Line Items K Confirmation 335 AD Grow Payment Data Cancellation P O Ingi m l a M Adut E Cha E o SwpeCad Pets h x Cars nM x Repeat Credit Card Data A E m Invoice Check Box Flags Tax Exempt 1 Attention Business Other Vendor SU Zz Arrive fi 1 36 PM 1225 2006 Depart Letter Standad Custom 2 Custom 3 I Custom 4 Custom 5 CheckedIn Out F Batch Print Flag s Custom 6 eee Credit Card Hold m a 4 The invoice tab labels on the right hand side of the Contact Data screen mo xe Be LDAA n DBsSE SL First Last Name Mr 7 Todd Snider 2nd First Last Inv Entered Begins Ends Address 1 221 2 Charleston Road Address 2 Mail Ok Iv City St Zip Charleston sc m 39870 Country Fax United States of America x Ph Home Work 607 332 0909 607 443 1254 Confirmation al 4 443 60 443 60 335 Start Unit Length Total Paid 335 1 17 2006 1 22 2006 1 25 2006 107 Business Name Email Address todd mygeneration com EmailOk Iv Custom 2 Custom 3 Custom 4 Starts Sun Jan 22 2006 Adult 2 Pets 1 Child 0 Cars 1 Checked In v Checked Out Departs Thu Jan 26 2006 Length 4 Start Unit 107 Daily Reserv
520. the EUBookings interface an email confirmation can be automatically sent to the guest and a deposit can be recorded in the RezStream Professional software These features help reduce manual input The EUBookings interface allows you to only upload your availability or also venture into the world of real time reservations Once you establish an account with EUBookings you may then set RezStream Professional to automatically upload your availability to their server and receive reservation requests directly into RezStream Professional CONTACT EUBOOKINGS EUBookings 3 South Parade Waterford Ireland 353 51 855 939 353 51 855932 Fax www eubookings com CONFIGURING REZSTREAM PROFESSIONAL FOR EUBOOKINGS Use the following steps for specifying EUBookings as your property s source for Internet reservations 1 Click the Tools gt Unit and Rate Setup gt Individual Units tab on the Unit Setup screen Select each unit individually from the Pick Unit list that will be available online and enter a checkmark in the Include in Online Availability field Do this same procedure for every unit that will be included as an online reservation choice 2 Click Tools gt Online Availability and select the Availability Services tab RezStream www rezstream com Page 401 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manua
521. the Key Item checkbox POS Inventory Setup ltem Setup Category Setup Vendor Setup All Categories To modify an item in the list at left click on it and make the changes below Changes are saved automatically when you POS Items close the window Click on Add New Item at lower left to create a new item Description Adult Breakfast Description Wedding Cake Bottle of Wine Category Restaurant Monogrammed Wine Glasses Newltem O Tax Class Standard Tax bi Rate Price 325 00 Yachats Music Festival Scan Bar Code Booking Engine Bookable Item Reorder at Reorder to Quantity jo Last Cost Last Vendor Adjustment History Add New Item Delete Item 5 Key items can be added to a reservation just as you would any other POS item See the following section titled Tracking Key Items to learn more about the Key Item Detail report RezStream www rezstream com Page 306 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Tracking Key Items The Key Item Detail report can be used to keep track of key items and identify reservations that have key items posted to them Use the following steps for printing the Key Item Detail report 1 Click the Reports F7 button on the left hand main toolbar 2 Click the to the left of the text Point of S
522. the new reservation dates listed in the Contact Invoice History box Click the Record Transaction button to post any applicable payments to the reservation Click the Record Transaction button to post a payment to the reservation D x TS m Idiss a GSSEnn First Last Name M o Ron Hay 2nd First Last Pe fF Inv Entered Begins Ends Start Unit Length Total Paid Confirmation al Addess1 4908 Red Rock Drive 4720071171672006 1171872006 103 3 saosi sooo 696 Address 2 O Mail OK I City St Zip Lakspw o plane Country Fax United States of America x Ph Home work 303 681 3441 Po Business Name Giraffe Club Soccer tt tttsti S Email Address hurley soccerules com Email Ok v Rewards C Company Name Special Req 1 Pe hhh Starts Thu Nov 16 2006 Departs Sun Nov 19 2006 Length 3 Start Unit 103 Special Req 2 ST Adult 2 Pets 0 Daily Reservation Total 280 00 Charges 310 51 Chid 0 Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges ot as ada Checked Out Tax 30 51 Last Change 4 6 2007 Contact Report Notes print with various reports Contact Category Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Line Items Confirmation 696 AD Grow Payment Data Cancellation z ae Visa Adult Ex Chia E pee a Box Flags Swipe Card See Repeat p
523. the property Tracking reasons for reservations can help determine how to effectively allocate marketing dollars If necessary click the Edit Lists button to add a new reason for reservation Referral Source Use the drop down list for selecting a referral source Referral sources determine how the guest found out about the property Accurately tracking referral sources can help effectively allocate marketing dollars If necessary click the Edit Lists button to add a new referral source In our example Joe Dale is an AAA member and his Unit Rate has been changed from Rack to AAA thus prompting the red arrow to the left of the Recalculate button to appear MA by the Day Reservation Dialog Teen ene tamer Fese alon far HewrSelect A ate Selection Adult Child Unit Rate Package Selection Discount Selection 2 o jas None Mone Pets Lars Tax Exempt E gt Recalculate Reservation Sirra Daily Reservation Total 500 00 Starts 11 06 2005 Unit 117 King Houi Pesem ation Tell 0 00 e s AAE POS ltems Package Items 0 00 Base Tax 54 50 Edit Invoice Details Total Charges 554 50 Reason for reservation AMEE Ferera Source E Edit Lists Caneel The red arrow to the left of the Recalculate button is displayed any time a field in the Rate Selection section is changed that affects the reservation s total balance due YOU MUST CLICK THE RECALCULATE BUTTON IN ORDER TO UPDATE THE TO
524. tho 24 Mark Schlereth 288 05 0 00 2 2 2011 Breakfast 797 2faf2011 Unit 3 West Wing 62 24 Print Single 24 2011 Unit 3 Wrest Wing 77 80 _ Print Single efof2011 Unit 3 West Wing 77 00 Print All Charges 2 The Split Billing Direct Billing window is displayed Click the Next button amp Split Billing x Split Billing Direct Billing 1 Select Number of Sub Invoices and Assign Contacts Pick the number of Sub Invoices that you will need 2 v Pick Sub Invoice and Assign Contact or Label to Sub Invoice Subld Inv Responsible Party Cid Invid Direct Billing functionality requires that you 1 1 Akedi 4 attach to an existing contact in the database 3 Simple split billing does not require a contact 2 2 Mark Schlereth 5 ane Pick From Contacts Assign Label i Cancel RezStream www rezstream com Page 232 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 5 Enter a checkmark next to the first nights room and tax charge A and then select the person from the Responsible Party list who is responsible for the partial charge B Click the Add Portion to One button C x Split Billing ps gm i TN Split Billing Direct Billing 2 Assign Charges to Sub Invoices Pick Invoice ltem Sel Date Item Total Remain 3 Iny arz Breakfast 15
525. tion Inquiry Visa Adut E Chd E Invoice Check Box Flags ee Swipe Card Pets a Cars E Meus Repeat 1 Attention Business Credit Card Data Q Arive 7 Custom 2 z aoe Depart M Custom 3 Exp z z Letter Standard 7 Custom 4 Custom 5 CheckedIn Out I Custom 6 10 28 2005 Credit Card Hold a Batch Print Flag SELECTING A BATCH OF RESERVATIONS The Select Names screen can also be used to select a group of reservations with a common set of criteria For example assume the property s General Manager wants a quick count of the number of guests who have stayed at the property from the state of Colorado Use the following steps to perform this selection 1 From the Select Names screen left click the State field and highlight Select from the drop down list Records in Current Selection City E Cherone ne C Colorado CO Elicott Engene 0 eon aeaa 2 The State Search window is displayed Enter the State abbreviation CO RezStream www rezstream com Page 337 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Click the OK button Guests from the state of Colorado are displayed The number of reservations is listed in the upper right hand side of the screen DX wim fe S8B SAS Last Name Fir
526. tion and Transfer Status Connected to RezStream Downloading ASU pdate200b exe TTT TTT Once the update has been downloaded from the RezStream Update Server the following prompt is displayed Click OK to continue Update will complete on exit Update download is complete After you have exited RezStream Professional confirm the extraction of the downloaded Files IF vou have a network installation you will need to copy the new program Files and report Files to all licensed machines Fe Close RezStream Professional by clicking the X in the window s upper right hand corner 8t RezStream Professional 2007 The Cliffhanger Resort File Edit Navigate view Tools Window Help Z LAS n alae 3 AH R h No J HT nt Y 6 x xy y e Exiting RezStream Professional Do vou want to make a backup Mo Cancel RezStream www rezstream com Page 104 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual After clicking Yes to make a backup the Backup RezStream Professional Data window is displayed Specify both a name for the backup and a location for storing the zip file Click the Save button z Backup RezStream Professional Data Save irr RezStreamBackups d E 2 Sl cliffhanger 2005091 9 Zip OD RezStreamNew20051028 Zip My Recent Documents a Ls Desktop
527. tion card The Powder Hound Thank you for choosing The Powder Hound Inn for your stay Please verify the information listed below and sign the registration card RezStream www rezstream com Page 324 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 8 Headings will now be inserted into the table The headings will describe information that will be printed for le uest In our example the headings will be bold and left justified by clicking the Bold and Left Justify buttons on the top toolbar The Powder Hound Thank you for choosing The Powder Hound Inn for your stay Please verify the information listed below and sign the registration card Name Adults Children Address 1 Arrival Address 2 Departure City State Zip Rate Email Car Make Special Requests Car Model 9 The table columns can be re sized by dragging and dropping the grid lines The Powder Hound Thank you for choosing The Powder Hound Inn for your stay Please verify the information listed below and sign the registration card Name gt Adults Children Address 1 Arrival Address 2 Departure City State Zip Rate Email Car Make Special Requests Car Model RezStream www rezstream com Page 325 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9
528. to POS categories RezStream Professional comes pre installed with default POS categories If they are not applicable to your property Beverage Food Gift Shop Miscellaneous and Phone Charges remove them by highlighting the category and pressing the Delete Category button FOS Categoms To modip an kem in the list at left click on ii and make the Dasctintion changes below Changes sre taread subomstcaly when oui Glows the vimi Chick on Add New Cahegory ot leet fewersos elt to create a new calegoip Food Git Shop Kiroalleneous Phares Changes Deseription Beverage Tat Class Delta Calagoip i i After pressing the Delete Category button the following prompt is displayed Click Yes to confirm that the category should be deleted F Delete Category Confirm Deletion of category Beverage Add your property s POS categories by clicking the Add New Category button A and then updating the description B and selecting a tax class C from the drop down menu To raih an len n iha k at let cik oni and maka the a hegen bka Changes ang prred sutprusicaly whan pou chosa the erake Click on bid Hea Cag at oar lal bo she a ee cay A RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com Page 79 of 418 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 6 After adding all POS categories click the It
529. to a Reservation cccccseseeceeeeeeeeseeseeeseeseeesaeeeeeenaaeees 288 RezStream www rezstream com Page 4 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual FRONT DESK arroa a iene econ E E a E ai 289 CHANGING ARRIVAL AND OR DEPARTURE DATES eececcecceceececcecceceeceeeeeeeceeeeseeeeceeeeeneeeeceesennes 290 ROOM MOVE Sace a a tht a a a a a a 292 Moving Reservations Using the Daily SCre n cccccccccceseeeeeeeeaeeeeeeeecaaeeeeeesaaaeeeeeeeaaeeeees 292 Moving Reservations Using Calendar VieW cccccsssccccccssseeeeeeeeeeeeeeeeeeaeeeeeeessaaeeeeeessaeeeees 293 SPLIT RESERVATIONS aree a a a a Sea else saan 295 New Reservation with ROOM MOV cccccececcececceceececeececeeeeceeaeceeaeceseaecueaeceeaeseeaeseseeaesaees 295 New Reservation with Room Move Single Invoice Option ccceeeeeeeeeeeeeeeeeeeeeeeeeees 296 Extending an Existing Reservation to a New Unit ce eecceeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeesaneeeees 299 Moving an Existing Reservation to a New UNiit ce eccccccceeeeceeeeeeeceeeceeeeeeeeeeeeeeeeeeessaaeeeees 300 POSTING PAYMENTS citecee ely ve ects ecaitetin ote ine cle a a a e 301 POSTING POINT OF SALE CHARGES uira ited sc tewiinta tit eeecncaaiiads Ute cau aia aS 303 KOVOM Senaat a UND erage Peace 305 TFACKING Key MOINS teraria ate Wisteria r
530. to enter a different rate plan for every unit that Daily Full Tax 7D Add New Rate Plan you have unless all are priced differently Meeting Rooms Hourly Full T ax Suite Hot Air Balloon Rides Hourly Local Tax Boat Rentals Hourly Local Tax bf Rate Names are the different rates that may be available for a Rate Names single unit Examples could be 444 and Business Rate Names Rate Name Rate Period Default Package Sort Bookable i meee must be created for each unique rate plan Actual charges are W b Rack Daily None 1 Vv entered below under the various seasonal rates that may be Ra created for each rate Use the sort column to determine the ABA Daily None 2 Vv Copy Rate Names default rate and which rates are uploaded to online services Seasonal Rates Standard Settings Weekend Settings Select days that apply Start Date Rate Base Cap Adult Child Pets Cars Min Len Thu Fri Sat Rate Min Len 10 01 2005 95 00 2 20 00 10 00 5 00 250 E M 115 00 03 01 2006 145 00 2 20 00 10 00 al ae C M 165 00 05 26 2006 165 00 2 20 00 10 00 0 00 0 00 E M 205 00 09 04 2006 95 00 2 20 00 10 00 0 00 0 00 Cc M 115 00 3 H Add New Season Copy All Seasons Copy Single Season Copy Season Wizard 2 The Seasonal Rate Copy Wizard window is displayed A Enter checkmarks next to each season B Select the Copy to All Rate Plans and
531. to save data in the program The exception to this rule is that certain windows and dialog boxes have a Close or Update button When encountered click these buttons to save your changes 3 Ifyou convert data from another software program into RezStream Professional you will still have to complete the setup steps described in this document Unit rates are not converted from other software programs 4 Click Tools gt Print Options to define a default printer for each type of output generated from RezStream Professional 5 Property management is an optional add on to RezStream Professional and allows condominium properties to track individual owner revenue For additional information on RezStream Professional s property management features please contact RezStream sales toll free at 866 360 8210 6 RezStream offers greater email functionality when used with Microsoft Outlook not Outlook Express Microsoft Outlook is included with Microsoft Office To set Microsoft Outlook as your default mail program go to Start gt Control Panel gt Internet Options gt Programs and set the email option to Outlook 7 RezStream cannot email guest correspondence letters if you use a web based email service AOL Yahoo Hotmail etc as your default mail program This is due to the fact that the Windows operating system does not recognize web based email when creating and sending messages from RezStream Professional However you may copy and paste le
532. ton and drag the cursor to the last night of the stay Right click and select New Reservation or press the lt ENTER gt key 3 Inthe RezStream Professional Name Search window select the same guest s name for the reservation as was selected in step 1 4 Atthe by the Reservation Dialog window select the Add to Previous Invoice radio button R by the Day Reservation Dialog Reservation for a prit 5 New Select 719 633 9929 719 297 4561 Rate Selection Adult Child Unit Rate Fackage Selection Discount Selection 2 0 Rack None None Pets Cars Tax Exempt 0 0 Recalculate Reservation Summary Starts 03 03 2007 Uni 112 Queen Queen need Ea m E ndz 03 05 7007 DUM pesem aUON OLS i Dans 2 POS ltems FPackage lems 0 00 Tax 22 90 Edit Invoice Details Total Charges 292 50 Reason for reservation ETT Fcc Source E Edit Lists l Cancel RezStream www rezstream com Page 295 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Click OK to save the split reservation When you return to the Daily screen the two reservations booked for the one guest will be displayed Now clicking one of the reservations automatically highlights both reservations 4 ja gt 1114 2005_ 1 A A N J Se
533. ton displays the point of sale items applied as components of the package 4 Edit Invoice ltem Type Group Date StTime End Time Description Oty Price Tax Group Package 1 11 11 06 Coffee Service 35 00 Full Tax Package Meeting Room Lunch 125 00 Full Tax 138 63 Totals Payments Daily Reservation Total 0 00 Hourly Reservation Total 560 00 Miscellaneous Items 160 00 Tax 78 49 Charges 798 49 Paid 0 00 Due 798 49 i Recurring Reservation Settings tab Used to create recurring hourly reservations For more information refer to the following section Recurring Hourly Reservations 6 After clicking the Save button on the by the Hour Reservation screen the Contact Data screen is displayed Complete the reservation and record any payments as you would a normal daily room reservation RezStream www rezstream com Page 211 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 Upon returning to the Reserve by Hour screen the completed reservation is now displayed and color coded based on whether or not payment was recorded In our example the reservation is yellow because a partial payment has been made lou 2 enta i October 2006 C a pecans ard 5 2 J 5 Hs i A 6 12 16 q7 15 11 i 13 i is 14 23 24 25 1 amp 8 19 20 2 26 300 23 dma ar 2 5 E 3 p H a 2 3 4
534. tream Inc RezStream Professional User s Manual Highlight the package name in the Packages table and complete the following steps Description None Packages Length Bookable gt INBA All Star Getaway 1 Highlight a point of sale item associated with the NBA All Star Getaway package in the list A and click the Add button B Wine Festiwal Tickets Yachats Music Festival Items in Package ltem Description Adult Child Tod Infat Price First Last Day Once reel BCS an X Delete Edit Add POS Items Pick from Point of Sale Items ltem Description Price Monogrammed wine Glasses 12 00 Nuggets Basketball Tickets 75 00 Property Day Pass 35 00 A Rate 100 00 Restaurant Charge 0 00 Wedding Cake 325 00 Weekend Music Festiwal 185 00 32 00 50 00 2 After adding a point of sale item to a package it is displayed under the Items in Package table Use the checkboxes to define when and how the point of sale item is applied in the package ltem Description Rate Items In Package Adult Child Todi Intmt Price First Last Day Once Rate 6 100 00 W e e The checkboxes in this table are described below Person Rate Type 1 adults on the reservation Person Rate Type 2 children on the reservation Todir Person Rate Type 3 Infnt Person Rate Type 4 Multiply the price of the point of sale item by the number of toddlers on the reservation Note
535. tream Professional is a very visual software program Based on the color preferences selected in the Display Options window one glance at the Daily screen can easily identify reservations that are paid in full green reservations that have partial payments yellow and reservations that require payments red RezStream www rezstream com Page 130 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Reservations from Guest History In the example above a reservation was made for a new guest that had not previously stayed at the property The process for making a reservation for a returning guest is nearly identical Use the following steps for making a reservation for a returning guest using the left click and drag method l Left click on the guest s arrival date and while keeping the left mouse button depressed drag the cursor to the right highlighting the reservation dates through the last night the guest will be staying at the property Right click and select the option for New Reservation or press the lt ENTER gt key leseryation Ctrl M Mark Out of Service Cbrl 0 The RezStream Professional Name Search window is displayed To select a guest from history double click the guest s name or highlight the guest name and click the Select button E PezStream Professional Name Searc
536. tream Update wizard prompts for a location to extract updated program files Lid RezStream Update Browse button Confirm the folder where the update files should be 2 installed C Program Files RezStream 4 After clicking the OK button updated program files are copied to the specified location REAT ELE Unzipping file C Program Files RezStream Rezstream hlp 100 Overall progress 5 Once all files have been extracted the following prompt is displayed Click OK to continue i RezStream Update RezStream www rezstream com Page 106 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual REPORTS UPDATE The next part of the RezStream update process is the reports update 1 Click Start gt Run and enter the path to the RezStream reports update file Type the name of a program Folder document or E Internet resource and Windows will open it For you Log OFF Open C Program Files Rezstream Reports2006 exe Ww ka Turn OFF Computer start gt E G E Pm Am uw 1 ia The default install path for RezStream Professional is C Program Files RezStream For RezStream customers who purchased the software prior to May 15 2005 the default location is C Program Files RezOvation 2 The RezStream Update wizard dialog is displayed Click the Co
537. tream com 2601 Blake Street Suite 10 support rezstream com Denver Colorado 80205 Page 115 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual After displaying the Wait List window use the following steps for adding a guest to the wait list 1 Click the Add button Wait List for 10 31 2005 12 07 2005 Start Date End Date Notes First Last Phone Entry Date 11 2 2005 11 4 2005 Tracey Guida 303 878 0909 11 1 2005 11 2 2005 11 4 2005 Joseph Ackerman 303 681 3242 114172005 Print List C Add Delete Select Click the Add button to add a name to the Wait List 2 The Wait List Add window is displayed Wait List Add New Select aaa ft Stat 19 31 2005_ End 11704 2005 Click the New Select pe a button to add anew name or select aname from guest history By default the contact information displayed is from the last reservation that was made 3 Click the New Select button to add a new name or select a name from guest history RezStream www rezstream com Page 116 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 4 After clicking the New Select button the RezStream Professional Name Search window is displayed Here there are two options A Double click a name from guest history to
538. treet Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 After removing the default reports customize your own night audit report collection by scrolling through the list of reports A highlighting one and clicking the Add button B Select Reports Select Report Collection C Day Start f Day End f Week End Month End C Year End Reports in Day Start Repot Detail P Summaries Daily Audit Repot Description Detail Summaries ear AL Summaries Management Analysis Summaries Daily Audit Deposit From Recorded Date Deposit Before Start Date Full Payment From Recorded Date Full Payment Before Start Date General Ledger Account Balances Het Account Changes Detail Cose 6 Continue adding reports until your customized night audit collection is complete Note that a checkmark in the Add Day box denotes that the report will be printed for the following day In the example below the Housekeeping report will be printed for the following day F Select Reports Select Report Collection C Da Start f Da End C Week End f Month End f Year End Reports in Day Start Report Summanies Payments Daily Sales Foint of Sale Revenue by Unit Occupancy Miscellaneous Report Description Occupancy Occupancy Daily Aeservabons Daily Reservabones Hourly Re
539. treet Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual c Toselect multiple rooms in random order click the gt gt Rand button A enter the number of units needed B and click the OK button C Select Units Arciving 11 11 2006 Last Night 11 13 2006 Length 3 Click on Back to modify Select Unit Group The Cliffh R t P PESE S Enter Humber of Units Select Aate Select Amenity Non Smoking Number of Units to Select Select Capacity Select Unit Color Pick from available units 0 Short Long Marne 101 King Override Automatic Rate Calculation Back Continue Cancel Rooms are added to the Units Selected table Select Units Arming 11 11 2006 Last Night 11 13 2006 Length 3 Click on Back to modify Select Unit Group The Cliffhanger Resort Select Aate King Select Amenity Non Smoking Select Capacity All r Select Unit Color all Pick from available units 4 All Units Selected Shot Long Name Capacity Short Long Name Capacity 101 King 3 113 King 4 We Kng aoo o Na K Joa 17 Kig et Override Automatic Rate Calculation Back Continue Cancel RezStream www rezstream com Page 151 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professiona
540. ts E x Trp E gt Tax Exempt i 1 Attention Business Credit Card Data QA ri TT wane dae Depart Custom 3 Ex z x Letter Standard 7 M Custom 4 Custom 5 CheckedIn Out Il Custom 6 11 13 2005 Credit Card Hold B Batch Print Flag RezStream www rezstream com Page 265 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 The reservation is also a part of the group when viewed from the Daily screen In the example below the sixth room reservation is displayed in red as a payment has not yet been applied REMOVING A GROUP MEMBER Use the following steps to remove an individual reservation from a group reservation when the individual is still staying at the property but will not be considered a part of the group for payment purposes For example with our youth soccer team assume six rooms have been booked The sixth room is for the Assistant Coach who will be paying for his room individually Use the following steps to remove this reservation from the group 1 From the Daily screen highlight the individual reservation that will no longer be a part of the group the group leader is not paying for the Assistant Coach s room Right click and select View Contact Data Chrl h Edit Reservation Ctri E Edit Invoice Move Reservation Reassign to Contact
541. ts are provided only as examples They are not required for using the RezStream Professional property management system Morning Shift Checklist Print the Daily screen as a backup for the shift P k al Print Housekeeping report V Print Departure report Print folios for all departures T After check out verify that all guests have been checked out of the system P k al Print shift closing reports to balance your shift P b Afternoon Shift Checklist Print the Daily screen as a backup for the shift P k al Print Arrival report Print registration cards a k al Provide night auditor with list of remaining check ins a k al Print shift closing reports to balance your shift 5 V RezStream www rezstream com Page 345 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual NIGHT AUDIT The night audit is the process of reviewing and verifying payments received and charges posted for the day Each property will have unique requirements for a night audit This section outlines a basic night audit checklist that can be used as a starting point for formulating your property s night audit checklist Cancel no shows J Cae Double check that all departures for the day have been checked out koal Verify payments koal g Verify charges posted to guest folios koal i Print general ledge
542. tters from RezStream into web based email 8 You can receive program updates from RezStream by downloading them from within the program Make sure that you are connected to the Internet and that no other programs are running besides RezStream Professional Click Help gt Support gt Download RezStream Update and follow the on screen instructions The next time you open the program you will have the latest programming enhancements RezStream www rezstream com Page 102 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual TROUBLESHOOTING INSTALLATION COPYING SYSTEM FILES 1 During installation if the Setup program determines that certain Windows operating system files are out of date the following message is displayed If this message is displayed click OK to continue Setup cannot continue because some system files are out of date on your system Click OK iF you would like setup to Update these Files For you now You will need bo restart Windows before you can run setup again Click cancel to exit setup without updating system Files j Cancel 2 After clicking OK the RezStream Professional installation program attempts to copy updated operating system files to your PC Once the required files are copied the Setup program prompts for restarting Windows Save your work in any open applications and
543. tton C Accounting J Daily Sales Revenue by Unit Summaries Financial Reports J Biling J Occupancy J Miscellaneous PRINTING CONFIRMATIONS There are two methods for printing reservation confirmations 1 Print each confirmation as the reservation is made Print a batch of confirmations for the day Individual Confirmations Use the following steps to print an individual reservation confirmation 1 Other Reports Point of Sale E Your Reports Payments Collections Advance Deposits Start of Day Payables End of Day Receivables End of Week Gift Certificates El End of Month E all End of Year Outstanding E External Reports Print Options Expired Booking Engine Selected Report z A eae Date Sold Gift Certificates J Discounts Redeemed Agents J Tracking EPSON Stylus C84 Series v 0 Sales Tax B I Print Preview Over Due Payments C 0 General Ledger Make HTML Make PDF From the Daily screen highlight the reservation right click and select Print Letter View Contact Data New Reservation Ctrl N Edit Reservation Ctrl E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Ctrl D Color Flag Check InfOut Ctrl K Record Transaction Ctrl T Print Registration RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 191 of 418 800 799 9735
544. ty Name Denver Criteria Click the gt CHIE Add to Selection lt gt Criteria button Remove fron Selection Finish 6 The number of selected records is updated The number of guests found from Denver 7 is included in the new total at the top of the Make Selection window F Make Selection Es a 5 Curent selection includes 10 records Type City riterna lt Criteria C gt Criteria f gb Criteria Criteria Denver Remove from Selection Finish RezStream www rezstream com Page 384 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 Enter the name of the third city Ft Collins in the Criteria field Click the Add to Selection button to update the number of records selected and click the Finish button Make Selection Criteria Updated number of records lt Crtena gt Criteria lt gt Criteria Criteria bi Click the Finish button 8 Only those guests from the three specified cities are now displayed in the Select Names window Tag Last Name Clark First Laua First 2 Address 2222 W Chery Cree City Denver Home 303 333 2222 Work 720 777 1111 BusinessN ame Editor s Choice Inc Email Icark editors com Elway John 212w Cherry Hills Denver 303 777 7777 420 777 7777 Denver Bronco
545. type Unit Groups Unit Rate Plane Individual Units Packages Taxes Discounts Options Revenue Accounts Deposits 1 Unit Type Rate Plan Rate Plan Rental by Day or Hour Tax Class a Queen Queen Daily Full Tax Ful Tax Daily Full Tax 1 Add New Rate Plan ha 2 Rate Names Rate Hame Rate Period Default Package Sort Bookable Add New Rate Name ae ale Rack T Copy Aate Hames RezStream www rezstream com Page 49 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual SEASONAL RATES The third and final step in defining rates is to add seasonal rates for each unit type rate plan Our sample property s seasonal rates are based on the following table Queen Queen 10 01 06 02 28 07 S95 100 120 W S105 03 01 07 05 25 07 __ 145 150 170 WW 185 05726107 09 03107 165 17x0 1w i55 15 09 04 07 02 28 08 9 100 120 W 5 105 O E o i e a E RACK RATES WEEKEND AAA RATES WEEKEND WEEKEND FRIDAY amp SATURDAY WEEKEND FRIDAY amp SATURDAY _ 10 01 06 02 28 07 s 120 140 WW 105 1235 03 01 07 05 25 07 __ 165 170 190 W 155 175 05 26 07 09 03 07 __ 205 210 230 kg 19 210 09 04 07 02 28 08 5 120 140 W 105 125 es es eee ee es ee ee OS EXTRA PERSON CHARGES Applied when there are more than two guests in the
546. ually e A youth soccer team has a designated group leader who is paying all charges e A family reserves two rooms where the parents are staying in one room and the teenage children in another In addition to describing these group reservation scenarios this section covers e Adding members to a group e Removing members from a group e Canceling group reservations e Changing group arrival departure dates e Canceling reservations and issuing refunds GROUP RESERVATIONS INDIVIDUAL PAYS NEW CONTACT To illustrate the first group reservation scenario assume a group of eight friends is in town on a golf outing and each person will be paying for their charges individually 1 From the Daily screen press the lt CONTROL gt key while clicking and dragging to highlight the group s arrival date through the last night of the reservation for all eight rooms Click the right mouse button and select New Reservation or press the lt ENTER gt key Depress the lt CONTROL key and left click to Right click and select highlight muttiple rooms ag AEA New Reservation or press for a group reservation T 7 P the lt ENTER gt key 7 uH RezStream www rezstream com Page 241 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 When more than one room at a time is booked from the Daily screen the
547. ubsequent day including the day of checkout To illustrate these charges the Edit Invoice window is displayed below Massage a one time charge Lift Tickets a daily charge f _temTye_ Group _ Pacha 0 7 a Breakfast daily charge including the day of checkout Tasos Tas 164 65 Package 22 Full Day Adult Lift Tick 15 54 134 68 Daily Te T 112 Queen Quee 115 00 BEEE i Package Breaktas Daily 02 24 07 112 Queen Duken Package 02 25 07 Breakias Package 02 23 07 Full Day Adult Lift TieKet 200 1 00 200 15 00 130 00 115 00 15 00 Full Tax Local 15 54 134 68 127 54 15 54 Package 02 24 07 Full Day Adult Lift Ticket 200 130 00 Local 134 58 RezStream www rezstream com 2601 Blake Street Suite 10 support rezstream com Denver Colorado 80205 Page 89 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual PER PERSON RATE PACKAGES The third type of RezStream Professional package is a per person rate package where point of sale items are bundled with a per person room rate This method is popular with outfitter customers properties that sell fly fishing or hunting excursions boat rentals dude ranches etc where there is a per person per day lodging charge in addition to a menu of activity add ons In our example we will be configuring the fo
548. ue Payment Information Cap Any dollar amount can be entered in fa i the payment field Irmomee bo Display Duick Asnount Selector Simge 7 O Cortact i Alllevoices Full Depost Befurd Canca RezStream www rezstream com Page 220 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Changing Start End Times for Hourly Reservations Hourly reservations can be extended or shortened using the click and drag method For example assume John Lachnidt decides to extend his 10 00AM 2 00PM meeting to 10 00AM 5 00PM Use the following steps for making this change Left click in the last time increment cell for the existing reservation A solid bar is displayed indicating that the reservation is selected sat Moy 12 2005 1 John Lachni 719 593 078 2 RezStream www rezstream com Page 221 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Last Update 7 10 2012 Denver Colorado 80205 RezStream Inc RezStream Professional User s Manual 3 Depress the left mouse button and drag the reservation to the new end time 5 00PM in this example Release the left mouse button The Recalculate Charge window is displayed Click Yes to recalculate the cost of the hourly reservation based on system defaults If the price will not be adjusted click No
549. ue Wed Thuf Fr Sat C End By 12 06 2006 v End 2 00 PM Reason Business a Referral eferat Local Business B Save Cancel j Click the Save button NA by the Hour Reservation New Select Date and Time Selection Reservation Settings Recurring Reservation Settings Frequency 1 r Duration Date 11 06 2006 Unit MTG Daily Weekly Monthly Ao l i End After Occurrences Start 11 30AM gt Every i Weeks on Length 2 hours 30 minutes End By 1270672006 x End 2 00 PM Sun V Mon Tue Wed Thu f Fri Sat Reason Business 7 st Referral eferal Local Business E Cancel RezStream www rezstream com Page 215 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual k The Appointments window is displayed indicating that eight appointments have been made from 11 6 2006 12 25 2006 Click the Close button Appointments 18 appointments were created for MTG1 11 30 AM to 02 00 PM 11 06 2006 1171372006 11720 2006 11 27 2006 12 04 2006 1271172006 12718 2006 12 25 2006 The Contact Data screen is displayed Enter details for the guest making the recurring hourly reservation b ap DA Ax n OBaEs SH First Last Name Mr m Nathan Hach i M A o a Sen a DE ha Address 1 B400 East Crescent Parkway
550. ult 2 Pets 0 Daily Reservation Total 425 00 Charges 471 35 Chid 0 Cars 0 Hourly Reservation Total 0 00 Paid 0 00 Checked In Paint of Sale Charges 0 00 Due 471 35 Checked Out Tax 46 35 Last Change 2 26 2007 Guest Info Invoice Notes Private Notes Travel Agent Custom Notes Payments Line Items Payment Data Confirmation 672 AD Group Cancellation z Adut E E Invoice Check Box Flags Swipe Card E E Tax Exempt p 2 Pets ff cf 1 Attention Credit Card Data QA E Arive I Custom 2 Depart M Custom 3 Exp x x later Standard 7 F Custom 4 M Custom 5 CheckedIn Out F i Custom 6 Credit Card Hold E Batch Prat Flag I F Custom RezStream 2601 Blake Street Suite 10 www rezstream com Page 128 of 418 Denver Colorado 80205 support rezstream com 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 7 Click the Record Transaction button l on the top toolbar to enter a reservation payment After clicking the Record Transaction button the Payment Information window is displayed The dollar amount automatically defaults to your property s preset deposit rules Payment Information Ed ate 11 03 2005 oe Dale Invoices to Display Quick Amount Selection f Single a C Contact C All Invoices Full Dep 1 Dep 2 Refund Cancel The default dollar amount in the Payment Information
551. ult Program Group is RezStream Click the Continue button z N RezStream Setup by RezStream Inc v RezStream Professional 2006 Choose Program Gr Eg Setup will add items to the group shown in the Program Group box You can enter 4 new group name or select one From the Existing Groups list Progpan Group lez Stream Existing Groups Lez otream continue Cancel RezStream www rezstream com Page 13 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 18 The installation program begins copying files to the specified RezStream folder It RezStream Setup by RezStream Inc RezStream Professional 2006 Setup Destination File C Program Files RezStream Reports Accounts xml Once the installation program finishes updating your system the RezStream online Help File is launched in a new window Review the RezStream Preview Policy as well as the listed resources that can assist you in beginning to use RezStream Professional lt RezStream Topics File Edit Bookmark Options Help overs indes Soo Eim rezStream KPreview Policy Our preview policy provides two options to give you flexibility and time to evaluate RezStrearn You may enter multiple reservations for up to 50 names over any period of time Or you may use our data conversion wizard to transfer yo
552. ur existing data from another property management software program If you choose to transfer your existing data you will have 50 days to evaluate RezStream Need help learning how to configure RezStream or teaching your employees how to use RezStream Our program features detailed help files You can access the program help files by pressing the F1 key on your keyboard or by navigating to the Help menu on the top toolbar within RezStream We have also included a New User s Guide in the Extras folder on the CD Rom You may also download and print these guides from our documentation page on our web site Please see the topics below for more information Getting Started Program Configuration How To Guide Frequently Asked Questions United States Offices Our office hours are Monday through Friday 8 00AM to 5 00PM Mountain Standard Time See our web site for more information Sales 1 866 360 8210 Support 1 303 872 0220 Fax 1 303 297 3233 E Mail Sales sales RezStream com E Mail Support support RezStream com Web www RezStream com Mail RezStream 3800 Gilpin Street Suite 2 1 Denver CO 60205 United States European Offices After reviewing the RezStream Preview Policy close the online Help File by clicking the red X in the window s upper right hand corner RezStream www rezstream com Page 14 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update
553. ure RezStream x User Sign On Business Data Users CC Processing Functionality Settings Reportse select User Name from drop down list and type in password Passwords allow you to limit access to various program features and functions based on an employees responsibilities and need to know Night Audit User Access Levels and Passwords Employee Name _ AccersLevel Password Administrator Full Access Front Desk Gift Certificates Wf Night Audit Edit Reservations Print Daily ba Cohequire sign on for every data input Iw Select Sign On Interval Startup Only Add New User Update User RezStream www rezstream com Page 22 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CREDIT CARD PROCESSING The RezStream Professional Tools gt Configure gt CC Processing tab is used for selecting your credit card processor Please read the paragraph in the following screen shot above the radio buttons carefully If you have questions about which processor to select for taking real time payments in RezStream Professional please contact RezStream support at 303 872 0220 If you are not using real time credit card processing in RezStream Professional no action is required under the CC Processing tab Business Data ing it ionali i Reports Unless you have signed up for a merchant account with First National
554. usan CU News J Select 2X Cancel Business Name Last Name First Mame Spouse Address City l at Home Work Anthony Camello 4708 Red Rock Drive Larkspur CO 303 Bauer Maio 8872 North Street Colorado Springe CO_ 719 887 98 719 454 541 Baley Brian 4434 Ww PrarieRoad Ellicott CO 71954509 Bott Lows 3005 Leslie Dr Englewood CO 720 888 172 720 546 1 2 Bragg BN Braitberg doy Kurt 31 Underhill Road Hemet CA 92525464 Carol foe 112 W IstAvenue Denver CO 303 681 24 Clark lawa 12 We 1sAve Aspen CO 970 923 371 Dale doe Julie 33443 Dearbom Ave Deabom DeBery Fisher 2008 Atonwan Heath 720 667 23 Japleer 4414 Arosa Drive fe 719 593 151 Elway John 212w Chery Hills 20 FFF M O co CO 970 476 239 970 476 11 co CO o Hl CO CO CO CO John 212W Chery Hils Emsey Peter p o y S S Feso baid S y S SS Foster 720 776 399 Fredericks James gt Oe ee wad 1 monet RezStream www rezstream com Page 313 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 5 Click the Packages tab A select a previously defined package from the drop down list B and click the Add Package button C _ Edit Inyoice ltem Type Group Date St Time End Time Description Oty Price Tax Group Total A
555. used for hourly reservations After entering a name for the new Rate Plan select Hourly from the drop down list in the Rental by Day or Hour field Select a Tax Class Grouping from the drop down field in the Tax Class field In the example below the property will be renting Meeting Rooms by the hour Unit Type Rate Plan Rate Flan Rental by Day or Hour Tax Class L Queen Queen Daily Full Tax King Suite Full Tax ff Meeting Rooma RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 Page 196 of 418 800 799 9735 Last Update 7 10 2012 www rezstream com support rezstream com RezStream Inc RezStream Professional User s Manual 2 With the Meeting Room Rate Plan highlighted click the Add New Rate Name button in the Rate Names section and enter a name that will be used for renting Meeting Rooms by the hour Multiple Rate Names can be defined for example a Rack hourly rate and a 10 Discount hourly rate H Unit Setup Unt Groupe Unt Rate Plans Individual Unis Tans Depots Diccounls Options 1 Uni Type Raie Plan Rate Plan Remal be Dap orHow TasClase Queen Queen Daily Full Tax King Dsi Full T sc Daily Full Tas 1 AddNewFiate Plan have lest Rooms Horri Ful Tas A bo o ooo o o Rate Names ee Rate Name Fale Penod Delauk Package Sort Bookable Rack Hou 10 Discount Houh Click the Add New Rate Name
556. using calendar view MOVING RESERVATIONS USING THE DAILY SCREEN Use the following steps for completing a room move using the Daily screen 1 Left click the reservation to select it Arrows are displayed at either end of the reservation indicating that the reservation is selected Rats rn 05i S UA a i COTEI H 2 a a aiaia Be dl 7 T HOJ ay iE 5 oa m Uni a i iE 10 2 While keeping the cursor in the middle of the selected reservation box A depress the left mouse button and drag the original reservation to the new desired unit and or arrival date B While depressing the left mouse button and dragging both the original reservation A and the updated reservation B are displayed on the Daily screen QAX n etait a I UA 2 RezStream www rezstream com Page 292 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 After releasing the left mouse button the reservation is moved to the new unit If the reservation is moved to a new unit type for example two Queen beds to one King bed or if the reservation dates are changed the Move Resize Reservation window is displayed There are three options in the Move Resize Reservation dialog A Modify and retain previous rate B Automatically adjust rate based on sy
557. ustom 2 Custom 3 Custom 4 Contact Notes Private Notes Details Contact Log Photo Starts Wed Feb 02 2011 Departs Sun Feb 06 2011 Length 4 Daily Reservation Tota 540 00 Start Unit Unit Contact Report Notes may print with various reports Contact Adult 1 Todlr 0 Packages a Hourly Reservation Total 0 00 Last Change 1 26 2011 Category Child 0 Infnt 0 Point of Sale Charges 0 00 Charges 560 16 Checked In Tax 20 16 Paid 0 00 Checked Out x Due 560 16 O Inquiry New Details Notes Payments Line Item Split Biling Direct Billing Travel Agents Repeat x Obres m Payment Data ation A MK Cancellation Custom 1 So Visa E a Mo cha fos w Be Flags 2 Vender Swipe Card Tees fo Infnt 0 ax saing Custom 2 I Attention Credit Card Data A ANGE a I Custom 2 Custom 3 1 26 2011 x bane I Custom 3 om od 7 I Custom 4 ee Letter Standard 7 I Custom5 Credit Card Hold M Group Assignment eee z ae z penne Edit Pi 2 Invoice Referral Source Custom 5 Referat Local Business 7 Vehicle Description Reason for reservation Custom 6 Business SA Custom 4 RezStream www rezstream com Page 227 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual a To add the sharewith reservation click the Add Edit button
558. vailability to EUBookings and also download and enter reservation requests e _InnRes A web based company that provides availability services RezStream Professional interfaces with InnRes and allows you to automatically upload your availability and download reservation requests e NetBookings RezStream Professional interfaces with NetBookings and allows you to automatically upload your availability and download reservation requests The two way data transfer feature between RezStream and NetBookings works by allowing you to directly download availability requests into RezStream Professional without using your email program e Webervations A web based company that provides online availability services RezStream Professional can upload your availability to Webervations and also download and enter reservation requests into the RezStream Professional software e WorldRes WorldRes provides GDS Global Distribution System services for properties of all sizes RezStream www rezstream com Page 394 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CONFIGURING UNITS FOR ONLINE AVAILABILITY Regardless of the online availability service selected units must be configured in the RezStream Professional software for online availability To specify that a unit will be available online use the following steps
559. ver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual CORRECTING PAYMENTS AND POSTINGS Use the steps outlined in this section for correcting payments or charges that are mistakenly posted to an invoice CORRECTING PAYMENTS If a payment amount is entered incorrectly it can be edited using the following steps 1 From the Daily screen select the reservation right click and choose the option for View Contact Data view Contact Data New Reservation Edit Reservation Ctrl E Edit Invoice Move Reservation Reassign to Contact Delete Reservation Ctrl D Color Flag Check In Out Ctrl kK Record Transaction Ctrl T Force Recalculation Print Letter Print Invoice Print Registration 2 Click the Payments tab Payment history for the selected reservation is listed Db xe Bf amp a DR4s n OBst FHA First Last Name M Fisher DeBerp 2nd First Last OOOO U y O ooo Entered Begins Ends Start Unit Length Total Paid Confirmation Address 1 j2008atton way t i lt s s s s s SCS ft 4 9 472006 11722 2006 11724 2006 101 3 476 87 15200 650 Address 2 P MaA st ATN County Fas United States of America Mp Ph Home wok 0 p Business Name EmailAddess i Emilki Rewards P Company Name Special Req 1 TO Starts Wed Nov 22 i Departs Sat Nov 25 2006 Length 3 Start Unit 101 Pets Special Reg 2
560. ver Broncos ststs S Email Address jeutler broncos com EmalOk 2nd Email rookieboy yahoo com tst lt Cs s s s s S Custom 2 FE eae m Starts Tue May 01 2007 Departs Sun May 06 2007 Length 5 Start Unit bw 2 Todlr i i 765 00 gt 848 41 Adult Daily Reservation Total i Charges l Custom 4 i f Child 0 Infnt Hourly Reservation Total 0 00 Paid 0 00 Contact Notes Private Notes Details Contact Log Photo Checked In Point of Sale Charges 0 00 Due 848 41 Checked Out Tax 83 41 Last Change 3 23 2007 Contact Report Notes print with various reports Contact Category Info Notes Date Paidtolnv PayType T CC CCRetun 2 Bins Due 03 30 07 Z Repeat Amount 145 Business Other Vendor Due 04 2407 2 v Amount 145 3 23 2007 Add Edit Delete Reassian Inquiry RezStream www rezstream com Page 98 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The Over Due Payments reports can then be used to track both first and second deposits i x It RezStream Professional 2006 The RezStream Demo Hotel DER File Edit Tools Window Help Financial Reports Other Reports E Accounting Billing E Daily Sales 0 Occupancy 0 Revenue by Unit Miscellaneous 00 Point of Sale
561. w Brother HL 57 40 series Summary POS Invoice Daily Sum POS Invoice Custom Letter Invoice Daily Package POS Summary Package POS D on n d Cancel Highlight the desired folio type and click the Print button With the Print Preview box selected each folio type can be viewed to the screen prior to printing A sample Detail Invoice is displayed below The Cliffhanger Resort TOO Highway 1 Yachats OR 97499 541 56625257 oF f BBS1 210 Fax 541 322 277T Folio Charges Hame David O Le any On Dep 1125 2005 14282005 Charges 766 00 Address 34234 Ut Sth Avwenye Recorded 440 2005 Tax 7991 s Nashville Confirmation 425 Total 444 e TH SE ae _ 2 0 Paid 4100 00 Telephore 607 233 1234 Due pa criptian Le ty mcd ax E TW2s2005 105 Suite 1 145 00 415 81 160 81 1125 2005 Wedding Cake 1 375 00 2 18 57 18 11254005 Botte of Wine 1 75 00 7 46 7 43 11262005 105 Suite 1 145 00 15 81 160 81 11272005 105 Suite 1 125 00 13 63 128 63 11452005 Asa David O Leary B00 00 Tax and Resort 415 Total 844 941 Gratuity fa Paid 4100 00 Detail i Due 744 941 Our Policies This is your folio policy Change it by dicking on Tools Print Options Office Use Only Cash Check Git Certitcate RezStream www rezstream com Page 375 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc
562. w Reservation 2 In order to book the sixth room under the group leader s name double click Ron Hurley s name from guest history on the RezStream Professional Name Search window PezStream Professional Name Search Ackerman 2212 Wi 7th St Co 303 681 32 303 555 12 Bauer Mario 8812 North Street Colorado Springs CO 719 887 98 719 454 541 Baxley Brian 4434 Prarie Road Ellicott CO 71954503 Bott Louis 8005 LeslieDr Englewood CO 720 898 12 720 546 12 Clark lawa 123 WA 1stAve Carbondale CO 970923971 Dale oe duie 33443 DearbomAve Dearborn MI 506 887 12 506 869 1 2 Elway doh 212W Cherm Hils Denver CO 303 777 77 P2077777 Emsley Pee oo re eee ee ees eee Feso David S S S S S Guest Demo 1855 Blake St Denver CO 303 274 34 866 565 181 E Tetvenue Lakewood _ 00_ 302676 09 903879 391 Haynes Jef Bah S612Noth Siate Stet Bose ID 40568520 a 43 00 dcl S676 Sheds Fot Cle 0 870565 0a 37076812 ss 308 Leslie Drive Colorado Springs 719 632 131 7196510 2219 Ww Briargate Colorado Springs 719 593 071 719 599 988 43008 112th Place 940 887 991 940 789 451 RezStream www rezstream com Page 263 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 3 The by the Day Reservation Dialog is displayed Complete the necessary fields displ
563. w rezstream com support documentation rezstream professional e RezStream Professional Front Desk Guide e RezStream Property Management Module User s Guide e RezStream Professional Credit Card Processing Manual RezStream Booking Engine http www rezstream com support documentation rezstream booking engine RezStream Booking Engine User s Guide RezStream Booking Engine Quick Start Guide RezStream Professional Booking Engine User s Guide RezStream Booking Engine Payment Gateway Configuration RezStream also offers training demos on a variety of topics accessed from the following web page http www rezstream com support demos and training videos RezStream www rezstream com Page 418 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012
564. window is based on your property s deposit rules In our example the deposit amount has been preset to 50 of the reservation total excluding tax Click the Full button in the Payment Information window to change the deposit dollar amount to the total balance due In this example the total balance due is being paid using a Visa card Other options in the payment type drop down field are Cash Check Gift Certificate Coupon MasterCard American Express and Discover After selecting a payment type click the Save button to apply the payment to the guest folio Deposit rules are defined by clicking Tools gt Unit and Rate Setup gt Revenue Accounts Deposits and completing the Two Tier Deposit Due Dates section Any dollar amount can be entered in the payment field in the upper right hand corner of the Payment Information screen To record a non standard payment enter the amount in the payment field and click the Save button RezStream www rezstream com Page 129 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual ei Payment Information Date 11 03 2005 s Click the Full button to OOO ae Joe Dae d Dale E change the default dollar z ae amount to the total balance Invoices to Display Quick Amount Selector f Single C Grou due f Contact m All Invoices Ee Fiefund Cancel
565. y Id s Rate to upload User Name Organization Code Password Property Code 5 Specify the frequency that you would like to upload your availability by clicking the Update Frequency tab lt Online Availability Configuration Availability Service amp Up Availability is Frequency uploaded once After every change to ayailahil every 15 minutes t Akakaya if changes ohy Two Way Default Online Payment Processing Process Credit Card for standard deposit Mark as Credit Card Hold payment not processed C No payment recorded data saved if present Review other setting options in the Update Frequency tab using the table on page 371 RezStream www rezstream com Page 407 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual WEBERVATIONS Webervations is an online availability and Internet reservations company based in Rockbridge Ohio RezStream Professional can be configured for a two way interface with Webervations where your availability can be uploaded and reservation requests downloaded With reservation requests it s up to you whether or not you want to accept or reject the request If you decide to accept the request the reservation is automatically entered into RezStream Professional An email confirmation can then be sent to the guest Once you establish an ac
566. y l Starts 1270172006 Uni 107 King Daily Reservation Total 1 800 00 Hourly Reservation Total 0 00 POS Items Fackage Items 0 00 Tar 196 57 Total Charges 1 996 57 l Cancel Ends 02 02 2007 Days 63 Reason for reservation RezStream www rezstream com Page 158 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual The Contact Data screen is displayed Enter guest and reservation specific information on xe RS LDAA a Dasg SX First Last Name M E David Flexor 2nd First Last Address 1 4807 Sageport Rd 00 Address 2 Mail Ok V Ciy St Zip Larkspur co m fems Country Fax United States of America Ph Home Work 303 681 8898 720 998 7878 Business Name P Email Address dflexor healthone net Email Ok IV Rewards Company Name FO Special Req 1 Special Req 2 P Contact Notes Private Notes Details Contact Log Photo Inv Entered Begins Ends Total Paid Confirmation al E T a Start Unit Length Starts Fri Dec 01 2006 Adult 2 Pets 0 Chid 0 Cars 0 Checked In Checked Out Departs Fri Feb 02 2007 Daily Reservation Total Hourly Reservation Total Point of Sale Charges Tax Length 63 1 800 00 0 00 0 00 196 57 107 1 996 57 Paid 0 00 Due 1 996 57 Last Change 11 29 2006 Start Unit
567. y State Zip lt ADDRESS 2 gt Rate lt RATE gt Email s CEMAIL Car Make sCUSTOM2 Special Requests lt NOTE gt Car Model lt CUSTOMS gt Signature The Powder Hound Inr 4507 Ski HH Road Sk Town CO 87658 208 333 1127 Use the steps below to create the customized registration card Ik Highlight all of the text and the table in the pre installed sample registration card and press the lt DELETE gt key 2 From the top toolbar in the Letter Template Design form click File gt Page Setup and set the paper size and page margins d Page Setup Paper size width 8 90 Height 11 00 Page margins Lett 0 50 Bight 0 50 inch Top 1 00 Bottom 1 00 inch oh Cancel RezStream www rezstream com Page 321 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Click the OK button To center the property s logo at the top of the page click the Center Justify button l on the top toolbar Itt Letter Template Design File Edit Yiew Insert Format Table sas A Fy T Codes v Normal Arial 10 B 7 U a Click the Insert Image button on the top toolbar b Browse to the folder where the logo is stored A highlight the logo B and click the Open button C 7 Insert Image lg CHR 4 jpg lg CHR 4 T1 jpg lg CHR A T jpg lg CHR FineDini
568. y 1 325 00 32 18 Ps5F 18 2 foes 00 50 00 feo 7 14 36 Total 2 650 00 64 36 714 36 The Edit Invoice screen can be used to post packages to reservations Assume a guest is arriving on a Friday night and departing on Sunday At check in the guest learns of the property s Getaway Ski Weekend package and asks the front desk clerk to add the package to his reservation Use the following steps to post the package to the guest s reservation 1 From the Daily screen highlight the reservation right click and select Edit Invoice View Contact Data Mew Reservation ion ove Reservation Reassign to Contact Delete Reservation Color Flag Check Infdut Record Transaction Force Recalculation Print Letter Print Invoice Print Registration Ctrl M Ctrl E Ctrl D Cbri k Ctrl T RezStream 2601 Blake Street Suite 10 Denver Colorado 80205 www rezstream com support rezstream com Page 308 of 418 800 799 9735 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual 2 Click the Packages tab YI add AZ Edi AB po Discount Fackage None T start Date 11140342006 _ Hourly Reservation Total 0 00 End Date 11 05 2006 Miscellaneous Items 0 00 E E la E Tax 45 25 Charges 460 25 Th Clitth R sce SB Paid 0 00 R m EA Je Add as ltem Type Package POS Item Due 460 25 243 00 Add Package Delete Package Items Totals Payment
569. y Brian 11 07 2005 11 09 2005 108 11 03 2005 Bauer Mario 11 06 2005 11 08 2005 107 11 03 2005 Lee Tammy 11 07 2005 11 10 2005 106 11 03 2005 Martin Noel 11 11 2005 11 13 2005 109 11 03 2005 Martin Noel 11 11 2005 11 13 2005 108 11 03 2005 Martin Noel 11 11 2005 11 13 2005 107 11 03 2005 Martin Noel 11 11 2005 11 13 2005 106 11 03 2005 Martin Noel 11 11 2005 11 13 2005 105 11 03 2005 Martin Noel 11 11 2005 11 13 2005 104 11 03 2005 Martin Noel 11 11 2005 11 13 2005 103 11 03 2005 Friedman Lenny 11 04 2005 11 07 2005 105 11 03 2005 Foster lan 11 05 2005 11 08 2005 104 11 03 2005 Turner Tim 11 08 2005 11 11 2005 102 11 03 2005 Spence Brian 11 06 2005 11 09 2005 103 39 11 03 2005 Strait George 11 04 2005 11 06 2005 101 9 03 20 indse a 0 F View Select aki New Invoice Transaction Allinvoices I Has Daily Charges 0 00 i 41 59 41 59 285 00 316 08 105 36 190 00 210 72 0 00 305 00 i i 338 26 0 00 1 010 00 00 1 120 09 1 120 09 415 00 i 487 73 220 00 425 00 i 471 35 471 35 305 00 5 338 26 338 26 450 00 499 05 225 00 400 00 j 443 62 200 00 375 00 i 415 89 415 89 450 00 499 05 499 05 285 00 316 08 316 08 450 00 499 05 225 00 380 00 421 44 0 00 410 00 2 454 69 0 00 325 00 f 360 44 0 00 410 00 i I 454 69 0 00 325 00 360 44 0 00 415 00 i 460 25 0
570. y Rack rate of 95 00 is automatically applied the first day of the reservation and then the weekend Rack rate of 115 00 is applied to the second and third nights Conversely with rate inclusive packages described in the previous section the room rate is defined once for example 100 00 night and does not dynamically update based on the number of people in the room the day of the week or the time of year Standard unit rate packages are defined in the same manner as rate inclusive packages using the Tools gt Unit and Rate Setup gt Packages tab The only difference when defining a standard unit rate package is the absence of a rate component In our example three point of sale items are included In the Getaway Ski Weekend package e Massage 1HR e Full day adult lift ticket Breakfast RezStream www rezstream com Page 88 of 418 2601 Blake Street Suite 10 support rezstream com 800 799 9735 Denver Colorado 80205 Last Update 7 10 2012 RezStream Inc RezStream Professional User s Manual Ri Setup Unit Groups Unit Rate Plans Individual Units C Packages Taxes Discounts Options Revenue Accounts Deposits Add items to a package by picking the item from the bottom list of POS items and Create new packages by clicking on the Add New button at the then clicking on the double up arrow button First and Last means that item is added bottom Changing an existing package will only affect existing on the f
571. y every year to compete in a local tournament The team captain Lee Williams always organizes the trip and is designated the group leader contact for the reservation Use the following steps to book this reservation 1 From the Daily screen press the lt CONTROL gt key while clicking and dragging to highlight the softball team s arrival date through the last night of the reservation for all seven rooms Click the right mouse button and select New Reservation or press the lt ENTER gt key 2 When more than one room ata time is booked from the Daily screen the Multiple Selection Reservation window is displayed In this example where individuals are paying their own charges click the Multiple Invoice button Multiple Selection Reservation The reservation that you have started contains multiple segments covering different units andor non contiguous dates This type of reservation may be entered as either a single invoice or with a separate invoices for each segment Please choose which style you would like to create Single Invoice means all days and Units are combined into a single Invoice Use this option if a single contact will be responsible for the bill and you do not need to assign any portion of the reservation to a different contact Multi Invoice means each segment will be created with it s own Invoice Use this option when the reservation Involves multiple contacts that may each pay separately This ty
572. y or a2 wish to list a price in a currency that is different than standard 0 812 Enter the title that will be printed at the top of an invoice Folio Charges Title for printed invoices Enter your GST Number if Invoice requires GST Number Enter a cancellation fee The fee can be either a fixed 4 amount or a percentage of the total charge less tax fio Cancel Fees Cancellation fee percentagelrevenue account Enter number of days between housekeeping on multiday stays Housekeeping is always scheduled on check out day This appears on the fi Days between housekeeping services housekeeping report Default Backup Path Ic Program Files RezStream Bac kup file location Audit time for transactions 12 00 4M X Set level for allowing edit invoice on items in the past Delete Reservations X Call Accounting Charge Account Selection ere soe ie cee mage Category Call accounting POS at you want the charges applie to the correct tax group for the Tax Group m OE ki charges and the revenue account assignment Rev Acct POS Revenue T INVOICE TEXT From Tools gt Configure gt Settings the text specified in the Enter the title that will be printed at the top of an invoice field is displayed when printing a guest invoice A sample invoice with the specified text Folio Charges is displayed below The Cliffhanger Resort TOO Highway 1 Yachats OR 97499 of F 66917 2707 Faxs41 s22 207F lacey Gujda Ar Dep Dz

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