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I've installed the program. How do I get started with RezOvation Desktop?
Gather data on all the individual taxes that exist where you do business.
You will need to know the rates you charge for rental items.
A printer is required to use RezOvation Desktop.
I've installed the program. How do I get started with RezOvation?
Note: Please see the Help File Topic "Configuration Steps" for more specific information and links to information about configuring each specific area of the program. You can also view the Installation and Configuration guides on our documentation page.
There are two primary tasks you will need to complete within the configuration process. The first is Tools>Configuration, and the second is Tools>Unit Setup.
Once you have completed these main tasks, you can can start using RezOvation to record reservations, or if you wish, configure the other options in RezOvation.
Important: It is critical to complete the process in the exact order that is listed below. It is also vital that you do your final configuration after you transfer any data from other programs into RezOvation. Otherwise, you will erase important previous work you have done.
Remember: Do the final configuration within RezOvation after you have done a data conversion from your other program. We highly suggest that you do not convert your data again after you complete the final configuration.
Primary Configuration Tasks
Tools > Configuration
Tasks: Configure property name, credit card information, user accounts, and report settings.
1. Business Data
2. Users
3. Credit Card Processing (OPTIONAL, only if using Internet credit card processing feature.)
4. Functionality
5. Settings
6. Reports
7. Reports 2
Tools > Unit and Rate Setup
Tasks: Configure taxes, unit rates, unit information, and packages.
1. Taxes
a. Individual Taxes and Effective Dates
b. Tax Class Groupings
c. Deposits and Discounts
2. Unit Groups
3. Unit Rates (Must be done before step 6).
4. Unit Options
5. Individual Units
6. Packages (If applicable).
Secondary Configuration Tasks
Tools > Display Options
Tasks: Configure screen size, how information displays on the reservation day screen, and colors used in the program.
1. Reservation Colors and Text
2. Button Theme Colors
3. View Options
Tools > Print Options
Tasks: Configure printer options, credit card receipt options, envelope options, and text that is displayed on Folios and Gift Certificates.
1. Printer Selection
2. Folio Options
3. Envelope Options
4. Gift Certificate
Tools > Letter Design
Tasks: Create templates for confirmation letters, registration cards, custom invoices, custom gift certificates, etc.
1. Letters Overview
2. Letter Categories
3. Letter Styles
4. Letter Codes
Tools > Online Availability
Tasks: Set up online availability accounts. Note that this is not used for the Booking Engine.
1. Availability Services Setup
2. Update Frequency
3. Request Cancel Policy
Tools > POS Inventory
Tasks: Enter charge items that are not units, such as gift items, food items, package items, etc.
1. Item Setup
2. Category Setup
3. Vendor Setup
Tools > List Edit
Tasks: Configure referral source, payment types, contact screen labels, etc.
1. States/Countries
2. Source/Reason
3. Occasions/Holidays
4. Interests/Titles
5. Payments
6. Labels
Tools > Property Management (OPTIONAL)
Tasks: Configure the optional property management module, which is used if you manage properties for multiple owners.
1. Property Management - Overview
2. Property Management - Owners
3. Property Management - Commission Plans
4. Property Management - Commission Assignment
5. Property Management - Charge Items
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Gather data on all the individual taxes that exist where you do business.
Gather data on all the individual taxes that exist where you do business. RezOvation supports unlimited individual taxes and unlimited grouping of taxes. Some businesses are subject to only one or two taxes. Other businesses will have many different taxes that need to be grouped together for different types of purchases. (Example: lodging may have one set of taxes and retail sales may have another.) Knowing what taxes exist in your area will help you when you set up individual taxes and then later group them together so that they can always be applied to different types of customer purchases.
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You will need to know the rates you charge for rental items.
You will need to know the rates you charge for rental items. Businesses in the lodging industry will need to know how many different rates exist at any one given time. Knowing these rates before you begin will assist you when you enter your rates into RezOvation.
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A printer is required to use RezOvation Desktop.
A Printer must be installed to use RezOvation Desktop. If you do not have a physical printer, then you can use a "virtual" printer such as the Microsoft Document Image Writer.
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