ResBook PMS is built with a Customer Relationship Manager (CRM) interface, where all contacts are able to be saved and stored.
How to use contacts in ResBook PMS
These are the top steps that will help you to add a new contact into your ResBook PMS account.
All added contacts can be found using the search bar or the vertical scroll bar. Access to the Contacts is via the menu along the top of your ResBook PMS Page.
Find out how to do an Advanced Search in your Contacts page inside ResBook PMS.
An easy guide to Merging Duplicate Contacts under Contacts in ResBook PMS.
The Latest Update shows the new feature added to ResBook PMS by using the Google Address Auto Complete functionality when adding or editing the address of a contact in the CRM.
Find out how to Edit a Contact in your ResBook PMS Account with a few Simple Steps.
Contact Types
This article describes how to add Owner contacts to ResBook PMS. This PMS defines owners in the context of a Property Management Company (PMC) using ResBook PMS.
- Add Staff Contact
This article describes how to add Staff contacts to ResBook PMS. ResBook PMS defines staff in the context of a property employee using the PMS.
This article describes how to add a guest contact to ResBook PMS. This PMS defines Guests in the context of a customer staying at your accommodation.
This article describes how to add an agent's contact to ResBook PMS. ResBook PMS defines Agents in the context of someone who arranges travel for end clients (individuals, groups, etc) on behalf of the property.
- Add Cleaners Contact
This article describes how to add a cleaners contact to ResBook PMS.
Agents
ResBook PMS offers users the ability to generate and send out Agent statements with booking information that is generated for a particular Agent.
Recognising that agents are an important core of on-selling your accommodation, we have listed out the following articles which incorporate Agents in ResBook PMS.
The functionality of the Contacts Module
- Stores all information on the contact including email, phone number, mobile number, address, and extra comments.
- Includes Booking history, Email history and Quotes history of the contact.
- Classifies the contacts into groups.
- Filters them by classification for easy viewing.
- Contacts are searchable by first name, last name, email and in alphabetical order related to the last name.
- Enables certain contacts to be supplied with login details.
- Certain contacts can have different permissions assigned to their login.
- Ability to assign contacts directly to your Mailchimp account (if you have this module enabled).