Setup Wizard Overview

The Setup Wizard has been designed to make setting up your properties easy with ResBook PMS.

You can access the Setup Wizard by clicking the thunderbolt icon [⚡] at the top right corner. The Setup Wizard will open in a new tab.

 

You can move through the sections using the left menu.


General Information


General information covers

Policies


Policies cover

  • cancellation policy: set a penalty guests will be liable to if the booking is cancelled within a given time frame
  • payment policy: decide the period that the deposit and balance must be paid and what amount is required
  • terms & conditions: set the different legal agreements your guests must abide by when booking

Room types


Room Types allows you to specify the different types of rooms you have available. 

Room linking


Room Linking allows you to join 2 or more individual rooms together to create a new room type to sell.  

Rate Plans

Rate Plans allow you to create rate plans for selected rooms. 

Restrictions 


Restrictions cover the minimum stays.

 

You can start the first step of the Setup Wizard by following the instructions to set up the Contact Details

Watch this short video to find out more information

 

Setup Wizard Steps

  1. ResBook Setup Wizard (1) | General Information: Contact Details
  2. Setup Wizard (2) | General Information: Property Description
  3. Setup Wizard (3) | General Information: Booking Engine
  4. Setup Wizard (4) | General Information: Accounting & Financial
  5. Setup Wizard (5) | General Information: Regional Settings
  6. Setup Wizard (6) | Policies: Cancellation Policy
  7. Setup Wizard (7) | Policies: Payment Policy
  8. Setup Wizard (8) | Policies: Terms & Conditions
  9. Setup Wizard (9) | Room Types
  10. Setup Wizard (10) | Room Linking
  11. Setup Wizard (11) | Rate Plans
  12. Setup Wizard (12) | Restrictions: Minimum Stays