Stayntouch User Training Agenda

User Training is now completed via our eLearning platform, Stayntouch Academy and is grouped by department. Users are assigned learning plans based on the department selected during registration; however, you can enroll in additional User Training learning plans as desired. Below are the available learning plans.

TABLE OF CONTENTS

Core PMS Front Desk
Core PMS Finance
Core PMS Housekeeping
Core PMS Management
Core PMS Night Audit
Core PMS Revenue Management
Core PMS Comprehensive User Training
Stayntouch PMS User Training Overview

CORE PMS FRONT DESK

Reservations/Front Desk User Training #1

Login Overview
Dashboards
Menu Options
Find Rates
Select a Rate/Room Type
Reservation Enhancements
Create a Reservation
Copy Reservations
Corporate Reservations
Create a Multiple Room Reservation
Billing Information
How to Add Demographics
Deposits
Resend a Confirmation Email
Update a Rate Code on an Existing Reservation
Change Stay Dates
Update Rate Price
Group Reservations
Group Call In Reservation
Group Rooming List CSV Import
How to Filter and Print a Group Rooming List
Reservations/Front Desk User Training #1 Exam

Front Desk User Training #2

Room Diary
Check-In
Credit Card Check-In
Cash Check-In
Direct Bill Check-In With Upgrade
Virtual Credit Card Handling
Process an Expedia Virtual Card Reservation
Print Keys
Change Room Assignment
Add a Credit Card to a Stay Card
Update Payment Method
Change a Guest on a Reservation
Likes
Manual End of Day
Automatic End of Day
Add a Charge
Split Charges
Check-Out
Early Departures
Update Payment at Check-Out
Check Out Discrepant Rooms
Refund a Payment
Update Housekeeping Room Status
Close the Cashier
Reports
Front Desk User Training #2 Exam

CORE PMS FINANCE

Finance User Training

Login Overview
Journal
Create an A/R Account
Generate an A/R Statement
A/R Invoice Adjustments
A/R Payments
Refund an A/R Payment
Migrate Old A/R Balances
Financial Reporting
Finance User Training Exam

CORE PMS HOUSEKEEPING

Housekeeping User Training

Login Overview
Housekeeping Dashboard
Housekeeping Configuration
Create Housekeeping Staff
Housekeeping Task Management
Task Sheets
Update Housekeeping Room Status
Housekeeping Reports
Housekeeping User Training Exam

CORE PMS MANAGEMENT

Management User Training

Manager Dashboard
Create Housekeeping Staff
Update Housekeeping Room Status
Departments, User Roles, User Setup, & Permissions
Rate Manager: Rates
Rate Manager: Restrictions
Reports
Analytics Dashboards
Manage Company & Travel Agent Cards
Management User Training Exam

CORE PMS NIGHT AUDIT

Night Audit User Training

Manual End of Day
Automatic End of Day
No Show Processing
Night Audit Report Setup & Review
Night Audit User Training Exam

CORE PMS REVENUE MANAGEMENT

Revenue Management User Training

Login Overview
Menu Options
Rate Types & Rates
Rate Sequences
Deposit Requests & Cancellation Penalties
Promotions
Hold Status
Group Rates
Contracted Rates
Rate Manager: Rates
Rate Manager: Restrictions
Analytics Dashboards
Select a Rate/Room Type
Create a Reservation
Corporate Reservations
Reservation Enhancements
Change Stay Dates
Update a Rate Code on an Existing Reservation
Resend a Confirmation Email
Likes
Revenue Management User Training Exam

CORE PMS COMPREHENSIVE CONFIGURATION & USER TRAINING

Configuration Training #1

Hotel Details
Departments, User Roles, User Setup, & Permissions
Floors
Preferences & Likes
Set Up a Google Drive Account for Scheduled Reports/Exports
Configure a Google Drive Account
Room Types/Rooms Setup
Charge Groups & Charge Codes
Custom Tax Rules
Resort Fee Configuration Options (Add-On or Tourist Tax)
Items
Payment Methods
Tax Exempt Types
Force Adjustment Reasons
Billing Groups
Accounts Receivable Creation
Configuration Training #1 Exam

Configuration Training #2

Housekeeping Configuration
Housekeeping Task Management
Demographics
Reservation Types & Settings
Deposit Requests & Cancellation Penalties
Rate Types & Rates
Rate Sequences
Promotions
Contracted Rates
Add-Ons
Reservation Settings & Parameters
Rate Manager: Rates
Rate Manager: Restrictions
Channel Managers
Hold Status
Create a Group
Group Rates
Configuration Training #2 Exam

Configuration Training #3

End of Day Settings & Parameters
Reports Inbox
Stationery
Commissions
Room Upsells
Early Check-In/Late Check-Out
Configuration Training #3 Exam