Applies to:          Stayntouch PMS          

Training Agendas

Standard Configuration Training Agenda

Session 1: Worksheet Introduction

• Floors/Preferences/Likes   
• Room Types/Rooms
• Payment Types/Payment Codes
• Charge Groups/Charge Codes/Tax Codes
• Demographics
• Rules & Restrictions
• Add-Ons (Packages)
• Rate Types/Rate Classes/Rate Codes
• Rate Add-Ons

Session 2: Worksheet Review

• Review of configuration worksheet with installer

Session 3: General Settings, Finance, Sales & Revenue Management

• Hotel Details
• Departments/Users/User Permissions
• SSO/MFA
• Google/Dropbox Setup/Attachments
• Housekeeping Settings
• Housekeeping Tasks
• Maintenance Codes
• Items
• Billing Groups
• Tax Exempt Types
• Force Adjustment Reasons
• A/R Settings & A/R Account Creation
• Channel Manager
• Rate Sequence
• Contracted Rates/Card Management
• Promo Codes

Session 4: Reservations Settings & Revenue Management

• Reservation Settings & Parameters
• Rate Manager/Hierarchy Restrictions
• Group Build
• Group Rates
• Group Hold Codes
• End of Day Settings
• Stationery
• Commissions
• Report Overview

Session 5: Upsells & Stayntouch Guest Mobility Setup

• Upsell Configuration
• Early Check-In/Late Check-Out
• Guest Mobility Configuration
• Dynamic Template Configuration

Session 6: Stayntouch Guest Kiosk Setup (If Purchased)

• Stayntouch Guest Kiosk Configuration
• Kiosk Testing with EMV & Keys

Multi-Property Configuration Training Agenda

Multi-Property Chain Configuration #1

• Hotel Details
• Roles & User Permissions
• Likes
• Payment Methods
• Charge Groups/Charge Codes
• Room Types
• Demographics
• Rate Types/Rate Classes/Rate Codes
• Deposit Rules/Cancellation Policies
• Add-Ons

Hotel Configuration Session #1

• Departments/Users  
• Floors/Preferences
• Google/Dropbox Setup/Attachments
• Rooms
• Tax Configuration – Hotel Level
• Items
• Tax Exempt Types
• Force Adjustment Reasons
• Billing Groups
• A/R Settings & A/R Account Creation
• Housekeeping Settings/Tasks
• Maintenance Codes

Hotel Configuration Session #2

• Session One Review/Q&A
• Rules & Restrictions
• Rate Code – Hotel Level
• Channel Manager/Rate Sequence
• Promo Codes
• Contracted Rates/Card Management
• Add-Ons (Packages)
• Reservation Settings & Parameters
• Rate Manager

Hotel Configuration Session #3

• Session Two Review/Q&A
• Group Hold Codes
• Group Build
• Group Rates
• End of Day Settings
• Report Overview
• Stationery
• Commissions
• Upsell Configuration
• Early Check-In
• Late Check-Out

Configuration Session #5

• Dynamic Template Configuration
• Stayntouch Guest Mobility Configuration

Configuration Session #6

• Stayntouch Guest Kiosk Configuration (If Purchased)
• Kiosk Testing with EMV & Keys

User Training Agenda

Front Desk 1 Training

• Stayntouch PMS Login Overview
• Dashboards
• Menu Options
• Find Rates
• Select a Rate/Room Type
• Reservation Enhancements
• Create a Reservation
• 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 Reservations

Front Desk 2 Training

• Room Diary
• Stayntouch PMS Check-In
• Credit Card Check-In
• Cash Check-In
• Direct Bill Check-In With Upgrade
• 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
• Run 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

Management 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

Finance Training

• Stayntouch PMS 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

Revenue Management Training

• Stayntouch PMS 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

Housekeeping

• Stayntouch PMS Login Overview
• Housekeeping Dashboard
• Housekeeping
• Create Housekeeping Staff
• Housekeeping Task Management
• Task Sheets
• Update Housekeeping Room Status
• Housekeeping Reports

Night Audit

• Run Manual End of Day
• Automatic End of Day
• No Show Processing
• Night Audit Report Setup & Review