I've installed the program. How do I get started with RezStream?

Jesse Long -

  • I've installed the program. How do I get started with RezStream?

    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 RezStream to record reservations, or if you wish, configure the other options in RezStream.

    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 RezStream. Otherwise, you will erase important previous work you have done.

    Remember: Do the final configuration within RezStream 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

  • When you setup RezStream to adapt to your business situation do not randomly delete the demo information in different database fields unless you intend to replace it with your own data.

    When you setup RezStream to adapt to your business situation do not randomly delete the demo information in different database fields unless you intend to replace it with your own data. Databases can lose their cohesiveness if data fields are randomly left blank. The rule of thumb is that if you do not use a feature in RezStream and you see information in a data field, LEAVE IT ALONE. When you set up any Point of Sale Items and you do not know what your price for an item will be, or your price fluctuates, set the price to 0. Do not leave the price field empty. 
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