Getting started with Roomsy

#What is a hotel PMS?

A hotel property management system (PMS) is the software a property runs its front desk on. It holds the reservations calendar, guest profiles, rates, invoices and payments, housekeeping status and reports, and it connects to the booking engine and channel manager that sell your rooms online.

Roomsy is a cloud PMS for hotels, motels, inns, hostels, guesthouses, vacation rentals and campgrounds. It runs in your web browser, so there is nothing to install. This guide takes you from a new account to a property that is ready to take bookings.

#Create your account

1. Go to secure.roomsy.com/signup
   Or click Start free trial at the top of any page on this site.
2. Enter your account details
   Your first name, last name and email. This email becomes your login.
3. Enter your property details
   Property name, property type, number of rooms, country, and optionally your phone and website. Then click Start Free Trial.
4. Open the activation email
   We send an activation link to the email you entered. Click it to set your password and finish registering. Check your spam folder if it hasn’t arrived within a few minutes.

#Sign in

Sign in at secure.roomsy.com with your email and password. If you forget your password, click Forgot password? and we email you a reset link. If your property requires two-factor authentication, you are asked for the 6-digit code from your authenticator app after your password. See Team, roles and security.

#Find your way around

The top bar is the same on every screen. Your property name is on the left (click it to switch property), then the main areas, and on the right the gear icon (Settings) and your name (My Account, sign out).

#Your setup checklist

Set things up in this order. Each step depends on the one before it: rates need room types, the booking engine needs rates, and invoices need taxes and charge types.

1. Property details, rooms, taxes and charge types
   Your name, logo, currency and timezone, what you sell, and how money is classified on the invoice.
2. Rate plans and prices
   At least one rate plan per room type, with a nightly price on every date you want to sell.
3. Your team
   Invite staff, give each person a role, and turn on two-factor authentication.
4. A payment gateway
   Optional, but needed if you want to store and charge guest cards.
5. The online booking engine and your website
   Start taking commission-free direct bookings.
6. The channel manager
   Connect Booking.com, Expedia, Airbnb and other OTAs so availability stays in sync everywhere.

#Managing more than one property

One login can manage several properties. Each property has its own rooms, rates, settings and subscription. To add one, click your property name in the top bar, choose Switch Property, then click + Add property. You can also add one from My Account → Profile → My properties. Enter the name and number of rooms, put a payment card on file at the secure checkout, and you land inside the new property. Switch between properties at any time from the same menu.

#Getting help

• Help → Manual inside the app has short versions of these guides.
• Help → Support Request opens a chat with our support team. You can also email [email protected].
• Help → Feature Request sends ideas straight to our product team.

#Common questions