How to set up the Tableau!

Follow these Steps to set up Real Rooms!

1. Access Rooms / Apartments section

2. Click Edit on each room and put correct quantity of that room type as you see here, " quantity available"

3. Go back to Calendar section and you will find in grey the real rooms to set up > Create Real Room
πŸ”Ί Make sure you have the PMS Real Planning entry ticked in the View menuΒ 

Click on each number you see here πŸ‘†and complete the form with the information requested:

In the line Priority you can enter the row number where you want this room to appear in your tableau.
Example: do you want room 101 to appear in the first row of your tableau? In Priority you'll need to put 1.

In the Change linen frequency and Cleaning frequency sections, you can set how often, in days from arrival, these tasks need to be carried out in the room. You can also set the frequency by day of the week.
NB: if you want to set it by day of the week, you still need to fill in the days field. For example, select Tuesday and enter 7 in the frequency days.
This information will then appear in the Octodaily reports.

Save to display the new real room.

4. Now it's time to assign the reservation to its room

You will find the tab Assign Room as you see in the image below:

Move the reservation on the proper room by clicking on the reservation label and drop it to the right place:


You can also have a look to our Tutorial.

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Talk to you soon!
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