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Video Courses
Getting Started with Clock PMS+
(4)
Accessing Clock PMS+
Navigating through Clock PMS+ and setting up your dashboard
Customizing your User
Activating MFA for your User
Operating screens
(4)
Working with the Arrivals, Departures and In Hotel screens
Working with the Bookings - Advanced Search screen
How to use the Rates and Availability screen
Working with the Room Calendar
Operations at Front Desk
(11)
How to create a new booking
How to create group bookings
How to create a Company booking
How to allocate Rooms to bookings and issue key-cards
How to Check-in a booking in Clock PMS+
How to do a Room change
How to Check-out a booking in Clock PMS+
Early check out without refunding the guest
Early check out and refunding the guest
How to generate the Meal report for the restaurant
Using ToDo's for notes and reminders
Folio/Invoice operations
(17)
Overview of a Booking folio
How to post services to a folio
How to close a folio and issue an invoice
Payments
How to issue an invoice with company billing details
How to issue an invoice to an external customer/non-resident
How to issue a single invoice for several bookings
How to split charges and issue a separate bill for each guest of a booking
How to transfer Charges from one folio to another
How to print a folio or send it via email
How to Void a closed folio/invoice
How does the function ‘Re-open’ work
How to issue a Credit Invoice / Function ‘Full correction’
How to issue a partial Credit invoice / Function ‘Partial correction’
How to process card payments and refunds
Moving a Payment using the Re-open or Void functions
Cashier Closure / Shift closure
Advance payments
(4)
How to record an advance payment for a booking
How to manually deduct an advance payment in the main folio
How to revert a used advance payment
How to refund an advance payment
Advanced Operations
(14)
How to edit booking details
How to change the Main guest of a booking
How to edit a group of bookings
How to add non-standard meals
How to set a manual price and how it works
How does the Rate Re-post function work
How to do a Room Share (2 bookings in 1 room)
How to edit wrong charges
How to track transfers from Clock POS
Company profiles and their use cases
Routing charges to company folios
How to use the Occupancy Forecast
Understanding the Control reports
Tracking Closed Folios in Reports
Housekeeping
(5)
How to generate the tasks for the day
How to add incidental tasks for a room
How to use the Housekeeping Live Monitor
How to mark a room as clean, request an inspection and more - Housekeeping report
How to set a room Out of service
Rate and Price management
(4)
How to change a Day or Season price?
How to set a STOP for sale for a day or period?
Adding restrictions for specific days
How to close the hotel for a long period (Out of season)
Bookings
Bookings - Good to know
(7)
Booking screen - overview
Booking statuses
Booking - Rate Price, Manual Price
Booking Search
Bookings - Advanced Search
Booking Contact Person
Import of bookings from a file (csv)
Everyday operations
(13)
How to create a new booking
Create a group booking and copying a booking
Room Allocation to Bookings
Check-In and Guest Registration Cards
Using Tablets as Customer Displays
Encoding the room key card
Giving access to special areas
Booking - Room Change
Booking Checkout
Early Booking Checkout
How to Check in Guests with Individual Bookings to One Room
Multiple Booking Edit
Booking Enquiry
Folios, Charges and Payments
Folios and Issuing documents
(10)
Folio - overview
Folio - Additional options
Standard Folio - how to create and search
Document Issue
Folio/Document Operations
Issue of Partial Correction Documents
Single Document for Several Bookings
A Separate Document for Each Guest in the Booking
Folio Preview, Printing and Sending
Folio Printouts and Charge Grouping Options
Charges
(7)
Charges - Adding, Correction and Voiding
Charge Transfer
Split Charges
Charge Control
Charge filtering
'Discount' and 'Deduct taxes' functions
How to Choose a Corresponding Folio
Payments
(5)
Payments - Posting and Voiding
Payments -Transferring
Payments - Move
Card payments with a Payment processor
Credit Card security in Clock PMS+
Advances and Deposits
(5)
What is the Difference Between a Deposit and an Advance in Clock PMS+
How to Register an Advance
Advance Use
Advance Refund
Deposit processing
Group folios, charge routing options
(6)
Group folios
Transfer of Services to Group Folio
Functions 'Transfer to default Company/Event/Agent folio'
Function 'Transfer to Company/Agent folio'
Functions 'Split by Company' and 'Split by Agent'
Charge Handling in a Group Folio
Operating screens and To-Dos
Operating screens
(4)
Rate and Availability screen
Room Calendar screen
Occupancy Forecast Screen
Capacity Adjustment
To-Dos
(3)
To-Dos - General Overview
To-Do Channels and linking them to Users
Creating and Assigning ToDo's
Guest and Company Profiles
Guest Profiles
(8)
Guest Profiles in Clock PMS+
Guest Profile fields - create and edit
Sorting, visualization and hiding of Guest profile fields
Guest Profiles - The Guest profile, Searching and Merging
The ID Processor
Masking, Retention period, and ID Processor settings
Translating Guest Profile Fields
Mailing lists and Hotel Registry
Company Profiles
(7)
Companies in Clock PMS+
How to create a Company profile
The Company profile page
Company Codes for BookDirect
Company Contracts
Agents
Commission calculation module
Events management
Events v2 - Creating Events; Posting charges and other
(8)
Events v2 - What are the new features?
Creating an Event
The Event page overview
Event Statuses and Cancelling Event
Changing PAX, dates and the effect on charges
Posting charges and the Event invoice
Event Search screens
The Event Confirmation App
Events v2 - Blocks
(4)
Creating Blocks (for Events or Group Bookings)
Block codes
Converting Blocks to Bookings
Block Pickup Report
Events v2 - Activities
(5)
Activity Calendar Overview
Activity Calendar view modes
Creating and editing Activities
Templates - configuration
Creating Activities through a Template
Events v2 - Settings
(3)
Creating Meeting Rooms
Creating Restaurants (locations)
Creating Activity types and Setup styles
Events v.1
Events and Blocks
(6)
MICE - Creating 'Events', Guarantee Statuses, Expiry/Cut-off days
Creating Blocks (for Events or Group Bookings)
MICE - Block codes
MICE - Converting Blocks to Bookings
MICE - Search screens
MICE - Block Pickup Report
Meeting Room and Catering
(4)
MICE - Creating Meeting Rooms
MICE - Meeting Room bookings
MICE - Meeting Room Calendar
MICE - Catering section
Events - Good to know
(7)
Changing event dates and it's effect on charges, Bulk update
MICE - The Event Confirmation App
MICE - Status, Credit Card
MICE - Event documents
MICE - 'Copy from' function (Part 1)
MICE - 'Copy from' function (Part 2 - Event Templates)
MICE - Presentation of the Event invoice
Housekeeping
Housekeeping operations
(9)
Housekeeping Operations - Generating the tasks for the day
Housekeepers
Housekeeping Operations - Task Assignment
Housekeeping Operations - Room Statuses, Completing/Editing Tasks, and Manual Tasks
Housekeeping Operations - HK Report, Live Monitor, Forecast, Archive
Housekeeping Operations - Lost and Found
Housekeeper App - functional capabilities and activation
Working with the Housekeeper App
Housekeeping - Legacy model
Reports
General information
(3)
Revenue Recognition in Clock PMS+
How does the Clock PMS+ revenue system work?
Ledger Versions - Guest, Company, Deposit
Localisations
(15)
Feratel (Austria, Germany, Switzerland, Liechtenstein) - Tourist tax interface
AUSTRIA - Specifics of the Austrian Fiscalisation Feature in Clock PMS+
FRANCE - INSEE monthly statistics export
GERMANY - Specifics of the German Fiscalisation Feature in Clock PMS+
GERMANY - Necessary documents for a POS tax audit
ITALY - Italy Invoice Export Config
ITALY - Italian fiscalization with Epson RT printers
SLOVENIA - AJPES Police Guest Data Export
SLOVENIA - Slovenian fiscalization feature activation guide
SLOVENIA - Slovenian fiscalization funtions guide
ROMANIA - DxPrint Setup (fiscalization)
ROMANIA - Specifics of the Romanian Fiscalisation Feature in Clock PMS+
SWITZERLAND - Hotel statistics report (HESTA)
SWITZERLAND - TourX Digital Guest Card
SWITZERLAND - QR-Rechnung / QR-Bill
SOP
Clock POS
Operations - Orders (front of house + kitchen)
(7)
Taking Orders and Sending Them to the Kitchen
How to apply Modifiers
Changing the default 'Order group' of a menu item
Adding kitchen notes to an order
Issuing an Instruction to the kitchen
Using the Kitchen Monitor
Recording and managing table bookings
Operations - Bills
(8)
Applying discounts, surcharge and making items Complimentary
Transferring charges (bills) to Clock PMS+
Tracking transfers in the Reports
Card payment operations in Clock POS (with payment processor)
How to split a bill/payment
Closing a bill - posting payments, using the 'Tip' function
Closing a Bill and Issuing an Invoice
Item, payment and bill voiding
Webinars
Clock PMS+ Webinars
(4)
New folio screens
Mastering events and group bookings
Introducing the new BookDirect
Introducing the new Rate Management
Solution home
Video Courses
Advanced Operations
Routing charges to company folios
Modified on: Thu, 25 Jul, 2024 at 12:38 PM
Print
Highlights from the course
Automatic charge transfer (routing) options
Transfer to default Company/Event/Agent folio
Split by Company / Split by Agent
Transfer to Company/Agent folio
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