PMS Overview
The following gives a high level overview of the elements used in the API and the PMS.
Customer Relationship Management
Customer Relationship Management (CRM) within the Property Management System (PMS) focuses on managing relationships with guests, corporate clients, agencies, and other stakeholders.
It enables property managers to track and engage with customers effectively, ensuring seamless communication, personalized services, and long-term retention.
The robust CRM module in a PMS helps categorize companies, contacts, and market segments, allowing for targeted marketing and optimized pricing strategies. It also provides insights into nationalities, referral sources, and industries, which support reporting, regulatory compliance, and revenue optimization.
By integrating CRM with booking workflows, finance, and operations, property managers can enhance guest experiences, improve corporate partnerships, and streamline customer interactions, ultimately driving business growth and operational efficiency.
| Name | Description |
|---|---|
| Companies | Represents organizations associated with properties, bookings, or business operations. |
| Contacts | Stores information about individuals or organizations linked to properties. |
| Industries | Categorizes businesses, corporate clients, and organizations based on their industry sector. |
| Market Segments | Categorizes customer groups based on booking patterns, demographics, or business classifications. |
| Nationalities | Categorizes guests, customers, or corporate clients based on nationality. |
| Referrers | Tracks sources of referrals for guests, bookings, or corporate clients. |
More information is available on the two main CRM objects -
Bookings
Bookings refer to reservations made for short, medium, or long-term stays across managed properties. The system streamlines the booking process by integrating availability, rates, and payment processing, ensuring seamless management of reservations. Bookings typically include details such as guest information, stay duration, pricing, and payment status.
| Name | Description |
|---|---|
| Availabilities | Enables users to query the availability of properties with pricing and restrictions. |
| Billing Frequencies | Defines the intervals at which billing occurs for the booking |
| Booking Types | Categorizes different booking behaviors and types. |
| Bookings | Core entity for reservations, including room stays. |
| Extras | Additional services or products that can be added to a booking. |
| Guest Stays | Tracks individual guest stays separate from the booked room. |
| Rates | Manages rates and pricing for properties, room types, and booking policies. |
| Room Stays | Tracks specific stays in rooms under a booking. |
| Channels | Represents sales channels within the PMS for managing booking sources. |
More information on the Booking objects are below -
Finance
In a property management system, Finance Objects encompass key financial elements such as invoices, payments, nominal codes, tax codes, and tracking codes, ensuring accurate financial management and reporting. These elements help property managers maintain financial transparency, comply with regulatory requirements, and optimize financial operations.
| Name | Description |
|---|---|
| Sales Invoices | Manages operations related to financial transactions and invoices. |
Operations
The Operations section focuses on the day-to-day management and administrative tasks within the Property Management System (PMS). This includes tracking activities, managing user access, handling maintenance issues, and organizing teams. By efficiently managing these operational elements, property managers can ensure smooth operations, enhance productivity, and maintain high service standards.
| Name | Description |
|---|---|
| Access Groups | Maps access groups from integrated access control systems. |
| Activities | Tracks tasks assigned to users, teams, or companies. |
| Issues | Tracks maintenance requests, guest complaints, and operational incidents. |
| Tags | Enables categorization and organization of system entities. |
| Teams | Manages groups of users or staff members associated with properties. |
| Unit Access Groups | Manages access control and permissions for unit entities. |
| Users | Manages authentication, authorization, and role-based access control. |
Property
The Property section encompasses various elements that define and categorize the physical aspects of properties within the Property Management System (PMS). These elements help in organizing and managing properties based on geographical locations, building details, and unit classifications. By structuring properties in this manner, property managers can efficiently handle operations, reporting, and development projects.
| Name | Description |
|---|---|
| Area | Defines geographical locations of properties. |
| Building | Stores details about buildings, including facilities and operational attributes. |
| City | Categorizes properties based on city-level information. |
| Country | Stores geographical and regulatory data for properties. |
| Developments | Manages real estate developments and property projects. |
| Region | Categorizes geographical areas for management and reporting. |
| Unit Types | Defines classification and characteristics of different units. |
| Units | Represents individual accommodations available for booking. |
More information on the Property hierachy objects are below -