Configuration Tips

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
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.

Do not use quotation marks, comas, or apostrophes when entering customer names, Point of Sale items, Holidays, Sources of Business, or other data.

Do not use quotation marks, comas, or apostrophes when entering customer names, Point of Sale items, Holidays, Sources of Business, or other data. These characters are used for processing data in databases. If you use them it may cause program conflicts.

Do not delete the “Demo Guest” from the program until you add at least one other person into the program.

Do not delete the “Demo Guest” from the program until you add at least one other person into the program. Doing so will result in an error message that does not allow you to enter any reservations.

Why is there no “Save” button on most of the screens?

RezStream is an auto-save program. That means you do not have to click on “save” buttons to save information you type into the program. The exception to this rule is that some screens do have a “close” button at the bottom. In this case click on the close buttons to exit these screens.

Why does RezStream always prompt me to sign in when I open the program?

This is a security measure and is designed to a) prevent unauthorized access to RezStream and b) provide the ability to log user activity based on who is signed in to the program.

One of the first things you should do after installing RezStream is to change the initial password configuration and set up new users and levels of user access. RezStream allows businesses to create different user level access for different employees with various clearance levels. To change or add user names and passwords go to Tools>Configure>Users.

Gather data on all the individual taxes that exist where you do business.

Gather data on all the individual taxes that exist where you do business. RezStream supports unlimited individual taxes and unlimited grouping of taxes. Some businesses are subject to only one or two taxes. Other businesses will have many different taxes that need to be grouped together for different types of purchases. (Example: lodging may have one set of taxes and retail sales may have another.) Knowing what taxes exist in your area will help you when you set up individual taxes and then later group them together so that they can always be applied to different types of customer purchases.

You will need to know the rates you charge for rental items.

You will need to know the rates you charge for rental items. Businesses in the lodging industry will need to know how many different rates exist at any one given time. Knowing these rates before you begin will assist you when you enter your rates into RezStream.

If you convert data from another software program into RezStream you will still have to do each of the setup steps in the Configuration Guide.

If you convert data from another software program into RezStream you will still have to do each of the setup steps in the Configuration Guide. Unit rates are not converted from other software programs and they will need to be entered into RezStream manually.