Training Portal

I am a new Front Desk Agent - How do I get started?

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Welcome to RoomKeyPMS!

  • Please make sure you have the latest version of RoomKeyPMS: Click Here to Download the Latest Version of RoomKeyPMS
  • You must have a Clerk ID and Password to access RoomKeyPMS: Ask a Manager to Create a Clerk ID and Password for you

Accessing RoomKeyPMS requires an internet connection. If your internet goes down, you can use the Smart File Backup button from the Login Page to access emergency reporting

Login

Use the following articles to learn more about managing a RoomKeyPMS Login:

  • How to Access & Navigate RoomKeyPMS
  • How to Change my Password
  • How to Reset a Clerk ID Password for a User

Guests

Use the following articles to learn more about guest management functions in RoomKeyPMS:

Arrival

  • How to Post an Advance Deposit
  • How to Assign a Room Number
  • How to Check-In an Arrival Reservation
  • How to Create a Walk-In Reservation
  • Registration Card

In-House 

  • How to Post a Charge to a Guest Account
  • How to Post a Payment to a Guest Account
  • How to Adjust a Posting
  • How to Reverse a Posting

Departure 

  • How to Check-Out a Departure Reservation
  • How to Check-Out a Reservation with Multiple Folios
  • How to Check-Out a Reservation with City Ledger Transfer (Direct Billing)
  • How to Print or Email a Guest Folio

Additional Guest Functions

  • How to Assign Room Numbers Using the Tape Chart
  • How to Move a Guest to a Different Room After Check-In using the Tape Chart
  • How to Move a Posting
  • How to Transfer Postings to a City Ledger Account
  • How to Manage In-House Guest Credit
  • How to Check-Out a Reservation with Split Billing
  • How to Check-Out a Reservation with Routing
  • How to Check-Out a Reservations with Transfer to House Account
  • How to Reverse or Adjust/Refund a Posting After Check-Out

Managing Reports

Use the following articles to learn more about common Front Office reports in RoomKeyPMS:

  • Property Dashboard (F1)
    • Arrivals
    • Departures
  • Inventory Calendar (F12)
  • In-House Guest Credit Limits
  • Clerk Detail Report
  • Shift Reconciliation
  • Unbalanced Folios Report
  • No Shows Report
More Getting Started
  • I am a new Reservation Agent - how do I get started?
  • I am a new Night Auditor - how do I get started?
Next Article I am a new Night Auditor - How do I get started?
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