General Recommendations

General recommendations for Front Desk Teams

Use Individual Logins

Having a different user login for each team member helps track user activities. It creates a detailed history of changes made to a booking, associated with individual logins.

Make Use of Tasks

Managing individual work items as separate tasks has several benefits:

• Who is responsible.

• When is the due date.

• What is the task status.

A series of tasks on a booking conveys a clear timeline of information.

Maintain Booking Notes

Notes can help to keep track of important information. However, it's better to keep notes short and concise since it may be very difficult to find relevant information within a very long note.

You should keep information that is relevant at the top of the Booking Note and remove sections that are no longer needed.

The Operations Report shows notes on accommodation bookings. Keep key notes on the accommodation booking as opposed to on packaged item bookings.

Using Tasks as an alternative to Booking Notes helps keep the information entered in Booking Notes concise and succinct.

Point of Sale With Square

RoomBoss can be setup to to work with the Square Point of Sale (POS) system to process credit card payments onsite. Transactions processed via Square will be automatically updated in RoomBoss. This will automatically set the correct payment amount and mark the booking as paid in RoomBoss.

To use this feature you will need:

• A Square account.

• A Square credit card reader.

• A mobile device (tablet/phone) with the Square Point of Sale app installed.

Payments can only be processed on a mobile device (tablet/phone) with the Square Point of Sale app.

App Download Links

Android Square Point of Sale - POS iOS Square Point of Sale (POS)

Please contact Square with questions about the app/reader setup.

If you wish to use the POS solution, it is not necessary to use Square as your main payment gateway. You may continue with your existing gateway and use Square only for POS.

Please feel free to contact RoomBoss if you are interested in this feature.