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Home > Execu/Suite Hotel PMS > Execu/Suite Hotel PMS Setup > Manager Menu / Setup > Getting Started

There are a few things you need to do to make your Execu/Suite property management software work best for you. 


 Here is a summary of what to do to use Execu/Suite PMS:           
  • Return your signed Proposal to Execu/Tech Systems.  When we receive it we will invoice you.  Once we receive payment as agreed per the terms of the Proposal, we will provide the software and license to use it.  You may evaluate your Execu/Tech software for thirty days without charge; however, labor such as training or installation is billable should you require it. 
  • Schedule installation with Execu/Tech technicians.  Installation is billable.
  • Provide remote access to Execu/Tech technicians if you would like us to install your software.  We connect to our customers only  through Remote Desktop client or RemoteET.  If you prefer to install the software yourself, please request a link to download the installer by emailing sales@execu-tech.com.
  • Schedule training with Execu/Tech technicians.  Training is billable.
  • Obtain a license access code from Execu/Tech by calling 850-747-0581 Option 2 between 9:00am and 5:00pm Central Time.  You will need to be in front of a computer with access to Execu/Tech so that you can enter the code as we give it to you.  This is interactive and cannot be done at a later time.  You can use the software in its "evaluation" state for thirty days but we recommend obtaining the license code as soon as possible.
  • Read the Data Preparation  guide.
  • Create a User ID for yourself and other employees.
  • Set up your company name, which will print on documents and reports.
  • Clear the evaluation data that came with your software.  Call Execu/Tech for instructions on doing this.  This information is not provided in this Help site.  Execu/Tech will provide these instructions between 9:00am and 5:00pm Central Time.  The phone number is 850-747-0581 Option 2.
  • Set up the control records, including rooms, rates, etc.  See Hotel Control Files Setup.  If you wish, Execu/Tech can set up these records for you for a fee.  You must provide the information to Execu/Tech in an Excel spreadsheet or a tab-delimited text file.
  • Set up master folios  as appropriate.


Other Notes  

  • If you intend to process credit cards through Execu/Suite, you must have an account with Element Payment Services or Shift4 and this should be arranged at least two weeks in advance of "going live".  Note that the purchase of Execu/Tech's credit card interface is required.  Also note that ElementPS and Shift4 will require separate purchase and will charge processing fees.  If you do not have an account with ElementPS or Shift4, Execu/Tech will get the process started for you.
  • If you intend to use TravelClick's iHotelier Central Reservations System, you must have an account with TravelClick and this should be arranged at least two weeks in advance of "going live".  Note that the purchase of Execu/Tech's TravelClick OTA interface is required.  Also note that TravelClick will require separate purchase and will charge processing fees.  If you do not have an account with TravelClick, Execu/Tech will get the process started for you.  Execu/Tech also provides an OTA/GDS interface to Windsurfer and Sabre/SynXis.
  • Execu/Tech uses Comtrol® interfaces for call accounting, PBX, voice mail, electronic keys, etc.  You must fill out and return the Interface Checklist prior to scheduling installation.




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Article ID
 getting_started
Views
 1686
Last Modified
 9/12/2014 5:09 PM