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Info

Property Managers initial configuration is performed through the FreePBX / PBXact PBX WebGUI.  Once configured, Hotel users (staff, guests and non-admin staff) will use the User Control Panel (UCP) of FreePBX / PBXact to access the Property Manager Dashboard for regular use and operation. (UCP is the end user Dashboard of FreePBX/PBXact which includes FrontDesk access, if enabled by the PBX administrator.  For more information on UCP click here)

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Configuration

Before starting to setting up Property Manager, you  must to perepare some stuff like:

  • Add some extensions which will be used for your hotel. (These exentions should not include any user manager account).

    • Once Sangoma Property Manager installed. Create four groups into Property Management Directory using User Manager module. (for example: Receptionists, Accountings, Restaurant, and Customer Hotel).
      Please restrict the group to allow what you want the users within group can use. By default all the options are allowed.

  • Next, create some accounts for each group inside Property Management Directory, except  Customer Hotel. (For any check-in, the user will be included into this group, and removed diring check-out).

  • In case where you've got a licence for the Class of Services, create them beginning per PMS just to separating hotel and the office. Next, the fields should shown only CoS which start per PMS only.

Info

Do not delete  Property Management directory and groups related to it. The risk is to break everything.
If the customer group is deleted then:

  • If empty :

    • Recreate this one.

    • Go to Privileges

    • Select again the customer group

    • Submit.

  • If not empty :

    • Recreate this one.

    • Add the rooms checked in manually one by one.

    • Go to Privileges

    • Select again the customer group

    • Submit

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  • To setup Property Manager for your company, log-in to the FreePBX / PBXact Phone System webGUI and navigate to the Applications > Property Manager

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  • Click on the Config tab to access all the configuration and setup options for Property Manager

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  • Select General to start configuring the basic options


    • Define the Operating Mode for Property Manager.  
      Click on the toggle arrows to make changes.  (By default this is set to Hotel) 

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  • Define the Email Settings

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    This information will be sent to the customer when an invoice is emailed to them.

    • From Name : eg. The receptionist

    • Subject : eg. Your invoice.

    • Body : Write whatever about this content

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  • Navigate to Config > Add Room

  • Configure each room with their name, extension phone number and their room type.  Below is an example:

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  • Once completed, click the Submit button to save changes.

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  • Navigate to Config > Billing Rates

  • Click the + icon to create a billing rate for a specific type of call made (i.e. international phone calls). You will be able to add a rate until all outbound route will be completed. Each outbound route needs to be linked to a rate.

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    • Fill in the required details on the screen that pops up

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      Below is a description for each item:

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  • Below is an example alert which the receptionist will receive when a guest dials a Room Service request from their phone or through UCP interface

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  • To delete any message, click on the trash below the guest name.

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Remote Access Control (RAC) is an optional feature to be used to send some request to any device during check-in / check-out like: Ip Relay

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Navigate to Config > R.A.C

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Privileges

Property Manager Dashboard (accessible from UCP) feature permissions can be assigned for specific user groups (ie. Receptionist, Accounting, Hotel guests)
For example, you may wish guests to have access to UCP to send requests to the receptionist, but also restrict other  UCP features that only Hotel staff should have

  • To assign permissions for specific user groups, navigate to Admin > User Management

  • Select the Groups tab, then Add to create a user group



    Fill in the appropriate information for the Group you wish to create. 
    Example:  Group name = Hotel Guests
                    Group Description= Property Manager Hotel Guest 
                    Users= the user extensions that represent the existing users (i.e room number or receptionist)

  • Select UCP then Property Management, then Yes for Enable Property Manager Handling

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  • Click Submit to save your changes

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  • Repeat the same steps above for each individual user group you wish to have specific permissions within Property Manager

  • Navigate to Applications > Property Management

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  • Navigate to Config > Privileges

  • For each of the Labels (Receptionist, Accountings, Hotel Guests, Restaurant) select the appropriate user group previously created, for each

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  • Within each Label a number will represent the number of users registered for each group

  • Click the Submit button once changes are completed

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Mini Bar

Navigate to Config > Mini Bar

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  • You can enter ten products (0-9)  to be used with the mini bar. So, one digit = one produt.

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  • To add one, select a digit and enter a product name with its price and taxe.

  • To remove one, leave blanck product and price, and next, click on Submit button to save your changes.

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