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Corporate Portal

Information

The Corporate Portal is an exclusive Reservation Management area that can be made available to a Company, Travel Agent or Wholesaler.

Access to the Corporate Portal can be customised to allow viewing or editing their information, printing statements, submitting payments using a connected Payment Gateway, viewing availability and/or creating a Reservation.

Reservations can be set to create an enquiry, Pencil Reservation, Unconfirmed Reservation or Confirmed Reservation.

The Corporate Portal uses the Colour Theme setup in Online Options and can be customised further with a background image, Property Logo and Photos.

Interactive Form Letters can be sent to the Corporate Portal for the Company, Travel Agent or Wholesaler to action.

Credit Card payments can be enabled for the Corporate Portal when using a Payment Gateway with payment disabled for an individual Company, Travel Agent or Wholesaler.

The Terms and Conditions set for the Corporate Portal will use the Terms & Conditions Hierarchy to apply to the Reservation.

Documents can be sent to the Corporate Portal directly from the Company, Travel Agent or Wholesaler. 

Company, Travel Agent, Wholesaler and Reservation are default System Labels that can be customised.

 

Example Images of the Corporate Portal

Corporate Portal login page showing client ID-based URL, email/username and password fields, and a Log In button
Corporate Portal home screen showing the logged-in company or travel agent name and a list of reservations and bookings available to that account

 

URL

The Corporate Portal can be accessed by the URL below. 
Replace 'xxxx' in the below URL with the Property's RMS Client ID.

https://corporateportal.rmscloud.com/Login/Index?clientId=xxxx

Only a Company, Travel Agent, or Wholesaler setup with an Email Address and Online Password can access the Corporate Portal.

★ Tip: Please refer to the Online Password article for further information on managing Portal Passwords.

 

Setup Options

In the RMS Side menu, go to Setup > Portal Access > Corporate Portal

✎ Please Note: Some Users may not see or have access to the functions mentioned in this article. 
CLICK HERE to find out more.

 

Accounting Defaults

The Accounting Defaults set for the Corporate Portal determine the display and options available for account information to the Company, Travel Agent or Wholesaler.

Corporate Portal setup screen on the Accounting Defaults section showing options for currency code display, credit card payments, charge selection, transaction fee, printing statements, reprinting tax invoices, account types in remaining balance, and deposit display settings
Option Description
Display Currency Code A currency code will be displayed with any financial values shown.
Allow Credit Card Payments Enables secure credit card payments to be submitted in the Corporate Portal using the connected Payment Gateway.
Allow Selection of Charges for Payment Enables selecting specific charges on the Account to allocate payment to when using Credit Card Payments.
Charge a Credit Card Transaction Fee Includes the percentage value set as a Credit Card Transaction Fee when submitting payment in the Corporate Portal. 
A General Ledger Account Code for Transaction Fees must be setup on the Credit Card to charge the fee.
Allow Printing Statements Provides the option to print an Account Statement in the Corporate Portal.
Allow Reprinting Tax Invoices Provides the option to reprint a previously generated Tax Invoice in the Corporate Portal.
Account Included for Remaining Balance The Reservation Account Types included in the displayed Remaining Balance.
Show Deposit Required Displays the Deposit Amount Due.
Include Bond Amount in Deposit Required Any Rate Table Bond will be included in the displayed Deposit Amount Due.

 

Background Image

A background image can be added for personalisation. If no image is added, a white background is used. 

Corporate Portal example page showing a custom background image applied behind the portal content

 

General Options

The General Options determine the display options and features available in the Corporate Portal.

Corporate Portal setup screen on the General Options section with checkboxes to enable the portal, show property email, logo and greeting, hide or show balances and reservation details, and allow access to reports, profile information and messaging
Option Description
Enable Corporate Portal Activates the Corporate Portal.
Show Property Email Address in Header Includes the Property's email address in the top section of the Corporate Portal.
Show Property Logo Includes the Property Logo in the top section of the Corporate Portal.
Show Greeting in Header Includes a personalised entity greeting in the top section of the Corporate Portal. 
Eg. "Hello Example Company"
Hide Balance Removes the display of the Account Balance on the Reservation.
Hide Company Removes the display of the Company selected on the Reservation.
Hide Rate Type Removes the display of the Rate Type selected on the Reservation.
Hide Reservation Number Removes the unique identifying Reservation Number on the Reservation.
Hide Reservation Status Removes the display of the Reservation Status on the Reservation.
Show Report Button Enables generating selected reports in the Corporate Portal.
Allow Access to Overdue Deposit Report Includes the Overdue Deposit Report in the report menu.
Allow Printing of Statements Includes Account Statements in the report menu.
Allow Reprinting of Tax Invoices Includes Reprint Tax Invoice in the report menu.
Allow Access to Profile Information Allows the Company, Travel Agent or Wholesaler to view their profile information.
Allow Updates to Profile Information Allows the Company, Travel Agent or Wholesaler to edit their profile information.
Enable Messaging Allows sending a message to the Property in the Corporate Portal.

 

Property Information

The Property Information determines what details for the Property are displayed in the Corporate Portal.

Corporate Portal setup screen on the Property Information section showing options to hide banking details, hide rate type information and documents, and override property contact email, phone and fax
Option Description
Hide Banking Details Property Bank Details will not be shown in the Corporate Portal.
Hide Rate Type Information Rate Type information will not be shown in the Corporate Portal.
Hide Documents Documents saved on the Company, Travel Agent or Wholesaler will not be shown in the Corporate Portal.
Override Property Email, Phone & Fax Information Enter an alternative email address, phone number and/or fax number to display as the property's contact details in the Corporate Portal.

 

Reservation Settings

The Reservation Settings determine the information and options available for Reservations in the Corporate Portal.

Corporate Portal setup screen on the Reservation Settings section showing options for availability only, promotion code, voucher number, enquiry and pencil reservations, live reservations, modification and cancellation permissions, guest detail changes, deposit display, agent commission display and reservation notification emails
Option Description
Show Availability Only Displays Property Availability for the selected dates with no option to create a Reservation.
Show Promotion Code The Promotional Code field will be displayed to enable access to Discounts or Rate Types by entering the related code.
Voucher Number Displays the Voucher Number field on the Reservation Details.
Allow Enquiry Reservation An Enquiry Reservation can be generated and sent to the property.
Allow Pencil Reservation A Pencil Reservation can be created with the selected expiry period.
Allow Live Reservation A Reservation can be created in the selected Reservation Status.
Allow Modification of Reservation An existing Reservation can be modified live or as a request sent to the property.
Allow Cancellation of Reservation An existing Reservation can be cancelled if in line with the Cancellation Policy. If the reservation falls outside the policy terms, an email request is submitted to the property. 
Allow Modification of Guest Details Guest Details on an existing Reservation can be changed.
Hide Deposit Information The Deposit Amount and Deposit Due Date will not be shown on the Reservation.
Display Agent Commission The Travel Agent Commission will be shown on the Reservation.
Display Agent Commission Collect Type The Collect Type set on the Travel Agent Commission will be shown on the Reservation.
Reservation Notification Options Enter up to three email addresses to receive notifications for new, modified or cancelled Reservations.

 

Terms and Conditions

Terms and Conditions are displayed on the Corporate Portal only. 

Corporate Portal setup screen with a Terms and Conditions text area used to define portal-specific terms shown to companies and agents

 

 

 

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