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Set up a Facility Category

How to setup a Facility Category for Events, Amenities etc in RMS

 

Overview

Facility Categories are a type of rental category in RMS used for items or spaces that are rented by the hour or by the day, typically without an overnight stay.

Facility is a Category Classification.

These are ideal for managing short-term or same-day reservations.

Examples include:

  • Banquet Halls

  • Meeting Rooms

  • Event Spaces

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

Guide

In the side menu of RMS, go to Setup > Category/Area. 

  1. Select Add.
    RMS Category/Area setup screen listing existing categories with the Add button selected to create a new Facility Category.
     
  2. Enter a unique Category Description.
  3. Select the General Ledger Account Code.
  4. Select the Facility Classification.
  5. Select Booked By Day.
  6. Select Save/Exit.
    RMS Category setup window showing a new category with a unique Category Description entered, a General Ledger Account Code selected, Category Classification set to Facility, Booked By set to Day, and the Save/Exit button clicked to save the Facility Category.
     
  7. Select the required Category Access.
  8. Select Apply and Exit.
    RMS Category Access configuration screen displaying a list of users or security profiles with access options for the new Facility Category, and the Apply and Exit button selected to confirm access settings.
✎ Please Note: After saving a new Facility Category, any User who was logged in at the time must log out of RMS and log back in before the new Category will appear on the Booking Chart. The new Category will also not display for Users set to Exclude under Category Access. See Booking Chart not Displaying All Categories or Areas for troubleshooting steps.

 

 

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