A checklist for New Properties moving over to RMS.
Overview
For properties transitioning to RMS from another system, the following checklist serves as a general guide to ensure all key information and actions are in place ahead of the Cutover date.
✎ Please Note: This is a sample checklist. Your RMS Trainer will provide a tailored version specific to your property prior to your go-live date.
Pre-Go Live Responsibilities
| Task | Client Confirmation |
|---|---|
| Test import completed and sign-off sent to dataimports@rmscloud.com | ☐ |
| All future reservations are manually entered into RMS (if not imported) | ☐ |
| The Reservation List was built and cross-checked with the old system | ☐ |
| Future deposits received correctly | ☐ |
| Long-term rental recurring charges set up and paid-to-date amounts confirmed, if applicable | ☐ |
| Meter readings, tariffs, and previous read dates entered, if applicable | ☐ |
| Company/Travel Agent balances entered | ☐ |
| Online Travel Agents were notified and contacted for instructions. Confirm the property can access the Extranet with their credentials | ☐ |
| Room types and rate types are mapped correctly | ☐ |
| Block Out/Stop Sell dates prepared | ☐ |
| Email sent to accounts@rmscloud.com to confirm online Go Live date | ☐ |
| RMS Book Now button tested and linked to the website | ☐ |
| The Guest Portal is tested and working | ☐ |
| Scheduled reports set up and added to Favorites | ☐ |
| All staff have logged into the training system | ☐ |
| Internal training completed | ☐ |
| Manual End of Day tested | ☐ |
| Internal documents/checklists completed | ☐ |
| Payment Gateway and modules installed and tested | ☐ |
Manual Data Entry Confirmation
| Task | Client Confirmation |
|---|---|
| Accounting setup reviewed | ☐ |
| GST setup confirmed | ☐ |
| GL Account Codes entered | ☐ |
| Sundry Charges entered | ☐ |
| Category/Area setup completed | ☐ |
| Rates configured | ☐ |
| Housekeeping setup completed and tested | ☐ |
| Property Setup Information document completed and submitted | ☐ |
Go Live Day Tasks
| Task | Client Confirmation |
|---|---|
| In-house reservations checked in, and outstanding balances entered | ☐ |
| Online channels mapped and Stop Sells/Block Outs entered | ☐ |
| RMS Book Now button activated by the web designer | ☐ |
| End of Day turned on (if applicable) | ☐ |
| Nightly Tariff updated (if applicable) | ☐ |
| Triggered Correspondence activated | ☐ |
| RMS Pay/Payment Gateway is tested and confirmed to be working | ☐ |
| RMS Tickets access confirmed | ☐ |
| All users logged into RMS and confirmed the database setup | ☐ |
| Training applied in RMS | ☐ |
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