Category Archives for "Procedures"

Viewing Notes & Tasks

Client Task/Note List in RezExpert will allow managers and staff to view the created Tasks and Notes for Units and Clients. 1. Adminstrative To view all the Notes and Tasks, click Admin from the Menu Bar. Expand Adminstrative and select 12. Client Task/Note List. This will display both Client and Unit Tasks and Notes. 2. Search Parameters Date […]

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Adding Notes and/or Tasks

RezExpert allows you to create and assign unlimited amounts of Notes and Tasks to a Client, Employee or Unit Type. Staff will be able to assign and track notes, whether it is the manager assigned a task to an employee or for Housekeeping/Maintenance purposes. NOTE: This is an additional RezExpert Module. To enable, please call your […]

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Recalc Button within the Guest Folio

The Recalc button is available to quickly recalculate the charges on a reservation, if there has been a change in the Unit Type rates, Occupant Rates and/or Tax Values. NOTE: This is an additional Module, please contact your RezExpert Tech Support to enable. Recalc Button Availability  Cash Accounting: The Recalc button is available at any […]

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In case of an Internet Outage

When the Internet in your area is “out” or you have been advised of a scheduled temporary outage, your RezExpert system will not be available. This is beyond RezExpert’s control, however there are some procedures you can follow to get access to RezExpert until your internet service returns. Different Location Log into RezExpert from a […]

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