Hotel trainers and front desk managers
Training new front desk staff on PMS reservation workflows
使用场景
关于
The HTML mind map template from Xmind is a comprehensive reference guide for hotel property management system (PMS) interface navigation, covering 8 major functional areas with over 120 nodes. It details the Occ Map for reservation management (Create, Delete, Move, Cancel, Edit), Guest List with multi-select and print/email actions, Booking List with search and filters, Gift Certificates, Reports, Rate Manager, Templates, and Settings. This template serves as a visual cheat sheet for hotel staff to quickly learn and recall PMS workflows, including specific actions like 'Check In', 'Do Not Move', and 'Export To CSV'.
使用条款何时使用此模板
Front desk agents and guest service teams
Creating a quick reference guide for guest list management and communication actions
Revenue managers and hotel operations teams
Documenting rate management and reporting procedures for audit or standardization
如何使用此模板
步骤 1
Open and Explore PMS Branches
Open the .xmind file to navigate through the eight major functional areas and their specific action nodes.
步骤 2
Customize Nodes for Your Workflow
Modify the existing text or add personal notes to align the template with your specific hotel property management system.
步骤 3
Export and Share Training Materials
Save your customized map as a PDF or image to distribute as a visual cheat sheet for your team.
常见问题
It includes 8 main sections: Occ Map, Guest List, Booking List, Gift Certificates, Reports, Rate Manager, Templates, and Settings, with detailed sub-nodes for each action and button.
Open the .xmind file in Xmind, then walk through each branch to explain PMS functions. Trainees can expand nodes to see specific actions like 'Check In' or 'Export To CSV'.
Yes, the template is fully editable. You can add, remove, or modify nodes to match your specific PMS software version or workflow.
The Occ Map branch visualizes reservation management actions (Create, Delete, Move, Cancel, Edit) and context menu commands like 'Do Not Move' and 'Flag'.
Yes, you can edit the Base Rates sub-nodes (Create, Edit, Delete, Copy, Online Rates) and adjust Date Range or Toggle Buttons as needed.
Reports are grouped into Custom Templates and Standard, with Date Range options (Calendar Picker, Manual Date Entry, Quick Date Selection), Group By, and Check Boxes.
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