PMS Knowledge Base
Everything you need to
run your hotel
Step-by-step guides, how-tos, and FAQs for every feature of the Tripjolly Property Management System.
🔍
🏠
Setting Up Your Hotel Profile
Complete your hotel name, address, contact details, check-in/check-out times, and upload property photos. This is the first step after login.
5 min read
🔑
Owner Login & Authentication
How to log in via phone OTP or email at yourhotel.tripjolly.com/owner_login. Covers session management and multi-device access.
3 min read
👥
Adding Staff & Setting Permissions
Invite front desk, housekeeping, and manager roles. Configure granular permissions for each section: bookings, payments, cleaning, maintenance.
4 min read
🛠️
Verification & Document Upload
Upload required business documents for hotel verification. Track verification status and respond to admin feedback.
5 min read
💰
Subscription & Billing
Understand your plan, view billing history, and manage your subscription. Covers free trial, activation, and renewal.
3 min read
🌐
Custom Domain Setup
Connect your hotel's subdomain (yourhotel.tripjolly.com) and optionally set up a custom domain with DNS configuration.
4 min read
⚙️
Hotel Setup & Configuration
8 guides
🛏️
Creating Room Types
Define room categories (Deluxe, Standard, Suite), set base pricing, occupancy limits, bed configuration, and amenities for each type.
6 min read
🔢
Adding Physical Rooms
Assign room numbers to each room type. Set floor, view, and features per room. Rooms appear on the calendar grid after setup.
4 min read
📈
Setting Up Dynamic Pricing
Configure season-based rates, weekend surcharges, and demand-driven pricing. Set date ranges with custom multipliers.
5 min read
❌
Cancellation Policy Setup
Define free cancellation windows, partial refund tiers, and no-refund deadlines. Policies apply automatically to new bookings.
4 min read
🏷️
Tax Configuration
Set up GST, VAT, or custom tax profiles. Configure tax-inclusive vs tax-exclusive pricing. Assign tax profiles per room type.
4 min read
🎁
Coupon & Discount Management
Create percentage or fixed-amount coupons. Set validity periods, usage limits, minimum booking amounts, and room type restrictions.
5 min read
📧
Email Notification Setup
Configure booking confirmation emails, connect your hotel's email (Gmail app password), and customize email sender name.
3 min read
📋
Bookings & Reservations
7 guides
📝
Creating a New Booking
Select dates on the calendar, pick rooms, enter guest details, and confirm. Covers customer, walk-in, and complimentary bookings.
5 min read
✅
Check-in & Check-out Process
Handle guest arrival and departure. Assign rooms, collect payments, record ID, and manage early/late check-in or check-out.
5 min read
✎️
Modifying a Booking
Change dates, room type, guest count, or room quantity on an existing booking. Price recalculates automatically with adjustments.
4 min read
✖️
Cancelling & Refunding a Booking
Cancel a booking, process full or partial refunds based on cancellation policy, and track refund status through completion.
4 min read
🔄
Room Reassignment & Shifting
Move a guest to a different room mid-stay. Handle upgrades, downgrades, and multi-room reassignments.
3 min read
🕐
Extending a Stay
Add extra nights to an active booking. Availability is checked in real-time and pricing adjusts based on the extended dates.
3 min read
💲
Adding Charges to a Booking
Add room service, minibar, laundry, or custom charges. Choose from 15+ predefined templates or create custom charge types.
4 min read
📅
Calendar & Scheduling
5 guides
📅
Using the Calendar Grid
Navigate the 2-week room calendar. Drag to create bookings, click reservations for details, use color codes for room status.
5 min read
🎨
Calendar Color Codes & Legends
Understand the colour coding for bookings, room statuses, and availability states. Customise legend colours to match your workflow.
3 min read
🖱️
Drag-to-Book on the Calendar
Click and drag across dates and rooms to instantly create a booking. The system pre-fills dates, room type, and checks availability.
3 min read
📆
Navigating Date Ranges
Jump to specific dates, scroll through weeks, and switch between 7-day and 14-day views. Use the date picker for quick navigation.
2 min read
🔍
Calendar Filters & Room Grouping
Filter the calendar by room type, floor, or status. Group rooms by category to focus on specific inventory segments.
3 min read
💳
Payments & Billing
6 guides
💳
Collecting Payments
Record cash, card, or bank transfer payments. Handle full payments, advance deposits, and partial collections.
4 min read
💰
Online Payments with Stripe
Enable online card payments via Stripe. Configure accepted payment methods per hotel.
5 min read
↩️
Processing Refunds
Issue full or partial refunds. Track refund status, view refund history, and handle policy-based automatic refund calculations.
4 min read
📜
Payment History & Audit Trail
View complete transaction history per booking. Every payment, refund, charge, and waiver is logged with timestamps and staff details.
3 min read
📄
Invoices & Receipts
Generate and export booking receipts with itemized breakdown. Includes room charges, taxes, additional charges, and payment summary.
3 min read
📊
Understanding Payment Statuses
Learn what Pending, Partial, Paid, Comp, Refunded, and Failed mean. How the system tracks payment lifecycle across booking states.
3 min read
🧹
Cleaning Task Management
Create and track room cleaning tasks. Assign to housekeeping staff, set priority, and monitor completion status in real-time.
4 min read
🔧
Maintenance Requests
Log maintenance issues, assign technicians, set priority levels, and track resolution. Rooms auto-block during active maintenance.
4 min read
🚪
Room Status Lifecycle
Understand the flow: Available → Check-in → Occupied → Check-out → Cleaning → Available. How maintenance overrides all states.
3 min read
🌙
Night Audit & Day Close
Run the daily night audit to reconcile bookings, auto-update no-shows, and generate the day-end summary report.
4 min read
🏠
Your Hotel Website
Every hotel gets a branded booking website at yourhotel.tripjolly.com. Customize template, colors, and content from the dashboard.
4 min read
📰
OTA Channel Management
Manage room availability and rates across OTA channels. Sync inventory in real-time to prevent overbookings.
5 min read
🎨
Customizing Your Booking Page
Upload room photos, write descriptions, set highlight amenities, and configure the booking flow that guests see on your website.
4 min read
📢
SEO & Social Sharing
Optimize your hotel website for search engines. Configure Open Graph tags, meta descriptions, and social sharing previews.
3 min read
📊
Reports & Analytics
2 guides
📈
Analytics & Reports Dashboard
View occupancy trends, RevPAR, ADR, revenue breakdown by room type, booking source analytics, and guest demographics.
5 min read
📥
Exporting Data & Custom Reports
Export bookings, payments, and occupancy data to CSV or PDF. Schedule automated report delivery to your email inbox.
3 min read
Frequently Asked Questions
- Go to Settings in the left sidebar
- Click Room Types tab
- Click Add Room Type
- Enter name (e.g. "Deluxe"), set base price, max occupancy, bed count
- Add amenities (AC, WiFi, TV, etc.)
- Save — the room type is now available for creating physical rooms
Need more help?
Our support team is here to help you get the most out of Tripjolly PMS.
Contact Support