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Knowledge base
Getting Started 2.0
Overview
14
Glossary of Terms / Key concepts
Video tutorials
'layers' in BRM
User Roles and Privileges
Switch Store function
View all 14
BRM Onboarding
3
Getting started page
Help Carousels
Store phases during BRM Onboarding
FAQ
3
What are the Ski specific features of BRM / RSM ?
Can you store credit card data in BRM?
Major software release - end September 2023
Inventory 2.0
The basics
17
Introduction to Inventory
Add / Manage Items
Adding new inventory (bikes or items)
Actual (physical) Items in your inventory - Overview
Adding physical Items to your inventory
View all 17
Pricing
6
Pricing your items
Adding Price Points
Why do we set Prices at the Product Family level?
Full day or 24 hour mode?
deleting Price Groups
View all 6
Structuring your inventory (setup)
13
Categories
Manage Fleet - Hierarchy Management
Product Lines - what's that all about!?
changing a Product Family's Category
changing a Product Line's PF
View all 13
Managing your inventory (over time)
5
Changing the status of your items
Manage Fleet - Archiving old inventory in your spreadsheet
Setting items to 'for sale'
selling inventory - setting an item to sold
change an Item's status
Barcodes
3
Handsfree mode
Putting barcodes on your bikes - introduction to barcodes
Barcoding - What BRM does and does not do
Central Product Catalog (CPC)
5
CPC Overview
Exporting a bike to the CPC
Exporting a snowboard to the CPC
retro-fit a CPC definition onto your inventory
create inventory direct from the CPC
More advanced
8
Inventory Summary Popup
Offering Groups
Issues with archiving items
Archiving (suspending) Items and Product Lines
Changing the size of a Product Line (PL)
View all 8
Reservations 2.0
Reservations & Requests
22
The Reservations Page - overview
List VIEW
Day VIEW
Hour VIEW
Reservation Summary Popup (RSP)
View all 22
Lifecycle tracking
2
Reservation lifecycle (stages)
highlighting reservations not fully paid up
Dealing with Change
10
Adding, Swapping & Removing inventory in a reservation
swap or add items by barcode (or ID)
Cancelling a reservation
How to extend / change Dates & Times of a Reservation
adding notes to your reservations
View all 10
Customer
6
Linking reservations to client / customer records
Electronic Signatures on your waivers
collecting electronic signatures via email
Customer record per rental item
Group 'tag'
View all 6
Extras
5
what are extras in BRM?
Setting up extras
Defining which extras are using in a rental
Applying Reservation Level Extras
Setting up Reservation Level Extras
Self Registration and Kiosks
7
Self-Registration and Kiosk Overview
Pairing devices with Kiosk Security enabled
Kiosk Language Parameter
Public Kiosks Overview
Setting up a Public Kiosk
View all 7
Communication
7
Emailing a copy of reservation to your customer(s)
Post Rental Email
communications tab in Reservation Detail Panel
email confirmations for online bookings
How does BRM send emails on your behalf?
View all 7
Financials & Pricing
10
Per Item pricing adjustments
Financials Tab
Booking Slots on pricing page
Billable days and duration
Adding Transactions
View all 10
Printing, Waivers, Disclaimers, Receipts, Invoices
7
Rental disclaimers (waivers)
Printing receipts on Thermal Paper
viewing the history of what has been printed
Snapshot printing
Print directly to Windows default printer
View all 7
Inventory within Reservations
2
linking to underlying inventory
Notes for specific items within your reservation
Reservation Types
3
Defining Multiple Reservation Types
Adding and Editing Reservation Types
selecting the reservation type of your reservations
Delivery
6
Delivery Management
Delivery Planning Module
Applying discounts on delivery fees
Capture delivery info from online booking
Delivery Fields
View all 6
Advanced Reservation Features 2.0
24
Discount Codes (vouchers)
Custom / Quick search
full audit trail (reservation events)
allocating Items from Product Lines
Smart Alerts
View all 24
Deposits
1
Does BRM handle deposits?
Customers (Integrated CRM) 2.0
Customers
11
Managing customer records 'layer'
Finding a Customer's Reservations
Customers List Panel
Custom fields for your Customer records
Customizing your customer data - by product
View all 11
Online Booking - Customer Booking Page 3.0 (legacy)
The Basics
6
making an online booking from the Customer Booking Por
Publishing your online booking on your site
adding notes for your Items
your Terms and Conditions
suggested sizing (legacy)
View all 6
Payments
2
Integrated Payment Providers
Setting up payment methods on Stripe
Controlling your online offering
8
Setting Booking Slots
Online Booking Hours
Booking Buffers in Online Booking
Min/Max Rental Duration by Product Family
Pickup spacing for online reservations
View all 8
Advanced - collecting customer data
4
Collecting rider / skier details per item
'this is me' functionality - making sure multiple online bookers identify themselves
Should you ask for password creation in Online Booking? (legacy)
Online - Customizing your customer data - by product
Advanced - selling extras online
2
Customer Booking - extras overview
Customer Booking - selling reservation level extras
Advanced - configuration
2
Customising the text in your online experience
setting some categories to internal only
Advanced - deep linking into product
1
Creating category specific versions of Online Booking
Advanced - miscellaneous
5
Online Channels
Online Booking Overlay Feature
Google tracking code
do you even want to know about provisional reservations?
should you embed or link your Online Booking?
New Customer Booking Portal 4.0
The Basics
8
making an online booking from the new Customer Booking Portal 4.0
Publishing your online booking on your site
adding notes for your Items
your Terms and Conditions
suggested sizing
View all 8
Payments
0
Controlling your online offering
1
Setting Booking Slots
Advanced - collecting customer data [coming soon to CBP4]
0
Advanced - selling extras online
2
Customer Booking - what are extras?
Customer Booking - taking tips / gratuity
Optional Modules 2.0
Tours / Activities / Events
4
Tours / Activities / Events / 2.0
Inventory Type - TAE
Selling tours and renting bikes
Using BRM to sell shuttle bus tickets
Multi-Location
14
Multi-location example - one system, multiple locations within
what are the multi-location features?
Home Location
item 'current location'
Multi-Location modes
View all 14
Packages
4
Selling packages
why don't we show status for a package?
Creating Packages
Assigning items to Packages in a reservation
Ski features
1
DIN calculator
GBAL
8
Making Generic Bookings (GBAL)- overview
Product Line Availability and Summary
Book X quantity of a product line
Add a Product Line to a reservation
viewing generic (Product Line) bookings in the planner
View all 8
Administration & Setup 2.0
Settings
18
Offering Control
Store address and other core details
Date and Time settings
Adding your location, including latitude and longitude
tax settings
View all 18
Multi-language
7
Languages overview
Multi-lingual online booking (17 languages)
Language customization page (multi-language)
Supported languages page
Language buttons within the back office
View all 7
Payment Processing & Recording
13
Payments overview
Setting up Stripe as a payment processor
seeing which of your Reservations has a Stripe card
Adding Stripe cards for a reservation
Setting your payment methods
View all 13
Administration
6
Add / Maintain users (admin privileges)
Basic Role
Mechanic Role
Staff Role
Shop Manager role
View all 6
Advanced Settings
4
Auto-Allocate
Online 'Advanced' settings overview
Auto-cancel
Tax code override per Product Family
Email Settings
4
Optimising your email deliverability
Implement SPF for your domain
Implement DKIM for your domain
Automatically forwarding emails from BRM
Account Management and Billing
1
Account management and billing overview
Integrations 2.0
Lightspeed
10
Lightspeed integration - overview
Lightspeed Integration - LS to BRM
Lightspeed Integration - BRM to LS
Lightspeed and BRM / RSM accounts
Lightspeed integration - configuration
View all 10
Lightspeed errors
0
Citrus Lime
3
Citrus Lime integration - overview
Citrus Lime Integration - BRM to CL
Connect to your Citrus Lime Account
Slack
2
Slack Integration
Slack Configuration
Paypal
1
Setting Up PayPal
Mailchimp
1
Send new customers to Mailchimp
Webhooks
4
Webhooks overview
Setting up webhooks
Example of customer JSON data sent by webhook
Example of reservation JSON data sent by webhook
API
1
API settings page
Maintenance 2.0
the basics
9
Maintenance - overview
Service recording - fixing a broken item
Using BRM to take service bookings
recording a safety check
Viewing item service history
View all 9
more advanced features
6
Handsfree mode
Automated service recording (handsfree mode)
handsfree mode prefixes
Service Point depletion factors
maintenance / mechanic reservation
View all 6
Analysis & Reporting 2.0
Reports
4
Graphs and Transactions in 2.0
Exporting data from BRM
deeper analysis using spreadsheets (and pivot tables)
Google Analytics
Graphs
3
Graphing your rentals
comparing data from different sources
Month-overlap issue
Barcodes 2.0
basics
2
barcode commands
Getting labels printed by BRM....
Top Tips 2.0
Advice and Recommendations
22
Hardware Requirements for running BRM
Left hand menu
tips for using BRM on a tablet
saving your preferences
Blocker bookings
View all 22
Problem Solving
8
Problem Solving - 'undo' progress reservation
Reservation Stages - a closer look
Problem Solving - how can my item not be available when it is not reserved?
Problem Solving - can't find my reservation
Problems logging in
View all 8
Lightspeed Errors
6
LSI001 - general Lightspeed API error
LSI002 - user XYZ not linked to lightspeed
LSI004 - Lightspeed Invalid Foreign keys for Customer...
LSI005 - Lightspeed Invalid foreign keys for Employee: x
LSI008 - Lightspeed Missing EAN
View all 6
Inventory Management
The basics
0
Inventory - adding your products
0
Inventory 2.0
0
Internal 2.0
bike.rent
2
Publishing on bike.rent
un-publishing from bike.rent