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Knowledge base
Getting Started 2.0
Overview
16
Introduction
Glossary of Terms / Key concepts
Video tutorials
Store phases during BRM Onboarding
User Roles and Privileges
See all 16 articles
BRM Onboarding
2
Getting started page
Help Carousels
FAQ
1
what are the Ski specific features of BRM / RSM ?
Inventory 2.0
The basics
17
introduction to inventory 2.0
Introduction to Inventory
Add / Manage Items
Adding new inventory (bikes or items)
Actual (physical) Items in your inventory - Overview
See all 17 articles
Pricing
5
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
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
See all 13 articles
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 (invent
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
7
Inventory Summary Popup
Offering Groups
Issues with archiving items
Archiving (suspending) Items and Product Lines
Changing the size of a Product Line (PL)
See all 7 articles
Reservations 2.0
Reservations & Requests
21
The Reservations Page - overview
List VIEW
Day VIEW
Hour VIEW
Reservation Summary Popup (RSP)
See all 21 articles
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
See all 10 articles
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'
See all 6 articles
Extras
3
what are extras in BRM?
Setting up extras
defining which extras are using in a rental
Self Registration and Kiosks
6
Self-Registration and Kiosk Overview
Pairing devices with Kiosk Security enabled
Kiosk Language Parameter
Public Kiosks Overview
Setting up a Public Kiosk
See all 6 articles
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?
See all 7 articles
Financials & Pricing
10
Per Item pricing adjustments
Financials Tab
Booking Slots on pricing page
Billable days and duration
Adding Transactions
See all 10 articles
Printing, Waivers, Disclaimers, Receipts
5
Rental disclaimers (waivers)
Printing receipts on Thermal Paper
viewing the history of what has been printed
Snapshot printing
Print directly to Windows default printer
Inventory within Reservations
1
linking to underlying inventory
Reservation Types
3
Defining Multiple Reservation Types
Adding and Editing Reservation Types
selecting the reservation type of your reservations
Delivery
3
Delivery Management
Delivery Planning Module
Capture delivery info from online booking
Advanced Reservation Features 2.0
23
Discount Codes (vouchers)
Custom / Quick search
full audit trail (reservation events)
allocating Items from Product Lines
Smart Alerts
See all 23 articles
Deposits
1
Does BRM handle deposits?
Online Booking 2.0
The Basics
7
suggested sizing
making an online booking
adding notes for your Items
setting some categories to internal only
Publishing your online booking on your site
See all 7 articles
Payments
1
Integrated Payment Providers
Controlling your online offering
7
Setting Booking Slots
Hold back a percentage of inventory
Online Booking Hours
Using Booking Slots in online booking with Multi-Location mode
Booking Buffers in Online Booking
See all 7 articles
Advanced
11
customising the text in your online experience
Creating category specific versions of Online Booking
Deep linking into actual products in your online booking
Collecting rider / skier details per item
'this is me' functionality - making sure multiple online bookers identify themselves
See all 11 articles
Customers (Integrated CRM) 2.0
Customers
9
Managing customer records 'layer'
Customers List Panel
Custom fields for your Customer records
Finding a Customer's Reservations
Using a Customer (from list panel) to create a new Reservation
See all 9 articles
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
See all 14 articles
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
See all 8 articles
Administration & Setup 2.0
Settings
16
Offering Control
Store address and other core details
Date and Time settings
Slack Configuration
Adding your location, including latitude and longitude
See all 16 articles
multi-language
7
languages overview
Multi-lingual online booking (14 languages)
language customization page (multi-language)
supported languages page
Language buttons within the back office
See all 7 articles
Payment Processing & Recording
12
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
See all 12 articles
Administration
6
Add / Maintain users (admin privileges)
Basic Role
Mechanic Role
Staff Role
Shop Manager role
See all 6 articles
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
See all 10 articles
Lightpseed errors
1
LSI009 - Lightspeed Employee Locked Out
Slack
1
Slack Integration
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
Maintenance 2.0
the basics
8
Maintenance - overview
Service recording - fixing a broken item
Using BRM to take service bookings
recording a safety check
viewing service history for an item
See all 8 articles
more advanced features
5
Handsfree mode
Automated service recording (handsfree mode)
handsfree mode prefixes
Service Point depletion factors
maintenance / mechanic reservation
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
1
Graphing your rentals
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
how to close bike availability for specific dates or times - blocker bookings
See all 22 articles
Problem Solving
9
Problem Solving - 'undo' progress reservation
LSI005 - Lightspeed Invalid foreign keys for Employee: x
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
See all 9 articles
Internal 2.0
Technical
2
Connecting BRM to Lightspeed as a non-ops user
Useful CSS for customising printed materials
Inventory Management
The basics
0
Inventory - adding your products
0
Inventory 2.0
0
