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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
16
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
See all 16 articles
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
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
More advanced
10
Inventory Summary Popup
changing a Product Family's Category
changing a Product Line's PF
changing an Item's Product Line
Offering Groups
See all 10 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 / kiosk
3
self-registration / kiosk overview
pairing devices - with enhanced security enabled
kiosk language parameter
Communication
6
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 6 articles
Financials & Pricing
9
Per Item pricing adjustments
Financials Tab
Billable days and duration
Adding Transactions
view transaction history
See all 9 articles
Printing, Waivers, Disclaimers, Receipts
4
Rental disclaimers (waivers)
Printing receipts on Thermal Paper
viewing the history of what has been printed
Snapshot printing
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
1
Delivery Management
Advanced Reservation Features 2.0
21
Discount Codes (vouchers)
Custom searches
full audit trail (reservation events)
allocating Items from Product Lines
Smart Alerts
See all 21 articles
Deposits
1
Does BRM handle deposits?
Online Booking 2.0
Online Booking
0
The Basics
7
suggested sizing
adding notes for your Items
setting some categories to internal only
publishing your online booking on your site
making an online booking
See all 7 articles
Advanced
11
customising the words in your online experience
setting booking slots
Deep linking into actual products in your online booking
Creating category specific versions of Online Booking
should you embed or link your Online Booking?
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
Tours / Activities / Events
3
Tours / Activities / Events / 2.0
Inventory Type - TAE
Selling tours and renting bikes
Multi-Location
13
Multi-location example - one system, multiple locations within
what are the multi-location features?
Home Location
item 'current location'
Multi-Location modes
See all 13 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
7
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 7 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
8
languages overview
multi-lingual online booking (12 languages)
language customization page (multi-language)
supported languages page
language buttons within the back office
See all 8 articles
Payment Processing & Recording
9
Payments overview
Setting up Stripe as your payment processor
seeing which of your Reservations has a Stripe card
Adding Stripe cards for a reservation
Setting your payment methods
See all 9 articles
Administration
6
Add / Maintain users (admin privileges)
Basic Role
Mechanic Role
Staff Role
Shop Manager role
See all 6 articles
Advanced Settings
3
Auto-Allocate
Online 'Advanced' settings overview
Auto-cancel
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 - configuration
Lightspeed and BRM / RSM accounts
Lightspeed Integration - BRM to LS
Lightspeed Integration - LS to BRM
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
Maintenance 2.0
the basics
7
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 7 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
basics
2
barcode commands
Getting labels printed by BRM....
Top Tips 2.0
Advice and Recommendations
14
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 14 articles
Problem Solving
7
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 7 articles
