BRM2.0 Help

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

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

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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

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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)

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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'

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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

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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

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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 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

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)

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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?

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

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

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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

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

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

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

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more advanced features 6

• Handsfree mode
• Automated service recording (handsfree mode)
• handsfree mode prefixes
• Service Point depletion factors
• maintenance / mechanic reservation

View all 6

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

basics 2

• barcode commands
• Getting labels printed by BRM....

Advice and Recommendations 22

• Hardware Requirements for running BRM
• Left hand menu
• tips for using BRM on a tablet
• saving your preferences
• Blocker bookings

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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

The basics 0

Inventory - adding your products 0

Inventory 2.0 0

bike.rent 2

• Publishing on bike.rent
• un-publishing from bike.rent