Work from the Daily PMS Agenda

The Daily PMS Agenda is the recommended starting point for a front-desk or operations shift. It gathers daily activity, but it does not replace checking the reservation before changing data or contacting a guest.

Start of shift#

1. Confirm the active team.
2. Open Dashboard and find Daily PMS Agenda.
3. Check the selected date and select Reload data.
4. Review Pending check-ins, Check-outs, and Tickets due today first.
5. Use the link icon to open a reservation whenever you need context or must act.

What each section means#

• Pending check-ins: reservations starting that day with no registered traveller yet.
• Completed check-ins: reservations with at least one registered traveller. The count selected at booking is indicative; confirm the actual party whenever you need to know whether companions still need to register.
• Check-outs: reservations ending that day and the property's operational release state.
• Owner blocks: internal occupancy, separated from guest stays.
• New reservations: records created on the selected date, not necessarily stays arriving that day.
• Apartments to review: properties the system identifies as free after occupancy and without immediate occupancy.
• Cleaning, payments, and tickets: shown according to enabled modules, permissions, and available data.

Departure time is not recorded in this panel. An empty field is not confirmation that a guest has left.

Recommended operating order#

1. Resolve arrivals without guest records.
2. Review urgent messages and today's arrivals.
3. Coordinate keys and cleaning when those functions are enabled.
4. Physically confirm departures before marking a property as free.
5. Review due payments and tickets.
6. Open Reservations for searches that do not fit the selected date.

Export lists#

The Check-ins, Check-outs, Reviews, and Cleaning buttons generate documents for the selected date. Before sharing:

• verify the date in the heading;
• follow your agency's personal-data policy;
• share only with people who need the information;
• remove local copies under your organization's procedure.

If the agenda looks incomplete#

Reload once, confirm team and date, then check whether your role can access the affected reservations. An empty section may mean no authorized data is available; it does not mean all work is complete.

Before using the agenda on a smaller screen#

The agenda does not yet have general acceptance for phone or tablet. Before using it during a shift, the agency must test the intended size for date selection, refresh, every required section, reservation links, and applicable exports.

If a card is truncated, a control is missing, or the link does not allow the reservation to be verified, do not decide from that summary. Continue on a larger screen the agency has already verified, or hand the case to the shift lead.

Expected result#

After review, you can list the day's arrivals, departures, incidents, and owners, with a clear next step for every pending item.