Setting
21 articles
Add New Staff Members
Path: Settings > Account > Account List > Add
Steps
1. Click Settings.
2. Click Account
3. Click Account List.
4. Click Add.
5. Enter the employee’s email, name, and the required permissions, then click Save.
A. Employee email
B. Employee name
C or D. Select a role directly,
Dina · Sep 15 2026
Add Reservation Notification Email and Account Roles
Overview
The Frontdesk settings and Account settings should be operated on the computer. To receive the reservation notifications conveniently, you can add your email address in the Reservation Notification Email. To add the account list conveniently, you can add the account role first and assign the role to the account.
IreneZhou · Jun 25 2025
Add/Delete A Room Type and Change the Room Assignment
Overview
There must be various room types for every owner. And to add room types is the first step to manage the reservations. We need to learn to add/delete room types. If there are some changes in the room assignment, we can also make it.
Add A Room Type:
IreneZhou · Jun 25 2025
Agoda Direct Connect
After direct connection, the current PMS room status and rates will be pushed immediately to each connected channel. Please review the notes below and make sure the PMS pre-setup is completed before connecting.
Pre-Connection Checklist – PMS Initial Setup | Smart OrderComplete the pre-connection checklist for PMS initial setup to ensure accurate
Dina · Sep 16 2026
Automated Messaging – Simple & Clear Guide
I. What This Feature Does?
“Automated messages ”let system Automatically sends messages to your guests at the right time.
• You just write the message once.
• Set when it should be sent.
• The system sends it automatically to every guest that matches your rule.
For example :If you set a rule
Dina · Mar 26 2026
Change the Room Assignment for A Reservation
Overview
We can change the room assignment for a reserved or checked-in reservation.
Change the Room Assignment for A Reserved one:
Step1: Go to the Calendar page and find the reservation you want to change the room assignment for.
Step2: Click the reservation and go to the Details page. Select
IreneZhou · Jun 25 2025
Close / Open Rooms
Managing room availability is essential to ensure accurate inventory and avoid overbooking.
Method 1 Close & open room(Manual for specific Selection)
Close room
Path: Calendar → Calendar View → Close Room
1. Go to Calendar
2. Select the room you want to close
3. Click Close Room
4. Then Choose the
Dina · May 26 2026
Convert the Dirty Room to Clean Room
Overview
Once the reservation has been settled, the room will be made dirty. After the housekeeping task has been completed, you need to convert the dirty room to a clean room.
Steps in Calendar View to convert to a clean room:
Go to the Calendar View and move to the
IreneZhou · Jul 04 2025
Create and Manage Roles
Set up a role type and customize its permission scope.
Steps
1. Navigate to Settings > Account > Account Role
2. On the Role Management page, click Add to create a new role.
3. Select the new role, such as [FULL].
4. Click Edit.
5. Select each module and check
Dina · Sep 15 2026
Holiday Settings Feature Guide
The Holiday Settings feature displays national holidays, source market holidays, custom holidays, and events in the PMS calendar.
This helps businesses identify special dates in advance and check pricing, inventory, channel sales, and staffing arrangements based on actual operations.
This feature is only used for calendar labels and reminders. It
Dina · Sep 15 2026
How to Modify Role and Account Permissions
Use Role Management to preset multiple roles with different permissions, such as housekeeping, Property A staff, or administrators, and then assign those roles to different accounts in batches.
I.Modify Role Permissions
You can add or remove permissions for all accounts assigned to the same role at once.
1. Navigate
Dina · Sep 15 2026
How to set up Multiple Occupancy Rates (OBP)
A. What is OBP?
Occupancy Based Pricing (OBP) is a pricing mode that automatically adjusts room rate based on the number of guests.
If you need to set additional charges based on the number of guests (e.g., charge extra when guests exceed the base occupancy).You can set up
Dina · May 26 2026
Initial Setup for a Marketing Website / Mini Program(Red note)
Booking Engine / Chinese Site is the independent booking website generated by Smart Order PMS, where guests can book rooms online and complete payment.
After the Xiaohongshu mini program is enabled, you can list properties on the Xiaohongshu platform through Smart Order PMS and attract guests there.
Setup Flow Overview
1.
Dina · Sep 09 2026
Meal Rules Setting
Path: Settings > Room > Meal > Add New
Steps
1. Click [Settings]
2. Click [ Room]
3. Click [Meal ]
4. Click [Add New] and configure the following fields:
A. Meal Name
B. Pricing Method:
* Select Add-on as Separate Pricing if the meal is not included in the room rate. Adding
Dina · Jun 12 2026
Role Management / Add Employees
Path: Settings - - Account - Account Role
I. Role Management
Role Management lets you preset multiple roles with different permissions, such as housekeeping, Property A staff, or administrators, and then assign those roles to different accounts in batches.
1. Navigate to Settings - - Account - Account Role
2.
Dina · Sep 15 2026
Set Up An Hourly Room and Its Night Count
Overview
We support hourly room set-up if you need it. The hourly room night count can be set at your convenience. Let's set up the proper design to match your preference.
Set Up An Hourly Room:
Step1: Go to the Settings page. Select Hourly Room from the Room
IreneZhou · Jun 25 2025
Set up Calendar Display Settings
To satisfy your idea calendar view, you may set up the calendar display settings. You can set up the view by room type, room number, or group. You may view the daily calendar by Daily View settings. You may also change the color to display.
Steps to Set up the
IreneZhou · Jul 03 2025
Set Up Combined Rooms and the Rate Allocation
Overview
To satisfy a multi-room reservation for an entire villa or multiple rooms, we support combined room settings. Owners can distribute the combined rooms' value to the total.
Set Up Combined Rooms:
Step1: Go to the Settings page. Select Combined Room from the Room drop-down list. Click Add.
Step2:
IreneZhou · Jun 25 2025
Set Up the Default Check-in and Check-out Times
Overview
The Frontdesk settings can only be set up on the computer. If you want to set up the default check-in and check-out times, you must operate on the computer.
Step1
Go to the Settings page, and select Frontdesk under the Room.
Step2
Click Default Accommodation Rules in the top
IreneZhou · Jun 25 2025
Subscribe to the Professional Plan
Steps
1. Log in to your Smart Order account.
※If you were invited to join a property, you do not need to register an account. On your first login, select Log in with verification code or click Forgot Password to set a password, then log in to the property.
Log
Dina · Sep 18 2026
User invitation & permissions
User invitation
In the Account module, users can add new users to their property account.
Permissions
The user's permissions will determine which features the user can access in the Smart Order.
How to invite?
1. By clicking the "Add" button in account page, the page will
Smart Order · Jan 13 2025