Guides

1. Tourism Module Overview

Path: Frontline → Tourism

The Tourism module provides two systems for managing properties and tours:

• PMS (Property Management System): Manages property information, payments, user permissions, appearance, and booking settings.
• TMS (Tour Management System): Manages tour system information, user permissions, and payment settings.

Select the required system from the Tourism sidebar.

2. Property Management System (PMS)

Path: Frontline → Tourism → PMS

PMS allows users to create and manage properties, such as hotels, and configure their information, payments, permissions, and booking settings.

2.1. PMS Overview

The PMS page displays created properties as cards.

• Property Card: Displays the property name, logo or image, creation date, and assigned user.
• Action: Opens available property actions.
• Create PMS: Opens the property creation wizard.
• Star: Adds the page to favorites.

If no properties exist, an introductory card provides an option to create the first property.

2.2. Creating a PMS

Path: Frontline → Tourism → PMS → Create PMS

The creation wizard consists of five steps. Use Next and Previous to navigate between steps, or Cancel to exit.

Step 1: General Information

Enter the property details and configure check-in, check-out, discounts, and reservations.

• Name: Property name (required).
• Description: Brief property description.
• Check-in / Check-out Time: Set guest arrival and departure times.
• Check-in / Check-out Amount: Enter the associated amounts.
• Add Discount: Configure discounts by product type, title, and pricing plan.
• Website Reservation Lock: Enable or disable the website reservation lock.

Click Next to continue.

Step 2: Payments

Configure the payment methods available for the property.

• Payments: Select an existing payment configuration.
• Erxes App Token: Enter the token required for payment integration.
• Add Payment Method: Add additional payment methods, such as golomtCard, khaanCard, or TDBCard. Click Next to continue.

Step 3: Permissions

Assign users to the appropriate property roles.

• General Managers: Assign at least one general manager.
• Managers: Assign users responsible for property management.
• Reservation Managers: Assign users who manage reservations.
• Reception: Assign reception staff.
• Housekeeper: Assign housekeeping staff.

Select the appropriate users from the dropdown fields, then click Next.

Step 4: Appearance

Customize the property's branding and website information.

• Main Logo: Upload the property logo.
• Primary: Set the primary brand color.
• Secondary: Set the secondary color.
• Third: Set an additional interface color.
• Website: Enter the property's website URL.

Click Next to continue.

Step 5: Pipeline Configuration

Connect the property to a sales pipeline and configure available products.

• Board: Select the board.
• Pipeline: Select the associated pipeline (required).
• Room Categories: Select available room categories.
• Exclude Room Categories / Rooms: Select categories or rooms to exclude.
• Extra Product Categories: Select available additional product categories.
• Exclude Extra Products: Select additional products to exclude.
• Enable Appointments: Enable or disable appointment products.
• Appointment Categories: Select available appointment categories.
• Exclude Appointments: Select appointments to exclude.

Review the settings and click Create to complete the process. A success notification appears when the property is created.

2.3. Viewing Created Properties

Created properties appear as cards on the PMS overview page.

Each card displays the property name, logo or image, creation date, associated user, and available actions.

Click Create PMS to add another property.

3. Tour Management System (TMS)

Path: Frontline → Tourism → TMS

TMS allows users to create and manage tour systems, including their general information, user permissions, and payment settings.

3.1. TMS Overview

The TMS page displays created tour management systems as cards.

• TMS Card: Displays the system name, image or placeholder, creation date, and associated user.
• Action: Opens available actions.
• Create TMS: Opens the creation wizard.
• Tourism Sidebar: Allows users to switch between PMS and TMS.

If no image is uploaded, a placeholder is displayed.

3.2. Creating a TMS

Path: Frontline → Tourism → TMS → Create TMS

The creation wizard consists of three steps. Use Next and Previous to navigate, or Cancel to exit.

Step 1: General Information

Configure the basic information and appearance of the tour management system.

• Name: System name (required).
• Main Color: Select the primary color (required).
• Logo: Upload the main logo.
• Fav Icon: Upload the favicon.
• Language: Select the supported languages. Multiple languages are allowed.
• Main Language: Select the default language.

Logo and favicon images must be PNG files and no larger than 15 MB.

Step 2: Permissions

Assign users to manage the tour system.

• General Managers: Assign at least one user responsible for general management.
• Managers: Assign users responsible for managing the system.

Assigned users may be displayed at the top of posts and in the list view.

Click Next to continue.

Step 3: Payments

Configure the payment methods available in the tour management system.

• Payments: Select an existing payment configuration.
• Prepaid: Enable or disable the prepaid payment option.
• Erxes App Token: Enter the token if required for payment integration.
• Add Payment Method: Add additional payment methods.

Each payment method includes:

• Type: Payment method type.
• Title: Display name.
• Config: Payment configuration.
• Delete: Remove the payment method.

Examples include golomtCard, khaanCard, and TDBCard.

Review the settings and click Save to complete the creation process.

3.3. Viewing Created TMS

After saving, the system returns to the TMS overview page. The newly created system appears as a card.

Each card displays the system name, image or placeholder, available actions, creation date, and associated user.

Click Create TMS to add another system.

4. Summary

The Tourism module includes two systems:

• PMS: Manages property information, payments, permissions, appearance, and pipeline settings.
• TMS: Manages tour system information, permissions, and payments.
• The PMS creation wizard has five steps, while the TMS wizard has three.
• Both systems allow users to configure managers and payment methods.
• Successfully created systems appear as cards on their respective overview pages.