1. Revenue Management System
  2. Get started
Get started

Get Revenue Management System running in four steps.

Prepare a property pilot around one rate decision and one complete stay.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Revenue Management System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Revenue Management System in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and set up Revenue Management System with Proto. Identify Revenue Manager, Front Desk Agent, Finance Clerk and Service Coordinator as the people who will rehearse the first cases.

Prepare the first operating cycle

Choose a unit type and effective rate plan. Bring a demand observation with its snapshot and stay dates, then link a recommendation to a reservation. Add one valid request and one request with a problem the front desk must explain. Bring a posted folio item and a provider-confirmed payment for the checkout review.

Review before release

Have Revenue Manager approve a valid proposed rate or explain an invalid submission, Front Desk Agent confirm and check in the stay, Finance Clerk reconcile charges and confirmed payments, and Service Coordinator assign the released unit. Repeat a denied action for each role and retain the result with the accepted case. Use implementation for the full rehearsal sequence.

Set up Revenue Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started