Concierge Sub Categories

Your property may offer concierge services, to assist guests with information they may request (such as restaurant recommendations, area activities or directions to the nearest church). This information can be stored in Skyware using the Concierge screen, reached via the Other Front Desk Tasks menu. As the amount of information stored for concierge service purposes may be large, Skyware provides the ability to add Categories and Sub Categories. Sub-categories work with the categories already created for the concierge feature and are used to further divide your information into smaller more manageable groupings. Sub-categories may include entries such as french, steak, or family for the category restaurants; or clothes, antiques or groceries for the category shopping, and may be linked to the parent category via a field on this screen.

 

 

Quick Menu

Quick Menu with Manager's Screen option selected

Select Manager's Screen to be taken to the Manager's Commands screen.

Manager's Commands Menu

Select Configuration to be taken to the Property and System Configuration menu screen.

Manager's Commands Menu with Configuration option selected

Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option.

This will take you to The Property System Configuration Menu.

Property and System Configuraion Menu

The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

Select Concierge => from the Sub-Systems section.

Sub-Systems section of the Property and System Configuration menu with Concierge => command selected

This will take you to the Concierge Maintenance menu screen, which contains two sections, Concierge List 1 and Concierge List 2.

Concierge Maintenance Menu screen example

Select Sub Categories from the Concierge List 2 section.

Concierge List 2 section of the Concierge Maintenance menu with the Sub Categories command selected

 

When selected, the Concierge Sub Categories Maintenance screen display is split into two frames, with the left side of the screen listing any already configured concierge sub categories for the property and the right side containing the fields you need to complete in order to add or edit a concierge sub category for your property. Any changes made on the right, once saved, will be updated in the listings to the left.

The currently configured options can be displayed by:

Order: List order, a numeric ordering. If there is no list order number, the concierge sub categories will be displayed alphabetically.

Code: The entered code for the concierge sub category.

Name: The name or description of the concierge sub category.

 

Selecting any concierge sub category on the left will display the details on the right.

Your options include the following:

Generate a new entry:

Click the New Generate New Entry button button from the toolbar to add a new concierge sub category.

Complete the fields described below.

OR:

Select an existing concierge sub category from the list on the left, and click the Replicate Replicate Current Entry button button from the toolbar. Then change the field information as described below.

Edit the current selection:

Change the field information described below.

Concierge Sub Category Maintenance screen right side detail for editing purposes

Code:  Enter the code for the concierge sub category, to indicate how the record is stored within the system. Codes may be up to 6 characters in length.

This field is required.

List Order: Enter the desired List Order for this concierge sub category. If there is no list order number, the concierge sub category will be displayed alphabetically.

This field is optional.

Name: Enter the name or description of the concierge sub category. This entry may be assigned to a concierge entry and subsequently used in the drop-down menu on the left side of the screen for sorting the entries on the concierge screen.

This field is required.

Parent Category: This is a drop-down menu of available options (generated using the Concierge Category Maintenance screen). Select the appropriate option.

This field is optional, but it is recommended one is selected to associate the sub category with a particular category.

 

When you are finished adding or editing any concierge categories, click the Save Save button button to save the changes.

To view any changes made, click the Activity log Activity Log button button in the local tool bar.

 

Date Updated November 21, 2024