PMS Evaluation Checklist
Compare calendar, guest profile, folio, housekeeping, reporting, and permission workflows before choosing software.
Resource hub
Use these resources to prepare real questions about reservations, channels, folio records, housekeeping, migration, reporting, and AI before choosing hotel software.
Evaluation board
Current workflow
Where duplicate entry happens today
Distribution
Which OTAs and direct channels matter
Folio records
How invoices, receipts, and balances are reviewed
Migration
Which future reservations must move cleanly
Short, useful resource paths for common buying and onboarding questions.
Compare calendar, guest profile, folio, housekeeping, reporting, and permission workflows before choosing software.
Prepare direct booking, OTA, metasearch, wholesale, and restriction questions before a channel-manager discussion.
Clarify invoices, receipts, taxes, balance review, reporting exports, and manager approval needs early.
Document room status, priority cleans, inspections, maintenance, and guest-service handovers before onboarding.
Articles
Guide
Plain-language definitions for common hotel performance metrics.
Guide
How a booking engine can support direct reservations without replacing good hospitality.
Guide
A calm migration plan for properties moving from spreadsheets or older software.
Guide
Where AI can assist hotel teams and where human review remains essential.
Demo preparation
The best demo happens when the property brings real examples from daily work.
Room and rate plan list
Room types, rate plans, restrictions, taxes, fees.
Channel mix
Direct, OTA, metasearch, corporate, wholesale.
Folio review
Invoices, receipts, tax handling, balance review.
Migration scope
Future reservations, guest records, reports, archived data.
Serious questions buyers should ask before committing to a property management platform.
Start with daily operations rather than feature lists. Review how reservations are created, how room moves happen, how rates and restrictions are managed, how housekeeping receives updates, how folios and balances are reviewed, which reports the owner needs, and what data must be migrated.
A booking engine helps guests book directly on your own website. Channel management becomes important when the property sells inventory through OTAs, metasearch, wholesale partners, or multiple rate plans where availability and restrictions must stay aligned across channels.
Prepare your room types, rate plans, current booking sources, folio review process, housekeeping process, report requirements, number of users, permission needs, and any migration concerns. Real examples from your current operation make the demo much more useful.
AI can assist by drafting guest replies, summarizing activity, explaining reports, and highlighting exceptions. It should not make final legal, financial, safety, employment, or guest-impacting decisions without human review.
Risk usually comes from unclear ownership, messy historical data, unreviewed rates, incomplete guest records, active future reservations, staff training gaps, and no fallback plan. A calm migration plan should decide what is imported, what is archived, and who validates the result.
Most operators need occupancy, ADR, RevPAR, channel production, revenue by date and source, outstanding balances, arrivals, departures, housekeeping load, and cancellation/no-show patterns. The right reporting set depends on property type and management rhythm.
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