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Set Up Rooms, Room Types, and Sections

Rooms, room types, and sections are the foundation for housekeeping, room assignment, tasks, PM, Lost & Found, and guest-related workflows.

Quick Reference​

Setup ItemWhat It ControlsUsed By
RoomsThe physical room records staff work with.Room queue, assignments, requests, tasks, PM, Lost & Found.
Component roomsRoom structures made from multiple component room parts.Properties that need parent or connected room handling.
Room typesRoom grouping for reporting, filtering, and guest context.Housekeeping, guest data, reports.
SectionsOperational grouping of rooms.Room assignment and staff workload balancing.

Before You Start​

  • Confirm the property's room list.
  • Confirm room type names used by operations.
  • Confirm how housekeeping divides sections or floors.

Add Missing Setup Records from a PMS​

Properties with a supported PMS can add missing sections, room types, or rooms from the PMS without replacing existing HOME setup. The import is additive: existing records and locally maintained values remain unchanged. Room imports can also add the room types and sections required by the selected rooms.

  1. Open Settings > Rooms.
  2. Click Auto-setup from PMS. Repeat from Settings > Room Types or Settings > Sections when you want to add those record types directly.
  3. Review the records that the PMS has but HOME does not.
  4. Select the records to add. For rooms, select a section when the PMS does not provide one.
  5. Review the confirmation, then click Submit.

The preview also shows records the PMS cannot import and rooms that exist in HOME but were not returned by the PMS. Existing rooms are not disabled unless you select them explicitly. If the PMS cannot provide the required data, add the records manually or resolve the PMS setup before trying again.

Set Up Rooms​

  1. Go to Settings > Rooms.
  2. Add or review each room record.
  3. Confirm room number, room type, and active status.
  4. Save changes before assigning rooms to staff.

Bulk Edit or Delete Rooms​

Use bulk actions when several room records need the same room type, section, guest-room setting, or enabled state.

  1. Go to Settings > Rooms.
  2. Select the rooms to change, or select all rooms currently shown by the search.
  3. Click Bulk edit.
  4. Choose a Room Type, Section, Guest Room, or Enable value. Leave fields at No change when they should stay as they are.
  5. Click Apply changes and review the result counts and any room-specific warnings.

Staff with permission to delete rooms can select rooms and click Bulk delete, then confirm the deletion. Review the selected room numbers carefully because deletion removes the room records.

Set Up Component Rooms​

Use component rooms only when the property needs a room structure made from multiple linked parts, such as connected rooms or parent-child room handling.

  1. Go to Settings > Component Rooms.
  2. Review the component room structure.
  3. Confirm each component is linked to the correct room record.
  4. Save changes and check that assignment and reporting still show the expected room context.

Set Up Room Types​

  1. Go to Settings > Room Types.
  2. Add or review each room type.
  3. Use names that staff and managers recognize.
  4. Set the service credit values the property uses, including turndown credit where applicable.
  5. Save changes and check that rooms are assigned to the correct type.

If the property uses turndown assignment, keep the turndown credit consistent with the other service credits so the room assignment summary stays accurate.

Set Up Sections​

  1. Go to Settings > Sections.
  2. Create operational sections such as floors, wings, or staff zones.
  3. Assign rooms to the correct section.
  4. Review section setup before using room assignment.

Troubleshooting​

A room is missing from assignment or reports​

What you see: A room does not appear where managers expect it.

Do this:

  1. Confirm the room exists and is active.
  2. Confirm the room type is set.
  3. Confirm the room is assigned to the expected section.
  4. If the property uses component rooms, confirm the component room relationship is correct.
  5. Refresh the target page.