This article is a summary of the Online Credit Card Storage Process options available to you in your RMS system.

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Sylvia Chambers
8 years ago
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1 Online Credit Card Storage Processes Overview This article is a summary of the Online Credit Card Storage Process options available to you in your RMS system. The RMS Vault, allows you to store credit card information from Online Bookings (both from Channels and from your RMS Book Now Button) offsite in a secure location ensuring that your RMS system remains PCI Compliant. Processes Online Bookings from Channel Managers (Channel Mangers include but are not limited to, Booking.com, Wotif, Expedia, Agoda etc). Reservation with CC details are sent to RMS CC details are taken and stored in the RMS Vault as a Token Reservation with Vault Token are saved to RMS Edit reservation in RMS9 Select RMS Vault Button (displayed in green if Token exists) First Time Setup Enter RMS Username and Password Enter your desired Vault Password 1

2 Confirm your desired Vault Password Select Create Second Time Onwards Enter your Vault Password Select Retrieve You will now see the guests CC information. NOTE: The CVV will show as a unique code, this will match the CVV sent to your property, where your client id will unlock the protected PDF to reveal the customers CVV number. See How do I get Card CVV Numbers. RMS Book Now Button > Deposit Taken via RMS Payment Gateway Reservation is processed and Payment is taken by the RMS Payment Gateway Reservation is saved to RMS and Receipt for the payment taken is created on the account NOTE: No CC details are passed into RMS No Token information is passed into RMS RMS Book Now Button > Deposit Taken via Own Gateway Reservation is processed and Payment is taken by your Own Payment Gateway Reservation is saved to RMS and Receipt for payment taken is created on the account CC Token is saved against the Client record of the Reservation 2

3 Select CC Token Button (displayed in green if Token exists) to see Token details Further Receipts can be processed using this Token RMS Book Now Button > No Deposit/Payment Required > No CC Capture Reservation is sent to RMS No Credit Card details are taken at the time of booking No Token information is passed into RMS RMS Book Now Button > No Deposit/Payment Required > RMS Vault Reservation with CC details are sent to RMS CC details are taken and stored in the RMS Vault as a Token Reservation with Vault Token are saved to RMS Edit reservation in RMS9 Select RMS Vault Button (displayed in green if Token exists) First Time Setup Enter RMS Username and Password 3

4 Enter your desired Vault Password Confirm your desired Vault Password Select Create Second Time Onwards Enter your Vault Password Select Retrieve You will now see the guests CC information. NOTE: The CVV will show as a unique code, this will match the CVV sent to your property, where your client id will unlock the protected PDF to reveal the customers CVV number. See How do I get Card CVV Numbers. RMS Book Now Button > No Deposit/Payment Required > Own Gateway Reservation is taken and Token is processed through your Own Payment Gateway Reservation is saved to RMS CC Token is saved against the Client record of Reservation Select CC Token Button (displayed in green if Token exists) to see Token details. Further Receipts can be processed using this Token Video Vault Overview 4

5 User Access to the RMS Vault In order for your staff to access the credit card information contained in the RMS Vault you will need to give them access in their Security Profile. See the article Give Users Access to the RMS Vault If you are not currently using individual user login for access to RMS we suggest this as 'Best Practice'. See Users and Security for more information on how to use this feature. 5

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