Cloudbeds RMS overview and navigation

Purpose Understand how to access Cloudbeds RMS and choose the right area for pricing review, pricing actions, or performance reporting.
Best for Managers, General Managers, property administrators, and owners who use Cloudbeds RMS for pricing and performance review.
Use this when You are getting started with Cloudbeds RMS or need to decide whether to use Today, Calendar, or Analytics.
Requirements The Cloudbeds RMS experience must be enabled for your property.
Expected result You can open Cloudbeds RMS, recognize its main areas, and choose where to continue based on what you need to review or manage.
Limitations During the phased transition, some existing customers may continue to see the previous Revenue Intelligence experience instead of Cloudbeds RMS.

Introduction

Cloudbeds RMS is the revenue management experience for reviewing pricing opportunities, working with pricing by stay date, and reviewing performance information. Its main navigation is organized around Today, Calendar, and Analytics so you can move from a quick review to deeper pricing work or performance reporting as needed.

This article applies to the Cloudbeds RMS experience. If your property still uses the previous Revenue Intelligence interface, review Cloudbeds RMS: New experience and rollout overview for information about the phased transition.

Table of contents

Access Cloudbeds RMS

Open Cloudbeds RMS from the Cloudbeds PMS Main Menu. The experience opens on Today, which is the default starting page for your RMS review.

  1. Sign in to Cloudbeds PMS.
  2. Open the Main Menu Main menu icon
  3. Select RMS.

Expected result: Cloudbeds RMS opens on the Today page, with Today, Analytics, and Calendar available in the top navigation.

The Today page opens first in Cloudbeds RMS. Use the top navigation to move between the available areas.

Cloudbeds RMS Today page with Today selected and Analytics, Calendar, Events, and Marketing visible in the top navigation

Choose a Cloudbeds RMS area

Each main Cloudbeds RMS area supports a different part of the pricing and performance workflow. Use the area that matches what you need to do next.

Area Use it when you want to
Today Start your RMS review and see current pricing opportunities or information that may need your attention.
Calendar Review pricing by stay date, inspect supporting pricing context, and take pricing actions.
Analytics Review available RMS performance reporting, including Hotel and Marketing reports.

Use Today

Today is the default starting page in Cloudbeds RMS. Use it to begin your pricing review and identify current pricing opportunities or information that may need your attention.

When you need to investigate a specific stay date in more detail or take a pricing action, continue to Calendar.

Use Calendar

Calendar is the main workspace for reviewing pricing by stay date and taking pricing actions. Use it when you need to evaluate a particular date, review supporting pricing context, or make a pricing change.

Select a stay date to review additional pricing context. Depending on the information available for that date, Calendar can bring together rates, competitor information, property performance, pickup information, and pricing recommendations to support your decision.

More advanced Calendar workflows, including working across multiple dates and adjusting pricing settings, are documented separately so you can learn the core pricing workflow first.

Use Analytics

Analytics is the performance reporting area in Cloudbeds RMS. Use it when you want to review RMS performance information rather than make a pricing change for a specific stay date.

Analytics includes Hotel and Marketing reports. For broader Cloudbeds reporting and analytics options outside Cloudbeds RMS, review Reporting Overview and Navigation.


Next Operational Step

Now that you know where each main Cloudbeds RMS area fits, start on Today for your initial review, move to Calendar when you need to investigate or change pricing, or use Analytics when you need performance reporting.

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