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    RMS Vault - Save and Retrieve Credit Card Information

    How Save and Retrieve Credit Card Information from the RMS Vault

    Decision Tree

    The RMS Vault can be used to securely store credit card information for guests through online reservations or manual entry.

    • Information
    • Use
    • Add Button

    Information

    The RMS Vault can be used to securely store credit card information for guests through online reservations or manual entry.

    The RMS Vault can only be used for storage of credit cards and does not include payment processing.

    For secure storage of credit cards including payment processing a Payment Gateway must be used with RMS.

    Vault Tokens created in RMS are encrypted and automatically expire 14 days after the reservation's original Departure Date.

    The default Property PDF Password is the property's RMS Client ID.

    Vault Tokens are automatically removed from RMS 14 days after the original departure date of the reservation unless a future reservation with the same Guest Profile exists. 

    Online Vault Tokens received via the RMS Internet Booking Engine or a connected channel are associated with the Guest Profile and the Online Reservation only.

    Online Vault Tokens created during the online booking process are only visible on the original online reservation with the original Guest Profile. Changing the associated Guest Profile or creating new reservations using the same Guest Profile will not include the Online Vault Token.


    Users will require Security Profile access to use this feature.


    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Property Options > Property Information in RMS.
    2. Select the 'Edit' icon on an existing Property.
    3. Navigate to the 'Payment Gateway' tab.
    4. Select the toggle 'Ecommerce Online Payment Gateway'.
    5. Select 'RMS Vault'.
    6. Save/Exit.


    The RMS Vault can only be used for storage of credit cards and does not include payment processing.

    For secure storage of credit cards including payment processing a Payment Gateway must be used with RMS.

    The RMS IBE & Guest Portal will use the selected Payment Gateway option on the Property Setup if no alternative is setup in Online Options.


    • Guide
    • Use
    • Add Button

    Guide

    Go to Setup > Property Options > Property Information in RMS.

    Select the   'Edit' icon on an existing Property.

    Navigate to the 'Payment Gateway' tab.

    Select the toggle 'Ecommerce Online Payment Gateway'.

    Select 'RMS Vault'.

    Select  'Save/Exit' to store the changes made.

    The RMS Vault will now be available to securely store guest credit card information.

    • Use
    • Add Button

    Use

    The RMS Vault can be used to securely store credit card information obtained during the online booking process or through manual entry by a user in RMS.

    • Create
    • Retrieve
    • Add Button

    Create

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the 'Add' icon.
    5. Enter a Description.
    6. Enter the Guest's Credit Card Information.
    7. Create/Exit.
    • Guide
    • Retrieve
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the  'Add' icon.

    Enter a Description.

    Enter the Guest's Credit Card Information.

    Select 'Create/Exit' to encrypt and securely store the credit card information in the RMS Vault.

    • Retrieve
    • Add Button

    Retrieve

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the Vault Token.
    5. Enter the RMS Vault Password.
    6. Select 'Unlock'.
    7. Copy the CCV Code.
    8. Search the Property Email for the copied CCV Code.
    9. Enter the Property PDF Password to unlock the PDF and obtain the true CCV.


    The true CCV of a card is protected in a locked PDF emailed to the property email address.

    The PDF corresponding to a particular Vault Token can be found by searching for the CCV Code displayed when viewing the Vault Token in the property's email inbox and using the Property Password to unlock the PDF.


    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the Vault Token.

    Enter the RMS Vault Password.

    Select 'Unlock'.

    Copy the CCV Code.

    Search the Property Email for the copied CCV Code.

    Enter the Property PDF Password to unlock the PDF and obtain the true CCV.

    Retrieve

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the Vault Token.
    5. Enter the RMS Vault Password.
    6. Select 'Unlock'.
    7. Copy the CCV Code.
    8. Search the Property Email for the copied CCV Code.
    9. Enter the Property PDF Password to unlock the PDF and obtain the true CCV.


    The true CCV of a card is protected in a locked PDF emailed to the property email address.

    The PDF corresponding to a particular Vault Token can be found by searching for the CCV Code displayed when viewing the Vault Token in the property's email inbox and using the Property Password to unlock the PDF.


    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the Vault Token.

    Enter the RMS Vault Password.

    Select 'Unlock'.

    Copy the CCV Code.

    Search the Property Email for the copied CCV Code.

    Enter the Property PDF Password to unlock the PDF and obtain the true CCV.

    Retrieve

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the Vault Token.
    5. Enter the RMS Vault Password.
    6. Select 'Unlock'.
    7. Copy the CCV Code.
    8. Search the Property Email for the copied CCV Code.
    9. Enter the Property PDF Password to unlock the PDF and obtain the true CCV.


    The true CCV of a card is protected in a locked PDF emailed to the property email address.

    The PDF corresponding to a particular Vault Token can be found by searching for the CCV Code displayed when viewing the Vault Token in the property's email inbox and using the Property Password to unlock the PDF.


    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the Vault Token.

    Enter the RMS Vault Password.

    Select 'Unlock'.

    Copy the CCV Code.

    Search the Property Email for the copied CCV Code.

    Enter the Property PDF Password to unlock the PDF and obtain the true CCV.

    Use

    The RMS Vault can be used to securely store credit card information obtained during the online booking process or through manual entry by a user in RMS.

    • Create
    • Retrieve
    • Add Button

    Create

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the 'Add' icon.
    5. Enter a Description.
    6. Enter the Guest's Credit Card Information.
    7. Create/Exit.
    • Guide
    • Retrieve
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the  'Add' icon.

    Enter a Description.

    Enter the Guest's Credit Card Information.

    Select 'Create/Exit' to encrypt and securely store the credit card information in the RMS Vault.

    • Retrieve
    • Add Button

    Retrieve

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the Vault Token.
    5. Enter the RMS Vault Password.
    6. Select 'Unlock'.
    7. Copy the CCV Code.
    8. Search the Property Email for the copied CCV Code.
    9. Enter the Property PDF Password to unlock the PDF and obtain the true CCV.


    The true CCV of a card is protected in a locked PDF emailed to the property email address.

    The PDF corresponding to a particular Vault Token can be found by searching for the CCV Code displayed when viewing the Vault Token in the property's email inbox and using the Property Password to unlock the PDF.


    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the Vault Token.

    Enter the RMS Vault Password.

    Select 'Unlock'.

    Copy the CCV Code.

    Search the Property Email for the copied CCV Code.

    Enter the Property PDF Password to unlock the PDF and obtain the true CCV.

    The CCV code will be displayed in the PDF document.

    Retrieve

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the Vault Token.
    5. Enter the RMS Vault Password.
    6. Select 'Unlock'.
    7. Copy the CCV Code.
    8. Search the Property Email for the copied CCV Code.
    9. Enter the Property PDF Password to unlock the PDF and obtain the true CCV.


    The true CCV of a card is protected in a locked PDF emailed to the property email address.

    The PDF corresponding to a particular Vault Token can be found by searching for the CCV Code displayed when viewing the Vault Token in the property's email inbox and using the Property Password to unlock the PDF.


    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the Vault Token.

    Enter the RMS Vault Password.

    Select 'Unlock'.

    Copy the CCV Code.

    Search the Property Email for the copied CCV Code.

    Enter the Property PDF Password to unlock the PDF and obtain the true CCV.

    The CCV code will be displayed in the PDF document.

    Retrieve

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the Vault Token.
    5. Enter the RMS Vault Password.
    6. Select 'Unlock'.
    7. Copy the CCV Code.
    8. Search the Property Email for the copied CCV Code.
    9. Enter the Property PDF Password to unlock the PDF and obtain the true CCV.


    The true CCV of a card is protected in a locked PDF emailed to the property email address.

    The PDF corresponding to a particular Vault Token can be found by searching for the CCV Code displayed when viewing the Vault Token in the property's email inbox and using the Property Password to unlock the PDF.


    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the Vault Token.

    Enter the RMS Vault Password.

    Select 'Unlock'.

    Copy the CCV Code.

    Search the Property Email for the copied CCV Code.

    Enter the Property PDF Password to unlock the PDF and obtain the true CCV.

    The CCV code will be displayed in the PDF document.

    Use

    The RMS Vault can be used to securely store credit card information obtained during the online booking process or through manual entry by a user in RMS.

    • Create
    • Retrieve
    • Add Button

    Create

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the 'Add' icon.
    5. Enter a Description.
    6. Enter the Guest's Credit Card Information.
    7. Create/Exit.
    • Guide
    • Retrieve
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the  'Add' icon.

    Enter a Description.

    Enter the Guest's Credit Card Information.

    Select 'Create/Exit' to encrypt and securely store the credit card information in the RMS Vault.

    • Retrieve
    • Add Button

    Retrieve

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the Vault Token.
    5. Enter the RMS Vault Password.
    6. Select 'Unlock'.
    7. Copy the CCV Code.
    8. Search the Property Email for the copied CCV Code.
    9. Enter the Property PDF Password to unlock the PDF and obtain the true CCV.


    The true CCV of a card is protected in a locked PDF emailed to the property email address.

    The PDF corresponding to a particular Vault Token can be found by searching for the CCV Code displayed when viewing the Vault Token in the property's email inbox and using the Property Password to unlock the PDF.


    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the Vault Token.

    Enter the RMS Vault Password.

    Select 'Unlock'.

    Copy the CCV Code.

    Search the Property Email for the copied CCV Code.

    Enter the Property PDF Password to unlock the PDF and obtain the true CCV.

    The CCV code will be displayed in the PDF document.

    Retrieve

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the Vault Token.
    5. Enter the RMS Vault Password.
    6. Select 'Unlock'.
    7. Copy the CCV Code.
    8. Search the Property Email for the copied CCV Code.
    9. Enter the Property PDF Password to unlock the PDF and obtain the true CCV.


    The true CCV of a card is protected in a locked PDF emailed to the property email address.

    The PDF corresponding to a particular Vault Token can be found by searching for the CCV Code displayed when viewing the Vault Token in the property's email inbox and using the Property Password to unlock the PDF.


    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the Vault Token.

    Enter the RMS Vault Password.

    Select 'Unlock'.

    Copy the CCV Code.

    Search the Property Email for the copied CCV Code.

    Enter the Property PDF Password to unlock the PDF and obtain the true CCV.

    The CCV code will be displayed in the PDF document.


    Retrieve

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Guest Name or Reservation Number and press 'Enter'.
    3. Select the 'Token' icon.
    4. Select the Vault Token.
    5. Enter the RMS Vault Password.
    6. Select 'Unlock'.
    7. Copy the CCV Code.
    8. Search the Property Email for the copied CCV Code.
    9. Enter the Property PDF Password to unlock the PDF and obtain the true CCV.


    The true CCV of a card is protected in a locked PDF emailed to the property email address.

    The PDF corresponding to a particular Vault Token can be found by searching for the CCV Code displayed when viewing the Vault Token in the property's email inbox and using the Property Password to unlock the PDF.


    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Guest Name or Reservation Number and press 'Enter'.

    Select the  'Token' icon.

    Select the Vault Token.

    Enter the RMS Vault Password.

    Select 'Unlock'.

    Copy the CCV Code.

    Search the Property Email for the copied CCV Code.

    Enter the Property PDF Password to unlock the PDF and obtain the true CCV.

    The CCV code will be displayed in the PDF document.

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