Business Setup and Configuration Guide

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Overview

Business Setup contains all the Business Information, the Credit Card Processing Gateway details, Online Bookings settings, and system Preferences.

Prerequisites

  • Ensure you have all necessary business information ready, including contact details and website URL.
  • Determine the appropriate time zone and daylight savings settings for your business.
  • Decide on the preferred date format and payment rounding method.
  • Prepare a custom email address for proxy email settings if needed.

Steps

Business Tab

The Business Tab contains all the Physical and Contact information. The business information entered will display on reports, statements/receipts, and the Online Booking page.

  • Business Name: Name of business.
  • Business Short Name: Display name on mobile devices (max 25 characters).
  • Address 1: Street address.
  • Address 2: PO Box address (if applicable).
  • City: City or Town.
  • State/Province: State, Province, or Territory.
  • Country: Country.
  • Postal/Zip: Postal or Zip Code.
  • Website: Business Website URL.
  • Email: Business Email address.
  • Phone: Phone number.
  • Toll Free: Toll Free number (if applicable).
  • Fax: Fax number (if applicable).
  • Mobile: Mobile phone number (if applicable).
  • Time Zone: Select the business's time zone.
  • RXC 10 UTC Offset: Offset for daylight savings.
  • RXC 10 Daylight Saving: Adjusts system time for daylight savings.
  • Payment Rounding Method: No Rounding for American; 0.05 for Australian; 0.10 for New Zealand.
  • Short Date Format: Options include dd/mm/yyyy, mm/dd/yyyy, or dd-mmm-yy.
  • Long Date Format: Format as d mmm, yyyy.
  • Proxy Email Enabled: Recommended to enable.
  • Proxy Email: Custom email address for the "From" field.

Payment Gateways

Select the Credit Card gateway from the dropdown to enter in the Payment Gateway Account details.

Preferences Tab

  • Birthday - Show?: Display birthday field in Client Editor.
  • Company Name Show?: Adds a field for Company Name in Guest Folio.
  • Alt Grid Label: Alternative label for reservations on the grid.
  • Captain: For Marina businesses, select the Captain of the reservation.
  • Marketing Type Show?: Adds dropdown in Guest Folio. Requires setup in Marketing Type.
  • Display Print Confirmation/Check In: Shows Print Selector after reservation updates.
  • Copy Outbound Email Confirmations: Sends a CC of confirmation emails.
  • Statement: Balance Forward Begins: Displays transactions from a set day forward.
  • Check Out on Last Day: Allows same-day checkouts for the same unit.
  • Recalc Booking on Change of Occupant?: Recalculates charges when occupants change.
  • Force Alt Conf# on Corporate Bookings?: Makes Alt Conf# mandatory for Corporate Bookings.
  • Recalculate Reservation on Change?: Reverses and recalculates charges on changes.
  • Recalculate Booking On Type Change After Check In?: Adjusts charges after unit type change.
  • Show Charge Change Dialog: Automatically shows Edit Charges Dialog after changes.
  • Point of Sale Comments: Allows comments on POS receipts.
  • Business Name Formatting: Automatically formats business names.
  • Auto Assign Unit on Grid?: Automatically assigns units on reservation creation.
  • Auto Assign Unit For Pencil in On Grid?: Assigns units for pencil-in reservations.
  • Hide Min Days In Advance Rule: Disables booking restriction warnings.
  • Use Unit Long Name on Reports: Displays Long Name instead of Unit Name on reports.
  • Console Marketing Opt-In: Allows guest marketing subscription.
  • Display Warning List for Online Bookings: Shows warning list for online reservations.
  • Security Deposits: Enables setup for Security Deposits.
  • Report Payment Roll up: Combines payment transactions on Group Statements.
  • Warning When Edit Clicked in Guest Folio: Displays warning before editing guest info.
  • Grid - Basic Hover: Disables unit-date hover on the grid.
  • Product Setup - Force GL Number: Requires GL Code for product creation.
  • Wholesaler - Save Charges to Rez: Displays reservation charges at booking level.
  • Statement: Hide Settled Security Deposits: Hides settled deposits on statements.
  • Grid Colour Priority: Changes grid colour status for availability and booking.

Troubleshooting

  • Ensure all fields are correctly filled out to avoid errors in reports and bookings.
  • Verify email settings to ensure proper delivery of communications.
  • Check time zone and daylight savings settings for accurate transaction times.
  • Consult with a website developer for custom email setup if using common email providers.

Click here to print the Business Setup help document.