Unit Setup Configuration Guide

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Overview

This panel allows the user to configure the settings for the Unit Types. Users can set the description, characteristics, taxes, and occupants associated with the Unit Type. The Unit Setup feature enables users to edit specific units of the desired Unit Type. Individual Units can be configured to reflect unique settings such as Unit # Label, Images, Descriptions, Lengths, etc.

Prerequisites

  • Access to the Menu button
  • Permissions to select the Setup tab
  • Ability to click on Unit Setup

Steps

Location

  • Click on a Menu button, select the Setup tab, and click on Unit Setup.
  • The Unit Setup panel displays below the Unit Type Setup panel. If a new Unit Type has been added, Unit settings can be configured by scrolling down and expanding the Unit Setup panel.

Unit

  • Expand the Unit Type from the Tree List and select the Unit.
  • Alternatively, enter a Change Control comment, click on the Unit Type, and click Edit All to edit ALL units within the Unit Type.
  • Click on the Unit within the list to enter the Unit #/label.
  • Name: #/label that will appear on the Availability Grid.
  • Long Name: #/label that will appear on Online Bookings, Reports, and Client correspondence.
  • Unit Type: Displays the Unit Type for the Unit. The Unit Type can only be adjusted for a Unit when no reservations have been made for the Unit.

Unit Description

  • Enter a description into the Unit Description, e.g., shady site near the lake. This description will display within the Upcoming Bookings & Pencil In dropdown when that Unit is clicked on the Availability Grid and on the Map Online Booking interface.

Open/Close Dates

  • Adjust the Close Date to the last date the unit is available if the Unit is no longer available (e.g., permanently closed).
  • Any Closed units will disappear from the Availability Grid after the Closed date.
  • Decommissioned Flag: Tick on when the Unit is no longer required - Permanently Closed.
  • Closed Dates button: Allows for multiple Closed Dates to be entered.
  • Check In & Check Out: Locked based on the Unit Type configuration.

Unit Images

  • Images can be uploaded to display on the Online Booking interface.
  • Click the Image button to upload images.
  • Within the Image Manager box, click Upload.
  • Click Upload a file and select the image from your Computer files.
  • Image dimensions: 750 pixels wide by 650 pixels high.
  • Image File Name: Must only contain alphanumeric characters and underscores. Special characters such as brackets ( ) are not allowed.
  • Once uploaded, you can Preview the image by clicking Preview next to the image.

Unit Dimensions/Capacity

  • Capacity: Configure appropriate units with multiple capacities so more than a single person or group can book them (e.g., dorm rooms with 8 beds).
  • Length: If unit lengths differ from the maximum length entered in Unit Type setup, enter the specific length of the unit. This length will display on the Availability Grid and restrict vehicles exceeding that length from being checked in to that unit #.
  • Width/Height/Depth: Enter the width, height, or depth for the unit here. Used at Marinas and Camping businesses where there are size restrictions on berths/sites.

Meters

  • If the Meters set for this Unit Type in Unit Type Setup do not apply to this individual Unit, unselect the Meter flag.
  • If Meters apply to this unit, click Initialize to enter the Opening Reading for the Units.

Sort Button

  • The Sort button allows for the units to be sorted into a required order for the Availability Grid Views. This sort order applies to the All Units tab, any custom Unit View tabs created, and some reports (e.g., Arrival Report – By Unit Grid Position).

Add Button

  • The Add button allows for additional units to be added into a Unit Type. The Unit Type settings and rates will apply to the new unit.
  • Click Add to create additional Units for a Unit Type.
  • Enter the Name of the Unit and click on the Unit Type dropdown to select the required Type.

Troubleshooting

For more detailed guidance, refer to the help document.