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How to Create a New Unit
Summary: This article provides instructions on how to create a unit. 1. In the list of units page, click the New Unit button. This will open the Create New Unit page. 2. Provide the necessary information in their respective fields. Note that certain info...
Adding a New Amenity
To add a new amenity, in the list of amenities page, click the New Amenity button. Provide the details of the amenity in the respective fields. When done, click the Create Amenity button.
List of Discounts page
List of Discounts page can be accessed through the side navigation pane by clicking Setup > Discounts.
Updating a Fee
In the list of fees page, select a fee and click Edit.
Viewing a Fee
In the list of fees page, select an amenity and click View.
Adding a New Fee
To add a new fee, in the list of fees page, click the New Fee button. Provide the details of the fee in the respective fields. If the fee will be applied upon initial creation of booking entry, tick the Is auto apply check box. When done, click the Create F...
List of Fees page
List of Fees page can be accessed through the side navigation pane by clicking Setup > Fees.
Updating an Amenity
In the list of amenities page, select an amenity and click Edit.
Viewing an Amenity
In the list of amenities page, select an amenity and click View.
List of Amenities page
List of Amenities page can be accessed through the side navigation pane by clicking Setup > Amenities.
Adding Rates
Rates add specific booking information such as booking price, person per unit, duration length, start and end time (if applicable). In the Create Unit page (see above), click Add New Rate button. This will show additional fields shown below: Name and Descr...
Setup
Setup allows for configuration of prerequisites such as amenities, discounts, fees, refund settings, and unit types, as well as admin users, and roles and permissions.
Updating a Unit Type
In the list of unit types page, select a unit type and click Edit.
Viewing a Unit Type
In the list of unit types page, select a unit type and click View.
Adding New Unit Type
To add a new unit type, in the list of unit types page, click the New Unit Type button. Provide the details of the unit type in the respective fields. If the units under the unit type can have discounts applied to them, tick the Is discountable check box. ...
List of Unit Types page
List of Unit Types can be accessed through the side navigation pane by clicking Setup > Unit Type.
Statement of Account
Statement of Account reports allows viewing of statement of account for each user/client. To access this, on the side navigation pane, click Reports > Statement of Account.
Cash Flow Report
Cash flow reports give a list of receipts and disbursements. To access this, on the side navigation pane, click Reports > Cash Flow Report.
Updating Units and Rates
How to update units and rates: 1. In the List of Units page, select the desired unit and click the Edit button. A unit can also be edited by clicking the Edit Unit button from the Unit details page. This will open the Edit Unit page. 2. Update the desired fi...
Adding a New Discount
To add a new discount, in the list of discounts page, click the New Discount button. Provide the details of the discount in the respective fields. When done, click the Create Discount button.