Category:Sub Account: Difference between revisions

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  This page is about the menu Account Management (Click on the 'User' icon on the top right and then on 'Account Management, in the old control panel SUB ACCOUNT in the top right)
  This page is about the menu Account Management (Click on the 'User' icon on the top right and then on 'Account Management, in the old control panel SUB ACCOUNT in the top right)
= Multiple user accounts=
= Multiple user accounts=
Each account can have sub accounts with a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties. A sub account can also contain it's own properties.  
Each account can have sub accounts with a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties. A sub account can also contain its own properties.  


Only one person at a time can log in to any account or sub account.
Only one person at a time can log in to any account or sub account.


A property is always owned by one account or sub account but it can be set up to be accessed from other accounts. It inherits it's account level settings from this owner account. Therefore a property should be owned by the account which manages the property and whose Email address is used to send out confirmation messages and other system Emails.  
A property is always owned by one account or sub account but it can be set up to be accessed from other accounts. It inherits its account level settings from this owner account. Therefore a property should be owned by the account which manages the property and whose Email address is used to send out confirmation messages and other system Emails.  


*If a property is managed mainly in the master account and the sub account just needs access to see certain information or to perform certain tasks it should be owned by the master account.  In this case sub accounts are given access to the property.
*If a property is managed mainly in the master account and the sub account just needs access to see certain information or to perform certain tasks it should be owned by the master account.  In this case sub accounts are given access to the property.
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[[Media:Sub-Account-Settings.png|view large]]
[[Media:Sub-Account-Settings.png|view large]]


== Create a Sub Account ==
= Create a Sub Account =
Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.
Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right)  


You can also [[Integromat.com#Create_a_Subaccount_from_a_Google_Form|create a subaccount via Integromat]].
*"CREATE NEW SUB ACCOUNT".  
*Enter username password and Email.


*Go to Account Settings  
You can also [[Integromat.com#Create_a_Subaccount_from_a_Google_Form|create a subaccount via MAKE]].
 
*Scroll down to 'Account Settings'


*Assign the ROLE for Sub Account  
*Assign the ROLE for Sub Account  
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*Agent:  Access to the CALENDAR only and can change their password. In BOOKINGS they can see the list and the calendar but no financial information in the booking. Can add and manage own bookings if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent.
*Agent:  Access to the CALENDAR only and can change their password. In BOOKINGS they can see the list and the calendar but no financial information in the booking. Can add and manage own bookings if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent.
*Agent 2:  Access to the CALENDAR and BOOKINGS only and can change their password. In BOOKINGS they can see the list and the calendar but no financial information in the booking. Can add and manage own bookings and prices if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent.
*Agent 2:  Access to the CALENDAR and BOOKINGS only and can change their password. In BOOKINGS they can see the list and the calendar but no financial information in the booking. Can add and manage own bookings and prices if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent.
*Agent 3:  Access to the DASHBOARD, CALENDAR, and BOOKINGS only and can change their password. . Can add and manage own bookings and prices if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent.
*Agent 3:  Access to the DASHBOARD, CALENDAR, and BOOKINGS only and can change their password. Can add and manage own bookings and prices if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent.
*Back Office: All parts of the control panel can be seen and edited except for "SETTINGS" .
*Back Office: All parts of the control panel can be seen and edited except for "SETTINGS" .
*Back Office 2: All parts of the control panel can be seen be seen and edited. "SETTINGS" are "read only".
*Back Office 2: All parts of the control panel can be seen and edited. "SETTINGS" are "read only".
*Channelmanager: Access to DASHBBOARD, CALENDAR, BOOKINGS, PRICES, in SETTINGS they can see property setting, room setting, channel settings and apps & integrations .  
*Channelmanager: Access to DASHBOARD, CALENDAR, BOOKINGS, PRICES, in SETTINGS they can see property setting, room setting, channel settings and marketplace .  
*Cleaner: Read only access to bookings in the CALENDAR and the DASHBOARD. Access to standard reports "Cleaning", "Daily Activity", "Cleaning Brief" and "Daily Unit Activity".
*Cleaner: Read only access to bookings in the CALENDAR and the DASHBOARD. Access to standard reports "Cleaning", "Daily Activity", "Cleaning Brief" and "Daily Unit Activity".
*Cleaner Manager:  Read only access to bookings in the CALENDAR and the DASHBOARD. Can open the booking and see details.  Access to standard reports "Arrival", "Departure", "Current Guests", "Cleaning", "Daily Activity", "Cleaning Brief" and "Daily Unit Activity".
*Cleaner Manager:  Read only access to bookings in the CALENDAR and the DASHBOARD. Can open the booking and see details.  Access to standard reports "Arrival", "Departure", "Current Guests", "Cleaning", "Daily Activity", "Cleaning Brief" and "Daily Unit Activity".
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*No Access: This role can be used to block a sub accounts access.  
*No Access: This role can be used to block a sub accounts access.  
*No Credit Card: all rights but no access to credit cards.
*No Credit Card: all rights but no access to credit cards.
*Owner:  Access to the DASHBOARD, CALENDAR and BOOKINGS only. In BOOKINGS they can see the list and the calendar but no financial information in the booking. Can add and manage own bookings and prices if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent.
*Owner:  Access to the DASHBOARD, CALENDAR and BOOKINGS only. In BOOKINGS they can see the list and the calendar but no financial information in the booking. Can add and manage own bookings if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the owner.
*Read Only: All parts of the control panel can be seen but not changed.  
*Read Only: All parts of the control panel can be seen but not changed.  
*Sub Master: all rights to the properties which the sub account owns and to which the sub account has access; can have sub accounts of its own.
*Sub Master: all rights to the properties which the sub account owns and to which the sub account has access; can have sub accounts of its own.
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* Guest Management > Auto Actions (visible when you select the account to clone from)
* Guest Management > Auto Actions (visible when you select the account to clone from)
* Guest Management > Invoicee (visible when you select the account to clone from)
* Guest Management > Invoicee (visible when you select the account to clone from)
=== Give Sub Account  Access to all Properties in the Master Account===
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Account
*in "Access All Properties in Another Account" select the account that can be accessed. Set which areas the sub account can access "read only" and which "read and write"
*if required block sub accounts from selected pages in  "Menu Settings"
=== Give Sub Accounts  Access to Selected Properties in the Master Account===
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Master Account
*in the "Property List" click on "MANAGE PROPERTY" for the property you allow the sub account to access
*in "Make Property Available in Multiple Accounts" set "Make Property Available In Sub Account" to the sub account which can access the property then SAVE
*After you have saved you can set which "Access Rights" the sub account has
*if required block sub accounts from selected pages in  "Menu Settings"
=== Remove Sub Accounts Access to Selected Properties in the Master Account===
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Master Account
*in the "Property List" click on "MANAGE PROPERTY" for the property you allow the sub account to access
*in "Make Property Available in Multiple Accounts" click 'REMOVE' then SAVE


===Specify Access Rights===
===Specify Access Rights===
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<i>settings</i> - hides the menu 'Settings'
<i>settings</i> - hides the menu 'Settings'


<i>settings,rates</i> - hides the menus 'Settings' and 'Rates'
<i>settings,rates,messages</i> - hides the menus 'Settings', 'Fixed Prices' and 'Messages'  
 
<i>report</i> - hides the menu 'Reports' (This is an exception as this identifier is never visible.)


<i>reports</i> - hides the sub menu 'Standard Reports' from the drop-down menu 'Reports'
<i>reports</i> - hides the sub menu 'Standard Reports' from the drop-down menu 'Reports'
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<i>reportlogs2</i> - hides the sub menu 'Booking Page Log' from the drop-down menu 'Reports'
<i>reportlogs2</i> - hides the sub menu 'Booking Page Log' from the drop-down menu 'Reports'
<i>reportactivity</i> - hides the sub menu 'Activity Log' from the drop-down menu 'Reports'
<i>messages</i> - hides the menu 'Messages'


==== Hide individual settings ====
==== Hide individual settings ====
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</i>
</i>


===== Rates =====
===== Fixed Prices =====
<i>
<i>
rates-list
rates-list
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</i>
</i>


===== Rate popup =====
===== Fixed Prices popup =====
<i>rateedit-rooms
<i>rateedit-rooms


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reports-guestsandhousekeeping - hide all guests and housekeeping report
reports-guestsandhousekeeping - hide all guests and housekeeping report


reports-occupancy - this hides all occupancy reports
reports-occupancy - hides all occupancy reports
 
reports-financial - hides all financial reports


reports-financial - this hides all financial reports
reports-invoices - hides all invoice reports


reports-invoices - this hides all invoice reports
reports-payments - hides all payments reports


reports-payments - this hides all payments reports
reports-monthlyrevenue - hides all monthly reports


reports-monthlyrevenue - this hides all monthly revenue reports
reports-charges - hides all charges reports


reports-arrivals
reports-arrivals


reports-departures
reports-cleaning
 
reports-cleaningbrief
 
reports-currentguests
 
reports-country


reports-dailyactivity
reports-dailyactivity
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reports-dailyunitnotes
reports-dailyunitnotes


reports-currentguests
reports-departures
 
reports-cleaning
 
reports-cleaningbrief
 
reports-invoices


reports-occupancy
reports-occupancy
reports-monthlyrevenue
reports-financial
reports-country
reports-payments
</i>
</i>


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Log into the sub account, go to the calendar and untick all the options you don't want. Log out and log into the master account. Go to the 'Sub Accounts' menu and click on 'Manage Account' for the sub account. Add the following code in the field "Control panel custom CSS":
Log into the sub account, go to the calendar and untick all the options you don't want. Log out and log into the master account. Go to the 'Sub Accounts' menu and click on 'Manage Account' for the sub account. Add the following code in the field "Control panel custom CSS":


.dashgridshowfilter{display:none;}
<code>.dashgridshowfilter{display:none;}</code>


This hides the 'Show' drop-down function in the sub account. The user can only see the options that you have left ticked and they can't tick them back on because the drop-down is not there anymore.
This hides the 'Show' drop-down function in the sub account. The user can only see the options that you have left ticked and they can't tick them back on because the drop-down is not there anymore.
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Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:
Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:


.pagetypeajaxbookedit .b24btn_Delete{display: none}
<code>.pagetypeajaxbookedit .b24btn_Delete{display: none}</code>
 
===== Hide the 'Add Booking' button (suitcase icon) in the calendar =====
 
Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:
 
<code>.icon-suitcase, .b24btn_AddBooking{display:none}</code>


===== Hide the 'Add Booking' button (suitcase icon) in the calendar =====
===== Hide the'Add Booking' button at the top of the control panel =====


Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:
Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:


.icon-suitcase, .b24btn_AddBooking{display:none}
<code>.b24btn_AddBooking{display:none}</code>
 
===== Hide the'Feedback' button =====


For more possibilities using custom CSS have a look at this page: [https://wiki.beds24.com/index.php/Custom_CSS Custom CSS]
<code>#feedbackButton {display: none !important;}</code>


=== Allow Sub Accounts to View Credit Card Details ===
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span>  For more possibilities using custom CSS have a look at this page: [https://wiki.beds24.com/index.php/Custom_CSS Custom CSS]
This is set per property.  


*Click on "Manage Account" for the Master Account, to see the property list.
===== Hide 'Overview tab =====


In the "Property List"  
Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:
*click on "MANAGE PROPERTY" and set "View Credit Cards" = Owner and linked accounts.
 
<code> .gotobookingoverview{display:none;}</code>


=== Set Sub Account to send Email from their own Email Address ===
=== Set Sub Account to send Email from their own Email Address ===
*Log into the sub account and go SETTINGS->ACCOUNT->OUTGOING EMAIL. Set the system up to use the sub accounts Email address following the instructions (click on HELP in the top right menu).
*Log into the sub account and go {{#fas:cog}} (SETTINGS) ACCOUNT > OUTGOING EMAIL. Set the system up to use the sub accounts Email address following the instructions (click on HELP in the top right menu).
*Go to SUB ACCOUNTS  
*Go to SUB ACCOUNTS  
*Click on Manage Account  
*Click on Manage Account  
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When you click on  "Manage Account" you can also create messages for individual sub accounts.
When you click on  "Manage Account" you can also create messages for individual sub accounts.
=== Make Sub Account Properties available in the Master Account ===
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Account
*Click on MANAGE PROPERTY for the Property
*Set "Available in Master Account" to enable.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> Required if you have Auto Actions in the Master Account that you want to trigger across multiple accounts/properties.
In Auto Action : Trigger Tab > Property = 'All visible in account'


=== Delete a Sub Account ===
=== Delete a Sub Account ===
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It is only possible to delete a sub account if they have no Auto Actions.  
It is only possible to delete a sub account if they have no Auto Actions.  


*Go to SETTINGS -> GUEST MANAGEMENT -> AUTO ACTIONS  
*Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS  
*Click 'Edit' open the Auto Action  
*Click 'Edit' open the Auto Action  
*Click 'Delete'  
*Click 'Delete'  


Once the properties/bookings/auto actions are deleted then  
Once the properties/bookings/auto actions are deleted then  
*Go to SUB ACCOUNT,
*Go to ACCOUNT MANAGEMENT (user icon)
*Click on 'Manage Account' for the Sub Account,  
*Click on 'Manage Account' for the Sub Account,  
*Scroll to the bottom of the page
*Scroll to the bottom of the page
*Click 'Delete' sub account.
*Click 'Delete' sub account.


= Make a Property available in another Account which is not related =
=Property Access=
== Make a Property available in a related account (sub account) ==
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the account which owns the property
*Click on MANAGE PROPERTY for the property
*Go to "Make Property Available in Multiple Accounts"
*Scroll down to the sub account.
*Select the access rights, Writeable, Read-only or Hide.
*Click SAVE.
 
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> Required if you have Auto Actions in the Master Account that you want to trigger across multiple accounts/properties.
In Auto Action : Trigger Tab > Property = 'All visible in account'
 
== Remove access to a property==
*Click on ACCOUNT LIST  
*Click on ACCOUNT LIST  
*Click on MANAGE ACCOUNT for the Sub Account
*Click on MANAGE ACCOUNT for the account which owns the property
*Click on MANAGE PROPERTY for the property you want to remove access for the sub account.
*Go to "Make Property Available in Multiple Accounts" click 'REMOVE' then SAVE
 
== Make a Property available in another (external) account which is not related ==
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the account which owns the property
*Click on MANAGE PROPERTY for the Property
*Click on MANAGE PROPERTY for the Property
*Add the  "Association Code" of the accounts which should access the property in the "Make Property Available With Association Code" field
*Go to "Make Property Available in Multiple Accounts"
*In the "Make Property Available With Association Code" field add the  "Association Code" of the external accounts which should access the property.


The external account can find their association code in SETTINGS-> ACCOUNT.
The external account can find their association code in {{#fas:cog}} (SETTINGS) ACCOUNT.


= Inter Property Linking =
== Inter Property Linking ==
* Click on Manage Property
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the for the account which owns the property
*Click on MANAGE PROPERTY for the Property
*Go to Property Settings > Room Linking


Certain items like rates and room dependency settings can be linked with other rooms.
Certain items like Fixed Prices and room dependency settings can be linked with other rooms.
The Inter Property Linking settings controls the ability of this property to link with other properties.
The Inter Property Linking settings controls the ability of this property to link with other properties.


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* All - The properties rooms can link with all properties available in the owner account.
* All - The properties rooms can link with all properties available in the owner account.


= Make one Account access Another Account =
== Allow Sub Accounts to View Credit Card Details ==
*Click on ACCOUNT LIST
This is set per property.
*Click on MANAGE ACCOUNT for the Sub Account.
 
*Use the "Access All Properties in Another Account" menu to allow this account access to another account.
*Click on MANAGE ACCOUNT for the Master Account, to see the property list.  


This will only allow access to properties "owned" by the other account but not properties owned by a third account which are visible in the account.
In the "Property List"
*click on "MANAGE PROPERTY" and set "View Credit Cards" = Owner and linked accounts.


= Clone Properties or Property Settings =
= Clone Properties or Property Settings =
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Go to the list of Sub Accounts,  
Go to the list of Sub Accounts,  


*Click on "Manage Account"
*Click on MANAGE ACCOUNT


*Click on "Clone Property Settings"
*Click on CLONE PROPERTY SETTINGS


and scroll down through the settings, tick the appropriate settings.  
and scroll down through the settings, tick the appropriate settings.  
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= Move Rooms to a different Property =
= Move Rooms to a different Property =
*Click on ACCOUNT LIST  
*Click on ACCOUNT LIST  
*Click on MANAGE ACCOUNT for the Sub Account
*Click on MANAGE ACCOUNT for the owner account of the property.
*Click on MANAGE PROPERTY for the Property
*Click on MANAGE PROPERTY for the Property
*Click on MANAGE ROOM for the Room
*Click on MANAGE ROOM for the Room
*Select the property to move to (from the list in PROPERTY)
*Select the property to move to (from the list in PROPERTY)


= Delete a Property from an Account =
= Delete a Property=
You need to delete the property from the Account that owns the Property
You need to delete the property from the Account that owns the Property


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To delete bookings from a Property, you will have to set to Cancelled first.
To delete bookings from a Property, you will have to set to Cancelled first.


= Delete Rates in a Property =
= Delete Fixed Prices in a Property =
* Click on ACCOUNT LIST
* Click on ACCOUNT LIST
* Click on MANAGE ACCOUNT (owner of the property)
* Click on MANAGE ACCOUNT (owner of the property)
* Go to "Property List" click on "MANAGE PROPERTY"  
* Go to "Property List" click on "MANAGE PROPERTY"  
* Click on Manage Room  
* Click on Manage Room  
* Scroll to Rates
* Scroll to Fixed Prices
* Delete Rate, select the Rates to Delete
* Delete Fixed Price, select the Prices to Delete


= Add custom menu=
= Add Custom Control Panel Menu links=
In SUB ACCOUNT (Account List) you can add a "Custom Control Panel Menu" via a HTML link to the top left of the control panel.
Click on the  {{#fas:user}}  'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right)


*Click 'Edit'  
You can set Custom Control panel menus for All accounts or individual accounts.
**Click on 'link' symbol
 
To apply a custom option to all accounts, scroll down to 'Custom Control Panel Menu'
 
*Click on '</>' symbol
**Enter the name and URL
**Enter the name and URL
**Click Save
**Click Save


To add multiple links, you can show side by side, so enter the details and click link, and then a space and another link.
To add multiple links, you can show side by side, so enter the details and click link, and then a space and another link.


Or enter each link on an individual line, enter the first, then click return and enter the next in the line below.
Or enter each link on an individual line, enter the first, then click return and enter the next in the line below.
A good option to add to this section is the QR code for the Beds24 App for users that do not have permissions to the Settings > Marketplace menu.
<code><a href="https://beds24.com/control3.php?pagetype=mobileapp">Mobile App</a></code>
The details below is a link to Google translate and the Beds24 Mobile app
<code><a href="http://translate.google.com">Translate</a>&nbsp; <a href="https://beds24.com/control3.php?pagetype=mobileapp">Mobile App</a></code>
If you want to customise the links for specific Sub accounts, first click 'Manage account' for the Sub account, (Account List) then scroll down and you can add a "Custom Control Panel Menu" via a HTML link to the top left of the control panel.
=Add the QR code to the Beds24 Control Panel=
You can incorporate a link into the Control Panel Header, allowing easy access from your account.
Click on the  {{#fas:user}}  'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) > Manage Account for the sub account, then scroll down to Custom Control Panel Menu. Click on the code </> button and paste the following details:
<code><a href="https://beds24.com/control3.php?pagetype=mobileapp">Mobile App</a></code>
The link will show in the top left of the user Control panel.


= Custom Tab  in Bookings=
= Custom Tab  in Bookings=
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in "Hide menu pages"
in "Hide menu pages"
===Example for Custom Tab ===
Click 'Edit' then add the text and template variables as you want to show on the Custom Tab in the booking.
[GUESTTITLE] [GUESTFIRSTNAME] - [GUESTNAME]
Check in : [FIRSTNIGHT] Checkout : [LEAVINGDAY]
Note: [GUESTARRIVALTIME]
Rooms : [ROOMNAMESNCBR]
Fixed Price Details : [RATEDESCBR]
Invoice Details :  [INVOICETABLE2]
Pending Payments : [INVOICEPENDPAY]  Due date : [INVOICEPENDPAYNEXTDATE]
Retrieved from "https://wiki.beds24.com/index.php/Category:Sub_Account"