Agency & Multiple Property Setup: Difference between revisions
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[[Category:How to]] | [[Category:How to]] | ||
[[Category:Agency]] | [[Category:Agency]] | ||
A user account can contain one or multiple properties. | |||
Other user accounts can be set up to access these properties with either read only or full write access. | |||
How you set up an agency account depends on how the properties are set up and managed. | |||
== 1. | == 1. The Agency manages all properties centrally from one account == | ||
If all properties are managed centrally from one master account create your properties first. | |||
'''1.1. Add and set up properties''' | |||
Add new properties with the ADD NEW PROPERTY button or make a copy of an existing similar property and edit it to suit. | Add new properties with the ADD NEW PROPERTY button or make a copy of an existing similar property and edit it to suit. | ||
If you make a copy all of the rooms and rates will also be copied. | If you make a copy all of the rooms and rates will also be copied. | ||
To set up the individual properties follow the instructions in the [[Do_the_initial_Setup|Setup Guide]]. | To set up the individual properties follow the instructions in the [[Do_the_initial_Setup|Setup Guide]]. | ||
'''1.2. If required create sub accounts for your properties''' | |||
You can create sub accounts if properties need their own log-in. Sub accounts can be created via the SUBACCOUNT menu on the top right. | |||
Each sub account has 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. Only one person at a time can log in to any account or sub account. | |||
Emails to guests will be as set in the Email settings of the master account. [[Outgoing_Email|Click here for more information]]. If a property needs to use its own Email account for sending you will need to create a sub account for this property so you can set up individual outgoing Email. | |||
== 2. Properties need their own log-ins to manage accounts == | |||
Start with the sub accounts. | |||
'''2.1. Create sub accounts''' | |||
Sub accounts can be created via the SUBACCOUNT menu on the top right. Each sub account has 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. Only one person at a time can log in to any account or sub account. [[:category:sub_accounts|Click here for more information on sub accounts]]. | |||
Each sub account can use a different Email address to send messages to guests. [[Outgoing_Email|click here for more information]]. | |||
'''2.2. Create and and set up properties''' | |||
Log into each sub account and set up properties and rooms following these instructions in the [[Do_the_initial_Setup|Setup Guide]]. | |||
== | == Set up and Install Multiple Property Booking Page == | ||
A Booking page containing all properties is created automatically. | A Booking page containing all properties is created automatically. | ||
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When a property is selected from the agency booking page it opens the normal property booking page. | When a property is selected from the agency booking page it opens the normal property booking page. | ||
== | == Link properties with existing accounts to an agency account == | ||
You can allow another account to access one or more of your properties. | You can allow another account to access one or more of your properties. | ||
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*The other account will now see your property in their SETTINGS -> AGENCY menu and can add it to their account. | *The other account will now see your property in their SETTINGS -> AGENCY menu and can add it to their account. | ||
Keywords: subaccount, sub account | Keywords: subaccount, sub account, agency, multihotel, multi hotel, multi-hotel, multi property | ||