Agency & Multiple Property Setup: Difference between revisions

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In which order you set up an agency account depends on how the properties are set up and managed.
In which order you set up an agency account depends on how the properties are set up and managed.


== 1. The Agency manages all properties centrally from one master account ==
== The Agency manages all properties centrally from one master account ==
'''1.1. Add and set up properties'''
=== Add and set up properties===


Add new properties with the ADD NEW PROPERTY button in SETTINGS->PROPERTIES or make a copy of an existing similar property and edit it to suit.
Add new properties with the ADD NEW PROPERTY button in SETTINGS->PROPERTIES or make a copy of an existing similar property and edit it to suit.
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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.
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.


'''1.2. If required create sub accounts for your properties'''
=== 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.
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.
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Each sub account has a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties.  [[:Category:Sub_Account|Click here for more information on sub accounts]].  
Each sub account has a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties.  [[:Category:Sub_Account|Click here for more information on sub accounts]].  


== 2. Properties need their own log-ins to manage accounts ==
== Properties need their own log-ins to manage accounts ==
'''2.1. Create sub accounts'''
===  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. [[:Category:Sub_Account|Click here for more information on 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. [[:Category:Sub_Account|Click here for more information on sub accounts]].  
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Each sub account can use a different Email address to send messages to guests. [[Outgoing_Email|Click here for more information]].
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'''
=== 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]].   
Log into each sub account and set up properties and rooms following these instructions in the [[Do_the_initial_Setup|Setup Guide]].