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. | ||
== | == The Agency manages all properties centrally from one master account == | ||
=== 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. | ||
=== 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]]. | ||
== | == Properties need their own log-ins to manage 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]]. | ||
=== 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]]. | ||