Setting up your account

Under Setup > Account you will begin on the first screenshot below. From there you will enter in the name for you account along with address and contact information.

Next click on the Reservations tab to view the fields in the screenshot below.

Cancellation Percentage - This will be from the amount of the deposit that the customer has paid on their reservation.

Sort Units By - This will order your units on the availability screen grid by the option selected.

Default Confirmation Letter - The default confirmation letter sent to customers once a reservation is made.

Default Document Shortcut on Availability - Default document located on the reservation quick menu within the grid on the availability screen.

Default Cancellation Document - Upon cancellation of a reservation this will be the document that is sent to the customer.

Default Terms & Conditions - Terms & Conditions document sent to customer.

Receipt Footer - This is information you choose to provide that is placed at the bottom of the receipts.

Finally click on the Online tab to view the configuration for the online portion of the system.

Once you have all your desired info in place click save and your account setup will be complete.

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