To Create or Edit a unit category, follow the steps below:
In the main settings cogwheel, navigate to Units -> Unit Categories
Click on the Plus (+) button in the upper-right corner to create a new Unit Category.
After entering in a name, click Save.
After creating the Unit Category, click on the Edit button on the right side of the entry.
After clicking the Edit button, Rates, Tax Code, Deposit Policy, and GL Code for Rate Revenue can be assigned. These settings will automatically be passed to the units within the Unit Category.
GL codes (General Ledger): if you have created the GL code for the unit category, you can select it for the dropdown marked 1 in the screenshot below.
Rate Code: Once you have created your rate code for the category, you can apply the rate code from the box marked 2 in the screenshot below. If this still needs to be created, check out this article:
Tax Codes: These can be selected from the box marked 3 in the screenshot below. If this still needs to be created, check out this article:
Deposit Policy: If you want to override the Default Deposit set at the account level, you can do so by selecting the dropdown box marked 4 in the screenshot below. If this still needs to be created, check out this article:
Automatically Assigned Charges: Charges can be assigned to the Unit Category to automatically apply to each reservation (if applicable). For example, if your park charges for extra guests based on occupancy, after creating the charge (or charges), after the charges have been created, they would show up in a drop-down list to be added to the Unit Category.
Regarding the Description and Disclaimer boxes, these boxes are used in the Online Booking platform provided by Staylist. The Description is the first thing they will see when selecting their category, along with the category Picture.
Once you have created and entered the relevant information, you can select the Save button in the bottom right corner.