Staylist

Zoe Liphard

Staylist Pro

Reservation Training Guide

How to Complete a POS Order

Checking in or Checking Out a Reservation - Staylist PRO

New User Guides

Account Setup

Enabling Test Mode - Staylist Pro

Changing a User Password

Permission Profile Creation - Staylist Pro

Permission Profile Setup - Staylist Pro

How to Create a New User - Staylist Pro

How to Adjust a User Profile - Staylist PRO

User Setup

Setting up a Deposit Policy - Staylist PRO

Setting a Cancellation Policy

Pencil-in Reservations/Auto Cancel - Staylist PRO

Policy Setup

Adding an Accepted Payment Method - Staylist Pro

Creating a GL Code - Staylist Pro

Disabling American Express

Stripe Setup - Staylist Pro

Setting a Gift Card Expiration Length - Staylist Pro

Setting up Wristbands - Staylist Pro

Enable Promo Codes for Online Booking - Staylist Pro

Payment Settings

Uploading a Park Logo - Staylist PRO

How to Add an Online Header Photo - Staylist V3 Booking

Adding Pictures to Documents - Staylist PRO

Adding a Photo

Wild Energy Integration - Staylist Pro

Spot2Nite Integration - Staylist Pro

RemoteLock Integration - Staylist Pro

Setting up Integration with MarineSync - Staylist Pro

Integrating with RVshare - Staylist Pro

Integrating with InexTech - Staylist Pro

Syncing Reservations To/From OTA Platforms via iCal - Staylist PRO

How to Set Up Google Tag Manager (GTM) in Staylist for Cross-Domain Tracking

Integrations with Other Services

Setting up Dynamic Pricing - Staylist PRO

Creating a Referral Source - Staylist PRO

Referral Source and Dynamic Pricing

Housekeeping Module - Staylist Pro

Maintenance Module - Staylist PRO

Housekeeping and Maintenance

Creating a Document - Staylist Pro

Creating a Tax Code - Staylist Pro

Documents and Tax Codes

Reservations

Adding / Viewing Transactions - Staylist Pro

How to Lock a Reservation - Staylist Pro

Reservation Log Overview - Staylist Pro

Creating Reservation Tags - Staylist PRO

Creation Overview of a Reservation - Staylist Pro

Cancelation Overview of a Reservation - Staylist Pro

How to Email or Print a Receipt for a Reservation - Staylist Pro

Attaching an Add-On to a Reservation - Staylist PRO

Viewing Reservation History - Staylist Pro

Modifying Reservation Dates and Rates - Staylist Pro

Adding POS Charges to a Reservation - Staylist Pro

Reservation Screen Breakdown

Refunding a Payment - Staylist PRO

Group Level Payment - Staylist Pro

Creating a Gift Card - Staylist Pro

Transferring a Payment to a Different Reservation - Staylist Pro

How to Add Banking Information for ACH Payments - Staylist Pro

Making/Refunding a Payment

Creating an Occupancy-Based Charge - Staylist Pro

Modifying a Charge on an Existing Reservation - Staylist Pro

Creating a Reservation Charge - Staylist Pro

Creating an Electric Meter Charge - Staylist Pro

Adding a Charge to a Reservation - Staylist PRO

Charge Overrides - Staylist PRO

Charges

How to add a payment to an existing subscription - Staylist Pro

Modifying a Subscription Line - Staylist Pro

Deleting Subscriptions - Staylist Pro

Adding and Removing Payment Lines for Subscriptions - Staylist Pro

Adding a Charge at Time of Subscription Creation - Staylist Pro

Adding Subscriptions to a Reservation - Staylist Pro

Applying a Previously Received Transaction to a Subscription Payment - Staylist Pro

Subscriptions

Creating an Individual Unit Block - Staylist Pro

Creating an Event -Staylist Pro

Creating an Event or Unit Block

Combining Existing Reservations into a Group Reservation - Staylist Pro

Creating a Group Reservation - Staylist Pro

Splitting a Reservation - Staylist PRO

Group Reservations/Splitting a Reservation

Creating a Contact - Staylist Pro

Changing Contact Information for a Site in a Group Reservation - Staylist PRO

Updating a Contact's Information - Staylist PRO

Changing the Contact on a Reservation - Staylist PRO

Merging Duplicate Contacts - Staylist Pro

If you have a problematic guest who you'd to prevent from booking in the future.

Blacklisting a Guest

Creating/Updating Contacts

Creating a Promo Code - Staylist Pro

Setting Active Date Ranges for Promo Codes - Staylist Pro

Promo Codes

KDS Overview - Staylist Pro

Point of Sale

How to Add a POS Category - Staylist PRO

Adding an Item to POS - Staylist Pro

POS Item Variations - Staylist Pro

Setting POS PIN Codes for Users - Staylist PRO

Creating a Barcode for a POS Item - Staylist Pro

POS Setup

Registers and Till Count - Staylist Pro

Changing the Assigned Register for a User - Staylist Pro

Registers

CRM and Text Messaging

Creating an Email Campaign - Staylist PRO

Email Campaigns

Creating a Group TXT - Staylist Pro

Purchasing Additional TXT - Staylist PRO

Sending a Text Message to a Guest - Staylist Pro

Text Messaging

Unit Setup

Adding Photos to a Unit Category - Staylist Pro

Adding an Automatic Charge to a Unit Category - Staylist PRO

Unit Category Setup - Staylist PRO

Unit Categories

Adding Pictures to a Unit - Staylist Pro

Creating a Rate Code - Staylist Pro

How to Re-arrange Unit Photos - Staylist Pro

Unit Setting Overrides - Staylist PRO

Unit Creation and Setup - Staylist Pro

Setting Allowed Slide Count - Staylist Pro

Units

Mass Updating Rates - Staylist PRO

Updating Rates - Staylist PRO

Updating Rates

Stripe Charges Report - Staylist Pro

Reservation Sales Report - Staylist Pro

Occupancy Forecast Report - Staylist Pro

Occupancy Calendar Report - Staylist Pro

Occupancy Report - Staylist Pro

Daily Balance Report - Staylist Pro

Daily Summary Report - Staylist Pro

Tips Breakdown Report - Staylist Pro

Tax Detail Report - Staylist PRO

Electric Meters Report

Reports

Sign In

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you