Customer registration & reset password

New Customers

The very first time your customer books online, they will be sent the New Customer email.  This email should contain a ‘thank you for registering’ along with their email address and password and the link to log into the My Account area.   Please note, this email will only be sent once at the point of registration and the password is randomly generated.  

If your customer, for whatever reason, did not receive this email you can reset their password again which will push out their log in detail, along with a newly generated password. 

To do this, search for the customer name in the Customers tab, highlight the customer and click on the reset password button.

Email logs

The email log enables you to see which emails have been sent to each customer. You can check this by viewing the booking details and selecting the “Email Status & Log” tab at the top of the screen.  Each email that has been sent has a date, time and type saved. The “Email Status” box on the left identifies which emails have been sent.

Payment Gateways

A Payment Gateway is an online application which authorises payments for online retailers and internet businesses. It is the equivalent of a physical terminal located in most retail outlets. Payment gateways protect card details by encrypting sensitive information, such as card numbers, to ensure that information is passed securely from customer to payment processor and then to you, the merchant.

 

WHEN YOU ARE STARTING OUT, WE SUGGEST YOU CONSIDER USING EITHER PAYPAL OR STRIPE – THEN AS THE VOLUME OF YOUR TRANSACTIONS GOES UP, CONSIDER MOVING TO ANOTHER PAYMENT GATEWAY AND A MERCHANT ACCOUNT.

  • PayPal and Stripe are Payment Gateways, but do not require a merchant account. 
  • They are quick and easy to set up and can operate through your normal business banking or personal account.
  • You can also take payments using your mobile phone with them. 
  • They are relatively cheap to use when you’re taking a lower number of transactions a month.

 

Provider: PayPal

Web: https://www.paypal.com/uk/webapps/mpp/home

 

Provider: Stripe

Web: https://stripe.com/gb

 

Edit your cancellation policy

If you use a third party cancellation insurance provider, you can include their details in this section. This allows you to offer cancellation insurance to your guests and set a price for this service. You can use the details tab to insert the terms and conditions of the agreement and the rates tab to set a price for the service.

When a guest is making a booking, the option to choose cancellation cover will appear at the Add-on stage of the booking. The terms and conditions will be accessible via an adjacent button saying cancellation details.

Custom tokens

A token is the thing that populates your email templates with information that is specific to each booking. For example, in a normal email you would type ‘Dear Mr Smith’ but in a template you would put ‘Dear #title# #first_name# #last_name#’ – the areas between the # will be populated with the information from each booking.

Add-Ons

We offer the facility for you to upsell extras on top of the base cost of a booking, such as hampers, a charge for dogs, electrical hook-ups and fire-pit rental. We call them Add-ons and you are able to create as many as you like.

You can also use the Add-on functionality as a fact-finding exercise on the booking process, not necessarily for a chargeable ‘thing’, such as asking your customer “What accommodation type are you bringing?” and giving them a free field to provide the answer, “Tent, caravan, motorhome, trailer tent, etc”.

Assign property owner access

Owner access allows you to send the owner of a property you manage a notification when a booking is made. When you have made a booking or a booking is made online, you will see a button called Notify Owner.  You can populate this Owner Notification email in the emails and documentation area and you can also allow your owner to log in using the same access URL where they can view a read only on their bookings.