Setting up room types and rooms

Set up once: first the room type (price and rules), then the rooms under it. In the rentals app the same screen is called "Spaces" and the types are halls, offices, rooms or apartments.

Steps

1. Open "Rooms" (in the rentals app, "Spaces"). On an empty page press "Add your first room type" ("Add your first space type" in rentals).
2. Step 1, "Room type & pricing": name the type after the kind of room (a double room, a suite), not the floor. Choose the "Base unit of time" and enter the price. Extra-person and seasonal prices can be added here.
3. Step 2, "Reservation rules": set "Arrival" and "Departure" times, "Maximum stay", and the cancellation tiers under "Cancellation & no-show". Set "Deposit to confirm" (a percentage) and "Balance due before (days)" if you want money up front. Allow a temporary hold if you want one.
4. Press "Next — rooms". In step 3, "Rooms", give each room a code and optionally a name, floor and capacity. Add one room, or several at once with a prefix and a number range, and choose the starting status.
5. Press "Create the type & rooms". If you only want the type for now, press "Save the type only" and add rooms later.
6. To add or change rooms later, open the type and use "Add room" or "Edit room".

Notes

• The price and the rules live on the type, not on each room. A room with a different price or rules needs its own type.
• In the rentals app the base unit can be hour, day or month. An hourly type needs opening and closing times, or no times show when you book. A month type is rented by contract.
• A type can be "Exclusive" (one room or hall, one booking at a time) or a pool (several identical rooms booked by number, without choosing which).
• The "Extras" list on the same screen holds things you sell at an extra price. They appear when you create a reservation and in "Add a charge".
• Cancellation tiers apply by themselves when you cancel a reservation, as a fee on the invoice or taken from the deposit.

What the system does not do

• It does not run housekeeping or cleaning tasks.
• It does not connect to booking websites, and guests cannot book on their own online. Bookings are entered by you or your staff.
• One property per account for now.
• Taking bookings needs an internet connection.