Account Configuration & Management Options


  • Manage Users – Main administrator can set up users with their own logins, limiting them to no access, read only, or read/write access to the backroom selections.
  • Preferences – Set up Company Information and Company-wide preferences
  • Referals – Accept referrals from BestRez portals?
  • Company Policy – Enter Company Policy text (for display on online booking page, confirmation page and emailed confirmations.)
  • Page layout – modify the look of the online booking pages to match your web site. Header image, footer, margins, background color or image, font type, color and size. Or select an easy-to-use default text header.
  • Merchant Account – Set up merchant account access if desired. Once this is active, it can be used by either staff or online booking.
  • Payment Options – For online booking, set up payment options:
    • Confirmed Reservation: Use Online merchant account for real time billing
    • Tentative Reservation: Collect cc info, but do not bill cc in real time; this will be done offline
    • Booking Inquiry: Do not collect cc info, only customer info. (Note: if price is set to 0, then no prices will be displayed, in the event that you do not want to publish prices on the web.).
  • Credit Cards – For online booking, set up types of credit cards accepted.
  • Online Booking – Turn access to online booking on/off
  • Account Management – Manage account with BestRez: view invoices, transactions, close account

Misc setup options

  • Problem Customers – Set “Do Not Book” flag on specific customers
  • Housekeeping – Set Housekeeping status of rooms (Clean or Dirty)
  • Guarantors – Create list of Guarantors which can be used by staff to guarantee a room
  • Referring Sources – Create list of Referring Sources to display on Online Booking form in order to track where your web customers heard about you.


Related Post

Owner Logins, Transactions & Reports
Unit and Property Configuration
Reservation Rules, Rates and Discounts