Getting Started & Account Set Up
Helping you and the team get the most out of Preno
By Amelia and 4 others5 authors25 articles
First steps
Critical first steps to take for your new account
Property Setup
Steps to setup the account for your property
- Preno Account - Changing Of OwnershipWhat to do when a new owner takes over the property
- Adding Payment MethodsHow to add a payment method in Preno so you can take payments or record how bookings are paid.
- Adding an AgentHow to add an Agent to Preno, including who collects payment and commission settings.
- Room ratesControlling your room rates in Preno
- Importing bookings into PrenoBring your existing bookings into Preno from another PMS, or from pen and paper.
- Change or reset your password/usernameUpdate your Preno profile's username, password
- Adding Preno to your phone's home screenSave Preno to your iPhone or Android home screen for one-tap access.
- Understanding your Preno plan and pricingHow Preno's plans and pricing work, how to check which plan you're on, and how to upgrade or change plans.
- Add an imported payment to a bookingHow to record a payment that was made outside Preno by adding it as an imported payment on a booking.
- Add Preno to your Android home screenMake it quicker to open Preno on your Android device
Core Daily Tasks
Here are the need to know basic daily tasks to run your Preno account.
- Using the gridNavigating the grid and view bookings by status, groups or payments
- Creating a bookingHow to create a new booking and add guest extras and requests
- Checking in a guestOnce a guest arrives you can check them in from the Grid or the Bookings page.
- Adding a deposit / prepaymentA deposit or prepayment is any payment taken before the guest checks in
- Why is there a yellow box on the Grid?How to remove the yellow box from the Grid
User Permissions and Security
How to manage users and your property's user access
- Securing your login with Multi Factor Authentication (MFA)How to set up Multi Factor Authentication (MFA) on your user login
- How to manage a user's permissionsSet restrictions and permissions for users in your property
- How to add, remove or disable a user in PrenoHow to invite, remove, disable or restore users in Preno
- Set 'read only' Grid permissions for a userGive a user 'read only' access to view bookings without being able to edit them
- Activity HistoryView changes made to your Preno account
- Set Housekeeping permissions for your housekeeping teamWith user permissions you can allow your housekeeping team to access Housekeeping reports without seeing other parts of Preno
- Login SecurityWhy am I being logged out of Preno?