Getting Started & Account Set Up
Helping you and the team get the most out of Preno
By Amelia and 3 others4 authors24 articles
First steps
Critical first steps to take for your new account
Delete Demo DataIf you have a brand new Preno account.
Setup your property detailsHow to setup your property details so it shows up on receipts
Updating credit card details for your Preno subscriptionHow to update your credit card in the billing portal
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.
Add an imported payment to a bookingAdd a payment to a booking which was made outside Preno
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.
Automated EmailsSend emails from Preno automatically
Email templates setupHow to add, duplicate, edit or remove email templates for guests/agents
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 guestHow to Check In a guest from the Grid or Bookings page
Adding a deposit / prepaymentHow to add a deposit or prepayment to a booking from the grid or bookings page
More Configuring of Preno
These are more steps to ensure your Preno account is properly set up
User Permissions and Security
How to manage users and your property's user access
How to manage a user's permissionsSet restrictions and permissions for users in your property
Set 'read only' Grid permissions for a userGive a user 'read only' access to view bookings without being able to edit them
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
Securing your login with Multi Factor Authentication (MFA)How to set up Multi Factor Authentication (MFA) on your user login
Activity HistoryView changes made to your Preno account