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Back office
Back office
Guides and best practices on using Preno for the back office
+2
30 articles in this collection
Written by
Max Podolian,
Amelia Gain,
Kevin Soo
and 2 others
Removing a Payment Method
How to remove a payment method in Preno
Written by
Jenish Patel
Updated over a week ago
Reporting in Preno
An overview of the reports you can find within Preno (GST inclusive reporting)
Written by
Jessica Kwok
Updated over a week ago
Automated Emails
Send emails from Preno automatically
Written by
Max Podolian
Updated over a week ago
Reporting on Extras
Report on the Extras you've sold through Preno
Written by
Jessica Kwok
Updated over a week ago
Add an imported payment to a booking
Add a payment to a booking which was made outside Preno
Written by
Jessica Kwok
Updated over a week ago
Add or remove a Room Type
How to add a new room type or remove an existing room type
Written by
Jessica Kwok
Updated over a week ago
Changing ownership
What to do when a new owner takes over the property
Written by
Jessica Kwok
Updated over a week ago
Rolling back a booking & voiding the invoice
Rolling back a reservation, voiding the old transaction, removing the credit allocation, and voiding the invoice
Written by
Amelia Gain
Updated over a week ago
Invoice Agent partial amount
Workaround: how to partially invoice an agent
Written by
Jessica Kwok
Updated over a week ago
Download guest data
In Preno you can download the guest data (incl. emails) to help with marketing.
Written by
Amelia Gain
Updated over a week ago
General
Activity History
View changes made to your Preno account
Written by
Jenish Patel
Updated over a week ago
Availability, inventory and double bookings
Most of the time, a double booking actually has room on your grid
Written by
Amelia Gain
Updated over a week ago
Accommodation Survey - Statistics NZ
How to generate the monthly StatsNZ Accommodation Survey report
Written by
Kevin Soo
Updated over a week ago
Agents
What is an Agent?
An agent is the source of your booking - an overview of agent types & scenarios
Written by
Amelia Gain
Updated over a week ago
Edit or delete an Agent
How to Edit Agent details or Delete an Agent
Written by
Amelia Gain
Updated over a week ago
Invoicing an Agent
How to invoice an Agent for accommodation and/or guest extras
Written by
Amelia Gain
Updated over a week ago
How to invoice a company
Corporate guests usually want to invoice their company for accommodation
Written by
Jessica Kwok
Updated over a week ago
Rates
Advance Edit - Rates
Different types of edits you can make to your rates in Preno
Written by
Jenish Patel
Updated over a week ago
Room rates
Controlling your room rates in Preno
Written by
Amelia Gain
Updated over a week ago
Push inventory/rate updates - 750 days
How to change your settings to push updates up to 750 days
Written by
Jessica Kwok
Updated over a week ago
How to View, Add, and Delete your rate plans
Viewing, adding, and deleting rate plans in Preno
Written by
Amelia Gain
Updated over a week ago
Integrated payments
Integrated credit card payments
How to set up your payment gateway in Preno, safely store credit card details, and charge credit cards
Written by
Amelia Gain
Updated over a week ago
PCI Compliance for hoteliers
Why PCI compliance is so important, and how you can ensure you are staying PCI compliant.
Written by
Kevin Soo
Updated over a week ago
Credit card info in notes removed
Unsecured credit card info saved in notes is automatically removed 30 days after checkout
Written by
Kevin Soo
Updated over a week ago
Updating credit card details for your Preno subscription
How to update your credit card in the billing portal
Written by
Jessica Kwok
Updated over a week ago
Settings
Add and manage users in Preno
How to add or remove users
Written by
Kevin Soo
Updated over a week ago
Updating email templates
How to update guest and agent email templates
Written by
Kevin Soo
Updated over a week ago
Guest extras and requests
How to add guest extras and requests to new and existing bookings
Written by
Amelia Gain
Updated over a week ago
How do I add a new room to the grid?
Adding any extra line to the grid is counted as a 'room'
Written by
Amelia Gain
Updated over a week ago
How do I change the order of the rooms and room types on the grid?
You can customise this within Settings.
Written by
Amelia Gain
Updated over a week ago