Back office

Guides and best practices on using Preno for the back office

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33 articles in this collection
Written by Amelia Gain, Kevin Soo, Jessica Kwok and 1 other

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

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

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

Changing ownership

What to do when a new owner takes over the property

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

Changing the default view of the Grid

How to change the default view of the Grid in Preno

Written by Jenish Patel
Updated over a week ago

Connect with Goki

How to connect Goki to your Preno account to automate check-in and access for your property

Written by Kevin Soo
Updated over a week ago

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

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

How to delete a rate plan from Preno

How to delete unconnected and connected rate plans from Preno

Written by Jenish Patel
Updated over a week ago

Extra guest charges

How to set up extra guest rates

Written by Kevin Soo
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

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

Reveal stored cards

How to view stored card details (early-access users only)

Written by Kevin Soo
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

Change default email template

How to change your default email templates

Written by Jenish Patel
Updated over a week ago

Rename a Room Type/Room

How to rename your Room type or Room in Preno

Written by Jenish Patel
Updated over a week ago

How to remove Room types/Rooms

Instructions on how to remove rooms and room types from your Preno account

Written by Jenish Patel
Updated over a week ago

Add and manage users in Preno

How to add or remove users

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

Updating email templates

How to update guest and agent email templates

Written by Kevin Soo
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

Accommodation Data Programme (ADP) NZ

Automatically send ADP report at the start of the month

Written by Kevin Soo
Updated over a week ago