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Back office
Guides and best practices on using Preno for the back office


Removing a Payment MethodHow to remove a payment method in Preno
Reporting in PrenoAn overview of the reports you can find within Preno (reporting figures are inclusive of sales tax)
Reporting on ExtrasReport on the Extras you've sold through Preno
Add an imported payment to a bookingAdd a payment to a booking which was made outside Preno
Rolling back a booking & voiding the invoiceRolling back a reservation, voiding the old transaction, removing the credit allocation, and voiding the invoice
Invoice Agent partial amountWorkaround: how to partially invoice an agent
Preno Account - Changing Of OwnershipWhat to do when a new owner takes over the property
Download guest dataIn Preno you can download the guest data (incl. emails) to help with marketing.
Connect with GokiHow to connect Goki to your Preno account to automate check-in and access for your property
Changing the default view of the GridHow to change the default view of the Grid in Preno
Activity HistoryView changes made to your Preno account
Availability, inventory and clashing bookingsShuffle bookings around to fit clashing bookings
What is an Agent?An agent is the source of your booking - an overview of agent types & scenarios
Edit or delete an AgentHow to Edit Agent details or Delete an Agent
Invoicing an AgentHow to invoice an Agent for accommodation and/or guest extras
How to invoice a companyCorporate guests usually want to invoice their company for accommodation
How to delete a rate plan from PrenoHow to delete unconnected and connected rate plans from Preno
Edit or update your ratesHow to edit/update/change/adjust your rates in Preno
Edit minimum nightsHow to edit the minimum nights required for your rates in Preno
Edit rate availabilityHow to edit your rates availability/apply stop sells to your rates in Preno.
How to edit your base rateStep by step instructions on how to edit your base rate in Preno
Bulk update - RatesHow to apply the same rate updates across your rate plans
Extra guest chargesHow to set up extra guest rates
How to apply CTA/CTDHow to apply Close to Arrival (CTA) and Close to Departure (CTD) on your rates in Preno
Room ratesControlling your room rates in Preno
Set number of days into the future to push inventory/rates to your channel managerHow to change the number of days to push inventory/rates to your channel manager
Dynamic PricingAutomatically update daily rates based on demand
Payment card retention policyHow long can I access a payment card in Preno?
Auto PaymentsSchedule a payment automatically
PCI Compliance for hoteliersWhy PCI compliance is so important, and how you can ensure you are staying PCI compliant.
Integrated credit card paymentsHow to set up your payment gateway in Preno, safely store credit card details, and charge credit cards
Reveal stored cardsHow to view stored card details (early-access users only)
Credit card info in notes removedUnsecured credit card info saved in notes is automatically removed 30 days after checkout
Change default email templateHow to change your default email templates
How to add a credit card surchargeHow to add a credit card surcharge to your bookings in Preno.
How to move a room from one room type to anotherSteps on how to move a room from one room type in Preno to another room type
Example Email TemplatesEmail templates which can be used and modified for your property to send out to your guests.
Rename a Room Type/RoomHow to rename your Room type or Room in Preno
Data tags for Email TemplatesA list of the possible data tags you can use when creating an email template and what they do
How to remove Room types/RoomsInstructions on how to remove rooms and room types from your Preno account
Add and manage users in PrenoHow to add or remove users
Guest extras and requestsHow to add guest extras and requests to new and existing bookings
Updating email templatesHow to update guest and agent email templates
How do I change the order of the rooms and room types on the grid?You can customise this within Settings.
Accommodation Data Programme (ADP) NZAutomatically send ADP report at the start of the month
Updating credit card details for your Preno subscriptionHow to update your credit card in the billing portal
Enable Close OutStop online bookings after a certain time during the day