Back office

Guides and best practices on using Preno for the back office

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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