Tips and Tricks

Downloadable LodgicalWeb Guide

Thinfinity

Lodgical “Locked”
Downloading a Report off of Thinfinity

Accounts (Lodgical Desktop)

Basic Account Features
Transfer Funds from Service to Reservation Side
Adding Rates to an Account
Assign a Guest to a Room in a Group Block (over the phone)
Transfer Money from a Reservation back to an Account

Online Group Functions with Vertical Booking
[Updated] Preparing Account in Lodgical for Group Booking on Vertical Booking
How To Configure Groups in Vertical Booking for Lodgical Customers
Checking Allotted Inventory for Groups on Vertical Booking

LodgicalWeb Account Functions

Booking Engine Portal (LodgicalCRS)

Video: Beginners Guide
Adding Images

Condominium (Lodgical Desktop)

ACH Setup for Property and Owners
Condominium Overview
Condo Rotation
Owner Portal
Owner Portal: Booking an Owner Stay
Room-specific charges

Conferences (Lodgical Desktop)

Conference Overview

Data Security

Data Security

Financials

Credit Card Overview
EMV Basics

Lodgical Desktop
Adjustments
Refund
Split Financials on a Reservation
Transfer
Security Deposit Procedure

LodgicalWeb
Refund

Front Desk Assistance

Lodgical Desktop
Video: Making a Reservation
Dashboard Overview Pt 1
Dashboard Overview Pt 2
Demo Mode
Tasks Overview
Guest Profiles
How to Use Punch Clock
Setup Store Sales

LodgicalWeb
Add Reservations
Arrival/In/Departing
Add/Remove Unit Blocks
Chart Navigation
Gift Certificates
Show Rates on Chart
Store Sales
Tasks Overview
Waiting List

General

Mobile Check-In

Lodgical Desktop

Organize a Report via “Group”
Customize Source(s) Labels
Export Email List
[Updated] How to Handle Expired Gift Certificates
Updating Email Password in Lodgical
Enable Error Monitoring for Reservations that don’t make it into Lodgical
Mailing Lists
Report Sender
Reports
Time Clock Setup and Reports

LodgicalWeb
LodgicalWeb Overview
Adding a Service to a Reservation
Edit Email Template
Adding Store Sales/Services
Dashboard Overview
Editing Unit Info
Reports: Filtering by Column
Updating Email Password
Users and User-Access Levels

Housekeeping

LodgicalWeb
Overview
Video Step-by-Step
Assign Housekeepers
How to Use Housekeeping App

Rate Classes

Derived Rate Class with Non-Inherited Restrictions
Base room type
Creating packages
Quick Fill function
Video: Quick Fill vs Quick Rate
Video: Length of Stay Explanation

Copy:
Year-to-year
Unit-to-unit
Rate class-to-rate class

LodgicalWeb
Quick Rate
Rate Change on a Current Reservation

Text Messaging

Setup SMS Templates
Setting up a Twilio account
Text Messaging Functions
Twilio “Undelivered – Unregistered” Error

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