Tips and Tricks

We have created three ways in which you can make your software more Secure. The first way to secure your date is to delete history you no longer need. To do this: This will offer you three choices. If you do not need your data older than 7 years for tax or accounting purposes,  I […]

Customize your chart colors to indicate at a glance a guest’s interest, where the reservation was made from, or notify a necessary action that needs to happen on the reservation.

Situation: Getting “Undelivered” as an error in the message logs. Says “unregistered” number. A campaign is created and approved, but not sending. First, identify what Messaging service is associated with the campaign you are troubleshooting. Go to Messages–>Regulatory Compliance–>Campaigns. The Service is associated with this Sid number. See the Sid number in the Messages–>Services It […]

Overview  The SMS Messaging functionality provides texting to guests either on-demand, in bulk, or to notify the guest that their room is clean.  SMS via Twilio  Twilio is a web-based texting service. The primary advantage is that it removes the disadvantages of email; you don’t have to ask for the guest’s cell phone provider, and […]

Make a reservation into the future. After filling in the required information, click the Payment button. Click “Apply Gift Certificate”. Choose the gift certificate you want to apply. Hit “Apply”. Hit Apply again. Mark GC as Applied. The reservation will show a total due as a negative. Repeat steps to apply gift certificates. You can […]

Access the owner portal by using the url for the SSL cert with /owners at the end.  This must be turned on in the Condo Configuration in Lodgical before it is available to Owners. Log into the Owner Portal using your login credentials. Once you are logged in, you will see an option along the […]

Instructions on how to use the punch clock here Each user will be able to use the punch clock in Lodgical. In order to use the Punch Clock, you must have it enabled. Enable in the System Preferences. System–>Configuration–>Program Settings, System Preferences tab. When it’s enabled, you will see the punch clock in the bottom […]

Enable Punch Clock and Reports here To clock in: There are two ways to clock in. The first way is to log in as the user and select the Punch button. The second way is to select the Other button. Using this method, you can enter in any user login and clock in, regardless of […]

This is used for if guests on a reservation are splitting the bill. Setting up the Split Reservation function is at the bottom of the page. First off, include any additional guest in the “Additional People” tab. This will create a new tab in the Financials. Click “Split”. This opens the Split Bill screen. The […]

First is to set up the Property’s banking account information in Lodgical. Condo–>Utilities–>General Configuration Fill in information from Bank. Ask your Bank for this information. Owner ACH Setup Condo–>Utilities–>Owner Configuration Click on the Owner Line Click on the Owner Entry Add ACH information. Make sure to check off they are using ACH. Create ACH File […]