Tips and Tricks

How to do a refund on a reservation: There are two ways to do this: You can either refund the money by clicking on “payment” or clicking on “cancel”. First go to the reservation where you want to refund the money and click on the payment at the top of the reservation or  you can […]

How to Transfer funds from one account to another account: Go to the reservation where the money is that you would like to transfer, click on the financial tab, go to the transfer tab at the bottom of the page and click.  This small box will pop up and you will need to fill that […]

Updating your password for your email in LodgicalWeb if you had to change it. Go to the top right-hand corner and click on the circle icon with your initial in it and go to settings, then go to setup, interfaces, email on the bottom row and then go to the password box and change your […]

How to create a new Gift Certificate: Go to the “gift certificate” on your home screen and click then go to the box that says “new gift cert” and click then you fill out the “TO” section first and try to fill in as much as possible then go to the “FROM” section and fill […]

LodgicalWeb has a really nice feature that will display the room rates on your chart. To access this feature, click on your chart on the home screen and then go to the right of the chart where you will see “select a rate class” choose the rate you would like to show. Your rates will […]

How to add items to “services” or “store sales”: Go to settings and then Financials. If you have Stores sales turned on (shown with red arrow) to be the same as services then you can just add all your items under “edit services”. Click on that box and it will bring up the screen to […]

To Set up new employee or edit and existing employee: Go to settings under the initial icon in the right-hand corner then “setup” then users and access levels and “edit employees”. To add a new employee, click on “new” if you want to edit someone already in the system click on “edit” next to the […]

Quick Access -Where to find your guest that are checked in, arriving and Departing: Go to the right-hand corner of your screen click on this icon      and it will display -In, Arriving and Departing, click on each category to display the guests. To hide this again just click on that icon again.      […]

How to categorize columns in the reports: Pick the report you want to catergorize. I choose NIGHTS on my report and dragged it up into the header and it will be sorted by nights know. You can choose any column and do this in many reports. This is how it will display:

How to put in a Unit block for various reasons. First you will click  “Unit Block”  on your home screen and then choose the range of dates( your “start” and “end” ) you would like this block to be, if you want to put a note in as to why you are putting this block […]