Account Settings

Account Profile

From Settings > Account Settings you can configure the following...

  1. Login and BIlling Notification Email. This is your login email address, and can only be updated by Lodgix tech support. However, you can configure a CC email address
  2. Billing Information.
  3. SMS Phone.  Allows you to set a phone number where new booking notifications will be sent via text message.
  4. Change Password.

Two Step Authentication. You can enter and verify a mobile phone number to enable two step authentication for your account.

Billing Profile

Under Settings > Billing Profile you can add, remove, or change your modules and subscription level. You can also enter your billing information and view past invoices.

Important Settings

Settings > Important Settings contains your company information as well as basic settings for your account.

General

The "General" tab displays your Lodgix User ID and API key, and provides fields to enter your corporate contact information and logo.

Bookings

  1. Contact Email - This field sets where any booking related notifications are sent.
  2. Send emails on your behalf - Checking this box allows Lodgix to send emails to your guests as though they are from your domain.  However this requires that your contact email use your domain, as your Sender Policy Framework (SPF) records must be setup to allow Lodgix to send emails on your behalf.   DO NOT CHECK THIS BOX unless your SPF records have been configured and checked.
  3. Send emails using company name -  If this box is checked all emails to your guests will display your company name rather than your personal name.
  4. Secondary Contact Email -  This address will be cc'd on all booking related notifications.
  5. Allow degrade invoice status -  An invoice can either be in an unconfirmed, confirmed, paid-in-full or refund due state.  An invoice will be confirmed once the reservation deposit has been paid.  If the guest, for example, adds a day to their stay and if allow degrade invoice status = YES, then the invoice can revert back to an unconfirmed status.  Many subscribers want invoice to stay confirmed, once confirmed.   In those instances allow degrade invoice status should = NO and all additional charges will simply be added to the remaining balance amount due.
  6. Weekend Days -  Allows you to define what days are considered weekends on your calendar.
  7. Accept online bookings -  Options are "YES" or "No - Availability Only".
  8. Booking Lead Time - Sets how far in advance of the check in time you will allow bookings. Setting this to "Disabled" restricts all bookings within 24 hours of checkin. You can also set this field to any time period between 1-24 hours.
  9. Allow turnover day bookings -  Setting this to "No" will not allow an arrival on the same day as a departure.
  10. Discounts overlap policy -  Allows you to decide how to handle situations where discounts overlap. You can choose to apply only Last Minute, only Length of Stay, or both.
  11. Limit bookings to -  Some subscribers want to limit the ability of guests to only be able to book online X of days in advance.
  12. Limit Bookings Custom Text -  Set the text you want to display for all dates on the calendar outside of the bookable range.
  13. The cancellation and deposit policies are used within the online booking page ONLY when a rental agreement is not required for display and signature.   The cancellation and deposit policies are used when integrating to HomeAway and they are also referenced in many internal templates using merge tags: [REMAINBALPOLICY] and [CANCELPOLICY]
  14. Online booking thank you text - This text is displayed at the top of the page after an online booking is made.
  15. The remaining three options are pretty self explanatory, clicking on the + icon will drop down fields to configure those fields.  There is a separate help document for tracking scripts.

Localization

  1. Default country -  When making both online and manual bookings, there is a "Country" field.  That field can be set to default to the country of your choice.
  2. Preferred currency -  Lodgix allows for one default currency.   If your currency is not listed, let us know and we'll add it for you.
  3. Time format - 12 hour or 24 hour.
  4. Date format -  Many options.
  5. Timezone -  Important to set this correctly otherwise the timing of triggers and dashboard items will be off.
  6. Available languages -  This setting allows for translations to be entered for online booking related items. Additional information on language settings can be found here.

Marketing

At times it can be beneficial to collect marketing data from your guests.   For example, perhaps you'd like to ask the guest how they heard about your property. Or maybe you have some internal data that you want to collect with each reservation. This screen allows you to define a question and list of possible answers that will be presented to guests during the checkout process. Full documentation on this feature can be found here.