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Once you have received your username and password, work through these items before going live with bookings.
Your subscription
Make sure you have subscribed to the BookingTrust monthly plan. Go to Profile > My Account and click the green Upgrade my account button in the middle of the screen. You will receive a separate invoice for the setup fee.
Set up your profile
Go to Profile > Profile > Edit Details and enter your contact and company details. If you would like your logo on reports, email it to support@bookingtrust.com.au and we will set it up.
Set up bank accounts
Go to Profile > Bank Accounts and use Edit to update your existing Trust (or Host) and trading account records. Do not delete or add accounts in this section; edit the correct details in the existing records. This tells BookingTrust which account to use when transferring management funds at the end of the month.
See Setting up your bank account details.
Set up Global Fees
Global Fees apply to all properties and all bookings. We will assist with setting them up. Arrange a time to go through your fees before going live, or email your fee structure to support@bookingtrust.com.au and we will set up the global level.
Override fees at property or owner level
You can modify Global Fees at property or owner level. For a property, go to Properties > Active Properties, open its submenu with + and click Fee Rates to edit the fees.
Check property owners’ records
Standalone clients
The property owner’s record is created automatically when you create a new property. Add their bank details using Add Owner’s Bank Details.
Integrated PMS accounts
If owner details were imported from your property management system (PMS), check those records:
- Go to Properties > Active Properties and check that each property has the correct owner. An owner is identified uniquely by their email address.
- Click the owner’s name attached to the property to view their details.
- To edit bank details, open the owner’s record and click Bank Acc. See Add Owner’s Bank Details.
- To edit the owner’s email, click their name and then Edit.
If a property is already allocated to the wrong owner, send its Property ID and client ID to support@bookingtrust.com.au so we can correct the records.
Assign an owner where the PMS supplied none
If your PMS does not supply owner details, imported properties may initially show you—the property manager—as owner.
- Create the owner or landlord’s contact record at Contacts > Add Contact > Add Profile. See Add Owner’s Records and Add Owner’s Bank Details.
- Open the property by clicking its name, click Edit, select the owner from the dropdown and save.
For a subsequent ownership change, follow the separate Changing Owners procedure.
Add suppliers and contractors
Create a contact for each supplier and add their bank details. See Adding Contractors Details (Companies and Services).
This lets you select the supplier when creating an invoice and adds their record to the ABA file for batch payment.
If you are interfacing with a PMS such as Guesty, YesBookit, NewBook or IBM, email support@bookingtrust.com.au once these items are complete. We will download your data for you to check.
Book your BookingTrust training
A BookingTrust staff member will take you through the software and answer your questions. Book a time using our online calendar.
Read the Support Policy for details of your free training. For other questions, email support@bookingtrust.com.au.