Congratulations on getting your ThinkReservations account!
🌟 A ThinkReservations Account Manager will make sure at least your account basics are set up before you go live. Basics like:
Payment Processor
Taxes
Business and Room Configuration
Styling the look and feel of your online booking engine and email design
Once it is time for your website to go live with ThinkReservations, Channel Management and OTA connections can be made.
The below items will be verified during your onboarding process, either via email prior to your launch date or on the phone during your launch meeting.
There are a few things you can set up or change later at your discretion. This page describes everything you need before you go live. Once you are logged in to ThinkReservations, there is a Settings button on the top right that takes you to the configuration side of ThinkReservations.
Sometimes, an import will create a new account. Please consult with your Account Manager before making any changes, so your work isn't lost.
Please note: While your onboarding specialist will make changes to your account for you, it's important to note that you are ultimately responsible for the accuracy of your account. This is why your onboarding specialist spends time with you reviewing the work they have done on your account for you.
Let us know if you need any assistance checking or reviewing your account.
Settings
Business Configuration
Room Configuration
Email Configuration
Change Password
Each employee should have a strong password and log out when they are done.
Setup New Employees
You can have an unlimited number of employee accounts with unique permissions.
Chart of Accounts (Revenue Accounts)
Revenue accounts in ThinkReservations allow you to "bucket" groups of items together for reporting purposes.
Items
To add anything to a bill, it needs to be set up as an item first.
Booking Engine Settings
The booking engine is what your customers interface with when making a reservation online.
Business Settings
Business Settings are where you configure some basic account settings.
Gift Certificates
Gift Certificates that exist in ThinkReservations (house certificates) have a configurable logo and policy.
Rooms
Room Settings is where you configure the name, description, occupancy, and photos (among others).
Amenities
Each room can be assigned amenities in the room settings, but they need to be created first. This is an optional feature to help your guests decide what room is right for them.
Rate Types
You can program your "Best Available Rate" or equivalent standard rack rate under Rate Types. Pricing can be configured for up to two years into the future. Reservations can be made in the online booking engine for only one year in advance. Staff can make reservations up to two years, provided there is pricing.
Email Templates
Email Templates are the letters and other emails that your business will be sending to customers. The templates include a friendly (arbitrary) name, a subject line, and a message. The subject and message can contain Personalized Variables to make each email unique the reservation. ThinkReservations creates several standard email templates for you to make your own.
Email Rules
You can define what emails are sent automatically based on the reservations check-in date: Two "reminder" emails before a guest checks in and a "followup" email after they check out. Confirmation emails are only automatically sent out when guests book online. When reservations are being made on the phone, the system doesn't know when you are done editing the reservation, making payments, adding items, etc. so it is the staff's or innkeeper's responsibility to trigger the confirmation email. Email Rules is also where you upload the logo for the header on your emails.