Friday, June 14, 2019

NEW FEATURE: Stripe Integration

To add to our selection of payment methods, we now offer Stripe as an option.

To set this up go to Website tab, Payment Methods, ADD, select Stripe. Then fill in these fields:

Once set up, under Reservation Details, Payments, all of these options will be available:

Tuesday, April 2, 2019

NEW: Use merge codes to add website messages to email templates

It is now possible to use a merge code for a website message in order to add the message text to an email template. This could be useful for a situation where your cancellation policy on your reservation page is the same policy you want to include in an email template.

At the bottom of the Website Message edit page is where the code for each message is located.

Copy that code into an email template, and when the email is generated the code will be replaced with the text of the website message.

Friday, February 1, 2019

New Connection: Quickbooks Online - feeback/testing requested

We have completed the first step in building a connection with Quickbooks and are looking for some users to help with testing it, and for ideas on how to make it better.

If you have a Quickbooks Online account then you can help with testing (other versions of Quickbooks we will work on in the future).

To link your account, go to Settings, External Connections, add, QuickBooks. Once this is done, you can then use a new section in the Payments by Date report to manually send over payment details to your QB account.

Also, here is a short video explaining what we have so far:

How to export to Quickbooks Online.

If you can use this connection, please let us know:
- if it worked
- enhancements or improvements you would like to see

Potential future enhancements:
- create invoices
- link payments to invoices
- send customers as part of the payment receipt (or invoice)
- send refunds as a "refund receipt"
- maybe have the information transmit to QB automatically in real time whenever a payment or refund is entered into the system
- possibly be able to select which account in QB the payments should be linked to
- maybe have ReservationKey automatically set up new accounts (such as ReservationKey Sales and ReservationKey Refunds) and also set up new services which we can link the payments to