Hotel Settings
Configure identity and policies before daily operations. Change one area at a time, save it, and verify the affected workflow with a non-Owner role.
Recommended setup order
Hotel profileBranchesRooms & ratesTaxes & policiesStaffChannelsWebsite
| Area | Important fields | Operational effect |
|---|---|---|
| Hotel profile | Name, contact, timezone, currency, address | Controls timestamps, money display, documents, and guest communication. |
| Branches & floors | Branch, floor name/order, manager assignment | Scopes rooms, team coverage, reports, and handovers. |
| Rooms | Room type, capacity, amenities, status, base rate | Drives availability, booking, housekeeping, and room rack. |
| Taxes & policies | Tax rules, cancellation, check-in/out times, deposits | Changes quotes, folios, confirmations, and exceptions. |
| Branding | Logo, colors, document identity | Appears on the public site, emails, receipts, and PDFs. |
| Channels | SMTP, payments, OTA/iCal, API, AI | Enables external delivery and integrations. |
Safe-change procedure
- Record the current value and the reason for change.
- Make the update during a low-traffic window if it affects rates, tax, payment, or availability.
- Save and refresh the page to confirm persistence.
- Run the smallest complete workflow affected by the change.
- Tell the operational team what changed and when it takes effect.
Example: changing check-in time
Change standard check-in from 14:00 to 15:00, then verify a new confirmation email, public booking policy, arrival board, and early-arrival handling. Existing reservations may retain their original agreement, so communicate the policy instead of silently applying it to historical bookings.
Avoid these mistakes
- Do not change production currency after financial activity begins without a migration/reconciliation plan.
- Do not reuse sandbox payment credentials in live mode.
- Do not publish a room type before its capacity, images, rate, and policy are complete.
- Do not grant broad permissions merely to make a hidden page appear.