Overview
Where each setting lives in the Settings menu, who can change it, and what locks at go-live.
Settings holds everything that describes your property: its details, rooms, staff, prices, taxes and printed documents. Open it from the bottom of the left menu. This chapter covers the property, rooms, team, printing and booking sources. The other groups have their own chapters.
Where each setting lives
The Settings menu has six groups. Each item opens one screen.
| Group | Menu item | What it is for | Where to read about it |
|---|---|---|---|
| Property | Details | Name, address, check-in times, night audit, age groups | Property details |
| Property | Registration card | The card a guest signs at check-in | Chapter 6, Guests |
| Property | Printing | How receipts, invoices and reports look | Printing |
| Property | Accounting | Link to your accounting software. Shows only if your property has it. | Not in these docs yet. Ask the Estatell team. |
| Property | Door locks | Link to your door lock system. Shows only if your property has it. | Not in these docs yet. Ask the Estatell team. |
| Property | OTA lists | The logins for your online travel agents | The Estatell team handles this with you. |
| Property | Booking sources | Where your bookings come from | Booking sources |
| Property | Boats | Boat trips and transfers. Shows only if your property has it. | Boat settings, in the Additional features tab |
| Rooms | Room types | The kinds of rooms and beds you sell | Rooms and beds |
| Rooms | Rooms | Each room, its number and its group | Rooms and beds |
| Rates | Rate plans | Your prices | Rate plans |
| Billing setup | Taxes | The taxes you charge | Taxes |
| Billing setup | Charge items | Extras you sell, such as breakfast | Charge items |
| Billing setup | Payment methods | How guests pay | Payment methods |
| Billing setup | Room revenue | The taxes on room nights, no-shows and cancellations | Room revenue |
| Billing setup | Discounts | Discounts staff can give | Discounts |
| Team | Staff | Your staff and their sign-in | Team |
| Team | Roles | What each role may do | Team |
| System | Notifications | Which emails and alerts Estatell sends | The Reference chapter |
Meal periods is a tab inside Details, and its page is Meals.
You also block a room for repair from Front desk, not from Settings. Rooms and beds explains it.
Who can change settings
Estatell hides the menu items you may not use. Most of Settings needs one permission, Manage property settings.
| Item | Permission it needs | Who has it by default |
|---|---|---|
| Details, Registration card, Printing, Booking sources, Rate plans and all of Billing setup | Manage property settings | Owners and managers |
| OTA lists | Manage OTA lists | Owners |
| Room types and Rooms | View rooms and room types to see them. Manage rooms and room types to change them. | Owners and managers |
| Staff | View staff to see. Manage staff to change. | Owners and managers |
| Roles | Manage roles | Owners |
| Notifications | Manage notification settings | Owners |
An owner can change what each role may do. See Team.
What locks at go-live
You can change every setting while you set up. When the Estatell team approves your property to go live, three of them lock.
| Setting | Where | After go-live |
|---|---|---|
| Country | Details | Locked |
| Currency | Details | Locked |
| Time zone | Details | Locked |
Everything else stays open. If you must change one of these three after go-live, ask the Estatell team. See Go live for the full steps.
Special cases
| Situation | What happens | What to do |
|---|---|---|
| A menu item is missing | You do not have its permission, or your property does not use the feature. | Ask an owner to check your role. For Accounting, Door locks and Boats, ask the Estatell team to turn the feature on. |
| You must change the country, currency or time zone after go-live | You cannot. They are locked. | Ask the Estatell team. |
| Printing changes do not show on an old document | A PDF you already downloaded does not change. | Download the document again. |