# Documentation

- Get started: Sign up, onboarding and go live
  - [Overview](/en/docs): What Estatell is, and where to start in these docs.
  - Get started
    - [Requirements](/en/docs/get-started/requirements): The devices and browsers that work with Estatell, and what to do on an old computer.
    - [Sign up](/en/docs/get-started/sign-up): Get an owner account for your property, by signing up yourself or through the Estatell team or a partner.
    - [First sign-in](/en/docs/get-started/first-sign-in): Sign in for the first time with the temporary password your owner gave you, and choose your own password.
  - Onboarding
    - [Overview](/en/docs/onboarding): How the setup wizard takes a new property to go live.
    - [Property](/en/docs/onboarding/property): Tell Estatell about your property, set your check-in rules and add your team.
    - [Rooms](/en/docs/onboarding/rooms): Add your room types, then the room numbers and the type of each room.
    - Finance
      - [Overview](/en/docs/onboarding/finance): Set your taxes, the ways guests pay, and the companies you bill, before you set your prices.
      - [Taxes](/en/docs/onboarding/finance/taxes): Turn on the taxes you charge, and choose which ones apply to room nights.
      - [Payment methods](/en/docs/onboarding/finance/payment-methods): Choose the ways your guests pay, and add your own.
      - [Companies](/en/docs/onboarding/finance/companies): Add the companies and travel agents that book with you and pay later.
    - Prices
      - [Overview](/en/docs/onboarding/prices): Set your room prices, your extra charges and your discounts before you go live.
      - [Basic rate](/en/docs/onboarding/prices/basic-rate): Set the price of each room type for weekdays and weekends, by room or by guest.
      - [Charge items](/en/docs/onboarding/prices/charge-items): Set up the extras that staff charge on a guest bill, like laundry or an extra bed.
      - [Discounts](/en/docs/onboarding/prices/discounts): Set up the discounts that staff can give on a booking or a guest bill.
    - [Channels](/en/docs/onboarding/channels): Give the estatell team the logins of the online travel agencies you sell through.
    - [Review](/en/docs/onboarding/review): Check every setup section on one page before you go live.
    - [Go live](/en/docs/onboarding/go-live): Send your setup to Estatell support and open your property when it is approved.
    - [After go-live](/en/docs/onboarding/after-go-live): Share sign-in details with your team and finish the recommended setup steps.
- Set up: Property, rooms, team and prices
  - Set up your property
    - [Overview](/en/docs/property): Where each setting lives in the Settings menu, who can change it, and what locks at go-live.
    - Property details
      - [Overview](/en/docs/property/details): The Details screen in Settings holds your property's name, times, night audit rules, age groups and support access.
      - [Profile and business licence](/en/docs/property/details/profile): Set your property's name, logo, address, contact details, registered business name and licences.
      - [Check-in and check-out](/en/docs/property/details/check-in-and-check-out): Set your currency, time zone, language, check-in and check-out times and automatic room assignment.
      - [Operations](/en/docs/property/details/operations): Set the night audit time, what happens to missed arrivals and overdue departures, weekend nights and the migration window.
      - [Age groups](/en/docs/property/details/age-groups): Define who counts as an infant, a child or an adult, once, for every rate plan and booking.
      - [Support access](/en/docs/property/details/support-access): Choose whether the Estatell team can open your property to help you, and whether they can fix money mistakes.
    - Rooms and beds
      - [Overview](/en/docs/property/rooms): How room types, rooms, room groups and beds fit together, and what to set up first.
      - [Room types](/en/docs/property/rooms/room-types): Add, change, order, archive and restore the kinds of room or bed you sell.
      - [Rooms and room groups](/en/docs/property/rooms/rooms-and-room-groups): Add rooms one by one or many at once, group them by floor, change the type of one room or many, and archive rooms.
      - [Beds](/en/docs/property/rooms/beds): Set up dorms, add beds by count or one at a time, rename them and archive them.
      - [Room blocks](/en/docs/property/rooms/room-blocks): Take a room or a bed out of sale for repairs or owner use, then end or cancel the block.
    - Team
      - [Overview](/en/docs/property/team): Who can sign in to your property, what each role can do, and which page to use to manage your team.
      - [Add staff](/en/docs/property/team/add-staff): Invite people by email, add them with a temporary password, or add many at once.
      - [Manage staff](/en/docs/property/team/manage-staff): Change a role, give a new password, deactivate someone, and look after invitations.
      - [Roles and permissions](/en/docs/property/team/roles-and-permissions): See what each default role can do, and change it or add your own role.
    - [Printing](/en/docs/property/printing): Choose the fonts, letterhead and layout of every PDF Estatell makes, such as receipts, invoices and reports.
    - [Booking sources](/en/docs/property/booking-sources): Keep the list of places your bookings come from, such as phone, WhatsApp or an online travel agent.
  - Prices and products
    - [Overview](/en/docs/pricing): How taxes, charge items, rate plans and the rate calendar fit together, and where each one lives.
    - Billing setup
      - [Taxes](/en/docs/pricing/billing/taxes): Add, change and turn off the taxes on a guest bill, such as SST and tourism tax, and see how each one is worked out.
      - [Charge items](/en/docs/pricing/billing/charge-items): The products and services staff add to a bill, their prices, and the code each one owns.
      - [Payment methods](/en/docs/pricing/billing/payment-methods): The ways guests pay, how to add one such as DuitNow QR, and how to add a surcharge.
      - [Room revenue](/en/docs/pricing/billing/room-revenue): Choose the taxes on room nights, and the separate taxes on day use.
      - [Discounts](/en/docs/pricing/billing/discounts): The discounts staff apply on a bill or when they make a booking, such as a staff rate or a returning guest rate.
    - Rate plans
      - [Rate plans](/en/docs/pricing/rate-plans): What a rate plan is, the five ways to price one, and how to find, archive and restore plans.
      - [Create a rate plan](/en/docs/pricing/rate-plans/create-rate-plan): Add a rate plan, choose how it is priced, and set its details and room types.
      - [Pricing rules](/en/docs/pricing/rate-plans/pricing-rules): Set the prices of a rate plan for each pricing basis, or make a plan follow another plan's prices.
      - [Saved prices](/en/docs/pricing/rate-plans/saved-prices): See the prices a rate plan has saved, date by date, without changing them.
      - [Child prices](/en/docs/pricing/rate-plans/child-prices): Set what each age group pays on a Per guest plan or a package charged per guest.
      - [Inclusions](/en/docs/pricing/rate-plans/inclusions): Put meals and extras inside a rate plan's price, and set up package plans with a price for the whole stay.
      - [Long-stay discounts](/en/docs/pricing/rate-plans/long-stay-discounts): Give a discount on a rate plan from a minimum number of nights, and check the result with the price preview.
    - Rate calendar
      - [Rate calendar](/en/docs/pricing/rate-calendar): See the price and selling rules of every room type and rate plan, day by day, and change a single date.
      - [Bulk update](/en/docs/pricing/rate-calendar/bulk-update): Change prices and restrictions for many dates and plans at once, or extend a plan's prices for 12 months.
    - [Meals and meal periods](/en/docs/pricing/meals): Set the times meals are served, and see how a plan's meal inclusions become the meal counts for the kitchen.
  - Companies and city ledger
    - [Overview](/en/docs/companies): What a company is, how the city ledger bills it, who can do what, and which page to use for each company task.
    - [Companies](/en/docs/companies/companies): Add a company, set how it pays and its credit, and suspend or reactivate it.
    - [Bulk add companies](/en/docs/companies/bulk-add-companies): Add many companies at once, typed into a grid or read from a CSV or Excel file.
    - [Company rates](/en/docs/companies/company-rates): Choose which rate plans a company can use, at the front desk and in the portal.
    - [Change the company on a booking](/en/docs/companies/change-company): Fix a wrong company, add one, or clear it. The charges on the Master folio move with it.
    - AR invoices and payments
      - [AR invoices and payments](/en/docs/companies/ar-invoices-and-payments): How a company's folio becomes an invoice, how credit notes and payments change what it owes, and which page to use.
      - [Settle to City ledger](/en/docs/companies/ar-invoices-and-payments/settle-to-city-ledger): Bill a folio to the company that pays it. The folio closes and the company gets an invoice.
      - [Invoices](/en/docs/companies/ar-invoices-and-payments/invoices): Find a company invoice, read its page, print the PDF and void it.
      - [Credit notes](/en/docs/companies/ar-invoices-and-payments/credit-notes): Lower an invoice with a credit note, credit an invoice that is already paid, and void a credit note.
      - [Record a company payment](/en/docs/companies/ar-invoices-and-payments/record-company-payment): Record money a company paid against its invoices, and print the receipt.
      - [Allocate and reverse](/en/docs/companies/ar-invoices-and-payments/allocate-and-reverse): Match a company payment to its invoices, undo a match, and void a payment recorded by mistake.
    - [Credit control](/en/docs/companies/credit-control): See what a company owes, set a credit limit, and know when Estatell stops a booking or check-in.
    - [Aging and statements](/en/docs/companies/aging-and-statements): See what every company owes by days past due, and print a statement of account for one company.
    - [Old system balances](/en/docs/companies/old-system-balances): Bring the invoices a company still owes, and the credit it paid in advance, from your old system.
    - Company portal
      - [The company portal](/en/docs/companies/company-portal): What a company can do in its own portal, and what the hotel staff see.
      - [Portal login](/en/docs/companies/company-portal/portal-login): Give a company its portal login, share the sign-in details, and turn the portal off.
      - [Portal bookings](/en/docs/companies/company-portal/portal-bookings): What happens at the front desk when a company books, edits guests, cancels or asks to cancel in the portal.
- Daily work: Bookings, front desk, billing and housekeeping
  - Reservations
    - [Overview](/en/docs/reservations): How a reservation is built, what its statuses mean, and how to find one.
    - Create a booking
      - [Overview](/en/docs/reservations/create-booking): The ways to create a reservation, and how to book a guest who arrives today or later.
      - [Walk-in](/en/docs/reservations/create-booking/walk-in): Book, check in and take payment for a guest who is at the desk now, in one save.
      - [Past stay](/en/docs/reservations/create-booking/past-stay): Enter a stay that began before today and was entered late, with every night charged.
      - [Migrated and old stays](/en/docs/reservations/create-booking/migrated-and-old-stays): Bring stays from your old system into Estatell, with or without the old folio.
    - Reservation types
      - [Single unit](/en/docs/reservations/reservation-types/single-unit): A reservation with one room or bed, and the statuses each unit goes through.
      - [Group bookings](/en/docs/reservations/reservation-types/group-bookings): Book many rooms or beds under one reservation, and choose who pays.
      - [Day use](/en/docs/reservations/reservation-types/day-use): Sell a room for a few hours on one day, and have it back for the overnight guest that evening.
      - [Dorm beds](/en/docs/reservations/reservation-types/dorm-beds): Sell dorm beds one by one, with one guest and one bill for each bed.
    - [The reservation page](/en/docs/reservations/reservation-page): Find your way around one reservation, from the header and tabs to the summary and the prints.
    - [Add-ons](/en/docs/reservations/add-ons): Sell extras with a booking, such as an airport transfer, an extra bed or breakfast.
    - [Change a night's price](/en/docs/reservations/change-night-price): Change the price of one or more booked nights, before or after they are charged.
  - Front desk
    - Dashboard
      - [Overview](/en/docs/front-desk/dashboard): The Today tab shows what is left to do at the front desk, the day's numbers and tonight's occupancy.
      - [Performance](/en/docs/front-desk/dashboard/performance): See occupancy, ADR, RevPAR, channel mix and lead time over a period, and compare it with the one before.
    - Timeline View
      - [Overview](/en/docs/front-desk/timeline): How to read the Timeline View, the grid of rooms and nights that shows who sleeps where.
      - [Edit on the Timeline](/en/docs/front-desk/timeline/edit-on-the-timeline): Drag a stay to another room, change its dates by dragging an edge, or click an empty cell to book or block a room.
    - [Room View](/en/docs/front-desk/room-view): One card for each room or bed on one day, with who arrives, stays and leaves, and quick actions for the front desk.
    - Check-in
      - [Overview](/en/docs/front-desk/check-in): Check in a guest who has a booking, and collect the taxes and deposit at the desk.
      - [Check in all](/en/docs/front-desk/check-in/group-check-in): Check in several rooms or beds of a group booking in one step.
      - [Undo check-in](/en/docs/front-desk/check-in/undo-check-in): Put a unit checked in by mistake back to Confirmed, on the same day.
    - Check-out
      - [Overview](/en/docs/front-desk/check-out): Check out a guest on the departure date, collect the balance and give back the deposit.
      - [Early departure](/en/docs/front-desk/check-out/early-departure): Check out a guest before the departure date, remove the unused nights and charge the early departure fee.
      - [Check out as day use](/en/docs/front-desk/check-out/check-out-as-day-use): Charge the hours, not the night, for a guest who checks in and leaves on the same day.
      - [Late check-out](/en/docs/front-desk/check-out/late-check-out): Let a guest leave later on the departure day, and charge the late check-out fee.
      - [Overdue stays](/en/docs/front-desk/check-out/overdue-stays): A guest still checked in after the departure time or date, and what the night audit does with them.
      - [Group check-out](/en/docs/front-desk/check-out/group-check-out): Check out every room of a group and settle its money on one page.
      - [Undo check-out](/en/docs/front-desk/check-out/undo-check-out): Put a unit checked out by mistake back to Checked in, on the same day.
    - Cancel and no-show
      - [Overview](/en/docs/front-desk/cancel-and-no-show): When to cancel, when to mark a no-show, how the fee is worked out and how to bring a unit back.
      - [Cancel](/en/docs/front-desk/cancel-and-no-show/cancel): Cancel one unit, or many units of a reservation in one go, and charge the cancellation fee.
      - [No-show](/en/docs/front-desk/cancel-and-no-show/no-show): Mark a guest who did not arrive as a no-show, by hand or in the night audit, and charge the no-show fee.
      - [Reinstate](/en/docs/front-desk/cancel-and-no-show/reinstate): Bring a cancelled or no-show unit back to Confirmed.
    - [Change a stay](/en/docs/front-desk/change-stay): Change the dates of a booking, extend a stay in house, or move a guest to another room or bed.
    - [Assign rooms and beds](/en/docs/front-desk/assign-rooms-and-beds): How a booking gets its room or bed, and how to assign one by hand when it has none.
  - Billing and payments
    - [Overview](/en/docs/billing): How a reservation's bills work, what posted and scheduled mean, and which page to use for each billing task.
    - [The Folio tab](/en/docs/billing/folio): Read a reservation's bills, with the folio rail, the figures, the rows that have posted, the rows that will post and the markers on each row.
    - [Post charges](/en/docs/billing/post-charges): Add an extra to a guest's bill, reverse a charge that is wrong, and see how room nights and add-ons post by themselves.
    - [Folio discounts](/en/docs/billing/folio-discounts): Take a discount off charges that have posted, check what it covers first, and remove it if it was a mistake.
    - [Routing](/en/docs/billing/routing): Choose who pays what. Send room charges to a company, a travel agent or one guest's own bill, and bill one guest separately.
    - [Move charges](/en/docs/billing/move-charges): Move charges that have posted from one folio to another, and choose where each room's later charges go.
    - [Close and reopen](/en/docs/billing/close-and-reopen): Close a folio that is settled, find its invoice number, and reopen it to fix a late charge.
    - [Invoices and vouchers](/en/docs/billing/invoices): Print the invoice of a closed folio, or a voucher with the lines you tick.
    - [Manual Folio Editor](/en/docs/billing/manual-folio-editor): Add missed charges and payments with the day they really happened, and fix lines, with a reason for every change.
    - Payments and refunds
      - [Payments at a glance](/en/docs/billing/payments-and-refunds): How money in and money out works on a folio, and which payment page to open.
      - [Record a payment](/en/docs/billing/payments-and-refunds/record-payment): Take money from a guest or company, add a card surcharge, and print the receipt.
      - [Refund or void a payment](/en/docs/billing/payments-and-refunds/refund-or-void): Give money back, fix a payment made by mistake, or refund a folio's credit.
  - Guests
    - [Overview](/en/docs/guests): The guest list, the guest page, who can do what, and which page to use for each guest task.
    - [Guest list](/en/docs/guests/guest-list): Search, filter and sort your guests, and change up to 100 guests at once.
    - [Guest profiles](/en/docs/guests/guest-profiles): Add a guest, fill in the details, add tags, and keep notes about the guest.
    - [VIP and blacklist](/en/docs/guests/vip-and-blacklist): Mark a guest as VIP, blacklist a guest with a reason, and take a guest off the blacklist.
    - Identity documents
      - [Identity documents](/en/docs/guests/identity-documents): Add, edit and remove a guest's MyKad or passport, see the number, open the scans, and learn who can see them.
      - [MyKad reader](/en/docs/guests/identity-documents/mykad-reader): Fill guest details from the chip on a MyKad with a USB card reader, and install the small program that makes it work.
    - [Merge guests](/en/docs/guests/merge-guests): See when two guests may be the same person, and join them into one guest. A merge cannot be undone.
    - [Privacy](/en/docs/guests/privacy): Remove a guest's personal data on request, and set how long ID scans are kept.
    - Registration cards
      - [Overview](/en/docs/guests/registration-cards): What a registration card is, how it goes from draft to signed, and which way to hand it to the guest.
      - [General](/en/docs/guests/registration-cards/general): Choose who completes a registration card, whether check-in needs one, how long ID photos are kept and the security deposit.
      - [Layout](/en/docs/guests/registration-cards/layout): Choose which of the 19 card fields show, which ones the guest must fill in, and in what order.
      - [Terms](/en/docs/guests/registration-cards/terms): Write and publish the terms a guest agrees to, in each language, with tick boxes the guest must tick.
      - [Sign a card](/en/docs/guests/registration-cards/sign-a-card): Check a guest's registration card, hand it to the guest on this device, and see it signed. Or print a blank form.
      - [Signed cards](/en/docs/guests/registration-cards/signed-cards): Download a signed card as a PDF, void a card and sign again, and why a signed card never changes.
  - Housekeeping
    - [Overview](/en/docs/housekeeping): What housekeeping does in Estatell, who can change a room, and which page to use for each housekeeping task.
    - [The room status board](/en/docs/housekeeping/room-status-board): Read the Housekeeping board, the room status and who can change it, the grey line under a room, and the views, filters and sort order.
    - [Update rooms](/en/docs/housekeeping/update-rooms): Change the status of a room, assign it, flag it, add a remark, or do the same for many rooms at once from the Housekeeping board.
    - [Blocked rooms](/en/docs/housekeeping/blocked-rooms): See which rooms are out of service on the Housekeeping board, how a bed block differs, and what the Needs maintenance flag does.
    - [Print the board](/en/docs/housekeeping/print-the-board): Print the Housekeeping board as a work sheet, export it to Excel or CSV, print one housekeeper's rooms, and choose its columns.
  - Night audit
    - [Overview](/en/docs/night-audit): What the night audit does each night, who can run it, and which page to use for each night audit task.
    - [Business date](/en/docs/night-audit/business-date): The day Estatell posts to, how it differs from the calendar date, and what the sidebar and the dashboard say about it.
    - [Readiness checks](/en/docs/night-audit/readiness-checks): What the Run Night Audit sheet lists before a run, what the audit does with each row if you leave it, and how to fix a row from the sheet.
    - [Earlier audit issues](/en/docs/night-audit/earlier-audit-issues): Retry a room charge an earlier audit could not post, fix the price of a package night, or dismiss an issue you handled another way.
    - [Run the night audit](/en/docs/night-audit/run-night-audit): Open the Run Night Audit sheet, start the audit once the day has ended, follow its steps, and resume it if it stops.
    - [Force close](/en/docs/night-audit/force-close): Run the night audit even though a blocker is open, with a reason, and what happens to the issues that are left.
    - [Scheduled audit](/en/docs/night-audit/scheduled-audit): How Estatell runs the night audit by itself, when it starts, and what stops it.
    - [Morning report](/en/docs/night-audit/morning-report): The message Estatell sends after each night audit, what it holds, who gets it and what to do with it.
- Reports: Front desk, revenue, finance and audit reports
  - Reports
    - [Overview](/en/docs/reports): Which report answers which question, who can open the reports, and the rules every report follows.
    - [Use a report](/en/docs/reports/use-a-report): Pick the dates, sort the rows, select rows and export a report as PDF, CSV or Excel.
    - [Report layout](/en/docs/reports/report-layout): Choose the paper orientation, the columns, their order and their alignment for a report, for the whole property.
    - Front desk
      - [Guest list](/en/docs/reports/front-desk/guest-list): See who arrives, who is in house, who departs and who has checked out, with each reservation's balance.
      - [Police report](/en/docs/reports/front-desk/police-report): List every guest who stayed, of any nationality, with their ID, address and check-in details, for the police or the tourism office.
    - Revenue
      - [Daily report](/en/docs/reports/revenue/daily-report): See the day's revenue and cash in four tabs, from the totals down to each charge and each payment.
      - [Occupancy](/en/docs/reports/revenue/occupancy): See occupancy, ADR and RevPAR for each business date, with the open day shown live.
      - [Revenue and tax](/en/docs/reports/revenue/revenue-and-tax): See what the property earned by transaction code, and the tax you collected, for each day or month.
      - [Non-national guests](/en/docs/reports/revenue/non-national-guests): List the foreign guests who stayed, with their nights and the tourism tax charged to them.
    - Finance
      - [Payments and cash-up](/en/docs/reports/finance/payments-and-cash-up): List every payment and refund by business date, and count each cashier's money for the day.
      - [Folio ledger](/en/docs/reports/finance/folio-ledger): List every line posted to every folio on the dates you pick, and find one line fast.
      - [Balances and deposits](/en/docs/reports/finance/balances-and-deposits): See which folios owe you money, and which folios hold guest money, on any one date.
    - [Meal counts](/en/docs/reports/meal-counts): See how many adults and children to feed at each meal, for today and for the days ahead.
    - Audit
      - [Night audit history](/en/docs/reports/audit/night-audit-history): See every night audit, who ran it and how it ended, and open the packet that records a closed night.
      - [Activity log](/en/docs/reports/audit/activity-log): Read the list of actions Estatell recorded for your property, newest first, and search it.
- Additional features: Features your property turns on, like boat transfers
  - Boats
    - [Overview](/en/docs/boats): What boats do in Estatell, who turns the feature on, what changes on each screen, and which page to use for each boat task.
    - [Boat settings](/en/docs/boats/boat-settings): Add the boats that bring guests in and out, set their seats and fares, and turn a boat on or off.
    - [Boat trips](/en/docs/boats/boat-trips): Set how each room's guests come in and go out by boat, change a trip, and find bookings that still have no boat.
    - [Boat manifest](/en/docs/boats/boat-manifest): Print one list for each boat of a day, with the guests on it and the seats taken, for the jetty and the boat crew.

# Dokumentasi

- [Gambaran keseluruhan](/ms/docs): Dokumentasi Estatell dalam Bahasa Melayu akan datang.

# 文档

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