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Settings & Administration ​

This chapter covers everything under the Settings menu: your company details, the features you turn on and off, booking rules, email, notifications, user accounts and permissions, translations, data imports, OTA channels, the invoice portal, integrations, and to-do templates. These pages control how the whole system behaves, so almost all of them are administrator territory. Front-desk and finance staff rarely need them; owners, managers, and system administrators do.

Note: Most Settings pages require the Administrator role, or at least the Settings permission with Update. Where a specific permission or module is needed, each section says so on its Who can access this line. If a page or menu entry is missing for you, you either lack the permission or the matching module is switched off — ask an administrator.

In this chapter ​

  • Navigation & basics — the top bar, asset switcher, notifications, and OTA error indicator.
  • The Dashboard — the home-screen widgets toggled under Active Modules.
  • Bookings — booking states, sources, and the OTA updates screen.
  • The Folio & invoicing — invoices and document templates.
  • Finance — banks, payments, and using the payment providers you connect here.
  • POS — the point of sale unlocked by the POS module; POS locations, tables, and tax.
  • CRM & customers — customers, guest forms, loyalty, and the club.
  • Dive — the dive log, plans, and sites unlocked by the diving modules.
  • Master data — accommodation — resorts, vessels, rooms, and rates behind the booking modules.
  • Master data — commerce — products, ingredients, and other sellable items.
  • Reports — the statistics unlocked by the Statistics module.