Creating an account

  1. Select Accounts from the navigation bar. The Account List page is displayed.
  2. Click New. The Account page is displayed.
  3. Specify this information in the Account Details section:
    Name
    The name of the account.
    Owner
    The default user who logs on the application.
    Note: The default user can change the ownership to another user.
    Parent Account
    The hierarchical account to which the new account is a part.
    Website
    The web page associated with the account.
    Account Type
    The type of guest account.
    Phone
    The phone number of the account.
    Is Booking Agency
    Select this check box to ensure that this account is considered as a booking agency in HMS.
    Note: This check box cannot be modified after saving the details of the account.
    Active
    If this check box is selected the account is set to active.
  4. Specify the address details in the Address Details section.
    Note: If you specify an address that is existing in the account, a window is displayed with a list of all accounts with the same address or phone number.
  5. Specify the tax related information in the Billing Details section.
  6. Select one or more tenants to synchronize with the account in the Account Profile Synchronization section.
  7. Click Save.