Administration - Policies

Modified on Thu, 26 Oct, 2023 at 2:00 PM

This is where you can add booking cancellations and payment policies that belong to your different rate plans 


To add a new policy – click +Add 


You will need a name for the policy and a description. The policy description is shown to a guest when making the booking, so make sure it is clear what the policy is. For example if you are setting up a Flexible policy that can be amended or cancelled up to 48 hours prior to arrival you would make sure you put this in the policy description and you would not need to choose an Automatic Payment Policy for this as no payment is being taken. See below for an example. 


If you are setting up a policy for a Pre-paid rate plan then you will need to choose the automatic payment policy you have set up for this and make sure the description clearly states the payment will be taken. 


You have the option that when creating a policy to allow editing of a reservation via the booking engine by selecting the tick box.   

If you have this ticked it will prompt a pop up message to guests when they are making changes to their booking on the booking engine and will show that their total has been changed and if they accept the charges to their credit card. 



To edit a policy – Click the relevant policy and it will open the page to edit the details 


To delete a policy – Click the trash icon to the right of the policy. You will be asked to confirm this action before it deletes the policy. 


Please note - If you have Automatic Payments enabled  this will take the payment at the time of booking - every rate plan needs a policy attached and once they are created they can be linked to your rate plans. 

These can be set up in >Administration > Automatic Payments 

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