Are you currently working with dedicated costs to charge deposits to your guests and do you want to start using the security deposit policies feature? Read how to do that here.
Step 1 is to set up your security deposit policies, step 2 is to archive the costs used previously.
If you need help or need to create many different policies, you can request migration assistance from us: support@bookingexperts.com.
Set up security deposit policies
In the Setup module, at the very bottom of the menu, you'll find the ‘Security deposit policies’ page. Here you can create security deposit policies.
Read more: Creating security deposit policies
You can only specify one deposit amount for each deposit policy. If you want to work with multiple deposit amounts, you have to create multiple deposit policies and make them applicable to specific object types and/or channels.
Archiving costs
After you've set up your security deposit policies to your liking, go to your costs overview. Find the cost items that you previously used to charge deposits to your guests. Edit these costs and set them to ‘Never valid’ under the heading ‘Validity’. Then save the change.
This effectively archives the cost, and their purpose is taken over by your security deposit policies.
This cost has to be set as a deposit under ‘Kind of cost’.
Migration assistance
If the above doesn't seem easy to you, or it's a huge job due to the size of your business, contact us.
You can request a migration of your deposit costs settings into security deposit policies. This will help you convert your deposit cost items to various security deposit policies. There is no additional cost for this migration assistance.