Step 4 asks that you configure your General Settings to ensure that your account is set-up correctly for you and your team.
General Settings
You can access your General Settings by selecting the icon with your initials/picture in the bottom left-hand corner of the screen until you see a black menu appear. Here, you'll want to select Settings.
This will then launch you into your Account Settings and, in particular, direct you to your General Settings page. Here, you'll be able to control and manage how the platform will work for you and your team.
Operations
The Operations section allows you to enable and modify particular features for your account.
Task payments- Pay your staff through Breezeway.
Approve tasks after completion: This is an optional task status reserved for Administrators and Supervisors. This status is typically used to differentiate completed tasks that have been reviewed and vetted by management.
Task assignment: This feature allows you to decide how assignees should respond to assignments. You have the option for auto accept, accept within a timeframe, or allow assignees to claim tasks.
Quick Access Tasks- When toggled on, this allows you to email a direct link to assignees before completing their account set up. Assignees can complete tasks via this link.
Supplies
The Supplies section allows you to enable and manage the use of supplies on your account.
Supplies - This setting will enable the use of supplies for the account
Enabling inventory management - This allows you to record/upload a list of commonly used or replaced items at your properties so your staff can log these items.
Set default markup- This feature allows you to manage default markup on costs when creating and editing supplies.
Inventory Locations- This allows you to manage multiple locations and its supplies.
Reservations
The Reservations section allows you manage and customize how reservations will appear in your account.
Default reservation times:
If a reservation doesn't have designated check-in and checkout times, Breezeway will default to these.
If Breezeway integrates with your property management software, the check-in and checkout times of each individual reservation take precedence over the default times.
Automatic check-in and checkout:
The automatic time allows users to set a specific time that they want to mark properties as checked-in and checked out.
Reservation calendar info: Choose how you would like reservation information to display in the reservation bar on the schedule.
Guest Name (default): Shows the first and last name on the reservation.
External ID: Shows the reservation ID provided from your integration.
Guest Name & External ID: Shows both first/last name and the reservation ID.
Display property holds: If your integration provides holds/blocks, you can choose to add those to the schedule in Breezeway. Note: this is not available with all integrations, so please contact our team to see if you can use this.
Display property lockoffs: Available with certain integrations.
Enable early checkout notifications: This allows you to send out an email notification every time there is an early checkout.
Availability
This allows you to manage how availability is set and to determine what roles can set their own availability. You can learn more about User Availability here.
