Now that your account has been created, you need to set up your property to get ready for reservations!
Follow this guide to help you set up payment processing, add your property logo, and set up units by adding images and rates. Once you are all set up, you will be ready to send your guests to your personalized reservation portal to start accepting reservations.
Set up your property
Click Settings / Property to view your basic property settings.
In the General tab, you will enter your property name, address, phone, and email. Upload your property logo the guest portal and email notifications to your guests will have your brand.
Set your reservation settings here:
Reservation Portal URL: This is the link you will send guests to from your website to make a new reservation. Just add a 'Book Now' button to your website that goes to this URL when clicked. This is your personal property reservation portal.
Deposit - Set your required deposit amount for new online reservations. You can select either a set the deposit required to a dollar amount ($) or a percentage (%) or the reservation amount.
Max days out to allow a Reservation - The number of days out in the future a guest can make a reservation.
Reservation Hold Minutes - The number of minutes a reservation is held in a guests cart while they are completing their reservation. Even though they haven't completed the reservation, another guest will not be able to reserve this unit until the reservation is complete or the hold expires.
Primary Unit Type - The unit type most common on your property.
Ask for size or guest's RV - If all of your spaces can accommodate large RV's, you can leave this unchecked. However, if some of your RV spaces are smaller and limited to smaller RV's/Travel trailers, leave this checked and the guest will have to enter the length of their RV and if it has slide outs.
Referral Sources - Customize this list by adding all sources a guest might hear about your property. Guests have an option to choose how they heard about you on the guest portal.
Reservation Success Message - This is the success message displayed to the guest as soon as their reservation has successfully been made on the reservation portal.
Getting set up to accept credit cards is very simple. Our payment processing partner is Stripe. They make it very easy to create a new account or link an existing account. Just click the Connect to Stripe button to get started. You will be directed to Stripe's website to create or link an account. You will enter you business information as well as your business bank account so your processed payments can be deposited into your account. That's it! Once complete, you will be redirected to Firefly and you will see a green Connected to Stripe button.
You can also set the following payment defaults for when you create new payments:
Default payment due days - When you create a new charge, the payment due date will be set to this many days in the future
Email receipt for payment - You can always override this when creating a new payment, but this will be the default action
Email upcoming payment notification for scheduled payments - You can always override this when creating a new scheduled payment, but this will be the default action
Scheduled payment notification days - The default number of days before a scheduled payment to notify guest. This can be overridden when created a scheduled payment
Default auto process payment - For new recurring charges, you can default to auto process the payment when the new recurring charge is created. This can be overridden when creating a new recurring charge
When a new reservation is made on the reservation portal, you can elect to receive an email notification of the new reservation. Enter the email addresses here you want to receive this email. Separate multiple emails with a comma (,).
This tab displays your personal kiosk URL. If you have a kiosk computer available to your guests, this is the website you will display on the kiosk. This allows guests to check in, make a reservation, manage their reservation, or even pay for a past reservation even when no office employees are present.
Taxes, Add-on Items, Amenities, and Utilities
From the Settings menu, you can access the pages to add and update taxes, add-on items, amenities, and utilities.
Enter any taxes you will be collecting for units, add-on items, or any other charges here. Just enter the tax name and rate. You can add as many taxes as you need.
Add-on items are items or charges you will be using repeatedly. This can be for such things like golf cart rentals, firewood bundles, Wifi access fee, etc. You can add these now or come back at any time later to add or update add-on items. Add-on items can be added to an existing reservation, or add-ons can be available to be purchased/rented on the reservation portal when the guest makes the reservation. Read more about how add-ons work here.
Amenities are simply the available perks of each unit. Amenities can include water hookup, sewer hookup, 50 Amp Service, Wifi Access, Concrete pad, waterfront access, etc. Add all the possible amenities under Settings > Amenities
Utilities are any metered utility you plan on charging for, such as Electricity or Water. Add each utility and it's per unit rate under Settings > Utilities. Later, when it is time to record utility readings, you can do so under Reservations > Record Utilities. Read more about recording utilities here.
The last major step is to add your units. Navigate to Settings > Units to view your properties units. To add a new unit, click New unit. For detailed steps on setting up a new unit, click here.
Once your unit is set up and you have your rates set, you can clone the unit if you have many units that are similar or even just similar. Just click Options > Clone Unit to clone a unit. This prevents you from having to set up each individual unit separately, you just set up 1 unit and clone it many times.
If you already have other units set up and you want to make a change to all the units, you can just change one unit, then export those individual changes to another unit. Once the changes are made in the current unit, select Options > Import/Export Unit Data to export the changes.