Tutorials

Guides for Owners, Managers and Receptionists

Jovilene Reyes avatar Joemar Intas avatar Bruna San Roman avatar +5
38 articles in this collection
Written by Jovilene Reyes, Joemar Intas, Bruna San Roman and 5 others
Basic Guides (Reception/Staff)

How to use Intercom chat

We offer live 24/7 support in case you ever need assistance.
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

How to create a New Reservation/Group Reservation

Reservations can be directly added to the Calendar and guests can be deleted easily
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

How to Check-in / Check-out guests

Easily track all reservations and Check-in / Check-out
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

Taking Payment

Step by step
Bruna San Roman avatar
Written by Bruna San Roman
Updated over a week ago

Calendar Guest Status

A colour system that will help in managing the reservations.
Jennefer Espulgar avatar
Written by Jennefer Espulgar
Updated over a week ago

Reservation Details

The functions and information featured in the Reservation Details
Jennefer Espulgar avatar
Written by Jennefer Espulgar
Updated over a week ago

How to change individual daily room rate

Learn how to manually override the rate of a current reservation.
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

How to organize your reservations

You can use the toolbar and tabs to help sort reservations
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

How to make rooms unavailable to the public

Using the Block Out function
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

Save or Upload a guest's ID

Upload or take photo of your guest's ID
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

Important Staff Training

A few essential guides to help train your staff on using Switch
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

Using the 'Block Off' feature

How to easily adjust your room availability
Lindsay Rodabaugh avatar
Written by Lindsay Rodabaugh
Updated over a week ago

Auxiliary Items

Adding Auxiliary or Extra items to a Guest's bill. Create Separate invoices for Auxiliary Items.
Martin Barreda avatar
Written by Martin Barreda
Updated over a week ago

Guest's nationalities

You can easily visualize this info
Bruna San Roman avatar
Written by Bruna San Roman
Updated over a week ago

How to add Max Pax in Rooms and Rates?

Maximum Person per Room
Jennefer Espulgar avatar
Written by Jennefer Espulgar
Updated over a week ago

Secondary Currency

Learn how to use the Secondary Currency setting
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago
Advanced Guides (Senior Staff/ Manager/ Owner)

1. How to set up transactional emails.

Automate emails that get sent to your guests when they check in, check out etc.
Bruna San Roman avatar
Written by Bruna San Roman
Updated over a week ago

3. How to create a Booking Button

Create a 'Book Now' button for your website or facebook page and receive direct bookings.
Bruna San Roman avatar
Written by Bruna San Roman
Updated over a week ago

3a. Booking Button Content

Upload room photos, add room and bed description
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

3b. Customize your Booking Page

Edit your background theme, font color, logo, terms & condition, etc
Joudy Septiem avatar
Written by Joudy Septiem
Updated over a week ago

3c. Customize your Booking Button

Edit your booking button size, color and text
Jovilene Reyes avatar
Written by Jovilene Reyes
Updated over a week ago

4. Advance / Invoice (beta version)

Customize, print and save invoices
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

5. Custom Reservation Source

Add new custom reservation source
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

6. Custom Payment Methods

Add your own payment method
Bruna San Roman avatar
Written by Bruna San Roman
Updated over a week ago

7. Currency & Taxes

Manage the currency and tax settings
Susan Nwe avatar
Written by Susan Nwe
Updated over a week ago

8. Role Management list

Accessibility of different users
Joemar Intas avatar
Written by Joemar Intas
Updated this week

8. Turn Features On/Off

Turn Basic and Advance Features on or off
Joemar Intas avatar
Written by Joemar Intas
Updated over a week ago

9. Auxiliaries

Set up charges for extra services you offer
Bruna San Roman avatar
Written by Bruna San Roman
Updated over a week ago

10. Export all guest CSV button

Export guest and reservations to Excel
Bruna San Roman avatar
Written by Bruna San Roman
Updated over a week ago

Connect to Stripe

Connect to the Payment Gateway Stripe
Martin Barreda avatar
Written by Martin Barreda
Updated over a week ago

Connect to Omise

Connect to the Payment Gateway Omise
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Written by Martin Barreda
Updated over a week ago

Connect to 2C2P

Connect to the Payment Gateway 2C2P
Martin Barreda avatar
Written by Martin Barreda
Updated over a week ago

How to collect Expedia and Agoda payments

Collect payments from Expedia and Agoda
Bruna San Roman avatar
Written by Bruna San Roman
Updated over a week ago

Subscription Page

Update your payment method, change your subscription, cancel your account and check your billing information
Jovilene Reyes avatar
Written by Jovilene Reyes
Updated over a week ago

Rate Plans

How to edit Rate Plans in Switch
Lindsay Rodabaugh avatar
Written by Lindsay Rodabaugh
Updated over a week ago

What is a dynamic room?

Intelligent feature to optimize managing dormitories as private rooms
Bruna San Roman avatar
Written by Bruna San Roman
Updated over a week ago