Tutorials

Guides for Owners, Managers and Receptionists

+4
32 articles in this collection
Written by Joemar Intas, Jeff Pan, and Lindsay Rodabaugh and 4 others
Basic Guides (Reception/Staff)

1. How to use Intercom chat

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

2. How to create/delete a reservation/group reservation

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

3. How to Check-in / Check-out guests

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

4. Taking Payment

Step by step
Written by Jeff Pan
Updated over a week ago

5. How to change individual daily room rate

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

6. How to organize your reservations

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

7. How to make rooms unavailable to the public

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

8. Receptionists / Upload ID

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

9. Important Staff Training

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

10. Secondary Currency

Learn how to use the Secondary Currency setting
Written by Joemar Intas
Updated over a week ago

Using the 'Block Off' feature

How to easily adjust your room availability
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.
Written by Martin Barreda
Updated over a week ago

Guest's nationalities

You can easily visualize this info
Written by Jeff Pan
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.
Written by Jeff Pan
Updated over a week ago

3a. Booking Button Content

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

3b. Customize your Booking Page

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

3c. Customize your Booking Button

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

4. Advance / Invoice (beta version)

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

5. Custom Reservation Source

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

6. Custom Payment Methods

Add your own payment method
Written by Jeff Pan
Updated over a week ago

7. Currency & Taxes

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

8. Role Management list

Accessibility of different users
Written by Joemar Intas
Updated over a week ago

8. Turn Features On/Off

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

9. Auxiliaries

Set up charges for extra services you offer
Written by Jeff Pan
Updated over a week ago

10. Export all guest CSV button

Export guest and reservations to Excel
Written by Jeff Pan
Updated over a week ago

Connect to Stripe

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

Connect to Omise

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

Connect to 2C2P

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

How to collect Expedia and Agoda payments

Collect payments from Expedia and Agoda
Written by Jeff Pan
Updated over a week ago

Subscription Page

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

Rate Plans

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

What is a dynamic room?

Intelligent feature to optimize managing dormitories as private rooms
Written by Jeff Pan
Updated over a week ago