Master Accounts for Transients

1. Introduction

This guide provides instructions on how to manage Master Accounts for transient customers using the Swyft Valet system. While transient customers typically pay per visit, a Master Account can be set up for specific situations where recurring transient visits are managed under one account for simplified billing.

2. Setting Up Master Accounts for Transients

Creating a Master Account for Transients
A Master Account for transient customers can be established when a business, event organizer, or individual regularly brings in transient guests who need valet services. This allows multiple transient tickets to be billed to one account for easy tracking and payment.

Step-by-Step Process
• Log in to the Swyft Valet system and navigate to ‘Account Management’.
• Select ‘Create Master Account’ and input the necessary details, such as the account name and billing information.
• Once the account is set up, you can assign individual transient tickets to the Master Account as guests arrive.
• Ensure that all transactions are tracked under the account for consolidated billing.

Benefits of Using Master Accounts for Transients
• Simplified Billing: Rather than handling individual payments for each transient guest, all transactions are billed under one Master Account.
• Group Management: This is ideal for events or businesses that frequently send transient customers for valet services.
• Consolidated Reporting: The Swyft Valet system allows you to generate reports on all transient activities linked to the Master Account.

3. Conclusion

Setting up Master Accounts for transient customers in the Swyft Valet system streamlines billing and reporting for businesses or individuals with recurring transient visits. By following this guide, you can efficiently manage transient transactions under one account for easy processing.