1. Introduction

This guide provides instructions on how to manage master accounts in the Swyft Valet system. Master accounts are used to group multiple tickets or reservations under one billing account, typically for corporate clients or group bookings.

2. Step-by-Step Process

Step 1: Set Up a Master Account
• In the Swyft Valet system, navigate to the ‘Accounts’ section and select ‘Create Master Account’.
• Enter the necessary details such as the company or group name, billing information, and any special instructions for the account.
• Once complete, save the master account in the system.

Step 2: Assign Tickets to the Master Account
• To assign individual valet tickets to the master account, locate the guest’s ticket in the system.
• Select the ‘Assign to Master Account’ option and choose the appropriate master account from the list.
• Repeat this process for all relevant tickets that need to be grouped under the master account.

Step 3: Review and Reconcile Charges
• Periodically review the master account to ensure that all charges and tickets are correctly assigned.
• The system will provide a summary of all transactions linked to the master account for easy reconciliation and billing.

Step 4: Generate Invoices for Master Account
• Once all tickets have been assigned and reviewed, generate an invoice for the master account.
• In the ‘Reports’ or ‘Accounts’ section, select the master account and click ‘Generate Invoice’.
• The system will compile all charges and issue an invoice for the client, which can be printed or emailed.

3. Conclusion

Managing master accounts ensures that group bookings and corporate clients are billed accurately and efficiently. By following these steps, you can maintain clear records and ensure proper handling of master account billing.