1. Introduction

This guide provides instructions for creating a Master Account in the Swyft Valet system. Master Accounts allow you to consolidate multiple valet tickets or guest reservations under a single billing entity, making it easier to manage group or corporate transactions.

2. Step-by-Step Process

Step 1: Access the Master Account Setup
• Log in to the Swyft Valet system with administrative credentials.
• Navigate to the ‘Account Management’ section and select ‘Create Master Account’.

Step 2: Enter the Account Details
• Fill in the required information for the Master Account, including the account name, company or group details, and billing information.
• You may also enter contact information for the account holder or manager responsible for overseeing the account.

Step 3: Assign the Master Account to Tickets
• Once the Master Account is created, you can assign individual valet tickets or guest reservations to the account.
• Locate the ticket or reservation in the system and select ‘Assign to Master Account’.
• Choose the appropriate Master Account from the list and confirm the assignment.

Step 4: Review and Save the Master Account
• After entering all necessary details and assigning tickets, review the Master Account information to ensure accuracy.
• Save the Master Account in the system and ensure that it is ready for future billing and reporting.

3. Conclusion

Creating a Master Account in the Swyft Valet system helps manage group or corporate bookings efficiently by consolidating multiple tickets under one billing entity. By following these steps, you can create and assign Master Accounts to streamline billing and operations.