Set Up and Manage Card Types in GuestPoint

38 - Setup - Card Types

Management menu in GuestPoint with Setup and Card Types highlighted

Procedural Note 38

Management Tab – Setup – Card Types          

 Card Types screen showing a list of card types configured during onboarding

            1.      This screen will present a list of all card types that were setup during onboarding.

                  Card Types screen with the Add Record form open, showing credit card name, code, and surcharge fields

            2.      To add a new card type, press + Add Record. Once you have entered a credit card name and code, determine the commission/surcharge amount and who this is charged to. Enter this value under either Owner Surcharge or payer surcharge and press save.

            *Remember that surcharges paid by guests are configured within GuestPoint. The owner surcharge is charged to the owner's account when bookings are allocated or when funds are received on their behalf via TrustPoint. The payer surcharge is only applicable when processing payments

            from tenants and other external parties directly into the owner accounting module.

             Card type edit view with the Inactive checkbox available for disabling an unwanted card type

 

            3.      To edit or mark a card type as inactive, double click on the required card type and edit/tick the inactive box as needed. For example, you might make a card as inactive if this is a card type you no longer accept.