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  • General Features Across All Systems
  • User & Account Management
    • User Management
    • Account Details
  • Account Setup
    • Product Details
    • Policy
    • Compulsory Product Options
    • Sales Desk
    • Vendor Sets
  • Communication & Messaging
    • Automated Emails
      • Setup Email Templates
      • Merge Tags
      • Email Language
      • Enabling Automated Emails
      • Notes on Email Triggers
      • Basic Example Emails
    • Rich Messages
      • Messages - Account Wide‌
      • Messages - Vendor Specific
    • Booking Notification Emails
  • Booking & Guest Management
    • Packages Overview
    • Packaging 3rd Party Services
    • Guest Fields
    • Online Waiver
    • Booking Channels
      • Agent Payment Received
    • Booking Segment
    • Guest Segment
    • Search Bookings
      • Search Booking Page Downloads
    • Social Sign In Integration
  • Financial & Reporting Tools
    • Invoicing
      • Invoicing & Cancellation Strategies
      • Create Invoices In Bulk
      • Mark Invoices as Paid In Bulk
    • Online Payment Management
      • Adding a Payment Gateway
      • Supported Payment Gateways
      • Adding a Payment Gateway Strategy
      • Online Payment Settings
      • Credit Card Tokenisation
      • Payment Gateway Issues
        • Paypal
      • Stripe Payment Methods
      • Square Integration
    • Price Adjustments
      • Using Price Adjustments
    • Commission Adjustment
    • Price Component Profiles
    • Japanese Qualified Invoice System
    • Reports
      • Booking Statistics Report II
      • Rate and Price Adjustment Report
      • Booking Creation and Cancellation Report
    • Meals Reporting for Guest Services
  • Website Configuration & Integration
    • Website Booking Engine Configuration
      • Setting Up a Subdomain
        • To Access Availability and Booking Widgets Via Your Subdomain
        • To Use Subdomain For Guest Intranet Links
      • Other Website Configuration Options
        • Google Tag Manager
        • Google Analytics
        • Google Ads
        • Google Maps
        • Facebook Pixel
    • URL Parameters
      • Booking ID as a Paramater
      • Booking Segment as a Parameter
    • CRM
      • Mailchimp Integration
      • Freshsales Integration
      • Merge Guests
      • Tasks
  • RB POS
    • Making POS Bookings
    • POS Booking Management
  • User Guides
  • Property Management System (PMS)
  • Snow School Management System (SSMS)
  • E-Commerce System (ECS)
  • RoomBoss For Agents
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  1. User & Account Management

Account Details

Confirm your contact details and the settings of your RoomBoss account.

PreviousUser ManagementNextAccount Setup

Last updated 3 months ago

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Account Details

Details
Description

Business Name

The name of the account, visible to other companies.

Currency

The name of the account, visible to other companies.

Time Zone

The Time Zone used when displaying such information as the booking creation date.

MailChimp API Key

Wufoo API Key

The API key of your Wufoo account. Please refer to the Wufoo instructions to find your API key.

User Name

The name of the currently logged in User.

User ID

This automatically generated User ID is used to sign in to RoomBoss.

Password

Change the logged in user’s password.

Email

The email address associated with the currently logged in User. In the case of the Admin account, this email is associated with the Roomboss account.*

Password Recover Email

Please make sure this email address is unique and not used by another account / user. We recommend using an email address that is accessible by multiple members of your team.

Telephone

The telephone number of the currently logged in user.

Language

The language used by us (RoomBoss) when sending emails to you.

* If you will be using Paypal then the default email address to receive payment is the email address you enter on this page. Note it is possible to use a different email address for

Details
Description

Automated Emails

Tasks

Sales Desk

Auto Cancel Bookings

POS

Adria Scan

Warn Users

Control to enable each type of warning that is displayed to users within your account or agents that are booking your products/services. Each warning listed will be displayed as red warning text on the “Edit a Booking” page on a particular booking.

Booking Widget

Logo

Integrate Guest Details with your MailChimp account. For Users of the MailChimp system for email marketing and list management. .

This section allows you to control which automatic emails are sent by RoomBoss to your guests. Each control correlates to a unique Rich Message Template in Product Setup →

The ability to automate the creation of the two listed tasks. Please navigate to CRM → to further manage tasks.

Control to enable Tracking for your account here. Please navigate to Account → to create Sales Desk locations.

Enable the automatic cancellation of unpaid bookings for your account. is controlled by the invoice strategy applied to each booking. Please navigate to Product Setup →

Control to enable for your account.

Control to enable on Front Desk HQ for your account.

Control to enable and link its url. Control to restrict duplicate guest entries entered through that domain’s booking widget.

A default logo set here will appear on invoices and receipts for all vendors/properties. You can optionally override the logo for particular vendors/properties in Product Setup → → Images.

Edit Account Details
Paypal payments
Please find our MailChimp documentation here
Rich Messages
Tasks
Sales Desk
Sales Desk
Automatic cancellation
Invoice Strategy
Square POS
Adria Scan
Our documentation on using Adria Scan
Custom Widget Domain
Product Details