How the StayNTouch Integration applies to you
Integrating to StaynTouch allows you to share Accounts & easily link Groups from Event Temple to StaynTouch PMS.
Accounts
Every time an Account is created on Event Temple it will be created in StayNTouch as a Company or TA Card, as long as the "Create On PMS" checkbox is selected (this is pre-selected by default)
If two Accounts are already linked, any updates to that account on Event Temple will get pushed to and saved in StayNTouch and vice versa.
Whether an Account in Event Temple is corresponding to a TA CARD or a COMPANY CARD in StayNTouch is determined by the "Is Travel Agent" checkbox within the Account in Event Temple
Contacts
There is no Contact Sync between StayNTouch & Event Temple, meaning
New Contacts in Event Temple do not sync to StayNTouch
New Contacts in StayNTouch do not sync to Event Temple
If an existing Contacts information is updated in Event Temple, it does not update in StayNTouch & vise versa
When a Group is created on Event Temple, the first name, last name, phone number & email address are copied into the Group Info in StayNTouch.
Room Types
When making changes (adding/removing/modifying) a Room Type in StayNTouch, you can resync the Room Types in Event Temple, however, this will automatically occur overnight if it is not done manually.
You can check the general availability (not broken by room type) of your hotel from Event Temple > Calendar > GRC & click "Availability"
Groups
Every time a Group is created on Event Temple, it will be created in the PMS, as long as the "Create On PMS" checkbox is selected (this is pre-selected by default)
Any new Group regardless of Status will be created in StayNTouch, if the above-mentioned checkbox is selected
When adding a New Group, you can choose whether to use an existing rate from StayNTouch, or create a Custom Rate in Event Temple,
You can link an existing Group from StayNTouch to Event Temple
When searching for an existing Group to link in Event Temple, the name must be exactly as it appears in StayNTouch
If you have multiple Groups in StayNTouch with the same name it is recommended that these are updated to have different names to avoid confusion when linking them in Event Temple.
If two Groups are already linked, any updates to that Group on Event Temple will get pushed to and saved in the PMS.
If pickup is updated in StayNtouch, it will be updated in Event Temple.
Marking a Booking or Group on Event Temple as lost will cancel the group in StayNTouch
Shoulder dates in StayNTouch are not currently integrated to Event Temple
Posting Charges
Select Menu Items in a Booking & send them to StayNTouch to be invoiced
Menu Items can only be posted to StayNTouch when if there is a Posting Account linked to the Booking. A Posting Account is the House or Group account in StayNTouch where the charges will reside.
Once a Menu Item has been posted, it can no longer be edited in Event Temple
Payments
Payments do not currently sync to/from StayNTouch