Related Questions:
How can I change a contact to be a paymaster?
Can I make a mews customer a paymaster after adding them?
Answer:
From the Contact List
Search for your Contact
Click the Arrow button
Click Edit
Select Paymaster Account
Click Save
Automatically
Within your PMS Settings, Admin Users can choose to automatically create paymasters for Bookings!
A Paymaster will auto-create when:
- Creating a new Booking with a definite status
- When changing status on a Booking to definite
- If the Booking doesn't already have a Paymaster
It will:
Create a new Contact in Event Temple, The Contact will be named:
first name = “<org code> <booking id>”
last name = “<booking name> PM”
The org code is only included in the first name if there are multiple Organizations in the chain.
2. Sync the contact with Mews and classify the customer profile in Mews as a Paymaster Account
3. Set this contact as the Booking's paymaster