SymplCM Help Center SymplCM Help Center
  • Invoices & Billing
    • Invoice Management
      • How to draft Invoice templates?
      • How to setup Invoice Rules?
      • How Do I Make Changes to an Invoice?
      • Invoicing & Payments
      • How Do I Charge a Guest for Multiple Items on an Invoice?
      • Scheduling Invoices
      • How Do I Request a Partial Payment or Deposit Payment?
    • Payment Gateways
      • PayPal
      • Booking.com Card Details Requirement
      • Booking.com and Expedia payment details
      • Payment Rules
      • How Do I Accept Payments Online and Via Credit Card?
      • Stripe
  • Calendars
    • Creating Hold Events
    • How to Import a Calendar
    • Sympl Calendars Walkthrough
  • Rental Settings
    • How Do I Change My Rental Currency?
    • How Do I Add and Update Rentals?
    • Linking Rentals Together
    • How do I delete rentals?
    • Currencies Supported by Sympl
  • Inquiries & Bookings
    • Guests Information
      • How can I import guests via CSV files?
      • How Do I Add and Update Guests?
      • How Do I Make Notes of Guest Interactions?
      • Guest List Overview
    • Inquiries Information
      • How Do I Delete an Inquiry?
      • How Do I Create an Inquiry?
      • Inbox Inquiries Overview
    • How Do I Confirm a Booking?
    • How do I attach a file to a message?
  • Miscellaneous
    • Sympl Setup Checklist
    • Inbox Files Overview
    • Inbox Conversations Overview
    • Shared Content Overview
    • Using Google Translate with Sympl
    • Automations Overview
    • Account Info Overview
    • Migrating from Tokeet to Sympl
    • What are the major differences between TV3 and Sympl?
    • Dashboard Overview
  • Settings & Configurations
    • User Settings & Logins
      • User Type and Permissions Overview
      • I forgot my password, what to do now?
      • Where Can I Find My Sympl Account ID?
      • How Do I Change My Password?
      • How Do I Add and Update Users?
      • Troubleshooting IP Blocked and Account Locked
      • Restricting User Access
    • Add-Ons & Widgets
      • Add the Inquiry Widget to a Site
      • Add the Calendar Widget to a Site
      • Inquiry Widget Advanced Configuration
    • Multi-Factor Authentication
      • Multi-Factor Authentication (MFA) Overview
      • Multi-Factor Authentication (MFA) FAQs
    • Sympl Subscription & Billing
      • How Do I Cancel My Subscription?
      • How Do I Change My Subscription?
      • How Do I Update My Credit Card Information?
    • Templates
      • Templates for Automations
      • Sympl Data Dictionary
      • Custom Branding Templates
    • Integrations
      • Connecting PriceLabs to Sympl
      • How do I connect to MailChimp?
      • Sympl integration with Dropbox
      • Sympl integration with Slack
      • Existing third party integrations
  • Rates Management
    • Pushing rates to Booking.com
    • What is a Dynamic Rate?
    • What is a Base Rate?
    • Changing the Max Guests value on Booking.com
    • Checking Rates for Accuracy
    • Changing the additional guest fee on Booking.com
    • Pushing Rates to API Channels
    • What is a Standard Rate?
    • Rate Types in Sympl
    • My Rates are Too Low on Booking.com
    • My Rates are Too High on Booking.com
    • The Rates Multi-calendar
    • How to Set Day-Specific Pricing
    • Sympl Channel Adjustments
    • What is a Rate Category?
  • Channel Manager
    • iCal Connections
      • What if my channel is not listed in Sympl?
      • Connecting iCal Channels with Sympl
      • Export your Sympl calendar to Holiday Lettings
      • Connecting to FlipKey/TripAdvisor with Sympl
      • Connecting to Homeaway/VRBO with Sympl
    • API Connections
    • Sympl Channel Manager Overview
    • Disconnect a Channel Account
Miscellaneous / Account Info Overview /
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Account Info Overview

Whenever a User Sign up for Sympl, an account is created for that user. User can view the details of his account by simply navigating to "Account Info" module from profiles action lists

DIFFERENT SECTIONS OF ACCOUNT INFO

The account info is divided into different sections each having a different type of information related to the account.

Account Details:

Account details are comprised of many sub-sections each containing information related to the account.

  1. Account ID/ Date of Creation: As soon the account is created, it gets associated with an Account ID. The Account Detail section will display this account id along with the created date/time on the top.

  2. Company Information: The company information section contains everything related to Company i.e. Name, Email, Phone, and Default Currency.

  3. Company Location: The company location contains the address associated with the company.

  4. Delete My Account: Any time a user wishes to delete his account, he can hit the "Delete My Account" button after providing the Password.

Domain:

With every account the domain is set automatically. The domains are used to send emails to users. To make sure email providers and email servers do not consider these email addresses as spam, we need to get them registered. User can update the domain anytime.

API Keys:

Sympl allows his user to create the API key and use it.

Preferences:

If the "Allow overlapping booking" checkbox is enabled then the user will be allowed to manually create overlapping bookings for his account. This will not result in opening availability for bookings to be created on channel listing sites, but simply allows the manual creation of overlapping bookings.

Check-in/Check-out times:

Check-in and Check-out times is the default check-in and check-out time of a rental. Whenever any booking is created this time will be displayed as default time

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