Article Summary: Learn how to configure and modify automatic bank pre-authorizations, security deposits, and sureties within your Reservit Accommodation platform. This step-by-step tutorial guides you through setting up custom deposit amounts within your sales terms and defining automated timing rules prior to guest arrival. By activating this feature, you will secure your revenue and protect your property against damages across all direct bookings.
The 5 key steps to automate security deposits and pre-authorizations:
-
Access your sales terms (Mes conditions de vente) : Navigate to the "Management of my property" (Gestion de mon établissement) menu, select "Payment and cancellation policies" (Politiques de paiement et d'annulation), and click on "My sales terms" (Mes conditions de vente).
-
Select or create a policy : Click "Add" (Ajouter) to create a new rule, or click the pencil icon to modify an existing general condition of sale.
-
Enable bank pre-authorization (Pré-autorisation bancaire) : Open the "Bank pre-authorization" (Pré-autorisation bancaire) section and click the edit pencil to customize your required security deposit hold amount.
-
Define your scheduling rules : Set your preferred timing parameters (such as triggering the automated hold 0 to 2 days before check-in) and click "Apply" (Appliquer).
-
Preview and save your configuration : Click the eye icon at the top right to review the layout in your public terms of sale, then click "SAVE" (ENREGISTRER) to activate the rule.
Why follow this guide? Automating your security deposit collection guarantees reliable, systematic financial protection before a guest arrives without requiring manual front-desk intervention. This setting drastically optimizes your workflow by also handling automatic pre-authorization renewals for long-stay bookings, saving your team valuable time.
1. Select "Management of my property," then "Payment and cancellation policies," and finally "My sales terms."
Tip: The pre-authorization / security deposit rules are defined at the level of a general condition of sale. If you have different pre-authorization amounts depending on your units, then you will need to create a condition of sale by type or category of unit
2. Once on the screen for managing your conditions of sale, click on ''Add'' or edit an existing general condition of sale by clicking on the pencil
3. Click "Bank pre-authorization"
4. Then click on the pencil to customize the amount
5. Then define the rule you want to apply. Don't forget to click ''Apply'' once the configuration is complete.
Tip: - A pre-authorization can be configured to be taken up to 2 days before the guest's arrival.
-
If you wish to take the pre-authorization on the day of arrival, indicate 0 day.
6. Click here.If you want to view the result of this pre-authorization rule in your general conditions of sale, click on the eye at the top right.
7. Click "SAVE"
Alert: Automatic pre-authorizations only apply to reservations taken manually and reservations made on your booking engine. They do not apply to reservations from distributors.
Tip: If the reservation concerns a long stay, your pre-authorization will be automatically renewed after 7 days and until the end of your client's stay with a maximum of D+7 from the departure date.
If you have manually taken the pre-authorization from your virtual payment terminal then the renewal will not apply. You will have to do it again manually.