Marketing
How to assign a contract to a Partner in Spoonbill PMS.
Last Updated: 17/04/2025In this tutorial, you’ll learn how to assign a contract to a partner in Spoonbill PMS. Linking contracts to your partners ensures that agreed terms, rates, and conditions are properly tracked and enforced. We’ll walk you through the steps to connect a partner with the right contract in just a few clicks. Click on the Partners icon. Click on Partners (below). Choose the Partner you want to assign a Contract to and click on the Details button. First click on the Contracts button and then click on Add New. Click on Choose template and pick the one that fits your purpose. Click on the Save button and your partner will be assigned a Contract.
How to create a discount on Spoonbill PMS.
Last Updated: 14/04/2025Offering discounts is a great way to attract more bookings and build strong customer relationships. In Spoonbill PMS, you can set up flexible discounts tailored to different needs, from special promotions to long-term partnerships. This tutorial will guide you through the process step by step, ensuring your discounts apply correctly to reservations. Click on the Price Markup icon. Click on Discounts. You will be redirected to the list that displays the Discounts (if this is your first time creating a discount the list will be empty). You must click on Add New to continue. After clicking on Add New you will come across a form in which you enter information about the discount such as: Name, Type, Discount amount, Start Date, End date etc. Fields marked with a red symbol are required and must be filled in, while all other fields are optional. To add a condition (not all discounts need a condition) you need to click on Save & Continue. After clicking on Save & Continue a section in which you add the Condition will display. The condition will be based on what Type of discount you are creating. After adding the condition go ahead and click on Update.
How to create a partner in Spoonbill PMS.
Last Updated: 14/04/2025In Spoonbill PMS, a partner refers to a travel agency or any other business entity you collaborate with. This tutorial will walk you through the process of adding a new partner to the system. By the end, the partner will be registered in the PMS, allowing you to proceed with contract creation and other necessary setups. Click on the Partners icon. Click on Partners again (below). You will be redirected to the the list that displays the Partners (if this is you first time creating a partner the list will be empty). You must click on Add New to continue. In this form you have to enter information about the Partner, the fields that have a red symbol are necessary fields, meaning the information that they require is necessary to creating a Partner. Make sure to scroll down so you do not miss any fields. After entering the information click on Create. The Partner you just created will appear in the list, you can click on Details to acess the Partner Details. Here you can add a new Contract, Contact, Partner Account and continue configuring the partner with other information so you are ready to start working together.