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Setup Checklist
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| · | Park information and Authorization Code -- this must be done first to enable the software!
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| · | Operators and Access Levels -- define operators and passwords as needed.
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| · | Pick lists:
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| Site Classes and Types. Keep in mind that these affect many things, especially rates selections.
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| Pad Types and Site facing (if used)
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| Transaction Categories and Payment Methods -- very important for financial reporting.
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| Note: If you plan to export transactions to QuickBooks, you may want to base these on your QuickBooks accounts, to make the mapping easy.
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| Discounts list, Rig types, How-heard, etc. -- add, remove, or rename the default entries as needed.
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| Reservation Types -- You can use your own names for the different types of reservations, or define more types as needed.
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| · | Data table fields -- decide which fields are important to you, and disable any that you won't use.
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| · | Shift Functionality -- Enable shift tracking functionality if you need it.
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| · | Schedule Functionality -- If you need to handle hourly reservations, for instance.
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| · | Sites -- set up each campsite. You might set up just a few sites for now to help in testing other settings, and continue later.
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| · | Maps -- if you want an interactive map view of your park, you can set it up once all of your sites are set up.
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| · | Taxes -- set up the applicable tax rates (make sure you have a Transaction Category for each one first).
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| · | Rates -- set up rates for each site type or class, with specific dates, applicable discounts, etc.
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| · | Metered electric, gas and/or water support.
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| · | Import customer and/or reservation data from another source, if available.
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| · | Program Options and Settings
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| Date format, Confirmation number format, Currency format
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| Printing Options: Reservation Receipt default format, number of copies, etc.
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| Network setup -- It's important that you read this of you use networking!
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| Point of Sale setup, if applicable
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| Online Reservations setup, if applicable
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| · | Options for tab views (the Options buttons on each view), or Custom Queries and Tab Views
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| · | Notice text and confirmation letter text for receipts and letters, or Custom Forms
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