Welcome to the Felix family. We're so glad to have you with us.
The steps below are designed to provide you with an overview of Felix and our system partners during the initial onboarding process with us. They include overviews of various parts of the system as well as some of the more common tasks you'll face in the day-to-day. We highly encourage all new clients to read/watch all of these help articles in conjunction with guidance from your Felix onboarding manager. You can of course refer back to these documents at any time - either directly from this page or by finding them in our knowledge base.
Note: The best way to learn the system is to get in, explore and run test bookings. We've got a bunch of Stripe test accounts you can use to do this.
- How to manually add a booking - four different methods (video)
- What is the correct process for entering a booking? (video)
- How to search availability (video)
- How do payments work? (video)
- How to block availability (video)
- An introduction to PriceLabs (video)
- How PriceLabs generates rate recommendations (video)
- PriceLabs customisation hierarchies explained (video)
To explore more, check out our Rate & Fee Management section in the knowledge base.
To explore more, check out our Guest Communication & Security section in the knowledge base.
To explore more, check out our Cleaning & Maintenance section in the knowledge base.
Our knowledge base has a wealth of information related to your day to day tasks, but you can also access our third party partner helpdesks as well if you can't find what you're looking for.