Organization Settings

Organization Settings

Info
Purpose
This section explains how to create organizations for corporate customers.
For detailed information about the organization membership program, please refer this manual.
⏱ Estimated time: ~15 mins

1. Where to set

  1. Setting pageBrand Management Screen
  2. Action'Organization'  → [Add]


2. Organization

2.1 Organization name & Display name (Required)

1. ActiveTurn [ON] the Active toggle to activate the Organization.
2. Organization name・Set the name of the organization.
3. Display name (optional)・Set the name that will be displayed on the customer-facing screen.
Honorific can also be add if needed.

2.2 Membership program (Optional)

Select Membership program from the dropdown list.

2.3 Login (Optional)

    1. Login (ID/Password)
    Displayed when an organization membership program is applied.
    Set the organization [login ID] and [password].
    Corporate members will log in by entering this login ID and password.
    2. Login (IP Address)To restrict organization login to be accessible only through specified IP addresses.
    ・To add IP Address, click [+ IP Address]
    ・To delete the IP Address, click [trash can] icon
    3. Login (URL referrer)To restrict corporate login to be accessible only from a specified URL link.
    ・To add URL Address, click [+URL Address].
    ・To delete the URL, click [trash can] icon.

    2.4 OR Login condition (Optional)

      1. When [ON], users can log in using any one of the following:
        1. ID/password
        2. IP address
        3. URL referrer
      2. When [OFF], all of the information will be required for login.

        ▼Example:
        If 
        ID/password and IP address are ON, and OR Login Conditions is OFF.
        Users accessing from the specified IP address will not be able to log in unless they enter the ID/password.

      2.5 Deferred payment (Optional)

        Turned on the "Deferred payment" to enable post-paid for organization reservations.

        2.6 Personal Information (Optional)

          1. This setting controls whether a guest’s name is shown to organization admin.
          2. ON: The guest’s name is displayed.
          3. OFF: The guest’s name is hidden and shown as ** instead.

          3. Property selection (Required)

          Select the properties that this organization can make reservations for. 


          4. Organization Admin List (Optional)

          When an organization admin is registered, the total number of nights stayed by employees of the organization can be viewed from the admin’s My Account page.
          Step 1On the Organization list, choose organization to modify. 

          Step 2Click on the [Organization Admin List] tab, enter the email address, and click [Add].

          Step 3・After clicking [Add], the email address will be added to the list below.
          ・To delete the registered email address, click 
          [trash icon] on the right side.
          Step 4
          Once registered, you will be able to view the details of the stay users.  
          *Cancelled reservations will not be displayed.

          5. Organization Admin Login Method  (Required)

          System behavior varies depending on the login order of the member account and the organization account.

          5.1 Organization login up → Membership login up

          1. After logging in to the organization account, member information becomes accessible.
          2. The organization membership program is applied.
          3. If an organization admin is registered, access to the admin page is available.
          4. Member registration information can be used during the reservation process, points cannot be used.

          5.2 Membership sign up → Corporate sign up

          1. The session switches to organization login only, and member information cannot be accessed.
          2. When organization login is performed, the personal member session is automatically logged out.
          3. The steps are as follows:
          Step 1Click [Sign In] button and select  [Corporate sign in].


          Step 2After Corporate sign in page displayed, enter the Organization "Login ID" and "Password", then click [Sign in].

          Step 3After the corporate account logs in, the [Sign in] button at the top right changes to the company name set in the “Display Name” field in Tripla Book CM.

          Step 4Select the "Company Name" and click [Membership sign in].

          Step 5Sign in as a member using email address that has been registered in [Organization Admin List].

          Step 6After the sign in,  the display in the top right changes to "Company Name/Organization Admin Name"

          Step 7
          ・Select "Company Name/Organization Admin Name" and click [Admin] to view the entire organization's booking confirmations.  
          Specify a period for displaying reservations from 1 month to 12 months ahead from the [Period] drop down.


          6. Stay limit per organization (Optional)

          When this feature is enabled, the maximum number of nights an organization can stay within one year from the start date can be configured, allowing the annual number of stays at member rates to be controlled.
          Info
          Note:
          1. There is no upper limit on the maximum number of stays.  
          2. The maximum stay limit can be set starting at 10:00 AM the day after the organization is created and the setting is turned on.
          3. It will only be displayed for organizations with valid data
          4. Reservations at the regular price cannot be made, and once the maximum stay number is exceeded, no further reservations will be accepted.
          1. Setting pageBrand Management Screen
          2. Action'Setting' → 'Organization Settings' → [Features Settings] 

          Step 1
          ・Checked the [Maximum stay limit] and enter the [Start Date].
          ■Note: 
          The maximum number of nights is managed on a fiscal-year basis. Set the start date that defines the fiscal year.
          ・The start date can be set only once per brand.

          Step 2Once the "Maximum stay limit" has been configured, [Maximum stay limit] tab will be display in the "Organization management screen".

          ・ Maximum: Set the maximum number according to the unit.
          Type of Unit: Select between [Rooms] or [Guests].
          Checked in: Displays the number of reservations where the stay has already been completed.
          Before check-in: Displays the number of booked reservations.
          Reserved by others: Count reservations from other systems, need to entered manually.
          Remaining: Displays the remaining number of stays available within the set period.
          Active: Allows the maximum stay setting to be turned ON or OFF.


          7. CSV Download of Organization Data (Optional)

          Step 1
          From the "Organization management screen", click [Download] button.
          Step 2
          Select the type of data, and click [Download] button again to download the data in CSV format.
          Warning
          Note:
          Even if the search filters narrow the results, the download will include the entire dataset.
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