You can view and edit your portfolio settings in your Mews Multi-Property account. Here, you can add the necessary information for your portfolio's general, subscription, and globalization settings. You can also add a logo, sign-in image and more. Your Mews onboarding manager reviews these settings with you when setting up your Mews Multi-Property account. Configuring all your portfolio settings is optional. You can review and update editable fields at any moment.
Note: Currently, any employee you add to your portfolio can access your portfolio settings.
In this article you can learn about the following in Mews Multi-Property:
Overview of portfolio settings
To get an overview of your portfolio settings in your Mews Multi-Property account:
- Log in to Mews Operations. Click the profile menu on the top-right of the screen, as below. This opens a drop-down containing the portfolios and/ or properties you have access to.
- Type in the search bar to search for your portfolio if it does not appear. Note: You can only view the portfolio or property you have access to. If you cannot view your portfolio in the menu, contact your Mews onboarding manager.
- Click on the name to open your portfolio.
- You can now see all properties in your portfolio.
- Go to the main menu
> Portfolio settings. This opens your portfolio settings screen, as below:
General settings
- Identifier: An identifying number to associate with this specific portfolio for internal use within Mews.
- Subscription: An identifying number to associate with this specific portfolio for internal use within Mews.
- Chain*: The name of your portfolio chain. Note: This field is not editable.
- Name: The name of your portfolio.
- Unique name: The name of your portfolio, without spaces and in lowercase, for example, "grandmews" if the name of the portfolio is Grand Mews. Note: The system uses this name in the link, that it emails to users with their login details.
- Type: The portfolio type. Mews preselects this field and is not editable.
- Email: An email address that your customers can send general inquiries to.
- Product champion email: The email address you want Mews to use for important system notifications. For example, when there is an outage, and Mews needs to communicate this quickly.
- Telephone: A telephone number, including country code, that your customers can call.
- Website URL*: The URL for your portfolio's website. Note: Make sure to include "https://" at the beginning of the URL.
- TripAdvisor ID: Mews uses this in emails it sends to guests to help them share their experiences at your portfolio chain. You can obtain it from the TripAdvisor page of your Enterprise. Tip: It is the letter "D" followed by several numbers.
- City*: The city of your portfolio’s location. Mews Online Guest Services can then include city maps and guides as part of the guest services.
- Address: Your portfolio address. You can enter it manually or use the search function to choose the appropriate one. Mews automatically populates your address in the remaining address fields below.
- Country*: The country of your portfolio’s location.
- State/ Province: Your portfolio’s state/province.
- Latitude / Longitude: The latitude and longitude, for more precise mapping of your portfolio’s location. You can use latlong.net or Google maps to find these.
- Operational editable history window: You can choose how far back in time your staff can modify operational data in Mews Operations, such as room blocks, reservations, and service orders, or the time in which you can modify accounting items after consumption.
- Card data retention policy period: You can choose the period, in days, after which the system automatically clears a customer's payment card information. You can learn more about configuring your card data retention policy here.
- Options: Click on the drop-down to open the following options. Check the required options to enable them.
- Automatic resource profile unassignment: This option enables automatic removal of previous housekeeping assignees to each space at midnight. This clears your Space status report of current assignees at midnight.
- Enforce two-factor authentication: This option enforces two-factor identification during employee login.
- Send automatic settlement failure email: Mews sends this email to the reservation owner, i.e., the main guest in the reservation or the booker, if automatic settlement fails. This could be because there is no card attached to the reservation, or the attached card fails for some reason.
- Send payment failed email: Mews sends this email to the customer who makes the payment, when an online (Mews Payments) payment fails for any reason. Note: Mews doesn't send these emails if the card is virtual.
- Property key: A unique ID code internal to Mews to link objects, such as rates and vouchers, across properties. Note: The system does not automatically generate this, you need to configure the key.
- Created: This displays the date and time of portfolio creation, as well as the responsible entity:
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Updated: This displays the date and time as well as the entity responsible for the most recent portfolio update:
Globalization
Mews prefills fields such as the Time zone, Legal environment, and Default currency as per your contract. These fields are not editable. If this information is incorrect, use the contact form to get in touch with Mews Support.
- Time zone: The time zone of your portfolio’s location as per your contract.
- Legal environment: The country or location of your portfolio as per your contract.
- Default currency: The currency that your portfolio uses as default, as per your contract.
- Default language*: The default language you want to use in communications with customers. Note: Mews only uses this language in customer communications if you do not specify a particular language in the customer's profile.
- Default culture: The culture formatting of your choice, to determine how Mews formats dates, times, and calendar weeks.
Subscription
- Code: An identifying number associating this specific portfolio for internal use. Mews prefills this automatically.
- Email: Your email address to send invoices from Mews.
- First name: The first name of the responsible party for Mews to address invoices to.
- Last name: The last name of the responsible party for Mews to address invoices to.
- Company: Enter the official name of the company to include on all invoices from Mews.
- Tax identifier: Your portfolio unique tax ID number. Note: This field is not editable.
- Find address by typing here: The address where you want to receive invoices. The system automatically populates the results in the address section below.
- Country*: The country of your portfolio’s location.
- State/ Province: Your portfolio’s state/province.
- Latitude/ Longitude: The latitude and longitude for more precise mapping of your location. You can use latlong.net or Google maps to find these.
You can add a Logo to your portfolio. Click or drag the image file to upload in the box as you can see below. Click Change to upload:
You can also add a Sign-in image to your portfolio. Follow the same process as with adding a Logo above.
Entity mapping
You set up Entity mapping keys while setting up your Mews Multi-Property account with the Mews onboarding team. It is necessary to configure all entity mapping keys. An entity mapping key is a unique identification code that allows you to map each entity such as a company, rate, rate group, or voucher, across your portfolio and individual properties. You require these to:
- Track, manage and update rates, rate groups and vouchers across your portfolio.
- Complete bulk operations, such as uploading multiple rates or vouchers, to map and identify the entity(s) you want to change.
Important: You need to choose and configure entity mapping keys that are unique, per chain, service, and per property.
To access Entity mapping, in your portfolio account, go to Portfolio settings > Entity mapping:
You can configure the following keys:
- Accounting category: ID code per accounting category.
- Business segment: ID per business segment.
- Company key: ID code per company, unique per chain.
- Property key: ID code per enterprise, unique per property.
- Rate key: ID code per rate, unique per property.
- Rate group key: ID code per rate group, unique per property.
- Service key: ID code per service, unique per property.
- Space category key: ID code, unique per space category. It lets you group common space categories and map them across the system.
- Voucher key: ID code per voucher, unique per property. Note: These map existing vouchers in the property, across your portfolio.
Your Mews Multi-Property onboarding managers explain their use in your introductory call, as they set your account. They explain the requirements to complete the configuration of keys for your portfolio.
You can learn more about users and roles in Mews Multi-Property here.