Planyo Help :: Settings - Edit

Information about this Planyo site and the company/organization, logo. / Configure online payments or store card numbers on file on your server. / Currency, time zone, time format / Activate features such as shopping cart, customer cancellations, etc., shopping cart, check in & check out

General info

Site name
Usually this is the name of your company. It can also be the name of the group of resources you want to be bookable through this Planyo site.
URL of your Planyo site

Online payments

Payment processing site
[Not accepting online payments, Test gateway, Custom payment gateway, Multiple payment methods, Adyen, Authorize.net (US) Accept Hosted, Authorize.net (US) Legacy, Authorize.net - DPM (US) Legacy, Bambora (NO, SE), Be2bill (FR), Be2bill (Test Mode), Billmate Checkout (SE), Bitvolo (BTC/XRP/ETH/ADA cryptocurrencies), Braintree, CartaSi (IT), CCAvenue (IN) Legacy, Checkout Finland / Paytrail (FI), Checkout.fi Legacy (FI), Clover Checkout (US, CA, EU), CM-CIC / Monetico (FR), Cobrebem (BR), Cobrebem (Test Mode), Coinbase (Bitcoin, Crypto), ConCardis (DE, CH), Credomatic / PayCom (Central America / Mexico), Datatrans (CH), DIBS FlexWin Legacy, DIBS FlexWin Legacy (Test Mode), DIBS Legacy, DIBS Legacy (Test Mode), DOKU (IN), DOKU - Jokul Checkout (IN), EBS (IN), EpayNC (NC), EWAY Hosted Payment Page (AU, NZ), EWAY Responsive Shared Page (AU, NZ), Global Payments (prev Realex) (IE/UK), Heidelpay - Credit Cards (DE), Heidelpay - Sofort (DE), Helcim, Hipay (BE), Homelocpay (FR), Innocard InnoPay (CH), Keep clients' credit card numbers on file, Klick&Pay (FR), Make Commerce (EE), MasterCard MiGS (AU), Mercanet / BNP Paribas (FR), MisterTango (LT), Mollie (NL), Moneris (CA) Legacy, Montrada (DE), mPAY24 (AT), MultiSafepay (NL), MultiSafepay (Test Mode), Netaxept / Nets.eu (NO, SE, DK, FI), Nets Easy (EN, NO, SE, DK), Ogone, Opayo (prev. SagePay) (Test Mode), Opayo (prev. SagePay) (UK), OSB / Océanienne de services bancaires (PF), Pay360, Paybox (FR), PayGenius (ZA), PayPal, PayPal Checkout, PayPal Plus (DE), PayPal Sandbox (Test), PayPoint SecPay (UK), Payrexx (CH), PayU Latin America, PayWay Sinergia (IT), PayZen (FR), Piraeus Bank - ePos PayCenter (GR), PostFinance Checkout (CH), PostFinance Legacy (CH), Przelewy24 (PL), SaltPay (prev Borgun) (IS), Servired (ES), Servired (Test Mode), Sherlock's / LCL (FR), SimplePay (HU), SIX Saferpay (CH), Skrill, Société Générale PayZen (FR), Société Générale Sogecommerce (FR), Sogenactif / Paylib (FR), Square Checkout, Stripe Checkout, Stripe Legacy, Stripe Payment Intents, Stripe SOFORT, Systempay (Test Mode), Systempay / BPCE (FR), TIPI (FR), Unzer, Up2Pay / Crédit Agricole (FR), Viva Wallet Smart Checkout (EU), Viveum Meteorpay, VR Pay (DE), Wirecard, Wirecard Payment Page (HPP), WorldPay Business, WorldPay Business (Test Mode), WorldPay Online Legacy]
Your PayPal / Skrill / WorldPay / CC script registered email addressor Authorize.net proxy page
Payment methods
Transaction type
[Authorize and capture, Authorize only]
Online payment surcharge
[No surcharge]

Additional info

Description
Address
City
Company name
Country
Email
Fax
Your logo (JPG, PNG, GIF)
Phone
Tax rate for rentals (in %)
e.g. 7.6%
Your company's tax number
Company website
ZIP/Postal code
Notification sender email
In this field you can specify an email address that will be used in notifications sent to your customers. You can choose to use this address directly in the FROM field of the emails (you can set it up on the notification template page in 'Site settings / Email and SMS notifications'). On the other hand, if you choose to send notifications with noreply@planyo.com in the FROM, the email specified here will be used in REPLY-TO of a message. Note that you can farther customize the value of the REPLY-TO field on the notification page where you can also set it to a 'resource admin' or 'main moderator' email address. You can enter here a bare email address e.g. foo@bar.com or an address with name, like My company ❮foo@bar.com❯.

Regional settings

Time zone
[Africa/Abidjan, Africa/Accra, Africa/Addis_Ababa, Africa/Algiers, Africa/Asmara, Africa/Asmera, Africa/Bamako, Africa/Bangui, Africa/Banjul, Africa/Bissau, Africa/Blantyre, Africa/Brazzaville, Africa/Bujumbura, Africa/Cairo, Africa/Casablanca, Africa/Ceuta, Africa/Conakry, Africa/Dakar, Africa/Dar_es_Salaam, Africa/Djibouti, Africa/Douala, Africa/El_Aaiun, Africa/Freetown, Africa/Gaborone, Africa/Harare, Africa/Johannesburg, Africa/Kampala, Africa/Khartoum, Africa/Kigali, Africa/Kinshasa, Africa/Lagos, Africa/Libreville, Africa/Lome, Africa/Luanda, Africa/Lubumbashi, Africa/Lusaka, Africa/Malabo, Africa/Maputo, Africa/Maseru, Africa/Mbabane, Africa/Mogadishu, Africa/Monrovia, Africa/Nairobi, Africa/Ndjamena, Africa/Niamey, Africa/Nouakchott, Africa/Ouagadougou, Africa/Porto-Novo, Africa/Sao_Tome, Africa/Timbuktu, Africa/Tripoli, Africa/Tunis, Africa/Windhoek, America/Adak, America/Anchorage, America/Anguilla, America/Antigua, America/Araguaina, America/Argentina/Buenos_Aires, America/Argentina/Catamarca, America/Argentina/ComodRivadavia, America/Argentina/Cordoba, America/Argentina/Jujuy, America/Argentina/La_Rioja, America/Argentina/Mendoza, America/Argentina/Rio_Gallegos, America/Argentina/San_Juan, America/Argentina/San_Luis, America/Argentina/Tucuman, America/Argentina/Ushuaia, America/Aruba, America/Asuncion, America/Atikokan, America/Atka, America/Bahia, America/Barbados, America/Belem, America/Belize, America/Blanc-Sablon, America/Boa_Vista, America/Bogota, America/Boise, America/Buenos_Aires, America/Cambridge_Bay, America/Campo_Grande, America/Cancun, America/Caracas, America/Catamarca, America/Cayenne, America/Cayman, America/Chicago, America/Chihuahua, America/Coral_Harbour, America/Cordoba, America/Costa_Rica, America/Cuiaba, America/Curacao, America/Danmarkshavn, America/Dawson, America/Dawson_Creek, America/Denver, America/Detroit, America/Dominica, America/Edmonton, America/Eirunepe, America/El_Salvador, America/Ensenada, America/Fort_Wayne, America/Fortaleza, America/Glace_Bay, America/Godthab, America/Goose_Bay, America/Grand_Turk, America/Grenada, America/Guadeloupe, America/Guatemala, America/Guayaquil, America/Guyana, America/Halifax, America/Havana, America/Hermosillo, America/Indiana/Indianapolis, America/Indiana/Knox, America/Indiana/Marengo, America/Indiana/Petersburg, America/Indiana/Tell_City, America/Indiana/Vevay, America/Indiana/Vincennes, America/Indiana/Winamac, America/Indianapolis, America/Inuvik, America/Iqaluit, America/Jamaica, America/Jujuy, America/Juneau, America/Kentucky/Louisville, America/Kentucky/Monticello, America/Knox_IN, America/La_Paz, America/Lima, America/Los_Angeles, America/Louisville, America/Maceio, America/Managua, America/Manaus, America/Marigot, America/Martinique, America/Mazatlan, America/Mendoza, America/Menominee, America/Merida, America/Mexico_City, America/Miquelon, America/Moncton, America/Monterrey, America/Montevideo, America/Montreal, America/Montserrat, America/Nassau, America/New_York, America/Nipigon, America/Nome, America/Noronha, America/North_Dakota/Center, America/North_Dakota/New_Salem, America/Panama, America/Pangnirtung, America/Paramaribo, America/Phoenix, America/Port-au-Prince, America/Port_of_Spain, America/Porto_Acre, America/Porto_Velho, America/Puerto_Rico, America/Rainy_River, America/Rankin_Inlet, America/Recife, America/Regina, America/Resolute, America/Rio_Branco, America/Rosario, America/Santarem, America/Santiago, America/Santo_Domingo, America/Sao_Paulo, America/Scoresbysund, America/Shiprock, America/St_Barthelemy, America/St_Johns, America/St_Kitts, America/St_Lucia, America/St_Thomas, America/St_Vincent, America/Swift_Current, America/Tegucigalpa, America/Thule, America/Thunder_Bay, America/Tijuana, America/Toronto, America/Tortola, America/Vancouver, America/Virgin, America/Whitehorse, America/Winnipeg, America/Yakutat, America/Yellowknife, Asia/Aden, Asia/Almaty, Asia/Amman, Asia/Anadyr, Asia/Aqtau, Asia/Aqtobe, Asia/Ashgabat, Asia/Ashkhabad, Asia/Baghdad, Asia/Bahrain, Asia/Baku, Asia/Bangkok, Asia/Beirut, Asia/Bishkek, Asia/Brunei, Asia/Calcutta, Asia/Choibalsan, Asia/Chongqing, Asia/Chungking, Asia/Colombo, Asia/Dacca, Asia/Damascus, Asia/Dhaka, Asia/Dili, Asia/Dubai, Asia/Dushanbe, Asia/Gaza, Asia/Harbin, Asia/Ho_Chi_Minh, Asia/Hong_Kong, Asia/Hovd, Asia/Irkutsk, Asia/Istanbul, Asia/Jakarta, Asia/Jayapura, Asia/Jerusalem, Asia/Kabul, Asia/Kamchatka, Asia/Karachi, Asia/Kashgar, Asia/Katmandu, Asia/Kolkata, Asia/Krasnoyarsk, Asia/Kuala_Lumpur, Asia/Kuching, Asia/Kuwait, Asia/Macao, Asia/Macau, Asia/Magadan, Asia/Makassar, Asia/Manila, Asia/Muscat, Asia/Nicosia, Asia/Novosibirsk, Asia/Omsk, Asia/Oral, Asia/Phnom_Penh, Asia/Pontianak, Asia/Pyongyang, Asia/Qatar, Asia/Qyzylorda, Asia/Rangoon, Asia/Riyadh, Asia/Saigon, Asia/Sakhalin, Asia/Samarkand, Asia/Seoul, Asia/Shanghai, Asia/Singapore, Asia/Taipei, Asia/Tashkent, Asia/Tbilisi, Asia/Tehran, Asia/Tel_Aviv, Asia/Thimbu, Asia/Thimphu, Asia/Tokyo, Asia/Ujung_Pandang, Asia/Ulaanbaatar, Asia/Ulan_Bator, Asia/Urumqi, Asia/Vientiane, Asia/Vladivostok, Asia/Yakutsk, Asia/Yekaterinburg, Asia/Yerevan, Australia/ACT, Australia/Adelaide, Australia/Brisbane, Australia/Broken_Hill, Australia/Canberra, Australia/Currie, Australia/Darwin, Australia/Eucla, Australia/Hobart, Australia/LHI, Australia/Lindeman, Australia/Lord_Howe, Australia/Melbourne, Australia/North, Australia/NSW, Australia/Perth, Australia/Queensland, Australia/South, Australia/Sydney, Australia/Tasmania, Australia/Victoria, Australia/West, Australia/Yancowinna, Canada/Saskatchewan, Europe/Amsterdam, Europe/Andorra, Europe/Athens, Europe/Belfast, Europe/Belgrade, Europe/Berlin, Europe/Bratislava, Europe/Brussels, Europe/Bucharest, Europe/Budapest, Europe/Chisinau, Europe/Copenhagen, Europe/Dublin, Europe/Gibraltar, Europe/Guernsey, Europe/Helsinki, Europe/Isle_of_Man, Europe/Istanbul, Europe/Jersey, Europe/Kaliningrad, Europe/Kiev, Europe/Lisbon, Europe/Ljubljana, Europe/London, Europe/Luxembourg, Europe/Madrid, Europe/Malta, Europe/Mariehamn, Europe/Minsk, Europe/Monaco, Europe/Moscow, Europe/Nicosia, Europe/Oslo, Europe/Paris, Europe/Podgorica, Europe/Prague, Europe/Riga, Europe/Rome, Europe/Samara, Europe/San_Marino, Europe/Sarajevo, Europe/Simferopol, Europe/Skopje, Europe/Sofia, Europe/Stockholm, Europe/Tallinn, Europe/Tirane, Europe/Tiraspol, Europe/Uzhgorod, Europe/Vaduz, Europe/Vatican, Europe/Vienna, Europe/Vilnius, Europe/Volgograd, Europe/Warsaw, Europe/Zagreb, Europe/Zaporozhye, Europe/Zurich, Pacific/Apia, Pacific/Auckland, Pacific/Chatham, Pacific/Easter, Pacific/Efate, Pacific/Enderbury, Pacific/Fakaofo, Pacific/Fiji, Pacific/Funafuti, Pacific/Galapagos, Pacific/Gambier, Pacific/Guadalcanal, Pacific/Guam, Pacific/Honolulu, Pacific/Johnston, Pacific/Kiritimati, Pacific/Kosrae, Pacific/Kwajalein, Pacific/Majuro, Pacific/Marquesas, Pacific/Midway, Pacific/Nauru, Pacific/Niue, Pacific/Norfolk, Pacific/Noumea, Pacific/Pago_Pago, Pacific/Palau, Pacific/Pitcairn, Pacific/Pohnpei, Pacific/Ponape, Pacific/Port_Moresby, Pacific/Rarotonga, Pacific/Saipan, Pacific/Samoa, Pacific/Tahiti, Pacific/Tarawa, Pacific/Tongatapu, Pacific/Truk, Pacific/Wake, Pacific/Wallis, Pacific/Yap]
Date format
[Mar 07, 2024, March 07, 2024]
Time format
[am/pm (02:11 pm)]
Currency
[AED, ARS, AUD, BGN, BHD, BRL, BTC, CAD, CFA, CHF, CLP, CNY, COP, CZK, DKK, DOP, EGP, EUR, GBP, GEL, GHS, HKD, HUF, IDR, ILS, INR, ISK, JOD, JPY, KES, KMF, KRW, KWD, MAD, MUR, MXN, MYR, NAD, NGN, NOK, NZD, OMR, PEN, PHP, PLN, PTS, PYG, QAR, RON, RSD, RUB, SAR, SCR, SEK, SGD, SKK, THB, TWD, UAH, USD, VEF, VND, XOF, XPF, ZAR]
Display as
Currency format
[EUR 1234.56, EUR 1,234.56, EUR 1.234,56, EUR 1 234,56, EUR 1'234.56]
First day of the week
[Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday]

Active features

Use shopping cart mode info...
Quick add to cart info...
Enable recurring reservations info...
Return trip info...
Allow customers to choose multiple dates on the reservation form info...
Check in & Check out
Automatically shorten reservation duration if customer checks out before rental end time
Check-out allowed without previous check-in
Check-in possible at the earliest
[No restriction, Anytime on the arrival day, 0h 30min before rental]
Unfinished reservations block availability for
In case the reservation process takes some user actions until completion (e.g. email verification, online payment, shopping cart checkout), there is a small chance that another customer will enter a new reservation for the same period before the first customer finishes theirs. This would result in a conflict and this option prevents such situations by automatically marking the period as occupied for all unfinished reservations for the specified number of minutes. If the original customer doesn't finish their reservation within this time, the period is again available to other customers.
Creating a quotation blocks availability for
When the admins create a quotation, the resource can be blocked for the specified amount of time. If the quotation is not changed into a regular reservation within this time, the resource will become available for other customers.
Modifications allowed up to
[0 hours before rental, Possible also after the reservation start time]
'Recalculate the price' checkbox selected by default
Choose whether the checkbox should be selected by default for admin-enterer modifications
'Send emails to client' checkbox selected by default
Choose whether the checkbox should be selected by default for admin-enterer reservations and modifications
Cancelations allowed up to
[Never, 0 hours before rental, Possible also after the reservation start time]
Require cancellation reason / modification comments
Max. results per page (search results / resource list)
[No paging, Show 2 items, Show 3 items, Show 4 items, Show 5 items, Show 6 items, Show 7 items, Show 8 items, Show 9 items, Show 10 items, Show 15 items, Show 20 items, Show 25 items, Show 30 items, Show 40 items, Show 50 items, Show 60 items, Show 70 items, Show 80 items, Show 90 items, Show 100 items]
Using this option you can switch on paging of search results, upcoming availability results and resource listing. Please note that you should always make sure your templates (search results and resource list templates) include the paging tags (e.g. $(paging_navigation)) which allow the visitor to access further pages.
Availability shown by date picker in reservation form
[no availability, unavailable hour slots marked with [X], unavailable days in red, unavailable hour slots not listed, unavailable days in red]
If you select this option, the date picker/time selector in the reservation form will display availability information. For hour pickers, you can decide to remove the unavailable hours from the list, or mark them with [X]
Custom payment mode names
Here you can define names of up to 15 custom payment methods (separated by commas). This lets you select these methods when manually adding a payment for a reservation. For example, Western Union, Gift certificate will define 2 new payment methods.

If you don't need to define any custom payment methods, leave this field empty.
Allow resources to use different currencies
This will allow your resources to use a different currency than the one set for your entire Planyo site. Thanks to this feature, you can accomplish a number of things, such as offering a single resource in two currencies (you'll need to add a package containing the original resource to make sure availability is in sync).
Support for multiple customer time zones
Switch this option on if your customers are in different time zones (e.g. e-learning or other online services)
Special mobile version for simple integration and back end
Select this if you want to enable a special mobile version for simple integration and parts of the back end (only the frequently used administrative tasks will take advantage of this version)
Push Notifications (iOS, Android)
Push notifications sent by the Planyo app for mobile devices (Android, iOS) will inform you of events such as new reservation, modifications, cancellations and payments. The notifications are switched on automatically when you first install the Planyo app. You can use this setting to switch them off for the entire Planyo site.
Allow your customers to use the Planyo frontend mobile app [View log]
If you'd like to let new customers find your business through the dedicated Planyo mobile app, you'll need to select this checkbox. In Site Settings/Templates you'll be able to design the dashboard (welcome) page for your business where you can also post news, promotions etc.
Allow voucher reuse upon cancellation
[Always, Never, Only when cancelled by admin]
Refund payments on cancellations
[Never, Only when cancelled by administrator, When cancelled by administrator or for automatic cancellations, All (including user and automatic cancellations)]
Choose to automatically refund online payments when a reservation is cancelled. Please see the FAQ332 to learn more about this. Note that refunds cannot be reverted.
... cancellation fee
(Optional) You can enter cancellation fee that will be preserved when making refund. You can express it as percent of the total reservation price (e.g. 10%) or as a fixed amount (e.g. 25). Leave the field empty for no cancellation fee. You can also enter here a template that resolve to a percent (e.g. 10%), a fixed amount (e.g. 25) or empty value for no fee. See FAQ332 for more information.
Email notifications debug log [View log]
When debugging is on, we will keep in log info about email notifications sent to customers, admins or moderators for your site.
Send notifications programmed for night-time (22:00 - 08:00) on the evening before
Window of time for the notifications sent X days before arrival
All time-based event notifications, including notifications relative to arrival date, are by default sent exactly when scheduled. However, in some cases, the reservation will be entered after the scheduled sending time for a notification. For example, by default, a notification that's supposed to be sent 7 days before arrival will not be sent at all if the reservation is entered 3 days before arrival. In such situations you need to increase the sending window (to at least 4 days in this example) if you want the notifications relative to the arrival time to be sent also with a delay.
Simple integration
[With templates, With templates and Planyo login system, Disabled]
Simple integration lets your customers make reservations using the Planyo website (see General info above for the exact URL). Except in rare situations, you should leave the simple integration active (also when using advanced integration).
Automatically delete data of past reservations that ended more than
[Don't automatically delete any data]
This option allows you to automatically delete past reservations or only personal user information from past reservations with end time (departure) of more than N months ago. Data of users who have a Planyo login will not be removed. Warning: once deleted, this cannot be undone. In case of full deletion, invoices for deleted reservations will no longer be available.
... automatically delete
[Personal user information, All reservation data]
Automatically mark finished reservations as locked
[Don't automatically lock reservations]
Locked reservations cannot be modified by regular moderators. Only moderators with the 'Lock/unlock reservations' permission will be able to modify them. Note that only valid reservations (with at least the "Reserved" status) will be locked. Not completed and cancelled reservations will not be locked.
Store customer's IP address
For better security you may wish to store customer's IP address along with other reservation data. On the other hand, if you don't strictly need it for your operations, you may decide to not store it for a better privacy policy.
Send a copy of subscription related messages to the main moderator
Turn this option on to send a copy of subscription related messages to your main moderator. Note that the messages are always sent to the owner of the account. This includes message like: account expiration, subscription payment received, account debited (PRO accounts) and commission overview (PRO COMM accounts). You can set up the main moderator for your account at 'Site Settings / Moderators'.
Auto-purchase SMS credits
[Disabled, Enabled]
This option allows you to automatically load your SMS credits for the Planyo site when the current credits drop to zero. This way you don't need to monitor the SMS balance and load it manually. The auto-purchase will be made only when your site's credit (expressed in CHF or EUR) is sufficient for purchasing a new SMS package at the time when the last credit is used up. Go to the 'Subscription' page to check the current SMS package price.