This article includes paths and links to common tasks in Kube.
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Customers
Adding a Company
Navigation: Customers > Companies > Add button
For more information: Adding a company
Adding a Member
Navigation: Customers > Members > Add button
For more information: Adding a member
Adding a Lead
Navigation: Leads > Add button
For more information: Adding a lead
Accounting
Adding a Charge
Navigation: Receivables > Charges > Add button
For more information: Charges Introduction
Generate an Invoice from Existing Charges
Navigation: Receivables > Charges > select charges > Generate Invoice button
For more information: Previewing and generating an invoice
Taking a Payment
Navigation: Receivables > Payments > Add button
For more information: Adding a cash or check payment and Adding an ACH, credit card, or debit card payment
Bookings
Making a Booking
Navigation: Bookings > select view > select desired time for space
For more information: Making a short-term booking and Making a long-term booking
Editing a Booking
Navigation: Bookings > select view > locate the booking on the calendar > click the booking > Edit button
For more information: Reviewing and editing a booking
Canceling a Booking
Navigation: Bookings > select view > locate the booking on the calendar > click the booking > Cancel button
For more information: Canceling a booking
Contracts
Creating a Contract
Navigation: Customers > Contracts > Add button
For more information: Creating a contract
Amending a Contract
Navigation: Customers > Contracts > locate the contract in the grid > click the contract name > Amend Contract button
For more information: Amending an active contract
Reports
Navigation: Reports > select report from drop-down menu
For more information: Reports
Voice
Launching the Reception Console
Navigation: Properties > locate the property in the grid > click the property name > Voice > Launch Reception Console button
For more information: Launching the voice reception console
Resetting a Voicemail PIN
Navigation: Customers > Members > locate the member in the grid > click the member's name > Voice > Edit > Reset Voicemail Passcode button
For more information: Resetting a member's voicemail passcode
Activating a Physical Phone
Navigation: Customers > Members > locate the member in the grid > click the member's name > Voice > Devices > Add Primary button
For more information: Assigning a physical phone to a member
Data/Wi-Fi
Activating Member Wi-Fi
Navigation: Customers > Members > locate the member in the grid > click the member > Data/Wi-Fi > Add Device
For more information: Adding a member device
Activating Guest Wi-Fi
Navigation: Properties > locate the property in the grid > click the property name > Data/Wi-Fi > Guest Wi-Fi > Additional Options button > Add Device
For more information: Revoking, activating, revalidating, restarting, and deleting a guest Wi-Fi account