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Adding an access control credential amenity

Updated over 2 months ago

Amenities are products and services that your members and prospects can purchase at your properties. There are multiple types of amenities, and this article covers adding an access control amenity.

An access control amenity allows your members to purchase door access and for you to add door access to contracts. Members who purchase door access can use either a physical credential (if you assign them a physical credential during amenity configuration) or the Member Portal app to unlock doors. For more information, see Selecting door access credential styles and Configuring access control amenities.

Access control is a monthly amenity and must be purchased through a contract.

NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.

Adding an access control amenity

  1. Select Properties in the top menu.

  2. Locate the property in the grid and click the property's name. The Property Spaces screen appears.

  3. Select Setup in the side menu and select the Amenities tab.

  4. Click the Add button.

  5. Select Access Control in the Type field.

  6. Select Credentials in the Subtype field.

  7. Complete the fields from the General Information, Pricing Information, Online Settings, Contract & Discounts, and the optional Advanced Options sections. For field descriptions, see the end of this article.

  8. Click Save.

TIP: The next step in the Kube access control setup process is to assign an access control group to members. For more information, see Assigning an access group to a member.

Access Control Amenity Field Descriptions

General Information Section

Type

Select Access Control to add an access control amenity.

CAUTION: This field cannot be edited after saving.

Subtype

Select Credentials to add a credentials amenity.

CAUTION: This field cannot be edited after saving.

Name

Name of the amenity that your customers see.

Description

Description of the amenity for internal use. Customers do not see this description.

Charge Code

Charge code that charges for this amenity charge to.

NOTE: If the amenity price includes a setup fee or security deposit, you can select unique charge codes for those charge types in the Advanced Options section. For more information about charge codes, see Default charge codes.

Icon

Small preset image that shows next to the amenity in Kube.

Quantity Controlled by Workflow

Select this option if the quantity of the amenity added to a contract should be controlled by the Amenities and Packages Workflow. For more information about this workflow, see Adding an amenities and packages workflow.

NOTE: When this option is enabled, internal users will not see the option to manually add the amenity to a contract.

Pricing Section

Show in Contract

Select whether the amenity is available in contracts.

NOTE: If a monthly amenity is part of an active contract, and this option is later switched to 'No', the amenity remains in the contract unless it is removed via a contract amendment and the amendment is activated.

Show in Open Charges

Select whether this amenity should appear to internal users who do not have permission to create open charges for all amenities. For more information about internal user settings, see Adding an internal user.

Free Amenity

Whether the amenity is free or has a cost.

NOTE:

  • If the amenity is free, Kube hides the rest of the pricing options listed below, as they do not apply to a free amenity.

  • TIP: If the amenity is free, Kube automatically includes the amenity in bookings at this property when you select the amenity on the Booking Amenities screen. Set the amenity price to $0 to allow customers to manually add the amenity to their booking at no cost and to edit the amenity quantity. For more information, see Selecting amenities to offer at time of booking.

Occurrence

Access control amenities can only be monthly.

Apply Tax

Whether the amenity is taxed.

NOTE: If you use Domestic Tax, you must add taxes to your property before you can add them to an amenity. For more information, see Adding a domestic tax code to a property.

If you use International Tax, this field does not appear. Instead, you can add tax rates in the System Settings section and apply them to GL codes instead of to individual amenities. For more information, see Adding an international tax rate.

TIP: You can add up to five tax codes to a single amenity. Select a tax code from the drop-down menu and click the Add button to add additional tax codes.

Online Settings Section

Publish to ILS

Select whether you want the amenity to appear on Yardi Internet Listing Services you are subscribed to.

EXAMPLE: If you are subscribed to CommercialCafe®, select this option if the amenity should appear here when a prospect searches for and views your property.

ILS Amenity Category

Select the pre-defined amenity category the amenity appears as on Yardi Internet Listing Services (ILS). For example, if you have multiple amenities that fall under the Parking category, Yardi ILS displays Parking as the available amenity when the property listing is viewed.

This field only appears if the Publish to ILS option is selected.

Show Online

Select whether you want to sell the amenity à la carte in the Member Portal and/or the Prospect Portal.

NOTE: If you do not select either option, Kube hides the rest of the online fields, as they do not apply.

Purchase Options

Select whether customers can purchase the amenity online (Buy Now) or whether they must contact your property for more information (Inquire). If you select Inquire, Kube sends an email to the property's email address when a customer inquires about an amenity. For more information, see Inquire function overview.

NOTE: If your country does not support payment processing, Kube uses Bill Later for member charges. For more information, see Payment processing off overview.

Label

Enter the text you want to appear on the button.

NOTE: You can customize the text for the button. If you want your buttons to be consistent across your different amenities, choose the text you want to use for the Buy Now and Inquire buttons and use the same text for each option every time you create an amenity.

Show Price

Select whether you want to display the amenity price.

NOTE: Selecting 'No' automatically sets the purchase option to Inquire and vice versa.

Advanced Options

Advanced Options

Expands the Advanced Options section, which includes custom charge codes and additional booking options.

Credit Charge Code

Charge code that credits (negative charges) for the amenity charge to.

NOTE: This field defaults to the charge code selected in the Charge Code field above, but you can add a different charge code.

Setup Fee Charge Code

Charge code that setup fees for the amenity charge to.

NOTE: This field defaults to the charge code selected for setup fees in the System Settings section, but you can add a different charge code. If the amenity does not have a setup fee, this field does not appear. For more information, see Setting default system GL accounts and charge codes.

Security Deposit Charge Code

Charge code that security deposit charges for the amenity charge to.

NOTE: This field defaults to the charge code selected for security deposit charges in the System Settings section, but you can add a different charge code. You can only enter a security deposit charge code in this field. If the amenity does not have a security deposit, this field does not appear. For more information, see Setting default system GL accounts and charge codes.

Category

Choose a category for the amenity from the drop down. The amenity appears under this category when making a booking or purchase in the Prospect and Member Portals. Click the yellow plus (+) add button to add a new amenity category.

Discount Charge Code

Charge code that discounts applied to the package charge to. This field does not show if the discount charge code service has not been activated.

Discount Charge Description

Defaults to the description assigned to the selected discount charge code. For more information on discount charge codes, see Setting discount charge codes.

Tax Offset When Sold Monthly

The monthly amount that is not taxed.

EXAMPLE: If 25.00 is specified in this field, and the total monthly amount of the amenity is 100.00, only 75.00 of that 100.00 will be taxed monthly.

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