Overview
Your first day in Tillor: sign in, set up your park in the right order and create your first customer and invoice.
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This page takes you through your first day in Tillor, from signing in to your first invoice. The order matters, because each part builds on the previous one. An occupation, for example, needs a customer and a terrain, so you create those first. If you would rather follow a real-life example, see In practice. If you come across a word you do not know, look it up in Terms.
How does it all fit together?
These are the building blocks and what they need:
An invoice always belongs to a customer. A customer on a terrain for a longer period is called an occupation, and a stay with a check-in and check-out date is a reservation. Products are not mandatory, but they make sure the price, VAT and actions on the invoice line are correct.
Good to know
- If you have more than one organisation, you choose one after signing in. If one is missing, ask your administrator to invite you.
- Which menu items you see depends on your permissions. If you cannot see something, ask your administrator for the permission.
- Without a terrain you cannot create an occupation. Without a customer you cannot create a reservation, an occupation or an invoice.
- Cash, bank transfer and other manual payments work without a connection. For online or card payments you connect Mollie.
- The quickest way to find something is to search with Ctrl+K or ⌘K.
Before you start:
- You have a Microsoft, Google or Apple account and your administrator has invited you to your organisation. Without an invitation you will not see an organisation.
- You have the permissions for what you want to do. If you lack them, the menu item is missing or the button is greyed out.
Setting up your park
Sign in and choose your organisation
Sign in with your Microsoft, Google or Apple account. If you have access to more than one organisation, choose one. If you do not have access yet, ask your administrator to invite you. See Signing in.
Review the organisation settings
Open SupportSettings. Under General, check the time zone and the default country, and under Opening hours enter your opening times. Under Invoicing you will find, among other things, the default payment term and the VAT rates. You invite colleagues under Users. See Organisation.
Create your terrains
Go to ParkTerrains and add your spots, such as pitches, chalets and permanent places. Without a terrain you cannot create an occupation, and you link meters to a terrain. See Terrains.
Create your products
Go to AdministrationProducts and create the rates and services that appear on invoices, such as overnight stays. An invoice line can also be added without a product, but with a product the price, VAT and any actions are correct straight away. See Products.
Add your customers
Go to CustomersOverview and create a customer. Reservations, occupations and invoices always belong to a customer. See Customer management.
Create a reservation or occupation
A reservation is for a stay with a check-in and check-out date, and you can also create one without a fixed terrain. An occupation links a customer to a terrain for a longer period, for example a seasonal pitch. See Reservations and Occupations.
Create your first invoice
Open the customer's profile and create a new invoice there. Add lines, book the invoice and send it. See Invoices.
Connect payments
If you want customers to pay online or by card, connect Mollie via SupportSettings under Integrations. Cash, bank transfer and other manual payments work without a connection. See Payment processing and Mollie.
If you use meters, barriers or NFC tags, you set those up afterwards. Start with Park and Access control.
What happens next?
- Your customers, terrains and products are ready, so you can create reservations, occupations and invoices every day.
- Your first invoice is saved as a draft on the customer. Only after Book does it get a final number, and after that you can send it and have it paid.
- If you have connected Mollie, customers can pay online or by card and the payment comes back to the invoice automatically.
Finding your way around
The main menu is on the left. At the top you switch organisation if you have more than one. Which items you see depends on your permissions.
| Menu | What it is for |
|---|---|
| Dashboard | Start screen with today's arrivals and departures |
| Reservations | Stays and the reservation calendar |
| Tasks | Dividing up and following up work |
| Access Control | Access points and the access log |
| Customers | Overview and Outstanding Consumption |
| Park | Map, Terrains, Meters, Meter Cabinets and Weather |
| Communication | Phone Calls, Notifications and Comments |
| Administration | Documents, Signature requests, Invoices, Payments, Bank transactions (with the permission to view them), Payment Reports, Print queue and Products |
Under the heading Admin you will find Automations (with the permission to view them) and Controllers. At the bottom, under Support, you will find your notifications, Inbox and Audit log (with the corresponding permissions), Settings and More resources with the documentation. Which items you see depends on your permissions.
You search with Search in the header, or with ⌘K (Mac) or Ctrl+K (Windows). This takes you straight to a customer, invoice, reservation or terrain. See Search.
You find your own account, sessions and API keys via your name at the bottom of the menu.
Problems?
Need help?
- If you are looking for something in this manual, use the search bar at the top or choose More resources > Documentation in Tillor.
- Is Tillor not working as expected? First check the system status for outages and planned maintenance.
- Missing access to an organisation, or want to change company details on invoices? Email support@tillor.eu.
- Want to restore data from a backup? See Data and backups.
Terms
- Organisation: your Tillor account, usually your company. See Terms.
- Park: the physical place. See Terms.
- Customer: a person or company in Tillor. See Terms.
- Terrain: a spot in your park. See Terms.
- Occupation and reservation: a customer on a terrain for a longer period, or a stay with a check-in and check-out date. See Terms.
- Book: making an invoice final. See Terms.