Switch on the modules and features your account uses. Each card has one switch, and all of them start off.
Before you start
- Where: Settings → Global Settings (
https://platform.vivin.app/settings), below Min/Max Stay Defaults. See Global Settings for the order of all cards.
- Plan: every account can turn these on.
- Permissions: Account Settings → Module and Account Settings → Preferences. Super Admin and Admin have both by default. Some modules then need their own role permission to use, noted below.
Each card has a pencil to edit it, then Save or Cancel.
Cash flows
| Switch | What it does | Default |
|---|
| Mobile quick add (attachment only) by default | On a phone, Add Cash Flow opens with only the attachment upload. | Off |
Staff snap a receipt and fill in the details later, or with the AI analysis. They can still switch to the full form for one entry.
Tenant categories
| Switch | What it adds | Default |
|---|
| Enable tenant categories | The Tenants card in Categories, category filters on Bookings, Tenants and Finance, and the category field on tenants and bookings. | Off |
Accounts that already used categories have it on. When you turn it off, categories already assigned keep applying their rules.
Owner Reports
| Switch | What it adds | Default |
|---|
| Enable Owner Reports | The Owner Reports tab in Finance and the report settings on each owner in Owners. | Off |
Revenue planning
| Field | What it does | Default |
|---|
| Enable revenue planning | Adds the Planning tab to Sales: a monthly revenue target per unit. | Off |
| What counts as actual revenue | The billed amounts Planning adds up to compare against each target. | Every fee you use |
- The components are Rent, Admin Fee, Cleaning Fee, Exit Fee and Others. A fee switched off in Fees is not offered. The choice applies to the whole account, so everyone reads the same figures.
- The ticks can only be changed while the switch is on, and at least one must stay ticked.
- To open the tab, a role also needs Planning → Module; Planning → Edit lets it change targets.
Satisfaction surveys
| Switch | What it adds | Default |
|---|
| Enable satisfaction surveys | Surveys in the sidebar, surveys in the tenant portal and the Survey available email trigger. | Off |
Roles need Surveys → View to read surveys and Surveys → Manage to build them. See Surveys.
Inventory
| Switch | What it adds | Default |
|---|
| Enable room inventory | The Inventory settings tab, room condition checklists in the tenant portal, staff review and the Inventory not submitted email trigger. | Off |
Each item a tenant reports missing, damaged or in the wrong quantity opens a maintenance ticket automatically. Turning the switch off also switches off the email rules that use it, such as Inventory not submitted. They stay off until you switch them back on in Settings → Emails.
Check-in / Check-out
| Switch | What it adds | Default |
|---|
| Enable check-in / check-out process | The Check-in / out settings tab, arrival and departure checklists in the portal, a panel on each booking and the check-in / check-out email triggers. | Off |
Turning the switch off also switches off the email rules that use it. They stay off until you switch them back on in Settings → Emails.
| Switch | What it adds | Default |
|---|
| Enable comments | A Comments tab in the property and unit editors for notes, photos and short clips. | Off |
Unit address
| Switch | What it adds | Default |
|---|
| Enable unit address | An address field on each unit, separate from its property's address. | Off |
The unit address is never copied from, or filled in by, the property's address.
Access codes
| Switch | What it adds | Default |
|---|
| Show internal access codes | An internal code and note under each door in the property and unit editors. | Off |
Tenants never see these codes.
What happens when you save
- The module appears, or disappears, for everyone on the account the next time a page loads. Tabs and menu entries that depend on it follow.
- Turning a module off hides it but keeps its data. Turn it back on and the data is there again.
- Turning Enable tenant categories off does not stop assigned categories from applying their rules.
Troubleshooting
- "Pick at least one component — Planning cannot compare a target against nothing. To hide the module, turn the switch above off.": tick at least one component under What counts as actual revenue.
- A module is on but a teammate cannot see it: their role lacks the module's own permission, such as Planning → Module. Change it in Users.
Tips
- Turn a module on before you look for its tab. Surveys, Owner Reports, Planning, Inventory and Check-in / out stay hidden until you do.