Creating a reservation - Existing Customer
Step 1. Select Product
Navigate to Booking module from the navigation pane.
Select Reservations from the menu ribbon.
Click the drop-down arrow next to Add New button and select Advanced Reservation.
Advanced reservation functionality provides users with enhanced control and authority over their reservations. The "Add New" button is specifically designed to showcase transient products, offering a valuable preview of the customer's online booking journey. Although there are no inherent issues with utilizing "Add New," it does have certain limitations. These limitations include the inability to select hidden price adjustments, modify customer details, override deposits/prices, access comprehensive note-taking features, adjust rate plans, and more.
Select the Product to create the reservation.
Step 2. Search Availability
Use the date picker to enter the From Date.
Select the Start time and End time.
Depending on the Booking Type setup People may also be a requirement.
Click the Advanced Search drop-down to view more reservation options (if needed).
Wait List - If there are no restrictions on the product all units tied to the product will be available for selection.
No Rules - If you want to override the unit constraints.
Click the Search button to calculate pricing and availability for units.
Step 3. Calculate Pricing
Base Rate will automatically calculate from the product setup. Pricing can be overridden by entering the Price in the Base Rate field.
If there is a deposit policy setup the Deposit Required amount will automatically populate. You may override the deposit amount at any time.
If the product has additional charges tied to it they will display in the Other Options select. Select the additional charge if applicable.
Click the Advanced Pricing (Rate Plans, Cancellations Policies, etc.) drop-down to view more option or change the price of the additional charge.
Cancellation Policy
Deposit Required
Tax Code
Product Contracts
Step 4. Select the Unit
Located under the Price Details on the lower right-hand side.
Select the Unit assignment from the drop-down box.
Step 5. Customer Information
If the customer is already in the system, you can locate the Existing Customer option positioned next to the Customer header. Proceed by inputting the Customer Name to initiate a search for the existing customer, then proceed to select their name. This action will trigger an automatic population of the customer's information within the form displayed below.
Verify all the customer information is correct. Select the Edit button and make any necessary changes.
Click the Save button located in the Customer Section (note this is not the reservation save button).
Step 6. Enter Comments
Enter any Special Requests the customer has asked for i.e. requested an additional life jacket.
Enter any Internal Notes the user feels necessary for their staff to see only. Customer will not see these notes.
Enter any External Notes the user would like to have printed on the customer invoices for their view.
Step 7. Accounting
The accounting settings are defaulted from the product setup.
Step 8. Price Details
Verify the Base Rate, Extras, Taxes, Total and Deposit Due Now are all correct.
Click the Save button.
Creating a reservation - New Customer
Step 1. Select Product
Navigate to Booking module from the navigation pane.
Select Reservations from the menu ribbon.
Click the drop-down arrow next to Add New button and select Advanced Reservation.
Select the Product to create the reservation.
Step 2. Search Availability
Use the date picker to enter the From Date.
Select the Start time and End time.
Depending on the Booking Type setup People may also be a requirement.
Click the Advanced Search drop-down to view more reservation options (if needed).
Wait List - If there are no restrictions on the product all units tied to the product will be available for selection.
No Rules - If you want to override the unit constraints.
Click the Search button to calculate pricing and availability for units.
Step 3. Calculate Pricing
Base Rate will automatically calculate from the product setup. Pricing can be overridden by entering the Price in the Base Rate field.
If there is a deposit policy setup the Deposit Required amount will automatically populate. You may override the deposit amount at any time.
If the product has additional charges tied to it they will display in the Other Options select. Select the additional charge if applicable.
Click the Advanced Pricing (Rate Plans, Cancellations Policies, etc.) drop-down to view more option or change the price of the additional charge.
Cancellation Policy
Deposit Required
Tax Code
Product Contracts
Step 4. Select the Unit
Located under the Price Details on the lower right-hand side.
Select the Unit assignment from the drop-down box.
Step 5. Customer Information
Click the Create New Account button.
Enter the customer's information, Display Name and Email are required fields to enter the customer.
There is a setting in Company Settings > Reservation Settings > Phone number is required, which will require a customer phone number.
Click the Save button located in the Customer Section (note this is not the reservation save button).
Step 6. Enter Comments
Enter any Special Requests the customer has asked for i.e. requested an additional life jacket.
Enter any Internal Notes the user feels necessary for their staff to see only. Customer will not see these notes.
Enter any External Notes the user would like to have printed on the customer invoices for their view.
Step 7. Accounting
The accounting settings are defaulted from the product setup.
Step 8. Price Details
Verify the Base Rate, Extras, Taxes, Total and Deposit Due Now are all correct.
Click the Save button.