Creating a booking

First, select the specific date and time for the booking:

1. Go to the Bookings section of your Dashboard.
2. Select the availability that you want to book into.

3. When you click an availability, a flyout menu will appear next to it. From this menu, select New booking.

   

Contact information

Enter the customer’s contact information and choose the number of customers on the booking. Customer type options will vary depending on your company’s setup. Note that phone number and email address are optional.

Depending on your permissions, and the information you’ve already entered, you may not see all the options below:

• Change contact’s language: Allows you to change the customer’s language preference. This dictates the language of any emails sent to the customer about their booking.
• Opt-in to text messages: Allow the customer to receive automatic reminder texts, if you have them set up (Note: If you don’t see this option, contact FareHarbor Support).
• Subscribe to company email list: Check this box to subscribe the customer to your email list.
• Send confirmation email: Check this box to send an automatic confirmation email to the customer after the booking has been created. You can also add a custom message if you’d like.

Selecting customer types

Use the customer type dropdowns to select the number of each customer type that will be on the booking.

Note: Customer type dropdowns reflect live availability, meaning that the number of customers you can book will depend on your current capacity and customer type settings.

Depending on your company or partner company’s booking process, you may be asked to enter additional information before completing the payment section of the book form. This will be the case if any custom fields have been added to the book form.

These fields can be used to collect additional information for individual customers or for whole parties (such as experience level or meal preferences). They can also be used by Dashboard users to perform private actions on the booking, such as applying an internal discount.

Custom fields may be optional or required based on depending on the company’s booking process.

Once you’ve selected one or more customer types, a payment column will appear. Here you’ll add payment information and complete the booking.

1. Review the subtotal, taxes, and booking total.

2. Choose how the customer will be paying:

   • Don’t add payment now: Allows you to complete the booking without collecting payment.
   • Save card to charge later: Saves a credit or debit card on the booking, but does not charge the card. This lets you charge the card at a later date.
   • Partial payment: Allows you to collect a portion of the booking total. When you enter a partial payment, additional payments can be entered after creating the booking, using the Add payment option. Tip: You can also click the calculator icon to split the payment among two or more people.

   • Pay in full: Choose this option if the customer is paying the full amount owed.

     

3. If completing a partial or full payment, choose the payment method. These options will vary depending on what payment types have been set up.

4. If the customer is paying with a credit or debit card, enter the card information.

5. Optional: Add a comment (this is not visible to the customer).

   

6. Click Complete booking.

After completing the booking, you will automatically be taken to the Booking overview. This overview contains the details of the reservation as well as a list of Booking actions you can take, such as adding a payment or printing a receipt.

If you need to add an additional booking for the same customer, you can do so using the “New booking for contact” option. Learn more.