Managing booking flows

To create a new booking flow:

1. Go to the Settings section of your Dashboard.
2. Select Booking Flows from the sidebar.

3. Click New flow and enter a name. This name will be shown to your customers, so make sure it is clear and actionable. Read more below..

4. Click Create flow.

This will create a flow page displaying all of your public items by default. You can customize what to display by adding blocks, which we’ll go over in the next section.

Naming your flow

When dealing with flows that have multiple “levels” or pages, your flow name will be displayed to customers so they can easily navigate back to the first page. For this reason, we recommend giving your flow a name with a clear call to action (for example, “Choose your activity” or “Choose your location”).

Here’s an example of what this will look like to your customers:

Blocks are the visual elements that make up a flow page. A block can be a bookable item, another flow page, or even a link to an external page or website. Add blocks to a flow page using the Add menu in the toolbar.

Items

Items represent all of your bookable activites in FareHarbor (they can also represent retail items like gift cards). When a customer clicks on an item from a flow page, they’ll be taken straight to the book form for that item.

You can add as many items as you’d like to a flow page. For example, if your flow is called “Rentals” you’d probably want to include all of your items related to rentals.

Flow page

Add a new or existing flow page to further segment your items. For example, if you’re creating a flow called “Popular Activities” you may want to further break these down into categories, for example: morning and afternoon tours.

In the example below, Water Activities and Land Activities are flow pages. When a customer clicks on one of them, they’ll be taken to a page where they can view all related items.

The header will be the name of the flow page, for example “Morning Tours”. It is recommended to include a subheading for flow pages to provide customers with information of what items are included in this flow page, for example “Hiking, ziplining, and sightseeing tours”.

External link

Flows can also include links to other pages, like your FAQs page or the website of a partner company. When adding an external link, you’ll need to include a valid URL (for example, https://fareharbor.com). A heading and subheading are not required, but may be useful for context.

Reordering blocks

Once you’ve added blocks to a flow page, you can change their order using the Reorder menu in the toolbar. Drag the icon next to a block to move it.

Item blocks

When the block is a specific item, the item’s name, headline, and image will be used by default. However, you can customize how the item appears in the flow by changing the heading, subheading, and background image, if needed.

Under Item Settings, you can optionally specify a URL that the customer should be taken to when they click on the item. (By default, when a customer clicks on an item, they will be directed to book that item directly through FareHarbor.)

Once an item, flow page, or link been added, you can adjust its basic display settings by clicking directly on the block.

From this menu, you can customize the text that appears on the block (heading and subheading) or upload a specific background image.

This is also where you can adjust the block’s size. By default, flow pages are set up in a 3-column grid, but individual blocks can be resized to call attention to specific parts of the booking flow.

You can also customize the display settings for each individual flow page. When viewing a flow page, open the Page Settings menu to adjust these settings.

Display

• Name: This should be a clear, concise description of the flow page (ex: “Private Tours”)
• Breadcrumb Name: This is the text that will appear in the navigation links at the top of the booking process (ex: “Book a private tour”). If nothing is entered, the name entered above will be used.

• Include calendar (only applicable if the flow page contains bookable, non-retail items): By default, the flow page will display items or categories in a grid view. You may also choose to include an availability calendar.

  

• Delete: Deletes the entire flow page (this cannot be undone)

Suggested Items

You only need to complete these settings if you plan on using the flow page to suggest items to customers. Learn more about suggested items.

• Cart Notes: Text entered here will be shown along with suggested items in the customer’s shopping cart.
• Confirmation Notes: Text entered here will be shown with suggested items in the confirmation page and email.
• Show already selected items in suggested: When this box is checked, it allows the suggested items to include the same item that customer is purchasing. This may be useful if you offer an item that is designed to be experienced multiple times, like a series of classes.

Flows can be added to your website in a variety of formats, such as an embedded grid of items, an availability calendar, or a “Book online” button that opens the booking process.

See examples of each option here.

Each flow page has its own unique embed code. This means you can display a specific part of a flow on one webpage, while displaying a different part of the flow on another page. As your customers browse online, they can navigate through the flow using the breadcrumbs at the top of the booking process.

To embed a flow page:

1. Locate the specific flow page you want to embed.
2. Open the Book Button & Embed menu (next to Page Settings).
3. Choose the type of embed you want to add.
4. Copy and paste the generated code into your website.

You can also use the embed generator tool from your Dashboard Settings to generate these codes. Learn more about integrating FareHarbor into your website.

You can change your default booking flow by dragging a different flow to the top of the list (it will be marked with a grey “Default” badge).

You can also reorder your non-default flows, if desired. For example, you may want to move less-often used flows to the bottom of the list.

Note: This will delete the entire flow, including all “sub-flow” pages within it.

To delete a booking flow:

1. Go to the Settings section of your Dashboard.
2. Select Booking Flows from the sidebar.
3. Click Edit next to the flow you want to delete.
4. Open the Page Settings menu and click Delete page.
5. A pop-up will appear asking you to confirm. Click OK.