Demo Dashboards Directory and Best Practices
Last updated: July 31, 2020
This page provides all the information you’ll need to set up a demo Dashboard, as well as give examples of demo Dashboards (with their shortnames) that you can use to demo FareHarbor. Select the sections below to learn more about their topics.
Completing Stripe’s Client Verification to accept payments
Note: You will only have to complete this verification if your Dashboard is out of demo mode. While on the Dashboard, look at the top right corner (next to your name) and see if the company name has the Demo box next to it:
Background
With the recent changes to Stripe’s verification processes, Dashboard users need to complete the payment setup checklist before they can start accepting payments. A key part of this step is client verification, which is done using Stripe’s hosted onboarding process.
This applies to demo Dashboards too, since the test card numbers may not work if the verification process is not completed. However, verification for demo Dashboards can be completed successfully using the test data provided by Stripe.
Some notes:
- Demo Dashboards refer to Dashboards on demo.fareharbor.com.
- Test data won’t work in the production Dashboards.
How to complete the verification:
Note: Make sure you’ve accepted the Stripe and FareHarbor Terms and Conditions before you start hosted onboarding.
- Select Start under “Payment Setup Checklist” > “Enter customer verification information”. You’ll be redirected to Stripe’s portal.
- Select whether you want to provide the information as an individual or as a company. Recommendation is to select “Individual” as the verification process is shorter.
- If asked, enter your business URL/description. This can be anything, but it’s mandatory to enter something so that Stripe can complete the verification process.
Business Information
If you’ve chosen to register as a corporation, then you need to provide business information too. To ensure that Stripe automatically verifies your business data, make sure that:
- Address Line 1 is set to address_full_match (case sensitive).
- The zipcode / postal code is valid for the city you choose to enter.
- The company Tax ID (i.e. EIN / KVK / ABN) is 000000000 (the length may need to conform to the expected length by Stripe, so add/remove 0s as required).
Individual Information
To ensure that Stripe automatically verifies your data, make sure that:
- Date of birth is set to 01/01/1901
- Address Line 1 is set to address_full_match (case sensitive)
- Ensure that the zipcode / postal code is valid for the city you choose to enter.
- (For US only) Ensure that your SSN last digits are 0000
Personal ID number is 000000000
When asked about whether or not you own 25% of the company, check that checkbox.
- For EMEA/APAC: If you’ve signed up as a corporation, you may need to to indicate whether you’re a board member. If so, check the box and select “Yes” for “Are you the only person on the governing board of the company?”
Document Proof (both Individual and Company)
In case Stripe asks you to upload a document, you can select the “Use test document” option, which is automatically verified by Stripe.
Successful Verification
Once all of your information is verified, the customer verification step in the Payment Setup Checklist will turn green. When you click update, you’ll be redirected to your Stripe Dashboard, which will look like this:
Notes & Troubleshooting
- If you’ve already provided some of the information earlier, you may not be able to edit it (eg: Date of birth or SSN). In that case, ensure that at least the address is updated as indicated in steps 5 and 6.
- Verification is not required if you’re not using test cards on the demo Dashboard. For example, if you make bookings only using payment method “Cash”, or if the bookings don’t require payment.
Recommendations and Etiquette for Demo Dashboards
- All payments should be paid in full with credit card: 4000005280000002 (NL) or 42424242424242 (repeating, US). For specific countries, you can look here.
- All customers should have emails [john@example.com]
- Emails should all end with ‘@example.com’
- No Celebrities names or “Test” names
- Do not use your name as a customer
- All customers entered should have capital letters for the first letter of the first and last name. (Example: Adam Ward)
Do not add the same name multiple times due to the following:
If you create any of the following, remember to delete them after your demo (better yet, create them in your personal demo Dash):
- Resources
- Custom Calendars
- Saved Reports
- Headlines
- New Items – if you create a new item and make a booking on that item, please cancel the booking and then delete the item after.
Demo Website – Showcase of FH Integrations
This website was created in order for you to show the different integrations on a website that FareHarbor allows.
For each regional demo Dashboard, you can at find at least these different kinds of integration:
- Large Calendar Embed
- Lightframe to Item Grid
- Small Calendar Embed
- Lightframe to Calendar
- Lightframe to Single
- Availability Lightframe to Full Item Description
- Grouped Availabilities
Embedded Item Grid
Americas Demo Dashboards
FareHarbor Adventure (fhadventure)
Unique Features:
- Transportation Module in Morning Lesson
- Conditional Custom Field in Morning Lesson
- Smartwaiver enabled on Adventure Tour
- Resource “Shuttle” tied to Adventure Tour
- Qty Dropdown on Sunset Tour
Seating Americas (seating-americas)
Built to showcase the new seating feature .
Unique Features:
- There are 3 Items, a Boat type, Train type and a Theatre type
- There are 3 seat maps for the “Scenic Train Ride”, 1 per carriage/class
EMEA Demo Dashboards
European Adventures (euadventures)
Unique Features:
- Several custom fields at a Customer Type and Whole-Booking level are found on the “Adventure Tour” item
- Suggested items are enabled on all items’ confirmation emails
- Promocode “10off” will give an 10% discount on all items
Seating EMEA (seating-emea)
Built to showcase the new seating feature .
Unique Features:
- There are 3 Items, a Boat type, Train type and a Theatre type
- There are 3 seat maps for the “Scenic Train Ride”, 1 per carriage/class
The following Dashboards should only be used by individuals of each team:
Portugal Tour (euadventures-portugues)
Unique Features:
- Transportation Module found in “Tour Aventura”
- Use of different resources per each customer in “Aula de Surf em Grupo”
- Weather conditions label on the whole-booking field of “Aula de Surf em Grupo”
- Exclusive Customer Types on item “Tour a Adega com Prova de Vinhos”
EUadventures-spanish (euadventures-spanish)
Unique Features:
- Child opener on “Visita Guiada al Museo”, “Tour Estadio de Futbol” and “Puesta de sol en velero”
- Gift card “Tarjeta Regalo” starting at 25€
- Ledgers are enabled
Dutch Tours (dutchtours)
Unique Features:
- “Luxe Rondvaart” offers the possibility of booking either a public or private group
- Several priced checkboxes can be found on “Luxe Rondvaart”
- “Fietstocht” tour has different bike possibilities divided into customer types (when selected, an image of the bike appears)
- “Rondleiding en Bierproeverij” item has a checkbox with information about the access to the building for people with reduced mobility
DACH Adventures (dachadventures)
Unique Features:
- Both “Wein Tour” and “Boots Tour” have Add-on checkboxes.
- Child opener found on “Rafting” item (1 Adult can take 2 Children)
France Decouverte (france-decouverte)
Unique Features:
- “Excursion au Parc National des Calanques en Vélo” item has different bike possibilities divided into customer types (when selected, an image of the bike appears)
- Child opener found on “Tour en bateau” item (1 Adult can take 2 Children)
- An activity voucher can be found on “Visite et dégustation de Champagne”; the generated code can then be redeemed on the same item
- “Cours de ski – un jour” asks questions per customer, concerning their ski skills and renting equipment possibilities
- The Gift vouchers found on “Abonnements Zoo” can be redeemed on “Billet d’entr”ée
Northern Adventures (northernadventures)
Unique Features:
- Child Opener on “Visit your Brewery”
- “Yoga Sup Tour” has 2 custom fields in order to assess if the clients have done yoga or sup before
- The vouchers purchased on “Adventure Park Vouchers” can be redeemed on item “Adventure Park”
- Transportation Module is found on “Guided Husky Sledding”
- There is also a custom manifest in order to see the pickup locations for a certain availability
- Availability Opener can be found on the “Chocolate Walking Tour” The second availability of the day will open as soon as 10 people book the first one
- “Cycling Boat Cruise” item has different bike possibilities divided into customer types. When selected, an image of the bike appears
You can find a detailed description of each item below:
Discovery Italy Tours (discoveritalytours)
Unique Features:
- “Tour storico a piedi” asks the meal preference for each person in the booking
- Ticket Salta Fila has a “Buy One Get 1 Free” set up
- A child opener is found on “Tour storico a piedi”
- Escursione semi-privata in Costiera has a dropdown per person with 2 appetizers options (when one is selected, an illustrative image appears)
- All the Ski items ask questions per customer, concerning their ski skills and renting equipment possibilities
Discover Greece (discover-greece)
Unique Features:
- “Περίπλους του Νησιού” has a Champagne add-on checkbox (an image will appear when the box is ticked)
- “Ποδηλατικός Γύρος” has different bike possibilites divided into customer types (when selected, an image of the bike appears)
- Promo Codes “hiltonhotel”, “hilton”, “hilton15” give a 15% discount, and when used, it comes through as an affiliate booking
Arctic Adventures (arctic-adventures)
Unique Features, by item:
- Snowmobile Safari – Has multiple taxes. Snowmobiles and 3 guides as resources.
- Northern Lights Hunting – 3 guides as resources, Child Opener resource (5 children per adult)
- Husky Sledding – Boots and Jackets add ons. Dog sleighs and Guides as resources.
- Walking city Tour – Child Opener resource (1 Child per 2 Adults). Guides as resources.
- Guided MTB Tour – 3 Customer Types, per bike size. Image of the bike model at a whole-booking level.
- Kayak Rental – 4, 8 and 24 hours options available, using kayaks as resources.
- Whale Safari – Child opener (1 Adult or Senior per Child). Availability Opener – 2nd availability of the day opens as soon as 10 people book the first availability at 10am.
- Ice Fishing – Maximum capacity of 10 people, no use of resources.
- Wilderness Walk – Only adults, 10% automatic discount – using label as custom field.
APAC Demo Dashboards
Australia Adventures (australianadventures)
Unique Features:
- Several custom fields at a Customer Type and Whole-Booking level are found on the “Morning Tour” item
- “Single Kayak Rentals” item has 7 Customer Types, ranging from 1 to 7 Hours
Seating APAC (seating-apac)
Built to showcase the new seating feature.
Unique Features:
- There are 3 Items, a Boat type, Train type and a Theatre type
- There are 3 seat maps for the “Scenic Train Ride”, 1 per carriage/class