How to enable Wherewolf

1. Wherewolf (support@getwherewolf.com) will contact FareHarbor Support (cc’ing the client) and will ask us to initiate the integration and for the client’s approval. Once we have the approval from the client, the configuration can begin.
2. Add Wherewolf as an affiliate.
   1. Go to Settings > Users & Permissions > Permission Groups.
   2. Duplicate the “Affiliate – Cannot see prices” by clicking Edit, scrolling to the bottom, and selecting Duplicate.
   3. Rename the new permission group to “API – Waivers – Read Only”.
   4. Uncheck Create Bookings and then click Save changes.
   5. Now add Wherewolf as an affiliate and take note of the following settings:
      • Make sure the currency matches the charter.
      • Total Pricing: Either “No Prices” if available, or “Direct”.
      • Invoice Pricing: NA.
      • Cancellation Policy: NA.
      • Permissions: “API – Waivers- Read Only”.
      • Payment default: “do not add payment” – leave require voucher checked.
   6. Click Save affiliate to finish.

3. Once this is done, send an email back to the client with Wherewolf Customer Success cc’d (support@getwherewolf.com) to confirm the first part of the integration has been completed. In this email, you must also indicate the client’s FareHarbor shortname. The shortname is how Wherewolf will know how to identify the client’s bookings – so it is important to share that with them:

   Hi _______,

   Thank you for getting in touch. We have enabled the first part of the Wherewolf integration on your FareHarbor Dashboard. For Wherewolf’s Customer Success Team – Company XYZ’s FareHarbor shortname is “companyxyz.” Please let us know when we can enable the webhook and trigger for future bookings.>

   Please let us know if we can assist with anything else.”

4. Wherewolf will now enable the integration on their end and then notify both FareHarbor and the client when we can set up the webhook and trigger the webhook for existing bookings. Once Wherewolf has confirmed the set up, please proceed with the steps below.

5. Go to the client’s Dashboard and create a new user called “Wherewolf.” Give this user the highest permission group available.

6. From the “Wherewolf” user’s settings, navigate to the API Keys tab. Add a new API Key, and name it “Wherewolf Webhook.”

   

7. Click Edit on the Wherewolf Webhook API Key. On this Edit page, you’ll see a blank field for a Webhook URL. Go to the following Dashboard, copy the Webhook URL from the Webhook URL field, and paste it into the same field on the client’s Dashboard, then click Save. Wherewolf’s Webhook URL will be the same for every FareHarbor client.

   The Webhook URL is essentially the address where Wherewolf will receive the client’s booking details. Once this URL is entered, the Webhook is immediately activated, and Wherewolf will begin receiving the booking details for any and every booking created on this Dashboard, in real-time.

8. Under Settings, select Bookings Only in the dropdown and check all boxes. Click Save.

   

9. Enable two-way integration following the steps here. Once these steps are completed, proceed to the following steps.
10. Now that the Webhook, and the two-way integration is enabled, you must also trigger the Webhook for the existing bookings in that Dashboard. The Webhook must be enabled first before this next step is taken. Please follow the steps in the next section.
11. Update the company’s default custom manifest to include the Waivers column. Optionally, include the Waiver Breakdown column to display participants’ name, age, and (optionally) email address when viewing the manifest.
12. Please e-mail the Wherewolf team (support@getwherewolf.com) (client in cc:) again to give them a heads up that the full integration has been completed and future bookings have been triggered successfully.

1. Run a report to see existing bookings for future dates

Run a Detailed Bookings report in the charter company’s Dashboard to see all bookings for future availability dates. It is best to select a custom date range starting with today’s date and ending with 2 years from that date (or as far out as that company has future bookings.)

2. Initiating the webhook for each future booking

The Business Intelligence Wherewolf script can automate webhooks for companies with 100 or more future bookings (if there are fewer than 100 future bookings, follow these steps instead).

To send an automation request to the Business Intelligence team:

1. Click the Share button within your report, and copy the unique report URL

   

2. Paste that report URL into a FareHarbor Automation submission request form.

3. In the Select Automation Type field, select “Webhook”.
4. In the Link to FareHarbor report of bookings field, paste the URL of your future bookings report.
5. Reference this help page for more information about submitting this type of form.

Manually initiating the webhook when there are fewer than 100 future reservations

When there are fewer than 100 future reservations, the webhook can be initiated by opening each booking in the report and “touching” the booking:

1. Open the booking and click Edit contact.
2. Remove and re-add the contact information by cutting and pasting.
3. Save your changes to trigger the webhook.

The process is now complete, and you don’t have to submit a Business Intelligence request form.

3. Final steps (when submitting an automation request for 100+ future reservations)

1. The Business Intelligence Team will run that report through the Wherewolf script they designed.
2. Once completed, Business Intelligence will post in the #fareharbor-automation Slack room, confirming the Wherewolf script has been completed.
3. At that point, you may close the ticket! In the internal note, please write the date that the Wherewolf script was completed.

Two-way integration means that once a waiver has been filled out through the Wherewolf pre-arrival form, the participant’s details (such as their name, age and email address) will be sent back to FareHarbor and consecutively displayed on a booking overview as well as in the Waivers and Waivers Breakdown columns on the manifest.

1. Press Shift + , or navigate to Settings > Advanced company settings (gear icon in the upper right).
2. Navigate to the Bookings section, or use the search bar, to locate and check the Wherewolf option.
3. Save changes to finalize the update.
4. Go to Settings > Custom Fields.
5. Add a new custom field:
   • Field type: Waiver: Wherewolf
   • Internal name: Waiver
6. Click on Create custom field.

7. Add a waiver field as a whole-booking field to the item(s) requiring a waiver.

   1. Go to Items and select the item.
   2. Go to the item’s Options & Prices.
   3. Select Whole-booking fields.
   4. Click Add custom field and select the Waiver field.
   5. Click Add.

   For bookings that had been made before the custom field was attached to an item, the custom field will need to be added manually on a booking-by-booking basis. Please refer to this help page to learn how this can be done.

   Tip: Use the Price Sheets Overview to add the waiver field to multiple items at once.

• Check to see if the client’s Dashboard has a “Wherewolf” user, and check that the Webhook URL in their API key matches the Wherewolf Webhook URL pasted above.

• Webhook activity will also be shown within the history of each individual booking in that Dashboard. For example, after a booking is created, the next event in that booking history should read: External API Booking Webhook request succeeded (Wherewolf: Wherewolf Webhook).

  

Note: All webhook activities in a booking are visible to Admins only.

1. Go to the Dashboard’s settings and select Users & Permissions.
2. Select Wherewolf Webook > Edit.
3. Select API Keys > Edit.
4. Select Delete API Key.
5. Once the API Key has been deleted, deactivate the Wherewolf Webhook user:
   1. Within the Wherewolf Webhook user, select Account.
   2. Select Permissions.
   3. Update user status to deactivated.
   4. Click Save.
6. Next, remove Wherewolf as an affiliate
   1. Go into the Dashboard’s settings and select Affiliates.
   2. Select Wherewolf – Waivers > Edit.
   3. Click Delete.
7. Disable the Wherewolf feature flag.
   1. Press Shift + , or navigate to Settings > Advanced company settings (gear icon in the upper right).
   2. Navigate to the Bookings section, or use the search bar, to locate and uncheck the Wherewolf option.
   3. Save changes to finalize the update.