Request Forms

This is a complete list of all client and Dashboard-related request forms, as well as other internal forms that FareHarbor employees may need to access. You may also want to check out the Dashboard Changes & Responsibilities page to learn more about which teams handle which requests.

If you’re looking for Idea Boxes, you can find them here.

Client-facing

Below is a list of request forms that can be shared with live clients, and which team manages each type of request.

• New Item Request (Live Build Team)

  • Also searchable/available directly in the Help Center

• New Availability/Calendar Build Request (Live Build Team)

  • Also searchable/available directly in the Help Center

• New Promo Code Request (Support)

  • Also searchable/available directly in the Help Center

• Gift Card Setup Request (Support)

• New Affiliate Request (Channel Support)

  • Also searchable/available directly in the Help Center

• Request a FareHarbor Website (FH Sites Team)

• Connectivity Support Request (Connectivity team)

• Membership Build Request (Support Team)

  • Note that each form submission is meant to capture one membership type. If a client has multiple memberships, they will need to submit the form multiple times.

• FH Dock Request (Support Team)

• Seating Assignment Request Form

• T0-1 Cross-Sell Combos Request Form

• T2+ Cross-Sell Combos Request Form

• Support Ticket Submission Form (Support)
• Demo Request Form (Sales)

Internal

Do not share with clients!

Sales/Leads

• Support Sales/Demo Request Form: Non-Live Prospects

  • For Support agents submitting a demo-request from non-live companies who are not existing leads in Close.
  • Related help page: Support Triaging: Sales

• New Sales Lead Form

  • For FareHarbor employees submitting new leads to be reviewed and added to Close by the Lead Generation Team.

• Lead Generation Project Request Form

• Custom Field Request Form

• Link/Merge Form

• New URL & Location Object on Existing Lead Form

• New Lead Form (Channel Support)

• AM – Sales Referral from Live Client

Dashboard/Website Requests

• Demo Dashboard Request

  • Requests require Sales Manager approval and are reviewed by the Build Team Manager and Director of Onboarding. More info here.

• New Dashboard Request for LIVE clients

  • This submission form goes to Sales and Onboarding. From there, the request is funneled to the AE or an OB based on predetermined criteria. More info here.

• Integration Request Form

• Mock Integration Request Form

• Custom Code on Dashboard Request Form

• Steps for submitting a Live Build Request

• Change of Ownership (managed by AM Ops)

• Internal Support Request – Dashboard, FH Site, and Affiliate Update

Connectivity Requests

• API Mapping Request

Strategic Partnerships

• Strategic Partnerships Inquiry Form

  • Use this internal form to suggest to the Strategic Partnerships Team to reach out and form a partnership with a partner/affiliate that distributes tours/activities/attractions to end customers. The distribution partnership types that are handled by the Strategic Partners are new External API connections and FHDN partners. Please make sure to:
    • Check if the partner is not live on the FareHarbor API here. If they are not listed in the help page then fill out the form above. The SP team uses these submissions to prioritize which partners to reach out to.
    • Fill out the form individually for each company you are suggesting.

Software Partnerships Requests

A lead/client may ask us to integrate with another third-party software that they use, like a staff scheduling software or a property management system. Use the form below for all non-distribution partners integration requests:

• Software Partnership Request Form

  • Related help page: Third Party Software (non-activity reseller) integration and webhook request

FH Website Update Requests

• FareHarbor Site Update Request Form
  • Updates completed on client’s live Dashboard that need to be updated on their live FareHarbor Site
  • These updates are submitted through the Internal Support Request Form

Other

• Business Intelligence Custom Report Request Forms

• Internal Support Request

  • For internal FareHarbor employees receiving requests from clients that can’t be forwarded to support@fareharbor.com.

• Business Card Request Form (all regions)

  • Please fill out this form AT LEAST 2 weeks before you need business cards.

• IT Help and Ticket Submission

  • For requesting help with anything hardware- or software-related

• Help Page Request Form

  • Please fill out this form to request a new help page or a change to an existing one. Make sure to give appropriate permissions to any Google Docs that you are referencing in the request.

• For Rebooking/Repricing Automation

  • Please fill out this form to request rebooking and repricing automation.