Essential Dashboard skills

Save time, gain greater control over your Dashboard, and empower your team to address business needs more effectively using this essential Dashboard skills index. By leveraging the resources listed below, your team can make quick, independent updates that reduce the need for FareHarbor Support intervention.

Click each topic’s associated link to view step-by-step instructions.

Availability management

Manage calendars, capacities, bookability, and more.

1. Adding, editing, or removing availability notes
2. Adding, editing, or removing availability photos
3. Adding, editing, or removing customer types for an availability
4. Creating, editing, or removing crew assignments
5. Creating new availabilities
6. Duplicating availabilities
7. Editing an availability’s cutoff time (booking restrictions)
8. Editing an availability’s duration
9. Editing an availability’s online booking status
10. Editing an availability’s start time
11. Editing availability capacity
12. Editing customer type capacity (per-booking or per-availability)
13. Emailing all customers on an availability
14. Generating an unlisted link for an availability
15. Managing public and private headlines
16. Texting all customers on an availability
17. Using the availability updater (Manage settings on many availabilities at once)

Booking actions

Manage existing reservations with rescheduling, canceling, refunding or editing bookings.

1. Accessing a customer’s waiver link
2. Adding an expense or discount
3. Adding custom fields to existing bookings
4. Adding or removing customers
5. Canceling a booking
6. Checking in customers
7. Collecting a partial payment
8. Creating a booking
9. Creating a new booking for an existing contact
10. Creating, editing, or deleting a custom booking calendar
11. Creating, editing, or removing an order
12. Editing a booking’s invoice price
13. Editing a customer’s contact information
14. Editing affiliate information for a booking
15. Emailing or texting a customer
16. Printing receipts and tickets
17. Rebooking a customer
18. Refunding a booking
19. Repricing a booking
20. Saving a card to charge later
21. Saving a card to hold (authorization hold)
22. Searching for a booking
23. Sending a payment link
24. Sending translated emails
25. Setting a total amount for a booking
26. Splitting payment on a booking

Item management

Manage listings, locations, customers types, custom fields, and more.

1. Adding, editing, or removing item photos
2. Archiving an item
3. Conditional custom fields
4. Creating a new customer type
5. Creating or adding a canned message
6. Custom field basics
7. Custom field groups
8. Deleting an item
9. Editing an item’s location
10. Editing custom fields
11. Editing customer type visibility
12. Editing item cancellation notes
13. Editing item confirmation notes
14. Managing an item’s listing
15. Managing suggested items
16. Removing a customer type from an item
17. Removing and deleting custom fields
18. Setting up automatic reminder and follow-up emails
19. Setting up custom fields
20. Updating customer type prices
21. Using price sheets

Manifest & check-in

Learn how to check customers in, as well as create, edit or remove custom manifests.

1. Checking in customers
2. Creating, editing, or removing a custom manifest
3. Download or print a manifest

Reporting

Generate and export data from the Dashboard.

1. Advanced report settings
2. Bookings reports
3. Reporting on contacts
4. Reporting on custom field answers
5. Reporting on payouts & refunds
6. Sales reports
7. Sharing, downloading, and printing reports

User management

Manage permission groups, users’ permission levels, notification settings, and more.

1. Adding a calendar to a mobile device or computer
2. Adding, editing, or removing a user
3. Deactivating a user
4. Editing user settings
5. Managing permission group settings
6. Resetting a password
7. Setting up a default calendar view
8. Setting up a Zapier integration
9. Setting up automatic user notifications (email or mobile)

Resources

Regulate capacity for items that share a resource (such as a boat that is used for multiple items).

1. Creating a resource override
2. Editing resource assignment on a booking
3. Viewing resource usage

Integrations

Learn how to integrate FareHarbor with your website.

1. ASN Book Buttons
2. Editing the default booking flow
3. Managing booking flows
4. Generating an unlisted link for an availability
5. Generating and customizing Book Buttons & embeds

Company settings

Manage global settings for your Dashboard.

1. Adding, editing, or removing locations
2. Adding, editing, or removing social media links
3. Archiving custom fields
4. Creating, editing, or removing cancellation policies
5. Editing company policies & default notes
6. Managing your health & safety policies
7. Member management (memberships)
8. Setting up combos
9. Setting up FareHarbor waivers

Gift cards

Implement and manage the gift card experience.

1. Issuing a gift card from a booking
2. Learning about gift cards
3. Managing gift cards
4. Redeeming a gift card

Payments

Learn about adding or removing a bank account, managing a Refund Reserve, and navigating disputes.

1. Adding a bank account
2. Checking the status of a dispute
3. Fighting a dispute
4. Managing a Refund Reserve
5. Saving a card to charge later

Price sheets

Learn how to control which prices and options are displayed online, both on direct bookings and for affiliates.

1. Archiving price sheets & schedules
2. Using price sheets
3. Price schedules (Set pricing based on time of year or days of the week)

Seating

Learn how to manage customer seating assignments, and block or unblock seats.

1. Blocking and unblocking seats
2. Managing customer seat assignments

Software partnerships

Utilize calendars on computers or mobile devices, explore third-party waiver integrations, or leverage a Zapier integration.

1. Adding a calendar to a mobile device or computer
2. Setting up a Smartwaiver integration
3. Setting up a Wherewolf integration
4. Setting up a Zapier integration

Transportation

Manage routes and pickup locations.

1. Adding, editing, or removing a route
2. Changing an availability’s pickup route

 Affiliates

Learn more about managing and working with affiliates.

1. Affiliate reporting
2. Creating affiliate users
3. Creating or removing an invoice
4. Editing affiliate information for a booking
5. Editing a booking’s invoice price
6. Managing affiliate blocks
7. Resetting an affiliate’s password
8. Signing up for FH Connect
9. Signing up for FHDN
10. Tagging an affiliate and/or agent

Internal-only content. Don't copy and paste to anyone.

SS goals:

• To equip all clients with the tools necessary to make simple changes on their own
• Reduce the number of support requests freeing up agents to assist with more urgent requests.

Supported verbiage:

If a client is pushing back or does not understand the purpose of SS we want to explain that SS is designed to benefit them by:

• Reducing wait times for simple Dashboard updates
  • Example: During busy season, a client may have to wait multiple hours to be assisted for an update that takes 5 minutes
• Reduce inbound support requests leaving more agents free to assist with urgent updates
  • Example: The fewer support agents we have on the phone, the more prompt we can be in assisting clients calling in with an urgent request
• Empower the client by giving them the knowledge and resources necessary to take more control of their software and business.
  • Example: The more you know about our software and its functionality, the more customizable you can make it to best suit your business needs.
• Gives clients the ability to make simple changes from their phone
  • Example: Whether you are out on your boat or outside doing yard work, these updates can easily be made from your smartphone.

Example of a reactive SS push (Support & AM):

“Updating the online booking status of your availabilities is a very simple update that many clients prefer to know how to do on their own and will save you a lot of time waiting for a support response. I have attached a help page here if you want to review the steps and give this a try on your own. In the help page, there are steps for updating a single availability as well as multiple availabilities to be more efficient. If you need any additional support, please don’t hesitate to reach out.”

Example of a proactive SS push (OB):

“Once you go live and want to start making adjustments to your Dashboard, here are some resources to check out. You will find that many of our features are quite simple to use and our clients find much benefit in knowing how to use them.”