Dashboard 101: Managing Your Bookings
This introductory webinar is great for new FareHarbor users or anyone wanting to brush up on their dashboard knowledge! This session will include the following:
- Dashboard terminology
- Basics of the bookings calendar
- Creating a new reservation
- Rebooking or canceling an existing reservation
- Handling payments and refunds
- And more!
Frequently Asked Questions
You can discount a booking after it has been made by using the Add expense or discount line on the booking overview page.
To add a discount before the customer pays, you can create the booking and choose Don’t add payment now and complete the booking. Once the booking overview pulls up, you can then add your discount using the expense/discount line. After the total is correct, add payment and complete the booking.
If you want to be able to discount by a percentage or discount before the booking is completed, we can add a custom field to the book form which allows you to do so. If you aren’t sure how to do this, check out our webinar on custom fields or reach out to our Support Team!
This warning occurs when you are rebooking to a different item and the customer types don’t match. For example, if the original item used “Tickets” as a customer type, and you’re rebooking to an item that uses “Adult” and “Child” customer types instead, the system won’t know which option to use.
In order to complete the rebooking, select the appropriate number of new customer types and select rebook!
Yes! If a trip was cancelled due to bad weather or a customer needs to take a raincheck, you can offer credit in the form of a gift card, which the customer can apply toward a future booking.
To do this, rebook the customer as you usually would, selecting the gift card item on your bookings calendar. Select the number of gift cards to issue, then choose the amount. If you select ‘other’ the booking total will automatically add the amount the customer paid on the original booking.
Check out this help page for more information.
You can add internal notes to a customer’s booking using booking notes and comments. These notes are never visible to your customers and can be helpful for making special notes and reminders to your staff.
While booking notes and comments play a similar role, there are a few differences between them.
Booking notes are located on the booking overview, right below the payment summary. Because they are more visible than comments, booking notes are a good place to make note of important information or reminders.
Comments are located in the activity log at the bottom of the booking overview. If you don’t necessarily need your note to be visible at the top of a booking or in your manifest, you can add it as a comment instead.
Card information is kept on file indefinitely. All card information is securely encrypted and cannot be duplicated in any fashion. Our payment processor is certified under the most stringent level available in the payment industry.
You will be able to charge the card at any point in the future as long as it has not expired or deactivated. You will not be able to delete a card from the system so we recommend adding a new card on file when necessary.