Create a booking

Add a booking from the Bookings page or a guest's profile, then add the rest of the party and plan what they will do.

In the app

Bookings

Who

Owners, admins and front desk

1. 1

   Press New booking

   On Bookings, press New booking. On a guest's profile, New booking opens the same form with that guest already chosen.

2. 2

   Choose or add the primary guest

   Pick someone on file under Guest, or leave New guest… and fill in First name, Last name, Email, Phone and Certification.

3. 3

   Set the dates and source

   Enter the First day and Last day and choose Came through. Add Agent or hotel if one sent them, and pick the Location if you have more than one. Press Create booking.

4. 4

   Add the rest of the party

   The booking opens as Tentative. In the Guests card, press Add guest for each person and then Add to booking.

5. 5

   Plan what they will do

   In Planned items, press Add item. Pick from From your rates or write a custom line, set the Quantity and who it is For, then press Add item.

6. 6

   Follow the next step

   The bar at the top of the booking shows the next thing to do and where the booking stands: estimate, deposit, confirmed, forms, checked in, checked out and invoice.