Making a Manual Booking - Sales and Enquiries Page
1. Click on the Sales and Enquiries tab on the left hand pane.
2. Scroll down so you can see the existing bookings list. In the top right hand corner of this section there's an Add New button.
3. You then have two options to select, pick whether your booking on to a specific event (EG. Clubs) or a product set (Activities). Then select the date you are booking for.
4. Add the products you want from the right hand side, you will see it creates a basket to the left with your selected products.
5. Once you have all your products selected you can add a customer, click the Customer Information section, search by either Customer Name or Customer Email. If they've booked before they will display below for you to select, if they haven't you will have the option to Add New Customer below.
The special notes section is optional if you need to make any specific notes for this booking.
The final step is to take payment. You can take a full or partial payment at this time.
The payment options
Card - Enter the customer card details to take the payment immediately.
Payment Link - This will send an email with a link to pay off the the booking to the customer's email you have selected or entered above.
Paid (Various Options) - Any paid choice will show as payment taken on the booking and can be used for your records.
Select Finish Booking at the bottom of the page to complete the booking.
2. Scroll down so you can see the existing bookings list. In the top right hand corner of this section there's an Add New button.
3. You then have two options to select, pick whether your booking on to a specific event (EG. Clubs) or a product set (Activities). Then select the date you are booking for.
4. Add the products you want from the right hand side, you will see it creates a basket to the left with your selected products.
5. Once you have all your products selected you can add a customer, click the Customer Information section, search by either Customer Name or Customer Email. If they've booked before they will display below for you to select, if they haven't you will have the option to Add New Customer below.
The special notes section is optional if you need to make any specific notes for this booking.
The final step is to take payment. You can take a full or partial payment at this time.
The payment options
Card - Enter the customer card details to take the payment immediately.
Payment Link - This will send an email with a link to pay off the the booking to the customer's email you have selected or entered above.
Paid (Various Options) - Any paid choice will show as payment taken on the booking and can be used for your records.
Select Finish Booking at the bottom of the page to complete the booking.
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