Adding Payment and Reminders on New Bookings

Adding Payment and Reminders on New Bookings

1. Click "Reservations" from the Sidebar Menu and Choose "All Reservations" from the drop-down.



2. A list of all of your reservations will appear. Go to the upper right corner and click the pink "+" button to add a New Reservation.




3. Enter the booking information in each field. Once finished, click the pink "Submit" button at the bottom to proceed.



3. After hitting "Submit" on the previous step, the "Add Bookings" additional information will appear at the bottom. Click the boxes next to each item that applies to your trip and fill out the applicable information. Click the pink "Submit" button at the bottom of each item to proceed. 



4. After entering "Submit" on booking information from the last step, a pink "Add Payments & Reminders" section will appear on the right side of the page. Click the box next to "+Payment" to proceed.



5. A pop-up will appear. Enter the payment information in each field. A pink asterisk will notate required fields, including: Payment made by, Apply Against, Payment Date, and Payment Amount. When finished, click the pink "Submit" button at the bottom.

PLEASE NOTE: Do NOT store credit card information in the Notes field. The only place you can enter credit card information is in the Payment Information section on the client profile. 




6. To add Reminders, click the box next to "+Reminders". 



7. A pop-up will appear. Enter the Reminder information in each field. A pink asterisk will notate required fields, including: Reminder For, Reminder Type, and Reminder Date. When finished, click the pink "Submit" button at the bottom. 



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