1. Click "Reservations" from the Sidebar Menu and Choose "Add a Reservation" from the drop-down.
2. Enter the booking information in each field. A pink asterisk notates the required fields, including: Reservation Title, Prepared for, Passenger(s), Destination, Start Date, End Date, Reservation Type, and Status. 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 as needed to proceed.
4. After entering "Submit" on booking information from the last step, a green "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. By having "Send Updated Invoice to Customer" checked means an updated invoice will automatically be sent to your customer after hitting "Submit". When finished, click the pink "Submit" button at the bottom.