Create a New Reservation Type (How-To)

Article Details

Summary

Reservation Types are the main services you offer, such as Daycare, Boarding, and Grooming. This article shows you how to create one.

Before You Begin

All admin users can open the admin page that controls these settings. Admin users can also delegate this page to other user groups. Non-admin users with access to this page can make edits that affect all locations in the app. See User Groups and Permissions.

Video Tutorial

Steps

Go to Left-hand Navigation: Admin » Reservation Types and Services Configuration.
Select the Booking Category for the new reservation type. Booking Categories split all reservation types by main purpose, so they stay organized by general function.
Select + Booking Type.
Select a templated reservation type to create a new one. It follows the default settings for that category.
Notice: This list shows the default reservation types allowed at the current location. Select Load Types for Other Locations to see offerings for a different location.
Enter a name for the reservation type.
Select Edit Settings to review and customize the settings, or select Back to keep the default settings for that template.
To customize the settings, use the Field Guide and make your changes. The settings are in sections to help you find what you need. Each setting has a description.