Create a New Reservation Type (How-To)

Article Details

In this article, we will show you how to create a Reservation Type.

Reservation Types are the primary services that you offer. These are services like Daycare, Boarding, Grooming, etc.

Before You Begin

All admin users have access to the admin page controlling these settings. Additionally, admin users are able to delegate this particular admin page to other user groups. Non-admin users with access to this page will be able to make edits that affect all locations in the app. For more information see our article on User Groups and Permissions.

Navigate to Left-hand Navigation: Admin » Reservation Types and Services Configuration.
Select the applicable Booking Category the new reservation type.
- Booking Categories are a simple way to break up all of the reservation types into their main purpose to keep them organized by their general function.
Select + Booking Type.
Select from the templated reservation types to create a new one. It will follow the default settings for that category.

Notice: Default reservation types that are allowed at the current location will be displayed here. Users can click the Load Types for Other Locations button to view offerings for a different location.
Enter a name for the reservation type.
Select Edit Settings to review and customize the reservation type settings or click Back to keep the defaulted settings for that reservation type template.
To customize the reservation type settings, reference the Field Guide and make any adjustments as necessary. The settings are grouped together in sections to help you find what you need, and a description is displayed for each setting to help you understand what it does.