Bookings Manager - Creating a Booking

Bookings Manager - Creating a Booking

Intoduction

Bookings allow you to track those boats coming into the marina and when and allow you to pre-book the use of the berth for that boat, thus ensuring its availability. This also helps with utilisation reports.

Creating a booking

1. You can select an existing boat record you wish to book or create a new boat record.

2. Select Boats and Berths > Bookings Manager.

3. Click the Booking icon.



4. Click Add (the green plus icon).

5.  It defaults to using the current boat. If selecting the current boat, select Yes, if creating a new boat record, select No. It will open the Select Boat screen for you to search or create a new boat record.
Look for the Add button at the bottom of the screen.

6. The Berth Availability screen displays:
  1. Set the To and From dates using the calendar. Also check that the berth type and location are correct; otherwise, you may not see any free berths.
  2. Select the berth.
  3. Click Accept.
  4. Select the charge rate from the drop-down.
  5. To change the berth or duration, click Edit button. This auto-saves if used.
  6. Click Save (the yellow icon) if not already saved.

Booking Confirmation and Payment

You can send a booking confirmation to your customer by clicking on the Print or Email icons. The confirmation is on a pre-set template.

Once the customer has confirmed, you can then click on the tick icon to change the status of the booking to confirmed. 

If you wish to take payment now, click on the Create invoice button and proceed to the invoicing screen.



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