Terminology
A detailed list of your items, availabilities, and bookings for a specific day.
What is a Manifest?
List 6 different types of custom fields.
What are Text input, Checkbox, Dropdown, Quantity, Code, Label, Waiver, Gift card?
Where are resources created in the Dashboard?
On the Items level
Explain the 2 parts of FareHarbor's pricing model.
6% booking fee charged to the online customer & a credit card processing fee charged to the client
Specific tasks you can perform on a completed booking such as cancel booking, refund, add or remove customers, add payment, and print receipts.
What are Booking Actions?
These help define customer types for online customers when making a booking.
What are Customer Type Notes?
What does “max uses” mean when referring to resources?
This is the maximum number of the resource that can be used at one time.
Which default permission groups have the ability to create and edit custom calendars and manifests?
Who are Directors and Managers?
Auto close
Open override
Closed & Call to book
Closed & hidden
Are all examples of this:
What is an Online Booking Status?
Explain the difference between the Company Location and the Item Primary Location.
Company Location is the physical address of the company. The Item Primary Location will be set for all your items. Can be overridden per item.
Use this feature if:
One of your ATVs is damaged and needs repairs for the next 3 days.
Or
Just for a busy holiday weekend, you need to add 5 more bikes to your inventory.
What is a resource override?
Explain inheritance in the Dashboard.
Information moves from the Settings -> Items -> Calendar level unless a manual change is made. Examples: pricing, required custom fields, visibility, taxes.
This is where you can manage the details of a specific availability, including bookings, crew, online booking status, and other settings.
What is the Availability Overview?
Explain where you should set prices for custom fields and for customer types.
Custom fields typically can be priced on the Settings level as long as those prices are consistently used across the Dashboard. Customer types should always be priced on the Items level.
When creating resource requirements, when would you use "Long" vs. "Length of Availability"?
When you have duration customer types, for example, 2 hour rental, half day rental and 1 week rental.
Define conversion rate.
Percent of people who visit a website and make a booking. Calculated by transactions divided by total visitors.
This is where you can add or remove customer types and custom fields or change pricing on multiple items at the same time.
What is the Price Sheet Overview?
Explain how you add a new customer type to an item after the calendar has already been created?
Create the customer type on the Settings level. Add the customer type to an item's Options & Prices & price it. Use the availability updater to add the customer type to the availabilities.
Oh no! A booking came in and you notice there are no resources attached. After you correctly attach your resource requirements, how can you adjust this booking and previously made bookings?
What is reapply resources?
If "How did you hear about us?" does not need to be answered by reservationists, how do you set up the price sheets?
Visible on base/online, hidden on direct.