Check if you have created a customer
First, you need to make sure if the customer already exists. Go to “Customers” and then search by customer's last name. If the customer exists, you can click the row to open the customer view.
If it is a new customer, create a new one by pressing the “Create Customer” button.
Create a booking
General & Product Section
Follow this guide step by step for creating a new booking:
Navigate to "Bookings" in the navigation bar
Click on the “Actions” Button and then choose “Create Booking”.
Choose your desired "Customer"
Choose the "Location" (if not already pre-filled)
Set a "Move-in date"
Note: After choosing the location and the move-in date, the system automatically only offers you unit types which are available for the chosen location and date.
Now continue with choosing:
a "Unit Type"
set the "Booking Plan"
and choose a physical "Unit"
Now, you are almost done! 🏁
You can also optionally add:
Deposits
Extra Products (such as tape, carton, etc.)
Payment Options
Once you filled in all general and product information, you can choose your desired payment option for the booking. Below is a description of each payment method for your reference.
Automatically charge customer after first invoice
The first email sent to the customer contains an invoice and a payment link (card as the only payment option). If the payment is successful, the card will be saved as the default payment method and will be used for future payments. All following emails will contain only an invoice and a payment receipt.
Charge the customer automatically with existing payment method
The customer's default payment method will be charged automatically. The customer will receive the invoice and payment receipt via email.
Each invoice is paid manually via online payment link
The customer receives emails with the invoice + payment link and can choose one of the selected payment methods. No payment method will be saved, the customer has to pay every invoice this way. However, paying via the payment-link is not mandatory, as you can also mark invoices as paid. Select this option if you want to offer the customer payments outside of Stripe (Bank transfer, Cash).