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How to manually create a booking

in Bookings Tags: POS

Rezgo makes it easy for your customers to make their own bookings online, but you can also take bookings manually (over the phone or in person, for example). You can do this directly from the Rezgo back end.

 
To create a point-of-sale booking, follow these steps:

1. Click Point of Sale in the main menu or under Bookings > Point of Sale.

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2. Search for the option your customer wants to book. You can use a variety of criteria: item name, option name, date, available promo codes, location, or minimum availability, as well as combinations of those criteria.

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4. Once you've narrowed down the specific option your customer wants to book, click that option in the search results.

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5. Enter the number of passengers to be booked (1) for every pricing tier. You can see the age range, price, and cost price for every tier.

Make any price adjustments that are required (2).

Enter any promo codes that the customer is using (3).

Add any necessary notes to the bookings (4).

Add a ref ID to the booking, if needed (5).

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6. Click Add to Order or Add to New Order (6).

7. Repeat steps 2-6 for any additional bookings you want to add to the order.

– If you want to fill the order's information from an existing contact, click Attach Contact.

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– You can select the contact from the dropdown list or search for it by entering the contact's name or address in the search box.

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3. When you finish adding bookings, click Complete.

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When the order is completed, you will either be taken to the Order page or the Booking page depending on your account's settings.

From the Order page, you can set the order status, get an order receipt, manage the bookings, navigate to individual booking details and edit pages, and add transactions to the order.

From the Booking page, you can manage the booking's status, receipts, tickets, check-in, and notifications, move the booking, view its history, add transactions as needed.

Or you can edit the booking , where you can enter all the additional information you need, including passenger information, billing information, line items, and required deposits.

Note that back-end/POS bookings are billed at the back-end transaction rate.

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