Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access
(A) Lead Type dropdown - From inside the Lead card, click to select Reservation as a Lead type. The $ icon will appear after selecting Reservation. Additional Lead Type options are configured by your management team.
(B) $ - Click to open the Pay Reservation Fee window and take payment.
Take Payment - Reservation payment details have been configured by your management team and may look slightly different from this image.
(C) Previous Card dropdown - Click to access all previously used credit and debit cards. Previous cards can be accessed for easy and convenient payment.
(D) Payment Information - If paying with a New Card, enter all required payment information. Required payment information is identified with an *.
(E) Pay - Click to complete the Reservation payment and access receipt options.
Email Receipt - Note: Emailing the receipt is the default option.
- (F) Payment Complete - After clicking (E) Pay, this message will appear confirming the payment was successfully processed.
- (G) Email Address - This is the primary email address associated with the account. Click to edit as necessary.
- (H) Send - Click to email the receipt to the listed address.
- (I) Receipt Sent - This confirms the receipt was successfully emailed.
Text Receipt
- (J) Payment Complete - After clicking (E) Pay, this message will appear confirming the payment was successfully processed.
- (K) Text - Click to access the text receipt option.
- (L) Phone Number - This lists the primary number associated with the account. Click to edit as necessary.
- (M) Send - Click to text the receipt to the listed number.
- (N) Receipt Sent - This confirms the receipt was successfully texted.
Print Receipt
- (O) Payment Complete - After clicking (E) Pay, this message will appear, confirming the payment was successfully processed.
- (P) Print - Click to download & print the receipt from your computer.
