Walk-up and phone bookings

Now that your profile and the first experience are set up, we can make your first reservation! 

A reservation can be made by your customer through your website or by you through the Xola Back Office. For now, we are going to focus on how you will use the Xola Back Office to complete a reservation and we will discuss online reservations a bit later. 

  1. Click on Dashboard, then click on the green Make a Purchase button in the upper right-hand corner.
  2. Select the product you want to book.
  3. Enter the number of your demographics, select the date and time, and click the blue Checkout button at the bottom. 
    • If you need to add another product to the purchase, simply click the Add Another Product button.
  4. Next, fill in the customer information. You can also search for customers by clicking the Search Customers button next to Name
  5. Then select your payment workflow:
    • Now: Take the payment now
    • Later: Take payment later, there will be a balance due on the purchase. 
    • Deposit: Have the customer pay a deposit now, and the remaining balance later. 
    • Split Pay: Have the customer split the payment with other members of the group. 
  6. Now, select the payment method and click the Pay button.
  7. Congratulations! You’ve just placed your first booking! The customer you booked will automatically receive all appropriate communication.

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