Manually create a new customer booking

You can manually create new bookings on behalf of customers. This is great for customers who want to book an experience at the door, in person or over the phone. It’s also a great way to add special guests without requiring them to check out online.

Before taking a payment for a customer, we recommend reading out any applicable terms and conditions for them.

Note: You need to have the Manage bookings permission in order to take payments for customers. Learn more about roles and permissions.

How to create a new customer booking

1. Go to Bookings > All Bookings in your dashboard and select Create new booking.
2. Enter the customer’s email address to check if they have an existing account.
   • If the customer has booked with you before using this email address, you’ll see the phone number they booked with which you can use to verify the customer’s identity for security before creating the booking. 
   • If the customer has an account but has never booked with you before, you’ll need to verify their phone number by entering the last 4 digits. If the digits entered match the phone number on the account, you’ll be able to confirm their preferred currency for making payment and then create a booking. Note: Only the customer can change their own phone number. If the customer’s phone number on file is incorrect, they’ll need to log in via your site. To get to the log in page just add /log-in to the end of your site address. For example, the link for our culinary experience "Edible" demo site is: https://www.edible-experiences.com/log-in
   • If the customer doesn’t have an existing account, follow instructions to create one for them by entering their first name, last name, phone number and preferred currency for making payment. Note: The customer will receive an automated email to confirm their account.
3. Next, add items to the customer’s booking. You also have the option to apply discounts or a voucher code. 
4. Click Update booking to create the booking. 
5. Click Pay now to take payment on behalf of the customer, Pay later to populate a payment link that can be sent to the customer to pay online or Mark as paid off-platform to record the booking as paid outside of Easol. 
   • If Pay later is selected, the customer will not be able to access the booking in their customer account until a payment is made towards the booking. In order for the customer to make a payment, copy the payment link and share it with the customer directly.

To learn more, check out our help article on taking payment from customers.