Intro to managing customer bookings

Understanding how bookings work in Easol is an important part of running your experience business. All bookings are stored in your admin under Bookings. Each booking is assigned a booking reference – a unique combination of letters and numbers. Reference numbers can be used to search and track specific bookings in your admin.

You can also use recommendations to create and send a pre-built basket, with a personal message ready to book. 

What happens when a booking is placed

When a customer places a booking:

• You receive a booking notification by email (if switched on).
• The customer receives an automated booking confirmation email.
• The customer can log in to their account at yourdomain.com/log-in to view their booking.
• The booking is added under Bookings, along with all relevant booking details.

How customers view and access their bookings

When a customer books an experience for the first time, they will be prompted to create an account with your booking system. They'll then be able to log into your booking system at yourdomain.com/bookings to view and manage bookings made with your business.

Learn more about your customer booking system

How to manage bookings

You can manage bookings directly in your admin:

• View individual bookings and track changes with a timeline
• Add and remove items
• Apply discounts
• Apply voucher codes
• Edit guest fields
• Change modifier selections
• Change balance due date
• Request refunds 
• Postpone or cancel a booking
• Edit Variant price or duration

If the booking is on an active payment plan, please see instructions here.