Save time, gain greater control over your Dashboard, and empower your team to address business needs more effectively using this essential Dashboard skills index. By leveraging the resources listed below, your team can make quick, independent updates that reduce the need for FareHarbor Support intervention.
Click each topic’s associated link to view step-by-step instructions.
Additional information is available to FareHarbor employees.
Availability management
Manage calendars, capacities, bookability, and more.
- Adding, editing, or removing availability notes
- Adding, editing, or removing availability photos
- Adding, editing, or removing customer types for an availability
- Creating, editing, or removing crew assignments
- Creating new availabilities
- Duplicating availabilities
- Editing an availability’s cutoff time (booking restrictions)
- Editing an availability’s duration
- Editing an availability’s online booking status
- Editing an availability’s start time
- Editing availability capacity
- Editing customer type capacity (per-booking or per-availability)
- Emailing all customers on an availability
- Generating an unlisted link for an availability
- Managing public and private headlines
- Texting all customers on an availability
- Using the availability updater (Manage settings on many availabilities at once)
Booking actions
Manage existing reservations with rescheduling, canceling, refunding or editing bookings.
- Accessing a customer’s waiver link
- Adding an expense or discount
- Adding custom fields to existing bookings
- Adding or removing customers
- Canceling a booking
- Checking in customers
- Collecting a partial payment
- Creating a booking
- Creating a new booking for an existing contact
- Creating, editing, or deleting a custom booking calendar
- Creating, editing, or removing an order
- Editing a booking’s invoice price
- Editing a customer’s contact information
- Editing affiliate information for a booking
- Emailing or texting a customer
- Printing receipts and tickets
- Rebooking a customer
- Refunding a booking
- Repricing a booking
- Saving a card to charge later
- Saving a card to hold (authorization hold)
- Searching for a booking
- Sending a payment link
- Sending translated emails
- Setting a total amount for a booking
- Splitting payment on a booking
Item management
Manage listings, locations, customers types, custom fields, and more.
- Adding, editing, or removing item photos
- Archiving an item
- Conditional custom fields
- Creating a new customer type
- Creating or adding a canned message
- Custom field basics
- Custom field groups
- Deleting an item
- Editing an item’s location
- Editing custom fields
- Editing customer type visibility
- Editing item cancellation notes
- Editing item confirmation notes
- Managing an item’s listing
- Managing suggested items
- Removing a customer type from an item
- Removing and deleting custom fields
- Setting up automatic reminder and follow-up emails
- Setting up custom fields
- Updating customer type prices
- Using price sheets
Manifest & check-in
Learn how to check customers in, as well as create, edit or remove custom manifests.
Reporting
Generate and export data from the Dashboard.
- Advanced report settings
- Bookings reports
- Reporting on contacts
- Reporting on custom field answers
- Reporting on payouts & refunds
- Sales reports
- Sharing, downloading, and printing reports
User management
Manage permission groups, users’ permission levels, notification settings, and more.
- Adding a calendar to a mobile device or computer
- Adding, editing, or removing a user
- Deactivating a user
- Editing user settings
- Managing permission group settings
- Resetting a password
- Setting up a default calendar view
- Setting up a Zapier integration
- Setting up automatic user notifications (email or mobile)
Resources
Regulate capacity for items that share a resource (such as a boat that is used for multiple items).
Integrations
Learn how to integrate FareHarbor with your website.
- ASN Book Buttons
- Editing the default booking flow
- Managing booking flows
- Generating an unlisted link for an availability
- Generating and customizing Book Buttons & embeds
Company settings
Manage global settings for your Dashboard.
- Adding, editing, or removing locations
- Adding, editing, or removing social media links
- Archiving custom fields
- Creating, editing, or removing cancellation policies
- Editing company policies & default notes
- Managing your health & safety policies
- Member management (memberships)
- Setting up combos
- Setting up FareHarbor waivers
Gift cards
Implement and manage the gift card experience.
- Issuing a gift card from a booking
- Learning about gift cards
- Managing gift cards
- Redeeming a gift card
Payments
Learn about adding or removing a bank account, managing a Refund Reserve, and navigating disputes.
- Adding a bank account
- Checking the status of a dispute
- Fighting a dispute
- Managing a Refund Reserve
- Saving a card to charge later
Price sheets
Learn how to control which prices and options are displayed online, both on direct bookings and for affiliates.
- Archiving price sheets & schedules
- Using price sheets
- Price schedules (Set pricing based on time of year or days of the week)
Seating
Learn how to manage customer seating assignments, and block or unblock seats.
Software partnerships
Utilize calendars on computers or mobile devices, explore third-party waiver integrations, or leverage a Zapier integration.
- Adding a calendar to a mobile device or computer
- Setting up a Smartwaiver integration
- Setting up a Wherewolf integration
- Setting up a Zapier integration
Transportation
Manage routes and pickup locations.
Affiliates
Learn more about managing and working with affiliates.