Using the Dashboard

• Essential Dashboard skills

• Canceling bookings
• Splitting customers on a booking
• Creating bookings that require phone or email
• Rebooking a customer
• Customizing your Bookings calendar
• Overbooking

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• Order actions
• Orders overview
• Abandoned cart recovery
• Online orders and shopping cart
• Managing orders
• Order FAQs

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• Manifest overview
• Saving custom manifests

• Using the availability overview
• Deleting availabilities
• Creating availabilities
• Availabilities and capacity
• Canceling availabilities
• Availability basics

• Waitlist
• Tagging items
• Reservation timer
• Managing high volumes with online queuing
• Items overview
• Updating an item's online booking settings

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• Tips for effective custom fields
• How do I change a custom field's visibility?
• Setting up custom fields
• Removing and deleting custom fields
• How do I make a custom field required?
• Editing custom fields

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• Updating customer type visibility
• Setting up customer types
• Reordering customer types
• Removing and deleting customer types
• Customer types overview
• Exclusive customer types

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• Adding, assigning, and removing roles
• Editing crew visibility
• Crew notifications
• Adding and removing crew

• Scanning QR codes for check-in on your mobile device
• Scanning QR codes offline using the FareHarbor iOS app
• Scanning QR codes offline using the FareHarbor Android app
• No-shows and follow-ups
• Multi-scan
• Checking in customers

• Setting up your Boca ticket printer
• Printing receipts
• Setting up your receipt printer
• Printing receipts and tickets
• Bluetooth receipt printing with the FareHarbor app
• Customizing receipts

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• How to create an OTA discount
• Redemption types: Summary & use cases
• Discount codes
• Tracking and analyzing campaigns
• Removing and deleting campaigns
• New Promo Code Request

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• Redeeming a gift card
• Giving credit using gift cards
• Managing gift cards
• Gift card overview
• Creating gift card designs
• Gift Card FAQs

• 2-step verification
• Subscribing to user notifications
• Adding and editing users
• Changing or resetting passwords
• Deactivating users
• Deleting users

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• Introduction to price sheets
• Using price sheets
• Updating customer type prices
• Updating custom field prices
• Archiving price sheets

• Introduction to customer communication
• Customer profiles
• Automatic reminders and follow-ups
• Canned messages
• Emailing customers
• Previewing customer emails

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• Purchasing, using, and renewing memberships
• Overlapping memberships
• Managing and viewing members
• Creating memberships
• Introductions to memberships

• Using the seat map builder
• Managing seat assignments
• Managing seating settings for an item
• Using exclusive seating groups
• Using seating with buyouts
• Blocking and unblocking seats

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• Resource overrides
• Archiving resources
• Using the resources timeline
• Setting up resource requirements
• Reapplying resource requirements
• Resources overview

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• Using the manifest to view pickup routes
• Updating transportation settings
• Transportation FAQs
• Transportation basics