How do I create a reservation for a customer who calls in or needs me to manually enter their reservation into Dockwa?
To create new reservations for a customer who requested via phone or email, use the "New Reservation" tool, located on the left-hand navigation bar. This tool will navigate you through a four-step process:
- Check Availability: If you have set up "Space Groups" in your settings, the first step of the new reservation process will show you your available inventory for the dates requested.
- Select Contact: Select a contact from the existing list customer from past reservations, import from the Dockwa Network via customer's email address, or create a new contact for a boater who is booking with you for the first time.
- Select Vessel: Select vessel on file or enter new vessel information
- Create Reservation: Add Dates, Space Type, Electric, Special Requests & Discounts, and Payment Type
- Set up custom billing on a new reservation, see: Manually Enter a Reservation for a Boater Using the Custom Billing Tool
- Create Reservation for Cash and Check Payments
If you have any questions on manually entering reservations or on how we can help to migrate past customer contact lists into your Dockwa customer database, please Contact the Dockwa Support Team.