What is the "Accounts" feature?
You can locate the “Accounts” feature as the fourth tab down on the left side of your screen.
Why we created this feature: We created the accounts feature as a way for campgrounds to have a reservation history for guests. This can be useful if a guest books frequently, wants the same site they used last time, or if you need to blacklist a guest from booking through the system.
Note: To learn how to blacklist a guest, click here.
In the accounts tab, you will be able to see all of the information they have provided at the time of the booking including: first and last name, email address, phone number, billing address, and rig type, as well as all of their previous reservation information and any outstanding balances.
How is an account created?
Accounts can be created manually or automatically at the time of booking (online or manual booking). When a booking is made an account is created with the first and last name, email address, and phone number provided by the guest; after the account has been created, they will be added into the scrollable list of accounts.
Note: If you would like to learn how to manually create an account, click here.
How do I find a specific account?
When looking for a guest’s account, you can either scroll through the list or search within the search box at the top of the window. When using the search function, you can find a guest by first/last name or email address. You are also able to use the filter on the right side to look through all of the accounts, accounts with outstanding balances, or accounts that have settled their balances. See image below.
Once, you have searched and located the account in question you can go to their specific accounts page by either double clicking the guest name or by clicking the 3 vertical dots on the right side of the account and selecting “Edit”.
From here, you will be able to edit the account information, email the camper, do a “New Sale”, or make a reservation directly from the account. You will also see the full overview of the account information, as well as a list of the previous reservations associated with this account - to view an invoice from a previous reservation, simply double click on the desired reservation.
To learn more about editing the account information, click here.
To learn more about the New Sale function, click here.
To learn more about making a reservation from the account, click here.