Placing a Hold on a Reservation Location / Experience

Need to Hold a Location / Experience for a special event, important Customer or group tour?

Two options for Reservation Holds:

• Place a hold on a Location (WITHOUT a specific Experience)
• Place a hold on an Location (WITH a specific Experience)

After the Hold is placed, you can:

• Edit Hold information and override price
• Assign the Reservation to an existing or new Customer

Placing a Hold on a Location (without a Specific Experience)

1. In the Reservations module, choose a date and the Reservations tab. Click the More Actions button > Hold Location.
   
2. OR  In the Reservations module, choose a date and the Availability tab. Click the More Actions button > Hold Location.
   
3. In the Experience drop-down, choose Hold the Location without an Experience. (When placing a hold on a Location without an Experience, you have the flexibility to choose from any available tables associated with the selected Location).
4. Fill out the applicable Hold information and Save.
   
   

Placing a Hold on Location with a Specific Experience

1. In the Reservations module, choose a date and the Reservations tab. Click the More Actions button > Hold Location.
   
2. OR  In the Reservations module, choose a date and the Availability tab. Click the More Actions button > Hold Location.
   
3. In the Experience drop-down, choose the applicable Experience. 
   1. The Experience fields that populate are based on the Settings you have setup for each Experience under Settings > Experiences. 
4. The 'Notes' field is required before saving.
5. Fill out the applicable Hold information and Save.
   
   

Editing Holds

1. From the Reservations tab, you'll see the Hold Status on affected Reservations. 
2. Click into the Hold Reservation you want to edit.
3.  Click the Edit Hold button.
   
4. Make edits in the modal popup and Save.
   

Note: If you click the override checkbox, the system will NOT follow what you have pre-configured under your settings.

Adding a Customer to a Hold

1. From the Reservations tab, you'll see the Hold Status on affected Reservations. 
2. Click into the Hold Reservation that you'd like to attach to a Customer.
3. Use the Customer Search to locate the Customer to attach. If the Customer is not already in your database, you will have the option to add a new Customer.
   
4. Once you've added the Customer, you'll see that they are now attached to the Reservation. Now it's just like any other Reservation (you can Check In, start a POS Order, etc).
   
5. The Customer will be charged based on the specific rules set up in the Experience. To learn more about when Reservations are automatically charged, click here.