How Do I Put a Hold on a Location in Reservations?

In Commerce7, you have the ability to place a hold on a location. This could be a hold including the reservation experience or a hold on just the location.

Examples of when you might want to hold a location are for special events, large group tours or regular customers that might like a certain table. 

By default, when you add a hold, you are blocking the selected location and time from being booked. This is done without adding a customer to the reservation.

After the hold is placed, you can edit information and override price if required. You can also assign the reservation to an existing or new customer if you choose.


How Do I Add a Hold?

To add a hold, start by selecting "+ Hold Location" from the Reservations tab or Availability tab on the reservations menu. 

from reservations

from availability

Then, you can choose to add a hold including the reservation experience or a hold on just the location.


Add A Hold Including The Reservation Experience/Type

To add a hold, start by selecting "+ Hold Location" from the Reservations tab or Availability tab on the reservations menu. 

You will see a drop-down list of all the reservation types/experiences you have setup.

Select from the list of reservation types/experiences.

hold options

The fields that populate are based on the settings you have setup for each reservation type under Settings > Reservation Types.

For example: The Spectra Tour options will populate based on the options, locations and tables set in the Settings section of the Reservations module.

The 'Notes' field is required before saving. 

tour type

After selecting 'Add Hold' you can review the Hold and make changes/edits as necessary. You can also assign the hold to a customer.


Add A Hold on Just a Location

To add a hold, start by selecting "+ Hold Location" from the Reservations tab or Availability tab on the reservations menu. 

You will see a drop-down list of all the reservation types/experiences you have setup.

Select 'Hold a Reservation without a Reservation Type.'

When creating a hold on a location without a reservation type, you have the ability to select any tables associated with the location selected.

In addition you are required to add a start and end time to the hold location. 

without tpye

After selecting 'Add Hold' you can review the Hold and make changes/edits as necessary. You can also assign the hold to a customer.

review


Editing Holds

When you select edit 'Location/Host' or edit 'Reservation Info' you have the ability to make several edits including overriding location/table restrictions and/or guest/group count restrictions you have pre-setup under Settings. If you click the override checkbox, the system will NOT respect what you have pre-configured under your settings.

You can also override a price per person, change the host and update various other fields. 

If you need to make edits to a hold at a later date, you can do so the same way you would manage other reservations. 

Note: When reviewing/managing reservations, Holds will appear with a status of 'Hold' instead of 'Reserved'.


edit and override-1


Adding a Customer to aHold

To add a customer to a hold, open the hold reservation and at the top search for the customer name or select 'add new customer' to add the customer to the reservation. 

customer-1

If you choose to add a customer to a hold reservation, you can add Billing Address, Credit Card on File (which will be the credit card that is charged when payment is captured) or you can choose alternate tender.

Note: A reservation has to be "complete" before automatic payment will be captured. A reservation requires a customer, billing address, payment type (ie. credit card) and a host assigned to auto-capture payment.


tender-1

Payment will automatically capture at 8am, 48 hours before the reservation. If the customer is added to the hold reservation within 24 hours the payment will automatically capture at 8:00 a.m. (Pacific Time) the following day.

If the customer is added to the hold reservation less than 24 hours before, the payment has to be manually captured at the time of the reservation.