How to Create a Booking for a Resident
Staff can book an amenity on a resident's behalf directly from the dashboard, useful for phone requests, front-desk walk-ins, or fixing a resident's own booking issue. Who can use it: Requires...
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Staff can book an amenity on a resident's behalf directly from the dashboard, useful for phone requests, front-desk walk-ins, or fixing a resident's own booking issue.
Who can use it: Requires amenity_bookings_create permission.
Step 1: Select the amenity
Open Bookings and click "New Amenity Booking." From /bookings/amenity-bookings, click the New Amenity Booking button, then choose which amenity you're booking.
Step 2: Enter booking details
Choose the resident, date, and time. Select the resident/unit, pick a date, and, if the amenity allows multi-day bookings, an end date for a multi-day reservation. Set the start/end time and number of occupants.
Step 2 with a multi-day range selected:
Booking Details
Resident / Unit
J. Alvarez, Unit 302
Start Date
Aug 3
End Date
Aug 5
Review rule-violation warnings, if any. If the booking breaks a rule, like exceeding the resident's max active bookings, booking under the minimum-notice window, or exceeding an annual limit, the modal shows a warning instead of blocking you outright. You can override the violation with acknowledgment and continue.
A rule-violation warning that can be overridden:
Rule violation
This resident has reached their max active bookings for this amenity.
Override and continue
Step 3: Confirm and choose payment
Review the pricing summary. This shows the line-item charges and a deposit-timing chip indicating whether the deposit is charged immediately or deferred (collected closer to the start date, sent as a link).
Pick a Payment Method:
- Card (Stripe), charges the resident's card on file through Stripe.
- Manual, for cash, check, or other outside payment. Requires you to select a payment method from a dropdown and lets you add an optional reference (e.g. a check number).
- Void, books the reservation without charging anything.
Toggle "Skip vendor notification," if shown. This option appears only when the amenity has vendor notification rules configured; switch it on if you don't want the vendor/service provider notified of this booking.
The payment method selector:
Payment Method
Card
Manual
Void
Deposit: Deferred, link sent 24h before start
Click Confirm to finish the booking. See "How to edit a booking" to make changes afterward, or "How to manage security deposits" for deposit follow-up.