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Creating a Booking

The fastest way to create a booking is through the Point of Sale (POS). This guide covers the general flow — for the full POS walkthrough see Creating a POS Booking.

Before You Start​

Make sure you have:

Opening the POS​

You can open the POS from several places:

  • Click POS in the sidebar.
  • Click the + New Booking button on any bookings table page (Rentals, Experiences, or Store).

Both take you to the same New booking page.

What the POS Looks Like​

The new POS empty state with the Dash AI bar at the top, the three booking-type tiles, and the right-rail Booking cart.

  • A Dash AI bar at the top to build a booking from a plain-English description.
  • A booking-type pill (or empty-state tiles) to pick Rental, Experience, or Store.
  • A working area in the middle for dates, products, and options.
  • A right-rail Booking cart that fills as you add items, with sections for Customer, Tags, Notes, Adjustments, and Create booking at the bottom.

Creating a Rental Booking​

  1. Click the Rental tile (or pill).
  2. Set dates — Pick a Pickup date / time and a Return date / time. Toggle Same-day for a one-day rental.
  3. Find the product — Use the search, category filter, or scroll the product grid. Switch to the Bundles sub-tab to browse bundles, or Store (add-on) for store extras.
  4. Add to cart — Click a product card. Set the quantity in the inline expand panel. Click Add N to booking.
  5. Add the customer — Click Add customer in the right-rail cart. Search or quick-add a new one inline.
  6. Create — Click Create booking.

Creating an Experience Booking​

  1. Click the Experience tile (or pill).
  2. Pick a date in the dropdown above the grid. Each experience card shows that day's available time chips.
  3. Pick a session — click a time chip (or Select time). The card expands inline showing the rate-category steppers.
  4. Set rate-category quantities (Adult, Child, etc.). Click Add N to booking.
  5. Capture participant details (when needed) — open the Participants · N/M assigned chevron in the cart for inline per-seat fields.
  6. Add the customer + create — same as for rentals.

Applying Discounts​

The Adjustments section in the cart handles discounts:

  • Promo / Voucher Code — paste the code and click Apply.
  • Discount — toggle on to apply a custom % or fixed amount.

What Happens After Confirmation​

Once you click Create booking:

  • The booking status is set to Confirmed.
  • Inventory is reserved (rentals) or seats are held (experiences).
  • A confirmation email is sent to the customer (if email notifications are enabled).
  • If the cart contained an item that triggers a waiver and the Email waiver link to customer toggle was on, the waiver email goes out automatically.
  • The booking shows up in your Calendar and bookings table.