Policies define the deposit requirements and cancellation terms for Booking products. A policy must be assigned to any product that you want to appear on the online booking portal or that requires a deposit at time of reservation.
Accessing Policies
Navigate to Booking → Settings → Policies.
Creating a Policy
Click Add New in the upper-right corner.
Fill in the policy fields (see reference table below).
Click Save.
Once saved, the policy is available to assign to products in Booking → Products → [Product] → Booking Setup.
Policy Field Reference
Field | Description |
Name | Internal label for the policy. Appears in the policy selector on products. |
Booking Period | Restricts which products can use this policy. A Nightly policy can only be assigned to Nightly products. Must match the product's booking period. |
Booking Guarantee | The method used to hold or collect the deposit. Select Credit Card for online bookings — it is the only type that supports online payment collection. |
Deposit Amount | The deposit required at the time of booking. Can be a flat dollar amount or a percentage of the total. Can be overridden per reservation without changing the policy. |
Cancel Online | Controls whether guests can cancel their own reservation through the portal. When Off, guests must contact staff to cancel. |
Cancellation Terms | The written cancellation policy shown to guests at checkout and in confirmation emails. Describe refund rules, deadlines, and any fees. |
Booking-Specific Notes
A deposit policy is required for any product to appear on the online booking portal. Both the policy assignment and the Booking Type's Show Online toggle must be active.
The Booking Period field restricts which products can use the policy — always match the policy's booking period to the product's booking period.
For online bookings, use Credit Card as the Booking Guarantee — it is the only type that supports online payment collection at checkout.
The Cancel Online toggle controls whether guests can self-cancel through the portal. When off, only staff can cancel reservations.
The deposit amount can be overridden per reservation at booking time without changing the policy.
Cancelling a reservation in Sharper does not automatically issue a refund. Process any applicable refund manually from the reservation's Payments section, following the cancellation terms you have communicated to the guest.