Custom statuses provide the flexibility to deviate from the default statuses integrated into Sharper. These customized statuses are configurable within the Booking, Campground, and Marina modules. In this instructional guide, we will focus on the Marina module. It's important to note that the process remains consistent across all modules.
Setup
There exist optional setup configurations for custom status to facilitate automated notifications and contracts, like sending an update email or contract to the customer when the status is modified. It's important to note that these options are not mandatory for the creation of custom statuses.
Templates
If you wish to send an email when the status is automatically changed, you will need to create a Status Update Email.
Using the navigation pane on the left select System Settings.
Click the Templates tile.
In the top right-hand corner select Add New.
Name this template, and then make sure the Type is 'Status Update Email'.
Add the message body in the Content box.
Save.
If you wish to send an email with an attachment, it is advisable to create a template for this purpose. Please note e-sign contracts cannot be sent as attachments.
Using the navigation pane on the left select System Settings.
Click the Templates tile.
In the top right-hand corner select Add New.
Name this template, and then make sure the Type is 'Status Update Email Attachment'.
Add the message body in the Content box.
Save.
More insights regarding templates can be found in the following resource: Templates.
Contracts
If you intend to send an electronic signature contract a specific number of days prior to the scheduled arrival date of the booking, it is essential to ensure that all required contracts are generated and configured accordingly. For further details on this topic, please refer to the following resource: Contracts available at Contracts.
Email Batch
Of course, if you wish to send emails automatically from Sharper, it is essential to ensure that the email settings are accurate and up-to-date, especially when the password is changed. For further details on this matter, please refer to: Email Address and Password.
Create Custom Status
Custom status can be set up for different purposes based on specific requirements. This tutorial will showcase the configuration process using the marina module as an example, emphasizing that the steps are applicable to all other modules as well.
General Setup
Using the navigation pane on the left, select the Marina module.
Click Settings using the menu ribbon at the top.
Click the Custom Status tile.
In the top right-hand corner select Add New.
Field | Functionality |
Name | Names the custom status |
Reservation Status | This is the status you want this custom status to update from. Example- If you put confirmed here your custom status will appear only when the reservation is in Confirmed. |
Sort Order | If you have multiple custom statuses this is the order in which the statuses will appear from top to bottom in the selection menu. |
Contract | Select a necessary contract if you are wanting to send an e-sign contract when the status is changed. |
Email Template | Select a necessary email template if you are wanting to send a status update email when the status is changed. |
Email Attachment Template | Select a necessary email attachment template if you are wanting to send a status update email with this attachment when the status is changed. |
Map Color | Can change the color on the map when the status is changed. Not applicable in the Booking module. |
Manual Selection Toggle | If this in on, the user can manually change the reservation to this status using the 3 dots in the reservation form’s summary screen. |
Batch Job
The batch job is the control panel for the switching of status in Sharper. When this is turned on you will have options below the toggle to set the ‘When’ this automatic status change should occur.
Auto-Send
The Auto-Send is the control panel for the sending the email or contract to the customer out of Sharper. When this is turned on you will have options below the toggle to set the ‘When’ the email or contract is to be sent out.
If your contracts necessitate fields to be filled out by the marina, Sharper cannot automatically dispatch those contracts.
Assigning the Status to Products
After establishing the custom status, you will need to allocate it to each product that is meant to possess this new status.
Using the navigation pane on the left, select the Marina module.
Click Products using the menu ribbon at the top.
Click the product that needs this custom status.
Using the sub menu on the left, select Booking Setup.
Scroll down a little and you will find the Custom Reservation Status Field. Click into this field to select any custom statuses that need to be assigned.
Save.
Repeat for any other products.