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, and so on. 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.
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 product's 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.