Reservation Settings in Company Settings controls how reservations behave in Sharper — particularly for online bookings made through the Customer Portal. Configure hold periods, terms and conditions, promotional messages, invoice generation rules, and more.
Navigate to Company Settings, then select the Reservation Settings tile.
Online Booking Settings
Field | Description |
Online Site URL | The web address of your customer-facing online booking portal. Included in booking confirmation emails and customer communications. |
Booking Hourly Step | The increment in minutes for hourly reservation start times on the online booking calendar. For example, 30 means customers can select 12:00, 12:30, 1:00, and so on. Maximum: 60. |
Online Default House Account | When enabled, new customers who book online are automatically set up as house accounts. |
Online Default Save Credit Card | When enabled, the "save credit card" checkbox is pre-checked by default during online checkout. |
Phone Number Required | When enabled, customers must enter a phone number to complete an online booking. |
Allow Guest Checkout | When enabled, customers can complete an online booking without creating an account. A Guest Checkout Customer record is required. |
Guest Checkout Customer | The customer record that guest checkout bookings are assigned to. Required when Allow Guest Checkout is enabled. |
Max Multiple Units Online | The maximum number of units a single customer can book in one online session. Leave blank for no limit. |
Show Units Left Below | When available units drop below this threshold, a "X units left" message displays on the booking page. Leave blank to never show this message. |
Checkout Total Text | Custom label displayed next to the total at the online booking checkout step (e.g., "Balance Due Today"). Leave blank to use the default. |
Simple Online Confirmation | When enabled, the online booking confirmation page shows a simplified layout. |
Promotional Message | A rich-text message displayed on the online booking page to highlight promotions or special offerings. |
Terms and Conditions | The terms and conditions text displayed during the online booking process. Customers must accept these terms to complete a booking. |
Special Request Caption | Custom label for the special request field shown to customers during online booking. |
Consolidated Sign In | When enabled, customers use a single sign-in across all associated properties in multi-property environments. |
Reservation Hold Settings
When a customer starts an online booking but has not yet confirmed and paid, Sharper places a temporary hold on the requested unit.
Field | Description |
Reservation Hold Period | The number of minutes Sharper holds a requested unit for an unconfirmed online reservation. Once this expires, the hold is released and the unit becomes available again. |
Reservation Hold Warning | The number of minutes before the hold expires at which a warning is shown to the customer. |
If a customer does not complete their booking within the hold period, the reservation is automatically cancelled and the unit becomes available again.
Invoice and Payment Settings
Field | Description |
Generate Invoice on Save | When enabled, Sharper automatically generates an invoice when a reservation is saved. |
Prevent Editing Previous Invoice Date | When enabled, staff cannot backdate invoice dates earlier than the current accounting period. Recommended to keep enabled. |
Enable Booking Confirmation Email | When enabled, a confirmation email is sent to the customer when a reservation is confirmed. |
Authorization Expiration Days | The number of days before a credit card authorization hold expires. Maximum: 180 days. |
Create Invoice on Payment for Transient | When enabled, a formal invoice is generated at the time of payment for transient (short-stay) reservations. |
Enable Pre-Payment for Non-Transient | When enabled, non-transient (long-term or seasonal) reservations can accept pre-payments before invoices are issued. |
Reservation List Settings
Field | Description |
Reservation List Default Filter | The default filter applied when opening a reservation list view. Staff can change it manually, but this controls the starting view. |
Show Map Availability | When enabled, the map and availability view is shown for applicable modules. |
Show Internal Notes on Availability | When enabled, internal notes on reservations are visible in the availability and map view. |
Display Reference | When enabled, the reference number field is shown on reservation records. |
Require Referral Departure Reason | When enabled, staff must select a departure reason when closing out a reservation. |
Hide Old Contract Versions | When enabled, only the most recent version of attached contracts is shown on a reservation. |
Long-Term To Date | The minimum number of days that qualifies a reservation as long-term (minimum: 365). Reservations at or above this threshold are treated differently for invoice and payment purposes. |