Skip to main content

Company Settings - Module Defaults

Field reference for Company Settings — Module Defaults, covering the Booking, Marina, and Campground tabs.

About Module Defaults

Company Settings → Module Defaults controls display, map, and payment-related defaults for the Booking, Marina, and Campground modules, one tab per module. Most fields set a module-specific default that can still be overridden per customer or per reservation.

Booking Tab

Field

What It Does

Booking Payment Term

The default payment term applied to Booking reservations, used when the customer has no payment term of their own set. Payment term precedence (most specific wins): the customer's own Booking-specific term → the customer's general payment term → this outlet-wide Booking term → the outlet's general Default Payment Term (Company Settings → Outlet Defaults).

Confirmation Email Template

Selects which "Reservation Email" template (from System Settings → Templates) is used for the Booking reservation confirmation email. Required.

Default Map

Which Unit Map loads by default on the Booking → Map screen. A map must be configured here for staff to access Booking's map view — if left unset, the Map option doesn't appear in the Booking navigation.

Booking Product Grid

Which Product Grid (from Point of Sale → Product Grids) populates the product-selection step when staff start a new Booking reservation. Required for staff to start a new Booking reservation.

Collapse Unit Groups

See "Filter by Booking Type and Unit Groups" in Bookings - Reservation Availability.

Caption / Icon

Overrides the display name and icon shown for the Booking module in the left navigation and in the Reports module list. Leave blank to use the default label and icon.

Payment Auto Settle

Controls whether payments taken on Booking-module reservations are automatically settled at the processor. This is separate from "Payment Auto Settle" in Outlet Defaults, which only governs CRM-module payments — set this one to affect Booking specifically.

Enable Deferred Accounting Assist

A Booking-specific version of Deferred Accounting Assist, separate from the general setting in Outlet Defaults and System Settings → General. Configured by your Sharper implementation team during setup — not editable by outlet staff.

Default Availability Chart To Day View

When enabled, the Booking module's Availability chart opens showing today only instead of the standard multi-week view.

Marina Tab

Same field set and behavior as Booking (Marina Payment Term, Confirmation Email Template, Default Map, Marina Product Grid, Collapse Unit Groups, Caption/Icon, Payment Auto Settle, Enable Deferred Accounting Assist, Default Availability Chart To Day View, all scoped to Marina), plus:

Field

What It Does

Show Marina Refresh Counter

When enabled, the Marina and Campground Map screens both show a "Refresh Map" countdown (settable from 2–60 minutes) that periodically re-checks occupancy automatically — this single toggle controls the countdown for both modules.

Campground Tab

Same field set and behavior as Marina (Campground Payment Term, Confirmation Email Template, Default Map, Campground Product Grid, Collapse Unit Groups, Caption/Icon, Payment Auto Settle, Enable Deferred Accounting Assist, Default Availability Chart To Day View, all scoped to Campground).

Did this answer your question?