How-To Knowledge Base
How-To Articles
36 articles
How-to Connect Receipt Printer to New StationStep-by-step instructions for connecting and configuring a receipt printer on a new POS station.
How-to Update Times for Hourly Bookings & RentalsHow to change start and end times for hourly or rental reservations in Sharper.
How-to Troubleshoot 'No Available Units'Troubleshooting guide for resolving 'No Available Units' errors when creating or searching for reservations in Sharper.
How-to Troubleshoot User Unable to View RegisterTroubleshooting steps for resolving access issues when a staff user cannot view or log in to a POS register.
How-to Troubleshoot Customers Experiencing Issues With Customer PortalSteps to diagnose and resolve common issues customers encounter when using the Sharper Customer Portal.
How-to Troubleshoot Customers Not Receiving EmailsTroubleshooting steps for resolving email delivery problems, including checking email configuration, spam filters, and template setup.
How-to Mass Check-in/Check-out Seasonal ReservationsHow to check in or check out multiple seasonal reservations at once using the bulk check-in/check-out feature.
System Settings - CalendarsHow to create a new calendar in System Settings and use it to define time periods that drive reservation and rate plan logic.
How-to Troubleshoot Customers Experiencing Issues With Online BookingSteps to diagnose and resolve common issues customers experience during the online booking process.
How-to Authorize Credit Card HoldsHow to place and capture a credit card authorization hold in Sharper POS — used for fuel docks and situations where the final charge is not known at swipe time.
How-to Fix Invoice Import From Quickbooks Online (QBO)Troubleshooting steps for resolving invoice import errors when syncing from QuickBooks Online to Sharper.
CRM - Allocating Pre-payments and OverpaymentsHow to allocate advance payments and overpayments on a customer account to open invoices in Sharper CRM.
How-to Troubleshoot Invoices: Creation, Duplication, and Automation FailuresTroubleshooting guide for common invoice issues in Sharper — invoices not generating, duplicates, and automation failures.
How-to Troubleshoot Payments and Correcting DuplicatesSteps to identify and resolve duplicate payment entries and other common payment issues in Sharper CRM.
How-To Use the Move Products ToolHow to use the Move Products tool in Sharper to reassign products between categories or modules in bulk.
How-To Change the Default Payment TermStep-by-step instructions for changing the default payment term applied to new invoices in Sharper.
CRM - Bulk ActionsHow to use bulk actions in Sharper CRM to perform operations on multiple customer records or invoices at once.
CRM - Troubleshooting Payment Processing IssuesHow to triage card and ACH payment failures in Sharper — checking Sharper settings, customer payment methods, and processor issues.
CRM - Merging Duplicate CustomersHow to merge two duplicate customer accounts in Sharper CRM, preserving all reservations, invoices, payments, and history.
Understanding Your Booking Checkout — Rates, Fees, and TotalsCustomer-facing guide explaining the online booking checkout screen — base rates, add-ons, taxes, deposits, discount codes, and FAQs for marina and campground guests.
Understanding Deposits: When They're Collected, Applied, and ReleasedStaff guide to how deposits work day-to-day — collecting, viewing deposit status, standard vs. security deposit behavior, cancellations, and checkout actions.
How-To Configure Online Bookings: Overnight and Multi‑day RentalsSetup guide for overnight/multi-day Bookings products — product, booking type, rate plan, online enable, test.
How-To Add an Add-On for Bookings and ReservationsHow to create optional or required reservation add-ons and attach them to products.
How-To Change Product Pricing: Understanding Fixed vs. Product PricingExplains Fixed Price vs. Rate Plan pricing with steps to update each and schedule effective-date changes.
How-To Set Up and Manage Discount Codes for Online BookingHow to create and manage promo codes — types, limits, product assignment, guest experience, tracking.
How-To Make Reservation Price AdjustmentsHow to create and assign price adjustments (extra charges) to reservations across the Booking, Campground, and Marina modules — adjustment types, field reference, per-unit assignments, and how adjustments appear on…
How to Use a Meter Read Report for Utility AuditsHow to run and interpret the Meter Reads report for utility billing audits in Marina and Campground.
How-To Troubleshoot Meter Billing Edge Cases: Rollovers and AuditsHow to identify and correct meter rollover errors in Marina and Campground utility billing.
Reservation Management - Cancellation and Deposit PoliciesHow to create and assign deposit and cancellation policies for Booking, Campground, and Marina reservations — field reference, how policies affect reservation status, per-reservation overrides, and cancellation/refund workflow.
How-To Troubleshoot Online Booking Portal Errors: Common Causes and FixesTroubleshooting guide for portal errors — session timeouts, availability, payment failures, promo codes, blank pages.
How-to Move a Reservation Between Spaces Without Losing Billing HistoryHow to reassign a Marina reservation to a different slip while preserving billing history, deposits, contracts.
How to Link "Book Now" Buttons on Your Website to Sharper BookingHow to find your Sharper online booking portal URL and link it from an external website or "Book Now" button.
How-To Enable Online Booking for a ProductHow to enable or disable online booking on a specific product in Bookings, Marina, or Campground.
How to Prepare and Send Contracts for E-SignatureHow to send a contract for e-signature from a reservation and track the customer's signing status.
How-to troubleshoot Quickbooks Online (QBO) sync errors: Missing accounts and failed journal entries
How to Set Up a Security DepositStep-by-step guide for marina staff to configure a security deposit that stays untouched during the contract period and is actioned manually at checkout.