How-To Knowledge Base
How-To Articles
29 articles
How-to Connect Receipt Printer to New Station
How-to Update Times for Hourly Bookings & Rentals
How-to Troubleshoot 'No Available Units'
How-to Troubleshoot User Unable to View Register
How-to Troubleshoot Customers Experiencing Issues With Customer Portal
How-to Troubleshoot Customers Not Receiving Emails
How-to Mass Check-in/Check-out Seasonal Reservations
How-to Create a New Calendar for Reservations and Rate Plans
How-to Troubleshoot Customers Experiencing Issues With Online Booking
How-to Authorize Credit Card Holds
How-to Fix Invoice Import From Quickbooks Online (QBO)
CRM - Allocating Pre-payments and OverpaymentsHow to manually apply unsettled customer payments and credits to open invoices in CRM, including for closed accounting periods.
How-to Troubleshoot Invoices: Creation, Duplication, and Automation Failures
How-to Troubleshoot Payments and Correcting Duplicates
How-To Use the Move Products Tool
How-To Change the Default Payment Term
CRM - Bulk ActionsReference guide for CRM batch tools — Generate Invoices, Auto Pay, Recognize Revenue, Email Documents, and Marketing Email.
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 rates, discounts, and totals on the online booking checkout screen
Understanding Deposits: When they’re charged, retained, or refunded
How-To Configure Online Bookings: Overnight and Multi‑day Rentals
How-To Add an Add-On for Bookings and Reservations
How-To Change Product Pricing: Understanding Fixed vs. Product Pricing
How-To Set Up and Manage Discount Codes for Online Booking
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 Audits
How-To Troubleshoot Meter Billing Edge Cases: Rollovers and Audits
How-To Manage Reservation 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.