To quickly create an internal reservation and take a payment, click on the arrow to your right.

Then click on the + button to take a new reservation.

Select the desired service, then the date and time.

If team management is enabled, you can select the person who will lead this service. Otherwise, proceed to the next step and select the number of participants.

Enter the client information: last name, first name, phone number, email.

Check "send a confirmation email" if you want the client to receive a confirmation by email.

As we want to take a payment in this tutorial, select "Deposit Paid" under Status.

As we want to take a payment in this tutorial, select "Paid" under Status.

A window will appear with a summary of your reservation. To take the payment, click on "PAYMENT TERMINAL". Enter the payment amount and the client's credit card information.

A window will appear with a summary of your reservation. To take the payment, click on "PAYMENT TERMINAL". Enter the payment amount and the client's credit card information, then click "Save" to finish.

Click "Type of operation
Payment
Security deposit
Amount
CAD
Credit Card type
This field is mandatory
Card number
This field is mandatory
Expiration da..."

Type of operation
Payment
Security deposit
Amount
CAD
Credit Card type
This field is mandatory
Card number
This field is mandatory
Expiration date
This field is mandatory
Cryptogramm
Name of the cardholder
This field is mandatory
Email

Reservit

This guide provides a step-by-step tutorial on how to quickly create a reservation and take payment internally. It covers selecting the service, date, and time, entering client information, and sending a confirmation email. The guide also explains how to mark the reservation as paid and take payment using the payment terminal.

Take a reservation with a payment - Reservit Activities