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Fresh Features

Friday Features: Permissions, Manifest Filters, Campaign Blackout Dates, & More

Happy spring! Check out what’s new at FareHarbor these last few months with the return of Friday Features.

Fine-grained control over what your users can do

Custom user permissions In March we released custom user permission groups, which allow you to control what your users can see and do in the Dashboard.

Permission groups can control both what your company staff can do, as well as your affiliates who might also be using FareHarbor. This means that different users will only have access to what’s relevant to them, keeping your information more secure and your company more efficient and accurate.

Groups are customizable to fit your needs; just let us know if you need a new group added or an existing one changed.

Filter manifests and calendars

https://fh-sites.imgix.net/sites/278/2016/04/15180436/filter-manifests.jpg You can now filter manifests, making it easy to narrow down the list of bookings to only the ones you need. Filter by contact name, check-in status, number of customers, amount due, even custom fields.

We also added a new filter menu to the Bookings calendar. In addition to all the old options, there’s now the option to filter your view to only availabilities with a certain number of spaces left. It’s great for quickly finding open availabilities for larger groups: New filter menu Plus, all of these new filter options can be saved with your custom manifest or calendar, so you can come back to them any time.

Campaign blackout and valid dates

campaign blackout and valid dates We also added options to include valid or blackout dates for promotional and discount codes. This is especially helpful if you only want codes to be redeemable within a certain date range, or if you want to exclude certain dates like holidays. You can even make a code valid or invalid dynamically based on a number of days before a tour starts.

Check out the help page to learn more about how valid and blackout dates work.

And more

As always, we’ve made a lot of smaller fixes and improvements, as well as ongoing work on some big new projects. (More info on those coming soon.) Here are some of the smaller things we added lately:

  • A new item embed so you can put a grid of any of your FareHarbor items directly on your website. Let us know if you’d like to use it on your site and we’ll help you with the integration. New item embed

  • See a preview of what you can book from the flyout on the Bookings calendar. The numbers on the right (“12” in this example) show the maximum number of each customer type that you could book directly. flyout preview

  • Easily upload images or files when sending email

  • Large photos are now automatically resized in emails
  • Faster month, day, and agenda views if you have a lot of items
  • Faster access to your Affiliates list in Settings
  • Better messaging about overusing using campaign codes when signed in
  • Filter by availabilities with a certain headline when using the mass availability updater
  • Much more

Friday Features: Easy Customer Lists, Improved Invoicing & More

Easy customer lists

Customer Lists_FareHarbor We’ve greatly improved the Customers report to help you pull lists of customers’ contact information. The powerful new filter options allow you to answer questions like:

What are the email addresses of everyone who booked online this month of last year? What is the phone number of everyone who participated in an activity last month? Who is coming to my business next week? You can find the report in Reports > Customers.

Better invoicing, pay in-system

Tourism invoicing_FareHarbor If you’ve run invoicing in November you likely noticed some huge improvements to how the affiliate Invoicing system works. You can now see who needs to be invoiced, create invoices, and keep track of what you are owed with just a few clicks.

We’ve also added support for paying for invoices in-system. Send an invoice via email and your payee can log in and pay you directly from their bank account. We’re very excited about making the process easier – if you’d like to learn more, check out an overview of paying for invoices or contact invoicing@fareharbor.com.

Payments and refunds at a glance

Payments_FareHarbor In the past, it could be hard to get a handle on the payment status of a booking with multiple payments or refunds. No more! From any booking, click the “payments” row to get an overview at a glance.

Other improvements

  • The To Be Paid Out report can now be grouped by different options, including payout date and item. Look for the “Group by” dropdown in the upper right.
  • A new Expenses and Discounts report to get an overview of custom line items that have been added to bookings. Use the Filter menu to only find entries with certain descriptions.
  • Support for Google Analytics custom campaign parameters.
  • Many performance improvements, especially of the Payouts report.
  • Better formatting when printing the Dashboard overview of a booking.
  • Added a Print button for online customers who want to print their confirmation page.

Thanks for partnering with us! Look for more news very soon.

Invoicing on FareHarbor

email-invoice

You can now generate affiliate invoices right from FareHarbor! The new invoice report makes it easy to list all your agent bookings for a time range, enter contact information, adjust prices, and print or save to PDF.

You can start generating invoices today with the Invoice report under Reports > Detailed > Invoice. As always, we’re happy to help you find the best way to create your invoices and use the new report.

Introducing the Lightframe

lightframe-600

We’re really excited to announce something we’ve been calling the lightframe. Lightframe allows your customers to choose a date, pay securely, and get confirmation of their booking all without leaving your website.

Check out North Shore Catamaran’s site to see how it works. We’ve seen that giving customers quick access to making a purchase and a feeling of familiarity and security can increase conversion rates.

It’s easy to turn your existing calendar embeds into lightframes. (Just add ?lightframe=yes to the end of your script tags.)

 

Friday Features: Crew + Online Booking Control

It’s that time again. Here are a couple of the things that are new around FareHarbor, and some photos of our team goofing off.

crew

Last week we added the ability to add your crew and staff to availabilities. This makes it easy to keep track of who is doing what, add notes, and even filter the calendar to only show trips with certain people on them.

Use the new “Crew” dropdown on availabilities to add people. Crew are shown on the Dashboard calendar and manifest.

online-control

We also made it easier to see and manage when things are bookable by online customers. The new menu lets you override the cutoff times to leave online booking open longer, and change a time to show Call to Book without editing capacity.

  • Auto close automatically makes things unavailable when there are no seats left, or when your specific cutoff time to close online booking is reached. (Cutoff times can be different for every activity, and are managed in Items > Settings > General.)
  • Open still automatically closes online booking when all seats are full, but lets you take online bookings up until the start time. This may be useful if your activity is already going out and you want to let customers fill up the remaining seats.
  • Closed & Call to book closes online booking, but leaves the availability in the online calendar marked as “call to book.”
  • Closed & hidden closes online booking, and hides the availability from your online calendar.

We’ve been really enjoying our team house on Wailupe Circle. (We’d love to have you over some time to barbecue or surf.) Here are a few photos of our team jumping off our dock:

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New Reports + Mobile Updates

reports-header

We were excited to release the first round of some report updates this week. The new summary reports give you an overview of bookings, custom fields, and customer types by a variety of options.

You’ll also notice the layout of the reports section has changed to be more like other parts of the site. Don’t worry, all the old reports are still there; use the Reports type dropdown in the upper left of the screen to see the full list. As you switch between the various types of reports you’ll see filters and options specific to each type.

The new reports can be run based either on when bookings were created or when the activity (availability) happened. For instance, you could see how many bookings your employees made last month, or how many customers you took out on all of last week’s activities.

mobile-update

We also launched some updates to the mobile version of the site that makes it easier and quicker to use. (The reports work better on mobile now, too.) Just log in on your phone to check it out.