Bookings & Orders
Create, change and cancel bookings and orders
Adding notes to an order or customer
Learn how to add notes to an order or to a customer, where your team sees them, and how the two kinds of note differ
Booking a customer onto a package
Learn how to book a customer onto every session of a package from the calendar, change their tickets afterwards, and move them to another date of the same package
Booking several sessions on one order
Learn how to book a customer onto several timeslots in one go, so all the bookings sit on one order with one payment
Cancelling a booking or an order
Learn how to cancel one booking or a whole order, choose whether the customer is emailed, and refund them straight afterwards
Changing the tickets or customer details on a booking
Learn how to correct a customer’s name, email address or phone number on an order, and how to add, remove or change the tickets on a booking
Creating a booking from the calendar
Learn how to book a customer onto a timeslot from the calendar, record how they paid, and book past a full session or onto one that has already happened
Finding an order and reading the order dialog
Learn how to find an order by customer or order reference, open it from anywhere in Swellbase, share a link to it, and read what the order dialog shows
Making a private booking for a customer
Learn how to make a booking private when you book a customer in from the calendar, and how to turn an existing booking private or back to shared
Moving a booking to another session
Learn how to move a booking to another date, time or activity with Rebook, how the price difference is worked out, and how to swap a booking for an equipment hire
Rebooking and adding to an existing order
Learn how to add another activity or hire booking to an order that has already been made, and how the calendar works while you pick a timeslot for it
Viewing and editing checkout field answers
Learn how to answer checkout fields when you make a booking for a customer, where to see the answers, and how to change them after the booking is made
