How to change a standard reservation to an ongoing reservation
Convert Standard to Ongoing
- Navigate to the reservation that is needing adjustment
- Click on the Options Tab and choose "Convert to Ongoing Reservation"
- Check the box next to "Recalculate charges and add recurring charge"
- Click "Convert to Ongoing"
Now, Navigate to the Charges Tab where you will see a new recurring charge appear.
Manually Adding a Recurring Charge
- Navigate to the reservation that is needing adjustment
- Go to the Charges Tab
- Click "New Recurring Charge"
- Fill out the new window that opens for the charge you are creating
- Choose what the charge is for
- Select which unit the charge is for (if prompted)
- Enter a description Note: this description will show on all charges, so we do not recommend including a month/date in the description
- Enter the price
- Update the Charge Frequency
- Choose when the first charge will occur
- Update the Current Cycle (if applicable)
- Choose to send an email notification for the new charges created
- Click Save
Tip: Watch the video below for a visual walkthrough 😀