# Swift Harbour Book Anything Docs For new Swift Harbour Book Anything users. {% hint style="info" %} For our classic product please visit the [**Swift Harbour Original** ](https://docs.swiftharbour.com)`Docs`. {% endhint %} ## Need support from the Swift Harbour Team? Simply visit and our team will be happy to help ## FAQs **How do I log into my dashboard?** You can log into your dashboard by visiting [app.swiftharbour.com](https://app.swiftharbour.com/) and entering your username and password. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MTMuqjxH9Y_vHNA8n9A%2F-MTMvak_Fgunr_pOevSG%2Fimage.png?alt=media\&token=a70f4c43-7d4d-4e13-b818-a0bb2fd952c9) **What browser should I use?** We recommend Google Chrome or Apple Safari, although any modern browser like Firefox or Microsoft Edge should work well too. Swift Harbour supports the following browsers: * The last 10 Chrome versions * The last 10 Firefox versions * The last 4 Edge versions * The last 7 Safari versions * The last 8 Android versions * The last 8 ChromeAndroid versions * The last 8 FirefoxAndroid versions * The last 10 iOS versions * The last 5 Opera versions ## \ ------------------------------------------------------------------------------------ # Swift Harbour Overview Swift Harbour is a purpose-built online booking platform for businesses to use as their own to capture multiple types of online bookings, optimize business processes and delight guests. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgd_P8i7HwDzlgXZVD%2F-MYgiCisb_uaAKmkKCob%2Fimage.png?alt=media\&token=5e18f4e2-7939-4485-b72e-9fbea6118ce3) Swift Harbour is focused on giving you easy access to powerful online sales, bookings, hospitality and business optimizations vs taking bookings manually or using traditional booking platforms. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgd_P8i7HwDzlgXZVD%2F-MYgiN_w3v2LwpkWxf-d%2Fimage.png?alt=media\&token=5fb9fffe-b079-4715-b343-8071a87b2bcc) Swift Harbour is customized around your unique needs and puts your brand first. It is designed to be YOUR technology powerhouse, focused on your brand, and controlled by your team. ## **Key Features** 1. **MULTI-ENGINE BOOKING PLATFORM** - Take bookings for multiple types of bookings, all unified in a single platform. 2. **WHITE LABELED BOOKINGS** - Swift Harbour is YOUR technology powerhouse, focused on your brand, and controlled by your team. 3. **DEVICE AGNOSTIC -** Swift Harbour is optimized for all modern devices, making it easy for guests to discover your services, and quickly book no matter what device they use and how they want to find you. 4. **SIMPLIFIED DATA MANAGEMENT.** Get all the details without the back and forth! The Book Anything booking flow is completely customizable so you can gather the information you need without using a moment of your staff's time. 5. **LIABILITY WAIVERS -** Have guests agree to your legal terms before arriving, increasing their understanding of your house rules and limiting your liability. 6. **PCI COMPLIANT PAYMENTS -** Gather customer payment information for billing before, during or after your guests stay with the highest level of PCI compliance through either Global Payments Integrated (Marina Controller Customers) or Stripe (Standalone Customers) 7. **AUTOMATIC HOSPITALITY EMAILS -** Instantly respond to your guests' requests with a email letting them know you are reviewing their request and what the next steps are. ## Book Anything Overview Video {% embed url="" %} ## ## ## A Multi-Channel Booking Engine Typically booking platforms are purpose-built for one use but most businesses have multiple types of online bookings they would like to collect. Our new Swift Harbour Book Anything allows businesses to create multiple online "***booking engines***" and experiences around most services including Marina Bookings, RV Bookings, Rentals, Accommodations and more. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgd_P8i7HwDzlgXZVD%2F-MYgj7EiBAbkpnbivdRM%2Fimage.png?alt=media\&token=28319209-4fbc-4158-91fb-44c85d684e2e) Each ***booking engine*** can be customized based on the information you want to capture from your guest providing an easy option for a hyper-targeted and relevant booking experience. ![Campground / RV Resort Booking Example](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgd_P8i7HwDzlgXZVD%2F-MYgjXV48hMFg4HPQV4_%2Fimage.png?alt=media\&token=8e0c89e6-ab2d-4c4a-a9d7-a43b57d57a7c) ![Marina Booking Example\*](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgd_P8i7HwDzlgXZVD%2F-MYgjgf3XzjnWtsLT8L_%2Fimage.png?alt=media\&token=ad9a8a75-95f9-4447-8fb4-c10dd1d48d72) ![Ski Boat Booking Example\*](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgd_P8i7HwDzlgXZVD%2F-MYgjoV_DkzdvhXY-UKB%2Fimage.png?alt=media\&token=c3c7c7d1-5246-45ee-862e-46bd3f3844d2) {% hint style="info" %} *\*Please note some displayed features have not been released yet* {% endhint %} *Learn more about booking engines and settings below* {% content-ref url="/pages/-MYgWeKBcBjYBclx28al" %} [Adjusting Booking Engine Settings](/adjusting-settings/adjusting-booking-group-settings) {% endcontent-ref %} ## Your brand first in a white-labeled solution Swift Harbour is built to enable an a great digital connection between you and your guests not get between it. That is why every online booking page and email has your brand first. Branding and the booking page background image is fully customizable in every booking engine. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgd_P8i7HwDzlgXZVD%2F-MYgmQhKbk4Tk0l8OwYN%2Fimage.png?alt=media\&token=f2b8342e-ce62-4c34-bfe6-763a19152ec1) Add your logo and booking page cover image in booking engine settings {% content-ref url="/pages/-MYgWeKBcBjYBclx28al" %} [Adjusting Booking Engine Settings](/adjusting-settings/adjusting-booking-group-settings) {% endcontent-ref %} ## Device Agnostic Bookings While mobile-first is a good strategy, the truth is that depending on the person, area and booking type, tablets and even desktops can be the preferred chose for some of your guests. Rather than focusing primarily on one device type or use-case, Swift Harbour is optimized for all modern devices, making it easy for guests to discover your services, and quickly book no matter what device they use and how they want to find you. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgd_P8i7HwDzlgXZVD%2F-MYgnFkEPJUu_4BTWVCU%2Fimage.png?alt=media\&token=37861e8f-68d0-47a6-bf34-7b8e4e0f2af1) Learn more about linking to your online bookings from Facebook at more below {% content-ref url="/pages/-MK71T1jdvu67EidyBSM" %} [Broken mention](broken://pages/-MK71T1jdvu67EidyBSM) {% endcontent-ref %} ## Simplified data management - Get all the details without the back and forth #### Every customer detail. Automatically organized. Managed in seconds. As each booking engine in Swift Harbour Book Anything can be customized, you can capture virtually any detail you want from customers without having to pick up the phone, answer emails, or type out details into excel spreadsheets. ### Keep complete control Each booking with Swift Harbour comes in as a request. That means you get to chose with every booking whether you want to confirm, waitlist, or decline a booking. All it takes is a click and your guest will be notified via email, and your records will be automatically updated. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2qaNQURoeICBMErjyn-3154317930%2Fuploads%2FcA7wTb9IxzHTjZsd1cMA%2FSwift%20Harbour%20Book%20Anything%20Handout%20V1.6.pdf%202023-02-03%20at%2012.53.34%20PM.jpg?alt=media\&token=4c667a0a-9c8e-4ea7-aeb8-93524e5825a4) ## Guest Liability Waivers Guests can agree to your legal terms before arriving, increasing their understanding of your house rules and limiting your liability. Every booking engineen can have its own custom liability waiver and agree-to waivers are automatically attached to each booking. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgpcpwbI8M9R8Nm1LT%2F-MYgsHT74-qsTo2wF1f1%2Fimage.png?alt=media\&token=55d7e093-3c9e-4324-8a5c-bba6164a104e) You can add or edit your liability waiver in booking engine settings {% content-ref url="/pages/-MYgWeKBcBjYBclx28al" %} [Adjusting Booking Engine Settings](/adjusting-settings/adjusting-booking-group-settings) {% endcontent-ref %} ## **PCI Compliant Payments** With Swift Harbour, you can gather customer payment information for billing before, during or after your guests stay with the highest level of PCI compliance. Online payments give you, the business, complete flexibility to ensure that you are always paid and that your assets are protected when in use.

Payment Processing and Security provided by Global Payments Integrated (Marina Controller Customers) or Stripe (Standalone Customers)

{% content-ref url="/pages/-MEaRv8-HmM9vRSa4kSb" %} [Collecting Credit Cards Overview](/payments/capturing-and-charging-credit-cards-with-stripe) {% endcontent-ref %} ## Automatic Hospitality Emails With the Swift Harbour Automatic Email system, you can notify to your guests with automatic hospitality emails that include their booking status, reservation details, health guidelines and more.
{% content-ref url="/pages/-MYg\_WOuos6IEUIz0b3v" %} [Adjusting Guest Emails](/adjusting-settings/adjusting-guest-emails) {% endcontent-ref %} \
# Season Opener Checklist ### **Step 1 - Ensure you are up to date with Swift Harbour and its new features** **Review the following Sections:** {% content-ref url="/pages/-M7EiPV5fDCM1VB3KD0Z" %} [Optimize Online Sales](/sales/take-bookings-from-virtually-anywhere) {% endcontent-ref %} {% content-ref url="/pages/-MaZO7VsM-\_cNQIsJqP1" %} [Provide Exceptional Hospitality](/hospitality/individual-and-group-email-messaging) {% endcontent-ref %} ### **Step 2 - Train your staff on Swift Harbour** {% content-ref url="/pages/StDRvsB9X3rKTADOwEVP" %} [Training Staff to use Swift Harbour](/quick-start-guide/training-staff-to-use-swift-harbour) {% endcontent-ref %} ### Step 3 - Ensure your booking button is up everywhere and your online sales funnel is optimized {% content-ref url="/pages/-M7EiPV5fDCM1VB3KD0Z" %} [Optimize Online Sales](/sales/take-bookings-from-virtually-anywhere) {% endcontent-ref %} ### Step 4 - Leverage the Swift Harbour extra services for marketing materials, landing pages, websites and more! Visit to learn more. # Accessing your account Swift Harbour™ can be accessed from any smartphone, tablet or computer simply by visiting [***app.swiftharbour.com***](https://app.swiftharbour.com/) and logging in with your credentials. * [ ] Visit [app.swiftharbour.com](https://app.swiftharbour.com/) * [ ] Insert your company login credentials * [ ] Insert the automatically generated 2-factor authentication code sent to your primary business email. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgOfxNe1_WlCVoM_5t%2F-MYgPOS0d4kyjycDixHi%2Fimage.png?alt=media\&token=edf94e9d-f0d8-4fd8-b42b-0a4a3c0b47fa) {% content-ref url="/pages/StDRvsB9X3rKTADOwEVP" %} [Training Staff to use Swift Harbour](/quick-start-guide/training-staff-to-use-swift-harbour) {% endcontent-ref %} # Confirming Bookings {% tabs %} {% tab title="Swift Harbour Book Anything" %} When you get a booking request, you will receive a notification email that includes a link to your Swift Harbour dashboard. You can access your dashboard directly anytime via the link [**app.swiftharbour.com**](http://app.swiftharbour.com) and clicking on the appropriate booking group. {% hint style="info" %} **For Marina Controller Customers** When you get a booking request, you will receive a notification email that includes a link to your Swift Harbour dashboard.\ \ *All Data from Swift Harbour will be mapped to Marina Controller and **all booking management, including confirming, should be completed in Marina Controller.*** {% endhint %} #### Step 1: Visit [**app.swiftharbour.com**](http://app.swiftharbour.com) ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MTMuqjxH9Y_vHNA8n9A%2F-MTMvak_Fgunr_pOevSG%2Fimage.png?alt=media\&token=a70f4c43-7d4d-4e13-b818-a0bb2fd952c9) #### Step 2: click on the appropriate booking group ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgPyZ4FtycQ89LEQzT%2F-MYgQny91xXJziXz9rAt%2FBook-Anything%202021-04-19%20at%204.19.42%20PM.jpg?alt=media\&token=8f99db56-7aed-4a87-89b4-0b86808c9f57) #### Step 3: Click on the "Pending" tab to view pending bookings {% hint style="success" %} Note, you can adjust the columns in the dashboard to display exactly what you want. Learn more at [Filtering and Organizing your dashboard columns](/adjusting-settings/filtering-and-organizing-your-dashboard-columns) {% endhint %} ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgPyZ4FtycQ89LEQzT%2F-MYgR4jL8uqjF3o-VExK%2Fimage.png?alt=media\&token=c3e68326-be5f-4f3f-b7ae-7098ecc51ad6) #### Step 4: Review the booking Once in the dashboard you can see all your captured guest details. Review the booking to determine whether you want to confirm, waitlist or decline the booking. Click "Details" to see all the booking information in in the dashboard slider. {% hint style="info" %} Bookings can be filtered by date, sorted and searched for ease of use. Liability waivers and a payment link is attached to the booking for ease of use. {% endhint %} ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgPyZ4FtycQ89LEQzT%2F-MYgS17SbPRPUluH-WY8%2FScreen%20Recording%202021-04-19%20at%2004.24.44%20PM.gif?alt=media\&token=de16b199-2997-4f6f-82b9-9517d19ef72b) #### Step 5: Confirm the booking Once you determine that you want to accept the booking, simply click confirm on the status button. Alternatively you can waitlist or decline the booking. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgPyZ4FtycQ89LEQzT%2F-MYgSVpOqXFzQ5bDMTMn%2Fimage.png?alt=media\&token=6611a722-70be-4529-9365-9c9117490a9c) Once you have confirmed the booking, the guest is automatically notified by email. Each email is fully customizable in your settings and can include personalized information about their booking. Learn more at: {% endtab %} {% endtabs %} {% content-ref url="/pages/-MYgU97XXtAWrlLWTBqW" %} [What happens when you action a booking](/quick-start-guide/what-happens-when-you-action-a-booking) {% endcontent-ref %} # Editing Bookings When a booking is received, it can be edited at any time regardless of if it is in pending, confirmed, or waitlist status. Declined booked are permanently removed and can not be edited and/or restored. {% hint style="info" %} For Marina Controller customers, if a booking is edited ***before*** import into Marina Controller, then the updated information will be updated. For any edits ***after*** import, please make those changes directly in Marina Controller. {% endhint %} To edit a booking, simply click on the details button to expand the reservation. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2qaNQURoeICBMErjyn-3154317930%2Fuploads%2FOHgJjzIp7O7LnKT0Xi4f%2FSwift%20Harbour%20Book%20Anything%202021-10-24%20at%209.15.30%20PM.jpg?alt=media\&token=0de60303-3976-4dde-85d1-a5a6c3a8455b) At the top of the reservation button you will see a lock toggle. Select the toggle to "edit" and then you can change any of the fields. Be sure to click "save" before you close the reservation to save the changes. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2qaNQURoeICBMErjyn-3154317930%2Fuploads%2Fz1VLPsQcIPfgRNqJr8rF%2FScreen%20Recording%202021-10-24%20at%2009.17.40%20PM.gif?alt=media\&token=5b612a06-6c75-4ce0-a085-dbb044d725e6) If you want to send updated confirmation information to your guest. Simply, re-confirm (or waitlist) the booking and you will be prompted to send an automatic guest email. # What happens when you action a booking Accepting, waitlisting or declining bookings is simple to do but there is a lot going on under the hood. For instance, Swift Harbour™ will automatically send emails on your behalf when you accept/waitlist/decline a booking to keep customers in the loop that can also include welcome information, the guests unique booking information, health guidelines and more. Swift Harbour Automations are simple things that do wonders for keeping your customers informed and confident about their booking with you. Click once and everything below happens to ensure your customer has a fantastic stay. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgPyZ4FtycQ89LEQzT%2F-MYgW5Wnc3D41PospibW%2Fimage.png?alt=media\&token=cef1cbc3-2bb1-4b2c-b807-79a02a636c54) # Training Staff to use Swift Harbour A resource guide for trainers to quickly get staff up to speed. ## Training Setup Training staff on Swift Harbour is easy! And it only requires a few simple things: * [ ] **A computer, tablet or mobile phone with an internet connection** * [ ] **A Swift Harbour *****Book Anything***** Account** Email us at if you do not have your login information * [ ] **Some test bookings** You can make test bookings simply click on your desired booking engine, and then clicking the "view booking page" link and then making bookings. ![The View Booking Page Link](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2qaNQURoeICBMErjyn-3154317930%2Fuploads%2FNm6mZ8PAC4uKKLpfKsYu%2FSwift%20Harbour%20Book%20Anything%202021-10-24%20at%2010.03.53%20PM.jpg?alt=media\&token=c84645e9-86b0-4322-9594-fb9e7dc14703) ## Hands on Training {% hint style="success" %} Hands on training can be completed in less than 30 minutes and consists of the following items {% endhint %} **An overview of Swift Harbour** * [ ] You can see a full overview of Swift Harbour at [Swift Harbour Overview](/swift-harbour-overview) * [ ] **A walkthrough of a typical booking request and how to manage it** - *Present what a booking notification email looks like* All booking within Swift Harbour start with an email notification to the administration email (i.e. ). This email can be changed at any time (see [Adjusting Guest Emails](/adjusting-settings/adjusting-guest-emails)) and multiple email addresses can be cc'd for additional reach. Display to your staff what a booking notification email looks like and what email account they will arrive at. - *Review how to log in to the platform* Show staff the app.swiftharbour.com page and share with them the company login/password. - *Review How to Action Bookings and Establish A Quick Booking Response Time* Using your test bookings, show how bookings within Swift Harbour come as a booking request that needs to be *actioned* (i.e. confirmed, waitlisted or declined) by a staff member, and the sooner the better. A good internal standard is to have bookings actioned within 30 min during office hours. Show how the platform is designed like this to give staff full control over the booking with minimal effort. - *A review of* [What happens when you action a booking](/quick-start-guide/what-happens-when-you-action-a-booking) {% hint style="success" %} Bookings can be managed on any internet connected computer or on the go on data connected tablets and smart phones {% endhint %} * [ ] **A walkthrough of settings** Show approved staff how they can change booking engine, email and more settings. You can see a full overview of the Swift Harbour settings in the [Settings Overview](/adjusting-settings/settings-overview) section {% hint style="info" %} While you and your staff have complete control of your settings, the Swift Harbour team will likely be more proficient at making changes for you, which we are happy to do. Simple email us at with your request. {% endhint %} * [ ] **A walkthrough of Guest Booking Change Management** Ensure your staff know where guest can booking online so they can advise them when they interact. For instance, you likely have booking buttons on your website, and possibly on your social media pages, Google profile and more. For a summary of ways you can maximize your online booking presence, please visit [Take bookings from virtually anywhere](/sales/take-bookings-from-virtually-anywhere) In addition, if you find your self needing marketing materials to spread the word about your new booking options, simply visit # Take bookings from virtually anywhere Getting bookings is easy with Swift Harbour™ Book Anything. In a few easy steps you can have a digital presence online that allows you to take online bookings from your website, your social media pages, online ads and more! Your use of booking links is unlimited with Swift Harbour™, so you can place as many as you like online, each providing your customers with the ability to book with you instantly. {% hint style="danger" %} Placing your booking buttons online is a critical step to get the most benefit from Swift Harbour™. {% endhint %} ### Sales funnel optimization An important part of your online sales strategy is optimizing your online sales funnel.​ ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MaZ0ofOx9J5TRwZIapA%2F-MaZ2VUbwmWHPYFXsUzD%2Fimage.png?alt=media\&token=6388dad2-c3c1-4939-a704-eb60476c32d4) You can get copy of your Swift Harbour™ booking link to share at any time by following the instructions below: {% content-ref url="/pages/-M7Ed2XLERyQsXvVlNeN" %} [Using Your Booking Link](/sales/booking-link) {% endcontent-ref %} ### Getting online bookings on social media and other locations To take bookings on social media and other locations, please view the following links {% content-ref url="/pages/-MaZ075oW8vlubm0lg7k" %} [Taking Bookings in Facebook](/sales/taking-bookings-in-facebook) {% endcontent-ref %} {% content-ref url="/pages/-MaZ0qw2LtQaOizBHhUt" %} [Take bookings from Google Search and Google Maps](/sales/take-bookings-from-google-search-and-google-maps) {% endcontent-ref %} {% content-ref url="/pages/-MK7QdGSxUnB3xke6FQS" %} [Take bookings on Active Captain](/sales/take-bookings-on-active-captain) {% endcontent-ref %} {% content-ref url="/pages/oFZ3abHoFSfb6hQGoYhF" %} [Take Bookings from Other Services](/sales/take-bookings-from-other-services) {% endcontent-ref %} ​[
](https://docs.swiftharbour.com/booking/take-bookings-from-virtually-anywhere) ### # Using Your Booking Link Your booking link can be used on any web page, online ad, your email signature & more. Your booking widget (marinas only) is for your own website and offers an elegant pre-formatted design that can be static or float about your page content for maximum visibility. ## Example To copy your booking link, follow these steps: **STEP 1 -** View your booking page ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MTNDpZKPpDG-helZ9JJ%2F-MTNEdVO6niAwO06_-vy%2FBook-Anything%202021-02-12%20at%201.54.39%20PM.jpg?alt=media\&token=a69d7ba4-943d-4f3c-a823-190de9b8b1ea) **STEP 2 -** Copy the code to use it as a button link in your site! **STEP 3 -** Add multiple bookings buttons to your website and any online adds, affiliate sites or partner sites as able. The discoverable your booking buttons, the more likely you are to increase conversions. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2qaNQURoeICBMErjyn-3154317930%2Fuploads%2F6R0RCacPcrtcSfy5V0M8%2Fwww.brizy.cloudprojects1225735editorpage8346248%202021-10-24%20at%2011.13.58%20PM.jpg?alt=media\&token=6a0a9e2e-6c09-4138-8f90-781c4714d8b3) **STEP 4 -** Add bookings buttons to your social media profiles and any complementary sites such as: {% content-ref url="/pages/-MaZ075oW8vlubm0lg7k" %} [Taking Bookings in Facebook](/sales/taking-bookings-in-facebook) {% endcontent-ref %} {% content-ref url="/pages/-MaZ0qw2LtQaOizBHhUt" %} [Take bookings from Google Search and Google Maps](/sales/take-bookings-from-google-search-and-google-maps) {% endcontent-ref %} {% content-ref url="/pages/-MK7QdGSxUnB3xke6FQS" %} [Take bookings on Active Captain](/sales/take-bookings-on-active-captain) {% endcontent-ref %} {% content-ref url="/pages/oFZ3abHoFSfb6hQGoYhF" %} [Take Bookings from Other Services](/sales/take-bookings-from-other-services) {% endcontent-ref %} # Taking Bookings in Facebook Step 1 - Get your booking link from the [Using Your Booking Link](/sales/booking-link) section {% content-ref url="/pages/-M7Ed2XLERyQsXvVlNeN" %} [Using Your Booking Link](/sales/booking-link) {% endcontent-ref %} Step 2 - Edit your Facebook Page's call-to-action button: A) From your News Feed, click ![](https://static.xx.fbcdn.net/assets/?revision=631854050845269\&name=fb-pageflag-desktop\&density=1)**Pages** in the left menu. B) Go to your Page. C) Click the call-to-action button below your Page's cover photo and select **Edit Button**. ![Click the call-to-action button below your Page's cover photo and select Edit Button.](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MK71PUH3KVWJfYdwnrT%2F-MK71x2e_dDcdqZPtcr1%2FImage%202020-10-20%20at%203.05.17%20PM.png?alt=media\&token=dbdc2a9f-fbc7-4e99-a258-630e21c491f7) D) Select "book now" option ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MK71PUH3KVWJfYdwnrT%2F-MK72NE-tmuGn9IQWnj-%2FImage%202020-10-20%20at%203.07.08%20PM.png?alt=media\&token=5cdce8c0-0396-41ac-9b0b-1c918f97dc96) E) Select Link to website option ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MK71PUH3KVWJfYdwnrT%2F-MK72ZydLltoyKVSUERm%2FImage%202020-10-20%20at%203.07.43%20PM.png?alt=media\&token=9d11eda6-dae3-403a-93bb-eeb665deade5) F) Insert your booking link and you now are ready to take bookings from Facebook! # Take bookings from Google Search and Google Maps {% tabs %} {% tab title="Adding call to action links to Google Search and Maps" %} To edit your Google Maps call-to-action button: 1\) Visit 2\) Select your desired location (if you have more than one) 3\) Click the ***info*** tab on the left hand side of the page ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MK75NgkN3WteBqYMZCZ%2F-MK7MeAD3TMuJ_-FfO9S%2FImage%202020-10-20%20at%203.29.18%20PM.png?alt=media\&token=1860910f-5c98-4ace-a331-6dde44f3a075) 4\) Copy your booking link from the instructions below or alternatively copy your website booking page url (i.e. mybusiness.com/onlinebookings) {% content-ref url="/pages/-M7Ed2XLERyQsXvVlNeN" %} [Using Your Booking Link](/sales/booking-link) {% endcontent-ref %} 5\) Paste your booking link into the website or appointment link fields ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MK75NgkN3WteBqYMZCZ%2F-MK7NPnAC3rmUiF_xxD-%2FImage%202020-10-20%20at%204.39.02%20PM.png?alt=media\&token=d1fb8fd0-59c7-4ec6-ab7c-1452eb22fd22) 6\) Click **Apply**. Congratulations, you can now take bookings directly from Google search and Google Maps! {% endtab %} {% endtabs %} # Take bookings on Active Captain To Claim your business on ActiveCaptain please visit # Take Bookings from Other Services All it takes is a link to make yourself discoverable from popular online destinations. There are numerous places online that your customers may frequent. Adding a link to your booking page in this places will make your business more discoverable and, with the streamlined booking experience of Swift Harbour Book Anything, very likely increase your sales.
Sites to consider (as applicable): * Facebook/Instagram ads, posts and pages () * Youtube ads and content () * Google Ads ([https://ads.google.com/](https://ads.google.com/intl/en_CA/home/?pli=1)) * Whatsapp messages () * Trip Advisor () * Yelp () * Twitter ads and posts ([https://www.twitter.com](https://twitter.com)) * TikTok posts and ads () * LinkedIn Bios, Ads and Pages () * Google Maps () * Apple Maps () # Collecting Credit Cards Overview For businesses using Swift Harbour Book Anything **Swift Harbour Book Anything** allows you to optionally collect credit card information from every guest seamlessly and securely via [Global Payments integrated](https://www.globalpaymentsintegrated.com/) or [Stripe](https://stripe.com/ca/customers), the payment processing backbones behind many of the largest brands online. Setup is simple, secure and the easiest way to help your business be fully [PCI compliant](https://www.pcicomplianceguide.org/faq/#11). *While PCI compliance is a shared responsibility, Global Payments Integrated and Stripe are in compliance with Level 1 Standards, and will process your payments under some of the most stringent level of certification available in the payments industry.* So whether you want to just protect yourself from no-shows, take deposits or want to process all your customers’ tabs remotely, the world is your oyster with this feature. {% content-ref url="/pages/Vv9c7d2PxyNK719jxmuz" %} [Global Payments Integrated Overview for Marina Controller Customers](/payments/global-payments-integrated-overview-for-marina-controller-customers) {% endcontent-ref %} {% content-ref url="/pages/-MTNI-COISRxDlNnCBnO" %} [Stripe Overview for Standalone Customers](/payments/stripe-pci-compliance-and-security) {% endcontent-ref %} {% hint style="info" %} Need any help? Contact us at {% endhint %} # Global Payments Integrated Overview for Marina Controller Customers Global Payments Integrated (GPI) is an option for Marina Controller integrated customers. This streamlined service is popular for its sophisticated platform and competitive rates ## Using GPI The Swift Harbour team will setup your account credentials (under "Apps and Integrations") in Swift Harbour and turn on GPI in your desired Booking Engines. From there customers can seamlessly add in their credit card details during booking, and charges can be made in Marina Controller in a highly secure but flexible way. {% hint style="info" %} All charges and refunds are managed directly in Marina Controller. Please contact . {% endhint %} ## PCI Compliance and Security ### Overview Global Payments Integrated’s advanced security services bundle intended to protect credit card data, prevent counterfeit fraud, and enhance payments security. Through a unique collection of complementary security solutions, EdgeShield delivers one of the industry’s most secure payments platforms while enabling developers and merchants for EMV. When integrated into systems that accept payments, the bundle protects credit card data while at rest and in transit. ### Encryption Global Payments Integrated’s proprietary encryption is designed to render cardholder data unreadable, encrypted at the device. Merchants are unable to view card numbers after the swipe or hand-key.\ \ Learn More at # Stripe Overview for Standalone Customers Global Payments Integrated (GPI) is an option for non-Marina Controller integrated customers. This streamlined service is popular for its sophisticated platform and simple pricing structure. ## Using Stripe 1. To utilize Stripe, you must first create your own Stripe account. This is your personal account and the Swift Harbour team will have no access to it. You can create an account at 2. Once your Stripe account is created, you can connect it by logging into your Swift Harbour Dashboard and selecting "Apps and Integrations"
3. Then Select "production mode" under Stripe and follow the connection and authentication prompts in Stripe. \***Caution, when you turn on test mode, this change is live. Do not use on your live site as this will stop customers from being able to enter in their real (non-test) credit card information.** 4. A successful connection will display a magenta button that says "Disconnect" as below
5. Next proceed to your booking engine and turn on the payments in your booking engine as below: * View the booking engine settings
* Proceed to the "Payment Processing" section and select "stripe" from the drop down menu (this will only display after a successful connection to Stripe is established via the steps above.
* Scroll to the bottom of the page and click "Save"
## **WHAT YOUR CUSTOMERS WILL SEE** After your Stripe account is activated, your customers will now be required to enter their credit card details at the time of booking and will see the payment form below. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MTMvipOveYAH9lMPbG5%2F-MTMyu4reYlPfN3DNgHL%2Fimage.png?alt=media\&token=62c85821-f1be-4868-a598-c86e57ce2c68) #### HOW TO PROCESS A PAYMENT Now with Stripe setup, when your customer makes a booking request you will see a charge button and link at the bottom of their reservation that allows you to create charges, manage settings, refunds, reports and more. Charges can be created at any point during the customer journey, from immediately after booking to after departure. Charges can also be done in increments so if you want to hold a deposit after booking and charge the balance at the end of your customer’s stay, you can do that! To create a charge, click on the “charge boater credit card button” and follow the prompts. Once you create the payment, your customer will be emailed a receipt and the payment (minus Stripe's merchant fees) will be deposited into your account based on the Stripe terms and your set payout schedule – see more [here](https://stripe.com/docs/payouts). #### HOW TO REFUND A PAYMENT To refund a payment, click on the ***Visit Stripe Dashboard (for all charge and refund options)*** link below You will automatically be taken to that customer’s file and from there you can click on refund under #### HOW TO ADJUST SETTINGS To adjust settings see reports and more, click on the ***Visit Stripe Dashboard (for all charge and refund options)*** link below You can adjust account information, tax details, branding, bank account info, payment methods, email receipt preferences, team members and more from setting preferences under the settings menu () And you can generate reports from the Stripe Account Data page () ## Stripe Robustness Millions of companies in over 120 countries use Stripe to start, run, and scale their businesses. It is considered a leading payment processor and one of the top 10 largest in the world use by the companies below among many, many other. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MTNDpZKPpDG-helZ9JJ%2F-MTNJAPYrcsqtvBocIud%2Fimage.png?alt=media\&token=5da2dcc7-be85-486e-aa55-8214da14c3f1) Learn more at ## **Security using Stripe / PCI Compliance** Stripe has been audited by a PCI-certified auditor and is certified to [PCI Service Provider Level 1](http://www.visa.com/splisting/searchGrsp.do?companyNameCriteria=stripe). This is the most stringent level of certification available in the payments industry. To accomplish this, we use the best-in-class security tools and practices to maintain a high level of security at Stripe. Learn more at ## Encryption of sensitive data and communication All card numbers are encrypted at rest with AES-256. Decryption keys are stored on separate machines. None of Stripe’s internal servers and daemons can obtain plaintext card numbers but can request that cards are sent to a service provider on a static allowlist. Stripe’s infrastructure for storing, decrypting, and transmitting card numbers runs in a separate hosting environment, and doesn’t share any credentials with Stripe’s primary services (API, website, etc.). Learn more at ## # Stripe accounting options Stripe offers numerous options for streamlined and robust accounting. Stripe’s financial reports help you understand and reconcile the activity in your account. You can view summary reports in the dashboard or download itemized transaction data as a CSV file. {% tabs %} {% tab title="Balance Report" %} See the Stripe Balance Report Info here {% endtab %} {% tab title="Payout Reconciliation Report" %} See the Stripe Payout Reconciliation Report here {% endtab %} {% endtabs %} In addition to the CSV-formatted [reports](https://stripe.com/docs/reports) that are available for export in the Dashboard, information about payments, refunds, fees, and payouts is also available in a [QuickBooks Desktop](http://quickbooks.intuit.com/)-compatible IIF file. [Learn More >](https://stripe.com/docs/reports/quickbooks) For NetSuite users, Stripe can also be connected to the NetSuite workflow with the official Stripe Connector for NetSuite (formerly SuiteSync). Automate cash reconciliation, complete your e-commerce workflow, and accept payments on invoices. You can avoid hours of custom NetSuite integration effort with our prebuilt solution. [Learn More >](https://stripe.com/docs/reports/netsuite-connector) In addition, there are numerous options to sync data to your accounting system of choice through secure 3rd party options. [Learn More >](https://www.google.com/search?q=stripe+accounting\&oq=stripe+accounting\&aqs=chrome..69i57j69i59j69i60l3j0j0i457j0.2544j0j9\&sourceid=chrome\&ie=UTF-8) # Individual and Group Email Messaging Within Swift Harbour Book Anything, guests can be messaged individually or as a group once they have booked with you. It is an easy process that saves you time and effort and ensures that your emails are sent with high deliverability to your customers. **Step 1** - Select a customer(s) from your booking dashboard ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MaZO4CkOUimbCEkGHnH%2F-MaZOihoZpPOlli4i8uE%2Fimage.png?alt=media\&token=37e1788d-f7c0-4360-9f12-d0bb5632cd75) **Step 2** - Click the floating action button "+" on the bottom right corner of the page and then click the 💬 messenger button. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MaZO4CkOUimbCEkGHnH%2F-MaZOytFpvznTNF9PG4y%2Fimage.png?alt=media\&token=442ffced-8992-43bf-bf9c-09046812e07b) **Step 3** - Add your subject and message and click send ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MaZO4CkOUimbCEkGHnH%2F-MaZPfWTug9LrYGL2DhT%2Fimage.png?alt=media\&token=83a98519-2b48-4872-8a32-222e2d688a64) An email with your branding on it will be automatically sent to your customers displaying your message. ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MaZO4CkOUimbCEkGHnH%2F-MaZQ5vt_r6mdDCHFv9M%2Fimage.png?alt=media\&token=e2aea7d9-e9b6-4ce9-b606-6012b5126c76) {% hint style="info" %} Please note: Individual and group messaging is a one-way service that provides your customers with important information. The delivery email is a no-reply address from Swift Harbour so if you want customers to be able to respond to you, be sure to add your contact info to the bottom of your message. {% endhint %} Note: # Settings Overview Swift Harbour, Book Anything, is designed to be one of the most versatile booking platforms on the market. It allows you to take bookings for numerous different items and manage them all in a unified place. You now get access to making any type of booking group you desire to offer your customers a custom online booking experience unique to you, that captures all the details you want without the back and forth. Every booking group is unique with its own settings, notifications, emails and more. {% hint style="info" %} Typically it is best to have your Swift Harbour team adjust your settings for you. You can contact them anytime at to request assistance. {% endhint %} ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgWa-4lJqKNK5artBi%2F-MYg_C4CcK2oe1C6Xmvp%2Fimage.png?alt=media\&token=74087032-b8ce-44a6-9f85-85606a887421) # Adjusting Booking Engine Settings The Swift Harbour team is more than happy to help you setup your booking group settings. You can also review them yourself by clicking ***Manage Groups > Selecting the booking group menu (the 3 dots on the right) > Settings.*** {% hint style="info" %} Typically it is best to have your Swift Harbour team adjust your settings for you. You can contact us anytime at to request assistance. {% endhint %} ![How to action the booking group settings](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgWa-4lJqKNK5artBi%2F-MYgXLybgIry54Ne6tn-%2Fimage.png?alt=media\&token=5e72d878-7090-4815-b04a-62b51aca2be5) Within the settings for each booking group, virtually all your settings can be adjusted from booking policies, fields, liability waivers and emails. {% hint style="info" %} Typically it is best to have your Swift Harbour team adjust your settings for you. You can contact us anytime at to request assistance. {% endhint %} If you are using inventory based bookings (i.e. rental boats etc.) and want to adjust your times or prices, visit [Adjusting Your Products and Pricing](https://app.gitbook.com/@swiftharbourjamie/s/swift-harbour/~/drafts/-MYgOlROzEfINOekp25O/v/swift-harbour-book-anything/adjusting-settings/adjusting-products-and-pricing). ![An example booking group settings page](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgWa-4lJqKNK5artBi%2F-MYgYHf58VvMSu-6JBSI%2Fimage.png?alt=media\&token=6191bf09-60e4-4d40-ad6b-ae7c4b12c35a) # Adjusting Products and Pricing The products page allows you to list products, pricing options and bookable times for inventory based items. This feature is unique because it allows businesses to offer products at any time of day, for any duration, either daily, multi-day or both simultaneously. {% hint style="info" %} Typically it is best to have your Swift Harbour team adjust your settings for you. You can contact us anytime at to request assistance. {% endhint %} ![An example of a booking group product page](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYgWa-4lJqKNK5artBi%2F-MYgZOjVK-avPfcqw8SA%2FBook-Anything%202021-04-19%20at%204.56.02%20PM.jpg?alt=media\&token=f01ccc28-1a24-4fd9-b719-4b454d3c0685) # Adjusting Guest Emails ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYg_DJDi-E-iTN2uwCH%2F-MYg_YTER9JOrzxPF5Ay%2Fimage.png?alt=media\&token=a6e18819-ccd4-465d-b426-65b0b5c8a740) Guest emails are a great way to ensure your guests get all the info they need without any extra work for your staff. Set them once and they automatically get sent when a booking is made the status is changed. {% hint style="info" %} Typically it is best to have your Swift Harbour team adjust your settings for you. You can contact us anytime at to request assistance. {% endhint %} ### Editing Emails To edit emails, simply visit your booking engine settings, adjust the email as desired and click save. See how to adjust your booking engine settings by following the link below: {% content-ref url="/pages/-MYgWeKBcBjYBclx28al" %} [Adjusting Booking Engine Settings](/adjusting-settings/adjusting-booking-group-settings) {% endcontent-ref %} ### Sending Emails Swift Harbour guest emails are automatically send to the guest when they first make a booking. ![Example of a pending guest email](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYg_DJDi-E-iTN2uwCH%2F-MYgaN4ehVtF1NUNhmyJ%2Fimage.png?alt=media\&token=8918d624-606c-4fb7-94ee-3ce86115daf2) Confirmed, waitlisted and declined emails are automatically send when you change a booking status. You will be provide the option to not send a guest email when you change the status as well (below). ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MYg_DJDi-E-iTN2uwCH%2F-MYgalFKZ7v972k2hLpw%2Fimage.png?alt=media\&token=be991866-b812-4f08-b9cd-aefcf0c5fb81) # Turning off payments Swift Harbour Book Anything gives you the option to selectively turn off payments for some or all booking groups. To turn off payments simply follow these steps: **Step 1** - Open the settings page for your desired booking group ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MaZ0ofOx9J5TRwZIapA%2F-MaZ5YCofqa0nE45Xokd%2Fimage.png?alt=media\&token=883bc438-2b24-424e-944d-36b4e3be6511) **Step 2** - Scroll down to booking page 5 "*Payment Information"* ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MaZ0ofOx9J5TRwZIapA%2F-MaZ5qcbuACUslphedkW%2Fimage.png?alt=media\&token=ccdad131-3255-416e-a4d5-37e68ac80e7d) **Step 3** - Select the "Skip Payment Page" toggle switch on ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MaZ0ofOx9J5TRwZIapA%2F-MaZ66eVeyedQm-UmQ87%2Fimage.png?alt=media\&token=b349b71c-7822-4c0f-ad6a-441f4867364b) # Filtering and Organizing your dashboard columns Swift Harbour Book Anything allows you filter and organize your dashboard columns to display any booking information fields you capture, in any order, for easy sorting and filtering. You can setup each booking group fields in any order you like and they will automatically save in your browser so that when you next visit the view will be the same. This feature works on all device types including phones, but please note that each device and browser will have to be setup independently. {% hint style="info" %} Note: your view settings are saved within your browser, if you change browsers or reset your cache in your existing browser, simply re-select the columns you want to display and they will save for next time. {% endhint %} To organize your dashboard columns, please complete the following: **Step 1** - Visit the desired booking group dashboard from the main Book Anything homepage ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MaZAxHYpif2VMN_z0hb%2F-MaZBB1iMfYria9LNQkL%2Fimage.png?alt=media\&token=38134141-d706-42ad-95d4-7b14c2d31b9f) **Step 2** - Click on the "Select Columns" Option ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MaZAxHYpif2VMN_z0hb%2F-MaZBZaGexVI4v26xw5K%2Fimage.png?alt=media\&token=ae64fd00-3a38-4a7b-bc86-49ca26cee153) **Step 3** - Turn on or off any columns simply by clicking on the title. Black titles are inactive and blue titles are active. {% hint style="info" %} To completely reorder your columns, deselect all columns and then select the columns in the order you want them to display. {% endhint %} ![](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MaZAxHYpif2VMN_z0hb%2F-MaZC3rqVs6zokvt_Q0K%2Fimage.png?alt=media\&token=e4fb9fc1-89a5-4fa9-9178-fc5176c80442) That's it! The column order will automatically save display for that booking group until you change devices, browsers or reset your browser Cache. # Password Reset Troubleshooting If you are having troubles resetting your password, please consider the following? 1. Do you have a Swift Harbour Book Anything Account or a Swift Harbour Legacy account? Book Anything account passwords are reset from [app.swiftharbour.com](https://app.swiftharbour.com/) and legacy accounts are reset from . If you have a Book Anything account, please proceed to step 2. 2. Are you using the correct email for the password reset? If you are getting the message that your email is not associated with a Swift Harbour account, please double check that you have the correct email (i.e. it hasn't been changed) and the spelling is correct. If the answer to both questions is yes, please continue to step 3. 3. Please email and our team will troubleshoot the issue. # Changing your login email and password To change your email or password, simply click on the settings link on the left main menu. From there you will be able to change the business name, login email, and password. Be sure to click "save" after making any changes. ![The Settings Section in Swift Harbour](https://1947246355-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M2qaNQURoeICBMErjyn-3154317930%2Fuploads%2FIsszyhwWPUCuFiYLDbPY%2FSwift%20Harbour%20Book%20Anything%202021-10-24%20at%2010.11.08%20PM.jpg?alt=media\&token=a20a18bb-ecd8-47be-9495-cd8567251b7f) # Marina Controller API Mapping The following are fields that can be mapped to Marina Controller.
Marina Controller FieldComments
Customer Info
Customer #
Reference Number #
Name Field 1
Name Field 2


Address Lines 1-3Use appropriate number for desired line
City
State/Prov
Country
Postal/Zip
PhoneIncrements beyond 1 available
Phone ContactName of contact person - see https://share.getcloudapp.com/qGuO2R9k
Phone ReferenceReference (i.e. “Captain”) - see https://share.getcloudapp.com/qGuO2R9k
Mobile / CellIncrements beyond 1 available
Mobile ContactName of contact person
Mobile ReferenceReference (i.e. “Captain”)
EmailIncrements beyond 1 available
Email ContactName of contact person
Email ReferenceReference (i.e. “Captain”)
Vessel / Equipment
Vessel Name (Equipment Name)

CFVCommercial Fishing Vessel Number
Vessel Registration Number
Length
Beam
Draft
Ton
Height
AreaFor Float homes (free text)
Makei.e. Beneteau
Modeli.e. First 38
TypeDropdown selection, could be unique to customer. When customer gets this we do need to ensure exact type name matches
FuelFree form single character (G,D etc.)
Electricity

Dropdown selection, could be unique to customer

i.e. None, 15amp/120v, 30amp/120v, 50amp/120v, 50amp/208v, 100amp/single, 100amp/3phase

Date Picker
Date Range2 fields for start and end date (or parse out single dates)
Single DateSingle date (display end date as the same date)
Insurance
Insurance Company
Owner’s Agent
Policy Type
Insurance Company Agent
Policy Number
Liability
Insurance Effective Start Date
Insurance Effective End Date
Document Upload?Replace X with a number
Memo Items (User defined Fields)Memo Fields
Special requestsMemo - Replace X with a number
First PrefMemo - Replace X with a number
Second PrefMemo - Replace X with a number
PetsMemo - Replace X with a number
Slide OutsMemo - Replace X with a number
License PlateMemo - Replace X with a number
Good SamMemo - Replace X with a number
Camper Site TypeMemo - Replace X with a number
Power RequestMemo - Replace X with a number
# Updates #### **New** * Update: administration performance improvement (record filtering, sorting and search is now much faster) * Update: guest booking rebuild into Single Page App, various speed and navigation refinements so that guests can more easily navigate, review and complete bookings. * Refinement: Booking Timer and auto decline of partially completed bookings. Timer has been refined so that bookings stay active while the user is booking. After 9min of inactivity (NO mouse move or keystroke) a dialog will appear and 10 minutes later the allocated inventory will automatically be removed. * Refinement: Short text fields can now autogrow to expand to input content that exceeds the fields original character length * Refinement: Scheduler updates to better handle conflicts and guest resolutions to ensure no double bookings on inventory * Refinement: Improved Stripe Error Handling * Refinement: Ability to map one field to multiple destinations in Marina Controller * Refinement: Booking Backup system improved for more frequent backups * Refinement: Numerous minor UX/UI improvements and bug fixes #### Summer 2022 Release * New: Added a 2FA (Two Factor Authentication) System for account access * New: CSV upload allows for bookings to be added in bulk into Swift Harbour * New: Blackout dates added (optimized for single day type bookings) * Update: Bookings can now be "un-declined" to bring them back to pending, confirmed or waitlist status. #### Spring 2022 Release * Feature: Skip pricing page within booking engines - see [Turning off payments](/adjusting-settings/turning-off-payments) {% content-ref url="/pages/-MaZ2dy77AdOqIgyzbjk" %} [Turning off payments](/adjusting-settings/turning-off-payments) {% endcontent-ref %} * Feature: Filter and organize dashboard column view for each booking engine - see [Filtering and Organizing your dashboard columns](/adjusting-settings/filtering-and-organizing-your-dashboard-columns) {% content-ref url="/pages/-MaZ6ZW7bY2m1-0nKPXy" %} [Filtering and Organizing your dashboard columns](/adjusting-settings/filtering-and-organizing-your-dashboard-columns) {% endcontent-ref %} * Feature: one-way Message customers or groups of customers directly from your dashboard(s) - see [Individual and Group Email Messaging](/hospitality/individual-and-group-email-messaging) {% content-ref url="/pages/-MaZO7Vt-\_ah9r07LGW1" %} [Individual and Group Email Messaging](/hospitality/individual-and-group-email-messaging) {% endcontent-ref %} # Swift Harbour | Guest Support Center ![](https://361556799-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MhtqjQg3cHGCtP9FZTt%2F-MhtrYd256_9GnPeeTqw%2FCamping.jpg?alt=media\&token=84124cf9-28ba-4bf8-8ecd-a64c59bfbb52) Please select the topic best related to your question: {% content-ref url="/pages/-MhqTObBRGTAars-ar4g" %} [Booking Management](/guest-support-center/booking-management/cancel-or-change-a-booking) {% endcontent-ref %} {% content-ref url="/pages/-MIVdYYuTZSfm5L\_dKWV" %} [Payment Processing](/guest-support-center/guest-help-centre/open-edge-help) {% endcontent-ref %} {% content-ref url="/pages/-MhqUPBsH-kfb83Poxc\_" %} [Account Mangement](/guest-support-center/account-mangement/reset-password-boaters-only) {% endcontent-ref %} # Cancel or change a booking All booking changes and cancellations are made with the business you booked with directly. Simply review the latest booking email you received from the marina, campground, resort or rental business and you will see both the business (marina, campground, resort etc) phone number and email included so you can make contact. Please note that last minute cancellations may incur cancellation fees in line with the stated policies during booking. Booking policies are always included at the bottom of the booking page for each business. # Download the Swift Harbour Apps (Boaters Only) To download the Swift Harbour apps or the House Manual App, please visit ![](https://361556799-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MhqVNbdiWH1WCfuwv06%2F-MhqWhEbBqInsza_PyiC%2Fiphonequilt%402x.jpg?alt=media\&token=a12bb393-7a7d-4ac1-a80d-55c4234ff1ab) # Booking Engine Error {% hint style="danger" %} If you are experiencing a booking engine error, please advise our team at and our team will get back to you ASAP. {% endhint %} # Your selected options are no longer available Message when booking Should you get the message "Please make a new selection, your selected options are no longer available" it means that your selected booking option has unfortunately been booked by another guest. \ \ Booking are selected and locked in for 10 minutes after you proceed past the first page. If you are getting this message it means that both you an another guest made the same selection and then they proceeded to the next page and reserved the booking ahead of you.\ \ To make another selection, please refresh the page and select from the remaining available options. Once you click "next" that option will then be locked in for you for 10 min or permanently once the booking has been completed. # Errors when adding a credit card {% hint style="success" %} Your information is kept secure through our payment processing partners [Stripe](https://stripe.com/ca/customers) and [Global Payments Integrated](https://www.globalpaymentsinc.com/en-ca?utm_source=google\&utm_medium=cpc\&utm_content=homepage\&utm_campaign=sdi-corp-2021-brand-campaign-us\&utm_term=us\&gclid=Cj0KCQjwsZKJBhC0ARIsAJ96n3VI5Aqb8YkBB8JbaeCO6qs2idla82GWmWeqLt0zxFTX9ClkiQBNTUAaAvIlEALw_wcB\&gclsrc=aw.ds), the payment processing backbones behind many of the largest brands online. {% endhint %} **If you receive an error when entering your credit card for a booking, the following are possible causes of the error.** 1\. ***Are you using an accepted credit card?*** This marina accepts **Visa, Mastercard and American Express Cards**. Please note that all cards must be full credit cards and not a pre-paid credit card OR debit card (i.e. Visa Debit / Mastercard Debit). {% hint style="danger" %} Please note: Pre-Paid Credit Cards and debit cards, including Visa and Mastercard branded Debit cards are not accepted {% endhint %} 2\. ***Were your credit card details entered correctly?*** Sometimes simply a wrong credit card, expiry, cvv, or postal code can be the culprit and create an error. Simply click the “try again” link, refresh the page, or re-click the booking button to try again. 3\. **Did you have the payment page open for an extended period?** For security purposes the page will time out after \~15min. 4\. **Are you on a slow or intermittent data/wifi?** For security purposes you must be on a secure, stable data/wifi connection. 5\. ***Are you using a compatible browser?*** Naturally payment processing needs to be very secure and some browsers and browser plugins may not be compatible. Below is a list of compatible browsers (we recommend [Google Chrome](https://www.google.com/chrome/) or [Apple’s Safari](https://www.apple.com/ca/safari/) Browsers). The easiest remedy is simply to trying booking in another browser or turn off the plugins in your browser. #### BROWSER COMPATIBILITY Payments as part of Swift Harbour is compatible with the following browsers (we recommend [Google Chrome](https://www.google.com/chrome/) or [Apple’s Safari](https://www.apple.com/ca/safari/) Browsers). – Internet Explorer = 11\ – Chrome for Desktop = version 37 and up\ – Chrome for Android = Android 5.0 and up\ – Mozilla Firefox = version 32 and up\ – Microsoft Edge = All Versions\ – Opera = version 17 and up\ – Safari Desktop = version 7 and up\ – Safari Mobile = IOS 5 and up {% hint style="info" %} **Still having issues?** Contact out support team {% endhint %} # Changing a credit card number {% hint style="success" %} Your information is kept secure through our payment processing partners [Stripe](https://stripe.com/ca/customers) and [Global Payments Integrated](https://www.globalpaymentsinc.com/en-ca?utm_source=google\&utm_medium=cpc\&utm_content=homepage\&utm_campaign=sdi-corp-2021-brand-campaign-us\&utm_term=us\&gclid=Cj0KCQjwsZKJBhC0ARIsAJ96n3VI5Aqb8YkBB8JbaeCO6qs2idla82GWmWeqLt0zxFTX9ClkiQBNTUAaAvIlEALw_wcB\&gclsrc=aw.ds), the payment processing backbones behind many of the largest brands online. {% endhint %} ### Adding a card during a Swift Harbour Booking To add your credit card during a Swift Harbour Booking simply follow the booking steps and you will be presented with secure credit card collection page that will ask for your credit card number, expiry date, CVC and, depending on the business you are booking with, Name on Card and Postal / Zip Code. ![Payment page design varies depending on the underlying payment processor.](https://361556799-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MbmUkaK5JuWN0P23kMt%2F-MbmVtzqLnk8IujqU5hj%2Fapp.yachtingsbest.com%20reservationspot2764slip%202021-06-09%20at%201.42.47%20PM.jpg?alt=media\&token=f96af9dc-8a68-4543-83d9-65f27a167bdb) ### Editing a card during a Swift Harbour Booking If you have booked with a business before, you may notice during your subsequent bookings that the platform will securely store your tokenized credit card information for convenience. If you are happy with the card in use, simply click "SUBMIT". If you would like to change your credit card information, simply click the "Click Here" link as per the illustration below. ![Changing a stored card during booking](https://361556799-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MbmUkaK5JuWN0P23kMt%2F-MbmX7HU57dKu8AEWU-m%2Fapp.yachtingsbest.com%20reservationspot2764slip%202021-06-09%20at%201.45.03%20PM.jpg?alt=media\&token=99ec5ecd-6b5b-4f6a-8e66-1dba51a410ea) ### Change a card after a Swift Harbour Booking If you have made a booking and then what to change your card on file. Please contact the business directly. They will be able to manually update your payment information for future payments. # Reset Password (Boaters Only) To reset your password, please follow the instructions below. Step 1 - Visit the login page at [swiftharbour.com/bookings](https://www.swiftharbour.com/bookings) Step 2 - Click the "forgot your password, click here" link ![](https://361556799-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MhqUEjzigZdZJp94RGW%2F-MhqVGtLSx1v4_yVw7gW%2Fimage.png?alt=media\&token=aec3fc0e-00a3-4cc2-8f15-69e2a6ebd961) Step 3 - Check your email and click your password reset link Step 4 - Enter your new password (twice) and click ok Step 5 - Select your preferred marina from and login with your new credentials. # Password Reset Troubleshooting If have tried to resent your password and are having issues, please review the following. * Are you visiting ? This is where all guests (boaters and campers) should reset their passwords from. * Have you not received an email? Password reset emails will come from the email address . Its worth checking your spam or junk folders just in case it got filtered in there. # Edit Account Username or Email (Boaters Only) To edit your username email or password, simply visit (login required). ![](https://361556799-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2qaNQURoeICBMErjyn%2F-MhqXjGIefmZBBkrSl94%2F-MhqZYzI4SyoKPnNlBxP%2Fapp.yachtingsbest.com%20usersettings%202021-08-23%20at%2010.11.32%20PM.jpg?alt=media\&token=c28bf3cf-76b7-47b2-bfc3-6d126484e993)