# Creating Bookings (/docs/bookings/creating-bookings) While most bookings come through the online checkout, staff can also create bookings directly from the dashboard for walk-ins, phone reservations, or special requests. The New Booking Wizard [#the-new-booking-wizard] The dashboard uses a step-by-step wizard to walk you through booking creation. The wizard has six steps: Step 1: Activity [#step-1-activity] Select the activity for the booking. Only active activities with valid scheduling are shown. Step 2: Equipment [#step-2-equipment] Choose the equipment for the booking. Equipment is tied to the selected activity and may include items like kayaks, bikes, boats, or other rentable gear. Each equipment selection tracks: * **Quantity** — how many units of the equipment * **Seats** — number of participant seats per unit * **Add-ons** — optional extras attached to each piece of equipment (e.g., life jackets, helmets) Step 3: Scheduling [#step-3-scheduling] Set the date and time for the booking. You have two scheduling modes: * **Schedule** — select from available time slots generated by the activity's scheduling rules * **Manual** — enter a custom date, start time, and end time (useful for special arrangements) The scheduling step also lets you select an activity duration if the activity supports multiple duration options. Step 4: Pricing [#step-4-pricing] Configure how the booking is priced: | Option | Description | | ------------------------ | ------------------------------------------------------------------------------------- | | **Standard pricing** | Use the activity's configured pricing rules (base price from schedules and equipment) | | **Custom pricing** | Enter a manual base price for the booking | | **Apply taxes and fees** | Toggle whether location-level taxes and fees are calculated on top of the base price | The balance field shows what the customer owes. You can adjust this manually if a partial payment has already been collected. Step 5: Customer [#step-5-customer] Enter customer information: * **Name** — customer's full name (required) * **Email** — customer's email address * **Phone** — customer's phone number with country code selection Resytech searches your existing customer database as you type. If the customer already exists, select them to auto-fill their information and link the booking to their CRM profile. If they are new, a new customer record is created automatically when the booking is saved. Step 6: Status and Confirmation [#step-6-status-and-confirmation] Choose the initial booking settings before confirming: | Setting | Options | Description | | ----------------------------- | ------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- | | **Booking status** | Confirmed, Pending, Draft | The initial status of the booking. Defaults to "Confirmed" for admin-created bookings. | | **Notify customer** | On/Off | Whether to send the customer a confirmation email after creation. Enabled by default. | | **Auto-expire** | Off, or set a duration | Automatically change the booking status after a set time period. Useful for holding pending bookings that should cancel if not confirmed. | | **Auto-expire target status** | Canceled, etc. | Which status to transition to when the expiration timer fires. | | **Auto-expire notify** | On/Off | Whether to notify the customer when the booking auto-expires. | | **Source** | Admin, or custom source | The booking source. Defaults to "admin" for dashboard-created bookings. Custom sources can be configured per location. | | **External ID** | Free text | An optional reference ID from an external system (e.g., a channel manager or third-party booking platform). | Review the summary and click **Create Booking** to finalize. Customer Lookup [#customer-lookup] When entering customer details, Resytech searches your existing customer database. If the customer already exists, select them to auto-fill their information and link the booking to their profile. If they're new, enter their details and a new customer record is created automatically. Line Items [#line-items] Each booking can have multiple line items. Line items are created automatically from your activity and equipment selections, and can also be managed manually after booking creation: * **Activities** with participant counts and demographic breakdowns * **Equipment rentals** with quantity tracking * **Add-ons and extras** attached to equipment * **Custom line items** with manual name, price, and quantity Each line item stores a name, unit price, quantity, type code, and optional metadata. See [Editing Bookings](/docs/bookings/editing-bookings) for details on modifying line items after creation. Booking Sources [#booking-sources] Every booking records a source indicating where it originated: * **Online** — created through the customer-facing checkout * **Admin** — created by a staff member from the dashboard * **External** — created via an external integration, with an optional external ID for cross-referencing Custom booking sources with assigned colors can be configured per location to track additional channels (phone, walk-in, partner referral, etc.). Internal Notes [#internal-notes] Add internal notes visible only to your team — useful for special requests, accessibility needs, or other details that staff should know about. Notes are timestamped and attributed to the staff member who created them. Related How-To Guides [#related-how-to-guides] * [Create a Booking](/how-to/bookings/create-a-booking) * [Check Availability](/how-to/bookings/check-availability) * [Handle Guest Information](/how-to/bookings/handle-guest-information) * [Manage Line Items](/how-to/bookings/manage-line-items) * [Add Booking Notes](/how-to/bookings/add-booking-notes)