Hamlet Support Docs
  • Welcome to Hamlet Knowledge Base
  • Getting started
    • Location set up
    • Inventory set up
      • Inventory terminology and organisation
      • Offices
      • Products & Services
    • Customer portal set up
    • Email template set up
  • Customer management
    • Terminology
    • Adding a new customer
    • Onboarding new customers
    • Adding team members
    • Changing the status of a customers account
    • Day pass Check-ins
    • Updating/Changing a customers billing name
  • Leads
    • Leads management
  • Billing
    • Payment methods
    • Sending invoices to review prior to billing date
    • Paying for items in advance
    • Paying overdue invoices
    • Adding items and charging
    • Adding descriptions for items
    • Service Categories
    • Adding another contact to receive invoices
  • Bookings
    • Tentative bookings for external customers
    • Extending or changing bookings
  • Inventory management
    • Adding Private & Extra desks to offices
  • Features
    • Notes
    • How integration with Integrapay/XERO works
  • FAQ
    • Adding Staff members to Hamlet
  • Go live procedures
    • Preparing a location for Hamlet Go Live
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  1. Bookings

Tentative bookings for external customers

Bookings for external customers should always be charged upon request.

While it is not good practice to take Tentative bookings, here is a work around for the moment if this case comes up.

  1. Make the Booking for the respective customer (they must be added to Hamlet in order to do this).

  2. Make a note in notes section of the customers account that booking is tentative and still owing.

  3. Once confirmed, charge for it using the 'charge now' button in the billing section. (note: this will charge for any outstanding items listed in 'due charges')

  4. Once Payment is confirmed, archive the note and the booking is complete.

  5. Else if they do not confirm, delete the booking and note.

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Last updated 5 years ago

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