Open the client's account in Global Sales using any method that works best for you. The example below uses the Household Number.
Scroll through the ribbon options using the right arrow and select Permits.
In the Permits tab, clients may have multiple reservations pending:
1. Highlight the appropriate reservation.
2. Click Reserve.
- Verify all information under Item Changes.
- Verify Expected Attendees and Amenities Request under Questions.
- Once all information has been verified, process by clicking Continue.
If necessary, link to an existing reservation and proceed by clicking Continue.
ANY ITEMS THAT NEED FURTHER APPROVAL MUST BE APPROVED BEFORE PROCESSING A RESERVATION.
Certain Items that the client can select will need approval from specific Department staff. For example, if the customer needs Park Police on site, the center allowing this reservation to take place will need to get in contact with Park Police for approval.
Select or deselect applicable items that are available or unavailable for the rental.
Proceed by selecting Continue.
Two reservations will generate in the Shopping Cart. The item with a fee is the reservation, the item without a fee is the contract. Select Payment.
On the payment screen, select Apply Coupon.
Search the for the organization in Description and Select the appropriate coupon.
If the coupon does not cover the full rental, proceed to charge the client with their preferred payment method:
1. Select the appropriate Pay Code.
2. Select Process.
You will be taken to the Global Sales search, completing the reservation.
