Creating and managing bookings works the same way as before — just with a cleaner layout. See it in action,
Creating a booking
When you click New Booking, the booking form now opens as a panel on the right side of your screen, instead of a pop-up in the middle. You'll fill out the same details as before, just in a cleaner, easier-to-follow layout.
In your Swift Admin account, go to the Calendar page.
Click the New Booking button in the bottom right of the screen.
The booking panel slides in from the right. From here, you can:
Choose a Booking type: Rental, Lesson, Camp, Class, or Block
Select the Service (e.g., Full Facility Rental)
Set the Date & time, and choose whether it repeats
Select which Spaces (Rooms) the booking will be located in (cages or rooms to use)
Once everything looks good, click Create booking & proceed.
Next, you'll land on Manage participants & payments, where you can add staff and search for or add customers.
Finally, review the booking in your Cart. From here you can add extras, then click Next to continue checkout, or Add & pay later to save it for now.
Adding a participant
Add a Staff or Instructor to a Booking
On the Calendar page, click on the booking tile
Select the Manage Participants and Payments (second) icon
In the Staff field, type the instructor's name and select their profile when it appears
Click Done
Add a Participant
On the Calendar page, click on the booking tile.
Select the Manage participants and payments (second) icon.
In the Customers field, type the participant's name and select their profile when it appears.
You'll be taken to the Cart step, where you can add any additional bookings in the same series or add-ons.
If you're ready to check them out, click Next.
Confirm the amount is correct, or edit it if needed.
Click Done.
Removing a participant
From the same Manage participants & payments step, find the participant you'd like to remove and select the 3 vertical dots next to their profile, and select the Remove option.
You can continue with the flow if you need to process a refund, or waive the refund,
Scheduling an automatic payment
If you want the system to automatically charge the customer's card on file, you can still schedule the automatic payment to occur.
Once you've added the participant to the booking, continue with checkout until you reach the Make Payment page, where you can click the down arrow beside "Pay & Apply Changes" and select "Schedule Payment" instead,
More to come! 👀
We're working on more detailed guides for other parts of the checkout flow, including:
Viewing and redeeming available credits before checkout
Applying a discount code at checkout
Adding an add-on to the cart