General Setup
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      1. Knowledge Base
      2. Getting Started
      3. General Setup

      Setting up for Future Reservations Checklist

      Learn how to set up your Campspot account to be able to take reservations for the coming year and beyond.

      1. Start in Unit Setup

      • Review Existing Site Types - This is also a good time to check your photos, descriptions, add-ons, and amenities.
        • Do additional site types need to be created? Learn how to create those here. 
        • Have sites or site types moved? If you move them, you may need to move reservations first. Learn about the site type change process here. 
        •  Are your add-ons still accurate?

      2. Review Individual Sites

      • RV site lengths
      • Site numbers/names
      • Map locations

      This webinar will guide you through editing individual sites.

      3. Move to Properties

      Messaging, Policies, Form Lists Base Pricing

      • Review wording and make any necessary updates
      If you did create new site types, go to Pricing Templates to copy the site type name and ID.

      Pricing must be set for newly created site types before they can be booked.

      4. Reporting Module: Search for Base Prices for Campsites

      • Download and save the file as your “Before” base rate sheet 
      • Add new columns to the right of existing columns

        • Holiday date groups, shoulder/peak season, and special event weekends

        • Separate weekday/weekend columns as needed

        • Columns between special event periods, or a “catch-all” period at the end

        • Double check formatting: no punctuation or symbols, days of the week abbreviated correctly, dates formatted consistently, and check for missing dates.

        • Do you need to add your new site type(s) in here?

        • Update pricing for each column and site type

        • Save the file and rename as your “After” base rate sheet

      Need a refresher on how the Base Price Templates works? Follow this link.

      5. Repeat Base Rate process for Daily Add-Ons if needed

        • Upload base prices for Daily Add-ons spreadsheet in Campground Setup
        • Look for a confirmation message at top of the screen in green

      6. Move to Consumer Site Admin

      • Update Event Calendar as needed

      7. Move to Rules Section

      Start in Date Groups

      • Most park setups have a “Wide Range” date group that does not need an end date and can be used year after year for rules that are constant.
      • Create additional date groups as needed. Examples include 2022 Season, Shoulder/Peak Season, Holidays, Special Events, and Seasonal. Learn about creating new date groups here. 

      Move to Reservations

      • Check each rule type. If you’re reusing the rule, you may just need to update the date group and expiration date.

      Move to Pricing

      • Check Packages
      • Check Occupancy Based Surcharge
      • The other rules do not have expiration dates but could/should be reviewed as best practice.

      Your park may change package pricing year to year. If so, the new package pricing should be created now.

      Jump to Policy

      • Update Cancellation Policy Rules
      • Update Payment Policy Rules

      Move to Functions

      • Resort Closed
      • Cannot be Reserved Online
      • Booking in Advance Limit

      Booking in Advance Limit Tip:

      If you’re currently set to something like 365 days, you’ll need to extend that to allow bookings for next year. A good number to use is 999. 

      8. Double Check Your Work

      • To do so, attempt to make a new reservation for the following year.
        •  Do you show sites available?
        • Are they priced correctly?
        • Did you run into any business rules or should you have?

      Download PDF Version