Everything you need to run your business on Ezra Pro

Find your way around

Every screen lives in the left sidebar, grouped by the job it does.

The search bar (command palette)

Click the Search… box at the top of any dashboard screen. It opens a palette that searches activities, bookings and guests, or jumps to any page. Type a few letters and press Enter.

It also has quick Actions: New booking (take a reservation on any departure), Create activity and Switch to dark theme.

The rest of the top bar

• Workspace switcher (top of the sidebar): if you run more than one business, click your business name to switch.
• Date chip, EN, bell and moon icons: today's date, dashboard language, notifications (a number shows when something needs you) and light/dark mode.
• Platform fee card at the bottom of the sidebar shows your rate. How fees work opens Settings → Payments & tax.
• Collapse shrinks the sidebar to icons when you need more room.

Go live checklist

Do these in order. Each one links to its full guide.

Last step: open your booking page as a guest (View storefront) and walk through a booking yourself.

Actions with no undo prompt

A few buttons act the moment you click them. There is no “Are you sure?” step, so slow down on these.

Menus in Ezra Pro stay open until you click somewhere else. Press Esc or click an empty part of the page to close one before you click the next row.

What’s new (October 2026)

The latest changes to the dashboard, and where each one is explained in this guide.

Overview

Your home screen. It greets you with today's date and how many departures and guests are on the books.

• Bookings, Guests, Net revenue: totals for the last 30 days, compared with the 30 days before.
• Revenue vs previous period: a bar chart you can switch between 7 days and 14 days.
• Awaiting payout: money from trips that have already run, plus what's in transit, paid this month and fees for 30 days. View payouts opens Payments.
• Recent bookings: the last 5 reservations from every channel. All bookings opens the full list.

Bookings

Every reservation across all your adventures. Search it, filter it, and act on it without leaving the page.

Find a booking

1. Type a guest name or email into the search box. (In our test, searching the 8-character reference returned nothing, so search by name or email.)
2. Narrow it with All experiences, the payment filter and the date picker.
3. Use the tabs to show only Pending, Confirmed, Checked in, Completed or Cancelled.

The booking record

Click a guest's name to open the full record in a side panel. Use the arrows at the top to step through bookings without closing it.

• Departure: activity, date, time, location and crew. View on calendar jumps to it.
• Participants: a switch per person to check them in, or Check in all.
• Waivers: who has signed. Copy link to send the signing page, or open Check-in tablet at the desk.
• Order summary: line items, subtotal, total, amount paid, balance due, and every payment with its status.
• Guest: contact details, lifetime value and trips booked. Profile opens the guest's page.
• Source: channel (e.g. Website widget), referrer, when it was booked and last updated.

The More actions menu (⋯ inside the record)

Inside the record, the ⋯ button under the reference opens:

Extra charges, gratuity, discounts and internal notes

Scroll to the bottom of any record:

• Extra charges & discounts: + Charge, + Gratuity (with a % box) or + Discount. The booking total and what's owed update when you save. You don't need to add a merchant fee; it's added automatically when guests pay online.
• Internal notes: dietary needs, pickup quirks, who to call on the day. Notes never appear on guest confirmations or the storefront.

The full record page

Open full record (top right of the panel) shows the same booking as a full page with the guest, source and assigned guide on the right. All reservations takes you back.

Import bookings from your old system

1. Click Import (top right of Bookings).
2. Choose a CSV or Excel (XLSX) file up to 15 MB.
3. Pick its header row, map its columns to Ezra Pro fields, then review the bookings. Missing past departures can be recreated so your history stays complete.

Take a phone or walk-in booking

Use this when a guest calls or walks up. Seats are held the moment you confirm.

1. On Bookings, click + New booking (right of the filters). From anywhere else, click the Search… bar, type new booking and press Enter.
2. Experience: pick the activity. Each card shows length and the “from” price. Click Continue.
3. Departure: a full month calendar shows every bookable day with seats left. Pick a day, then a time (each shows seats left and how full it is). The top bar says how many departures are open.
4. Tickets: use + and − for each ticket type. The footer shows guests and total.
5. Guest: search an existing guest by name, email or phone, or fill in first name, last name and email (phone optional). Add Notes for the crew such as allergies, mobility or celebrations. New guests are saved to Guests with the booking.
6. Payment: choose how the guest is paying, check the order summary (activity, date, meeting point, tickets, total), then click Confirm reservation.

Refunds and cancellations

Give a full refund

1. Find the booking in Bookings and click the ⋯ at the end of its row. (Or open the booking and use ⋯ → Issue refund.)
2. Click Refund…. The dialog shows the guest, reference, activity and date.
3. Leave Full refund selected. Everything collected goes back.
4. Pick a Reason and, if you like, add a Note (kept on the booking).
5. Decide on Cancel the reservation too (on by default). On releases the seats back to the departure; off keeps the booking.
6. Click Refund $….

Give a partial refund

1. Open Refund… as above and choose Partial refund.
2. Type the Amount to refund. The box shows the most you can refund (“Up to $…”).
3. Pick a reason and click Refund $…. The rest stays with you and the seats stay booked, so Cancel the reservation too is turned off.

Cancel without refunding

Click ⋯ → Cancel reservation on the row (or inside the record). This happens instantly, with no confirmation. The seats are released and a message reminds you to “Refund separately if money was taken.”

Undo a cancellation

1. Open the cancelled booking (filter the list by the Cancelled tab).
2. Click the ⋯ under the reference and choose Restore reservation. A “Reservation restored” message appears.

Reschedule a booking

Move a guest to another time, day or activity. What they already paid counts toward the new booking.

Move a booking to another time

1. Open the booking (click the row, then Open full record) and click the ⋯ under the reference.
2. Click Reschedule. A full page opens showing the guest and their current activity, date and time.
3. Under Choose an activity, keep the current one (marked “Current activity”) or pick another.
4. On the right: 1 · Choose a date (scroll the day strip or open the calendar icon), 2 · Choose a time, and 3 · Who is coming (adjust ticket counts).
5. Check the new total and click Reserve now, then finish the last step. A cheaper move is refunded to the guest’s card; a dearer one is emailed to them to pay. You can also copy or email the pay link yourself.

Pick any date and time (even full or past slots)

Under the booking card, Or pick any date and time lets you type a Date, Start time and number of guests and click Continue. A time that isn’t on the schedule yet is added for that activity when you move the booking. This works for earlier today, past days and times that are full.

Guests cancelling or rescheduling themselves

• Every confirmation email has a link that lets the guest cancel or reschedule on their own.
• It follows your cancellation policy: outside the free window they get an automatic refund (or pay the difference for a dearer time); inside it they can still cancel but nothing is refunded, and they can’t reschedule online.
• You’ll see the change on the booking. Nothing for you to approve.

Schedule

Every departure on one calendar. Each block shows the time, the activity and seats sold (for example 0/4).

Switch views

Use the buttons at the top right: Month, Week, Day or Agenda. The strip underneath counts departures, guests and booked value for what you're looking at. Today and the arrows move through dates.

Filter the calendar

Click Filters to show only certain activities, locations, statuses (Scheduled, Confirmed, Sold out, Weather hold, Completed, Cancelled) or crew. Turn on Show cancelled to keep cancelled departures visible. Click Done.

Add a departure

1. Click + New departure, or the small + in any empty morning or afternoon slot.
2. Pick the Activity, the Date and the Capacity (it starts at the activity's default).
3. Add one or more Start times. Each time becomes its own departure on that date.
4. Optional: tick Crew, add a Slot label (shown under the time on your booking page), or set a Price override per guest.
5. Choose How guests take it: Book online, Waitlist or Call to book.
6. Check the footer (“1 departure will be created”) and click Schedule departure.

Repeat it every week

1. In the same form, turn on Repeat this schedule.
2. Under Repeat on, click the days (Mon–Sun) it should run.
3. Set Until, the last date to generate.
4. The footer updates (for example “5 departures will be created across 5 days”) and the button becomes Schedule 5. Click it.

Open a departure

Click any block on the calendar. A panel shows the time, meeting point, party mix, difficulty, seats sold, Revenue (booked, collected, outstanding), Crew, Resources and the Guest manifest.

Quick actions at the bottom: Edit, Duplicate, Assign crew, Manifest, Run sheet and Cancel.

Edit a departure

Click Edit departure to change the activity, date, start time, capacity, crew, Price for this departure (blank uses the usual price), slot label and how guests take it. There's also a Note that's shown to your team on the day sheet. Click Save changes.

Assign crew

Click Assign crew, tick who is running the departure, and click Save crew. Assigned crew appear on the manifest and the day view. (In the demo account this list showed people from the Team page.)

Waitlist

Guests who asked for a spot on a full or waitlist-only time show up here, sorted into Waiting, Contacted, Booked and Removed.

1. Turn a waitlist on by setting a time to Waitlist in the Schedule, or simply let a time sell out.
2. Guests join from your booking page. Search the list by guest, email, phone or date.

Manifest and check-in

Your check-in desk. Pick a departure on the left; check guests in on the right.

Check a party in

1. Pick the day with the arrows or the date. Today jumps back. Filter by activity or location if you run a lot of trips.
2. Click the departure on the left. The ring shows how many are aboard (for example 0/8).
3. Find the party (or type a name, email or booking in the search box) and tap ✓ CHECK IN. The row turns green and the switch reads IN.
4. Checked in the wrong party? Tap the switch again to undo.
5. Everyone here at once? Click Check in all.

What the icons on each party mean

The strip across the top counts departures, guests expected, checked in, no-shows and today's revenue. Press Refresh to pull in late bookings.

Guides

The people you can assign to a departure. A guide doesn't need a login. They just need a name and a colour on the calendar.

1. Click + Add guide.
2. Enter Name, Title (lead guide, skipper, instructor…), Email and Phone.
3. Pick a Calendar colour. That's how they show on the calendar and manifest.
4. Add a Note such as routes they know, languages or certifications. Click Add guide.

Need someone to log in to the dashboard? Invite them under Team instead.

Guests

Everyone who has booked with you, with trips taken, lifetime value and last booking.

The list and segments

Email subscribers filters to guests who opted in. Import brings in a list from your old system and Export downloads it.

The ⋯ menu on a guest row

The guest profile

1. Click a guest's name (or ⋯ → Open profile).
2. The top shows their tags and five numbers: Trips, Lifetime value, Average order, First seen and Last seen.
3. Buttons at the top right: New booking, Edit and ⋯ (Export profile or Delete guest).

Fix a guest's name, email or phone

1. Open the profile and click Edit.
2. Change First name, Last name, Email, Phone or Country and save.
3. Past bookings keep the details captured at the time. Only future emails use the new details.

Booking history, cards, notes and invoices

• Booking history: every trip, newest first, with status (Completed, Confirmed, Checked in). Export downloads it.
• Payment methods: cards seen on this guest's bookings.
• Internal notes: only your team sees these. Type preferences or anything worth knowing next time and click Save note.
• Invoices: bills written for this guest. + New invoice starts one already addressed to them.

Abandoned carts

Guests who started checkout and didn't pay. A cart disappears on its own as soon as any payment for that booking succeeds.

Send automatic follow-ups

1. Turn on Follow-up emails with the switch at the top right of the card.
2. Choose One email or Two emails.
3. Choose who gets them: Reached the payment page or Anyone who left an email.
4. Set the timing, for example first email 1 hour after they leave and the second 1 day after that.
5. Click Send me email 1 to preview it in your own inbox, then Save follow-ups.

Follow up on one cart yourself

1. Click a cart in the list. It shows what they picked, the details they typed and a timeline: started checkout, reached the payment page, follow-ups sent, opened the link, paid.
2. Click Email guest or Call guest to reach out.

Waivers

Write the terms guests sign, choose who signs, and look up any signed waiver.

Build your terms

1. Already have a waiver? Click Upload PDF or photo (10 MB max). The terms are pulled out for you to review.
2. Starting fresh? Describe a term in Draft a term with AI and click Draft with AI. Or click Add a term and write it yourself.
3. For each term set Title and Wording, then tick Required agreement and/or Show on booking page.
4. Choose Applies to: all activities or selected ones. Reorder with the arrows.
5. Click Save waiver terms. Changes go live when saved.

Who signs

• Every guest signs their own waiver: each adult signs, and a parent or guardian signs for each minor. The confirmation email carries the link, and the same page works on a tablet at check-in. Turned off, only the person paying signs at checkout.
• Minors are under: the age below which a guardian signs (18 in the demo).
• Ask for an emergency contact: a phone number is required with each signature.
• Parent or guardian consent: the wording a guardian agrees to.

Find and view a signed waiver

1. Scroll to Signed waivers (the count of waivers on file shows at the top).
2. Search by guest name or email, then click View.
3. The waiver shows the printed name, email, a link to Open reservation, and what they agreed to, word for word. That wording is stored on the waiver itself, so editing your terms later doesn't change it.

Uploaded documents keeps the PDFs you imported. Export downloads the records.

Guest photos

Send a trip's photos to the guests who were on it, free or paid.

Start and send an album

1. Check Waiting for photos: trips that have run but have no album yet. Guests lose interest within about a day, so start here.
2. Click + Start album on the trip.
3. Click Add files. JPG, PNG, WEBP, MP4, MOV and WEBM work. Photos are shrunk on your device and uploaded one at a time, so a weak signal at the dock is fine.
4. Under Guests, everyone on the trip is listed. Add someone with Add guest.
5. Click Send to N new (top right) to email everyone who hasn't had it yet. Each guest gets their own link.

Charge for photos

1. On the album, click Charge for these.
2. Pick Free, Paid: per guest or Paid: whole album, set the price and save.

Delivery settings (defaults for new albums)

Click Delivery settings at the top right of Guest photos.

• New albums are: Free, Paid per guest or Paid whole album.
• Message to guests: the note that goes with the link. Edit the full email under Email templates → Guest photos.
• Review links: Google, TripAdvisor, Facebook, Yelp. Shown once a guest has looked at their photos.
• Keep albums for: how many days links stay live.
• Text the link too: greyed out until an SMS provider is set up.

Adventures

Your catalog: every tour, rental or class guests can book.

Grid and table views

Switch to the table view to compare activities side by side: status, price from, duration, capacity, bookings and revenue for the last 30 days.

Hover over a card to see its quick actions: Edit, Duplicate, Move to draft, Preview on the storefront and Archive.

The activity page

Click any activity to open its page. Four tabs:

Create an activity in six steps

Click + New activity. A live preview on the right shows how the card will look. Your progress is kept if you step away.

1. Basics. Name, tagline, category, status (Live means bookable as soon as it's created), difficulty (Easy, Moderate, Challenging, Extreme), duration, minimum age, capacity per departure, minimum participants (below this the departure does not run), maximum group size, and the booking page web address.
2. Description. An optional card badge (for example “Suggested donation”), two or three short paragraphs, and the meeting point.
3. Media. Drag in photos or a clip. Landscape JPG or PNG at least 1600px wide, up to 5 MB; MP4 or WebM up to 50 MB. The first photo leads every storefront tile.
4. Pricing. Single price, ticket types or options, plus add-ons and a minimum tip. See Pricing below.
5. Schedule. How guests book: Scheduled departures, Any upcoming date, Call to book (with dates) or Call to book (no dates). Optionally add a repeating rule, allow one booking per date, or link adventures that share guides or equipment.
6. Review. What checkout asks for: a booking notice before guests pick a time, guest details as separate fields or one box, and whether to ask age and weight. Then publish.

Edit, duplicate, hide or archive

1. Open the activity and click Edit. All six steps are open, so jump to the one you need, change it, and click Save changes. Cancel throws your changes away.
2. The ⋯ next to Edit has Duplicate (a copy to start a similar trip), Move to draft (hides it from guests), Manage schedule and Archive.
3. Preview storefront shows the page guests see.

Group activities into sections on your booking page

1. On Adventures, click Booking page sections.
2. Click Add section and name it (for example “Horseback Rides”).
3. Assign activities to it from the dropdowns and reorder with the arrows. Activities not in a section show after the sections, with no heading.
4. Click Save sections.

Pricing, add-ons and tips

Step 4 of the activity editor. Change it any time; it applies to new bookings.

1. Pick how it's priced

• Single price: one price for everyone.
• Ticket types: adult, child, senior… each with its own price.
• Options: several choices at different prices, like sizes, lengths or packages.

Then choose who the price covers: Price is per guest (multiplied by how many people come) or One price for the whole group (for charters and private bookings).

2. Ticket types

1. Each tier has a Name, Price, optional Compare at price (shown struck through), Min qty, Max qty and a short note.
2. The cheapest tier gets the Lead price badge; that's the “from” price on your storefront.
3. Untick Counts toward capacity for tickets that don't take a seat (an infant on a lap, for example).
4. Click Add tier, or use a preset: Child (4–12), Senior (65+), Infant (under 4), Private charter.

3. Options

Choose Options and click Add option for each choice (for example 1-hour, 2-hour, half day), each with its own price. Guests pick one on the booking page.

4. Add-ons (extras at checkout)

1. Click + Add an add-on, or start from a preset: Photo package $45, Hotel pickup $25, Lunch & drinks $32, Wetsuit hire $15, Gift wrap $9.
2. Change the name and price to suit. Guests tick add-ons at checkout.

5. Minimum gratuity

Enter a Minimum gratuity (%), such as 15, to require a tip. Leave it blank or 0 to keep the usual optional tip.

6. Shared availability (availability rules)

If two adventures use the same dog teams, guides or equipment, link them so booking one closes the other.

1. In the Schedule step, open Availability rules.
2. Use Choose another adventure to link, click Add link, then Save availability rules.
3. Confirmed bookings and checkouts in progress now close availability on both.

Click Save changes at the bottom of the editor when you're done.

Resources

The vessels, vehicles, kit and rooms a departure needs. Keep them in service here and the calendar never double-books them.

Add a resource

1. Click + Add resource.
2. Add a photo (optional) and a Name that includes the model or size, because your crew reads it on the run sheet.
3. Pick a Type (Vessel, Vehicle, Equipment, Table, Room, Guide) and a Status (In service, In maintenance, Retired).
4. Set Capacity per unit and Units in the fleet. Eight two-seat jet skis = capacity 2, quantity 8.
5. Optional: location, notes, Rest time after each booking (for example a horse resting 30 minutes), and Offer this resource as an add-on at checkout.

Check, repair or retire a resource

1. Click a resource to open its panel: units, capacity, status, the next 14 days of use, and which activities require it.
2. Use the row ⋯ for Edit details, Change photo, Duplicate, Send to maintenance or Retire.
3. Anything not in service is held back from new departures.

Locations

Where trips leave from and where guests meet. The address is what guests see on their confirmation.

1. Click + Add location.
2. Enter a Name and Address, choose the Kind and keep Status on Open. Closed keeps the history but stops new bookings landing there.
3. Use the Note for parking, the gate code or where to stand. Click Add location.
4. To change one later, click Edit on its card. Remove deletes it; set it to Closed instead if it has past trips.

Booking page & website embed

Your public booking site: the link for your social bio, and the code for your own website.

Share your link (Direct link)

1. Under Your booking link, click Copy. It looks like ezrapro.com/operator/your-name.
2. Paste it into your Instagram bio, Google Business Profile, newsletters, texts or a QR code.

Under Embed on your own site, pick one of four styles. Copy the code and paste it into your website (or send it to whoever runs your site). Paste once; branding, availability and policies update on their own. Set Booking popup appearance to Light or Dark to match your site.

Pop-up button

A styled Book now button. Clicking it opens booking over your page, already loaded, so guests never leave your site.

Site-wide script

Paste it once in your website's <head>. Every link to your booking page then opens as a pop-up, and your Google and Meta tags see the booking.

Inline calendar

Pick one experience and get a live availability calendar to sit right on the page. Guests pick a day, see times and seats left, and book in a pop-up. It resizes itself. Check it with Live preview (Wide or Phone).

One link or button for several experiences

Under Link for selected experiences, tick two or more activities to get one link or button that shows just those.

Preview what guests see

Use Storefront preview (Desktop or Phone), or click Open to see the real page. Guests pick an adventure, then guests, then a date and time.

Payments

Every charge, with revenue counted against the trip date.

Revenue and fees chart

• Switch between Daily and Weekly. Hover a bar to see net to you, processing fees and gross for that day.
• Under the chart: Effective rate (fees as a share of sales), Refunded and Net.
• Once Stripe is connected you also get Available balance, In transit, Paid out this month and Gross volume.

Transactions: look up any charge

1. Click the Transactions tab.
2. Search by guest or booking reference, or filter All statuses and All methods.
3. Each row shows trip date, booking, guest, method, Gross, EzraPro fee (for example “4% of $129”), Stripe fee, Net and status. Totals for gross, Stripe fee and net sit on top.

The list shows the most recent charges (400 at a time in the demo). Use Export for the full history.

Payouts

The Payouts tab is read live from Stripe, and Stripe decides your payout schedule. It stays empty (“No payouts from Stripe yet”) until Stripe is connected and has paid you.

Statements and exports

• Statements downloads a monthly statements CSV straight away (no dialog).
• Export ledger downloads every entry for your accountant.
• Payout settings opens your Stripe payout options.

To refund a charge, go to the booking: see Refunds.

Invoices

Bills you write by hand for things outside the booking flow: catering, private hire, partner rates.

1. Click + New invoice (or start one from a guest's profile so it's already addressed).
2. Enter the customer's name, email (where the invoice and pay link are sent), phone and address.
3. Add lines with Add line, or pull an activity in with Add from catalogue.
4. Set issue date, due date (blank means payable on receipt), tax rate, a flat discount and notes for the foot of the invoice.
5. Check the total and click Create invoice.

Reports

Sales, performance, fees and payouts, built from your bookings.

1. Pick a range: Last 7 days, Last 30 days, Last 90 days or All time. Filter to one location if you have several.
2. Read the totals: Gross booked, Guests, Platform fees and Seat fill (seats sold out of seats offered).
3. Scroll through the sections: Monthly sales, By activity, Invoices, Photo sales and Payouts.
4. Click Export to download the data.

Fees & tips: what guests paid, split out

Use this to pay out crew tips or check fees for any dates.

1. On Reports, find the Fees & tips card.
2. Set From and To. Keep By trip date for tip payouts (it counts the day the trip ran), or switch to By booking date.
3. Click Show. The tiles show Tips & gratuity, EzraPro booking fee, Card processing and Tax, with ride sales, amount collected and any EzraPro fee you covered underneath.
4. A day-by-day table follows (trip date, bookings, ride sales, tips, card processing, kept after refunds). Click Export CSV for a spreadsheet.

Marketing

Add your own tracking so your ad platforms can tie a booking back to the campaign that produced it.

1. Google Analytics 4: in Google Analytics go to Admin → Data streams → your web stream, and copy the ID that starts with G-.
2. Meta Pixel: in Events Manager open your pixel and copy the numeric ID. This covers Facebook and Instagram ads.
3. Paste them in and click Save marketing. Leave a box blank to switch that tag off.

Team

People who log in to your dashboard, and what each of them can see.

Invite someone

1. Click Invite people and type one or more email addresses (press Enter after each, up to 20).
2. Pick a role for everyone in this invitation (see the table).
3. Under What they can see, untick any area they shouldn't see: Bookings & operations, Catalog, Customers, Revenue & reports.
4. Click Send invitation. Invitations expire after seven days; track them in the Pending invites tab.

Change access or remove someone

1. Click ⋯ on their row.
2. Change what they can see adjusts their areas. (Owners and admins always see every area, so it's not offered for them.)
3. Remove from workspace takes effect instantly, with no confirmation. Their history stays on past bookings.

General

The name, contact details and regional settings behind your storefront, receipts and every confirmation.

Business profile

• Trading name: what guests see.
• Legal entity name: printed on invoices and tax documents.
• Primary category: Adventure & Outdoors, Watersports, Tours & Sightseeing, Restaurants & Tasting, Island & Reef, or Wellness & Retreats. It drives your storefront layout and the fields guests are asked for. Restaurants get their own dashboard: see Restaurant workspace.
• Booking page address (ezrapro.com/operator/…), usually your business name.

Contact & location

Reply-to email (guest replies land here), phone, website and street address.

Regional settings

Click Save changes when you're done.

Branding

1. Enter your Logo text (up to 28 characters), used wherever an image won't fit: emails, SMS, receipts.
2. Upload a Logo image: transparent PNG, JPG, WEBP or GIF, at least 512px tall, max 5 MB.
3. Set the Logo link URL (where clicking your logo goes) and whether the header shows Logo, Name or Both. Adjust the logo size (24–96 px).
4. Logo background: pick a colour to sit behind your logo when a white or transparent logo would disappear against the white header. Leave it on none otherwise.
5. Under Brand colours, set two colours from the swatches or by typing a hex code (or Custom):

   • Primary: headers, links and price emphasis.
   • Accent: kept for the one thing you want tapped, such as Book now, checkout and add-to-cart.

   A red Low contrast tag warns that the colour may be hard to read. Try a darker shade.
6. The footer says “Matches your published storefront” when nothing has changed, or “You have unpublished changes”. Reset throws away unpublished changes.
7. Click Publish branding. Your storefront and booking pop-up update right away.

Payments & tax

Each card on this page has its own Save button.

1. Connect Stripe

Click Connect Stripe and finish Stripe's sign-up. Until then, checkout holds the seat and you take payment yourself.

2. Sales tax

Turn on Charge sales tax on online bookings only if your service is taxable. It's added on top of your prices and paid out to you to remit.

3. Who pays the fees

Under the two choices, On a $100 booking previews what the customer pays and what you receive before tax and tip (with both fees covered by you: customer pays $100.00, you receive $92.80).

4. Tips at checkout

Turn on Offer a tip at checkout and guests can pick 15%, 18% or 20%, or type their own amount. Tips are untaxed and paid out to you in full. To require a minimum tip on one activity, use Minimum gratuity in its pricing.

Click Save fee settings.

5. Upfront deposit

1. Turn on the deposit and choose a percent or a fixed amount. Example: 50% on a $200 booking takes $100 at checkout.
2. For the rest, each booking gets a balance link to send the guest, or you mark it paid when you collect in person.
3. Optionally let guests choose to pay in full instead.
4. Click Save deposit setting.

Booking (cancellation & cutoff)

Cancellation policy

1. Drag the slider to set the Free cancellation window, from 0 hours to 1 week (the demo uses 24h before departure).
2. Read Guests will read this. For 24h it says guests who cancel at least 24h before the start get a full refund; inside that window they can still cancel but nothing is refunded, and they can’t reschedule online.
3. Click Save cancellation policy. It applies to every activity unless one has its own policy, and to new bookings only. Existing bookings keep their terms.

Guests use the link in their confirmation email to cancel or reschedule themselves. Deadlines use your operating timezone (change it in General).

Booking cutoff (stop selling before a slot)

1. Under Every activity, pick how long before each slot online booking closes (No cutoff by default). With 2 hours, a 10:00 PM slot disappears from your booking page at 8:00 PM.
2. To give one activity its own cutoff, use Give an activity its own cutoff → Choose an activity.
3. Click Save cutoff. Your team can still book or move guests into that time from the dashboard.

The Deposits card at the bottom shows whether deposits are on. Click Open Payments & tax to change them (see Upfront deposit).

Sales and discount codes

Run a sale (no code needed)

1. Settings → Sales → + New sale.
2. Give it a Name only you see (e.g. “Shoulder season”) and a Percent off.
3. Applies to: Everything or Just some (pick the activities).
4. Optional Starts (blank = on now) and Ends (blank = until you pause it; inclusive). Click Create sale.

Guests see the discounted price straight away, with the old price struck through.

Create a discount code

1. Settings → Discount codes → + New code.
2. Code: letters and numbers only; case doesn’t matter (e.g. SUMMER25).
3. Worth: Percentage off (scales with the booking) or Amount off (same on every booking).
4. Optional Starts and Expires (the last day it works).
5. Limit uses: blank for unlimited. A cancelled booking gives its use back.
6. One use per guest: matched on email, or phone and name together, so one code can’t be shared round a whole group. Guests confirm their email with a 6-digit code before it applies.
7. Click Create code.

Codes are re-checked on the server, so an expired or used-up code can’t be forced through. A percentage comes off the ticket price before tax and fees.

Notifications

Email templates

Write the booking confirmation and guest photos emails in your own words. A preview with a sample guest updates on the right.

1. Pick a tab: Booking confirmation or Guest photos.
2. Edit the Subject, Heading and Message. Click a placeholder to insert it where your cursor is.
3. Add up to 4 pictures (5 MB each) and one video (50 MB).
4. Click Send me a test, check your inbox, then Save.

Booking confirmation placeholders:

Guest photos placeholders:

Email apps can’t play video, so a video shows as a still frame that opens the video when clicked.

Some placeholders, like {booking_details} and {photos_button}, are whole blocks. If you delete one, it's added back at the end so guests never miss it.

Integrations

The banner counts connected apps (“0 of 2 apps connected”). Ezra Pro supports Stripe (Payments) and Google Calendar (Operations) today. Search or filter by All apps, Connected, Payments or Operations.

• Stripe: “Setup unfinished” means onboarding isn’t finished, so online payments are still off. Click Finish setup.
• Google Calendar: when not connected, bookings stay in Ezra Pro only.

Organization & locations

For businesses with more than one location. Each location gets its own workspace, schedule, manifest and bookings; the parent controls money settings for all of them.

Switch between locations from the workspace switcher. Workspace settings in the same menu opens this workspace’s own Settings.

Restaurant workspace

Each business picks a primary category (its template). Adventure, watersports, tour, island and wellness businesses get the dashboard shown in the rest of this guide. Restaurants get a food & drink layout, and craft studios get a workshop layout (see Craft studios).

Payments, Invoices, Reports, Marketing, Team and Settings work exactly as described in the Money and Settings chapters. The Booking page is your online ordering and reservation page.

Orders

Every ticket in one place: work the live ones, search the rest.

1. The tiles count New, Preparing and Ready orders, plus today’s orders and takings.
2. Work each ticket along: Start preparing → Mark ready → Complete. Late tickets show their time in red.
3. Use the tabs (Live, New, Preparing, Ready, Completed, All) and filters (payment, type such as Pickup or Delivery, location). Search by order number, name, phone, email or item.
4. Switch between List and Board. The board puts New, Preparing and Ready side by side, like a kitchen rail. Guest notes (“Birthday, can you add a candle?”) show on the ticket.
5. Click the refresh icon to pull in new orders; Export downloads them.

Reservations

Who is coming, and when. It runs by time, so a service reads top to bottom.

1. Pick Today, Upcoming or All. The total covers (guests) shows top right.
2. Each row shows the time, guest, phone and area, party size, status and any note (“Window table if you have one”).
3. When they arrive click Seat. Use No-show or Cancel as needed.
4. Export downloads the list.

Menu & inventory

Sections and the offers row

1. Under Sections, type a name in Add a section and click Add. Remove one with its ×.
2. A section tagged ROW as a highlight runs across the top of the ordering page instead of down the list.
3. Offers row title (e.g. “Today’s offers”): items running an offer are gathered into this row at the top.

Shared questions

Questions several items ask, such as a size, a milk or a cooking temperature. Write each once, then tick it on every item that uses it.

Items

1. Click + Add item, or Edit on a row. Each item has a name, section, description and price; an Offer tag marks items on offer.
2. Save inside the item. If you try to leave with unsaved changes you’re asked to save, discard or keep editing.
3. Search by name, description or section, or tap a section chip to filter.

Inventory

Inventory uses the same screen as Resources: add items with + Add resource, filter In service / Maintenance / Retired, and switch List or Cards.

Restaurant booking page

The same page as for adventures: a “Your storefront is live” card, your link (e.g. ezrapro.com/operator/hoories-restaurant), popup appearance, the four embed styles and a storefront preview. See Booking page & website embed.

Craft studio workspace

Studios that run make-and-take workshops get their own sidebar. Most screens work exactly like the adventure guide; a few are new.

Workshops (the calendar)

Month, Week, Day and Agenda views, filters and + New departure, as in Schedule. The craft calendar also has Adjust capacity and Blackout days buttons. Each session shows its time, name and seats sold (for example 0/20), and a strip above counts departures, guests and booked value for the week.

Experiences and private parties

The top of Experiences has a Private parties card: what a host books for a group. Each party groups the activities the host can choose from, and its times are the party slots you add on the calendar. Use + New party, Edit, Manage times or Remove. A party needs times before anyone can book it.

Below it is the usual catalog with Grid and Table views and the All, Live, Draft and Archived tabs. Bookings brought in from an old system show as archived “Imported history” activities so your past numbers stay complete.

Projects: what guests make

Each project carries its designs, sizes, questions and personalization prompt. Guests pick these when they book a workshop.

1. Each card shows the starting price (e.g. $95+), how many designs and questions it has, and whether a custom design is offered. Use Edit, Hide (takes it off the booking page) or the bin.
2. Click + New project, or Edit on a card.

1. Basics and designs

• Name, Category, Description and Price. The price is used when there are no sizes; a size or design price replaces it. Add a Photo.
• Designs: guests pick one from a dropdown and see its photo and description in full. Give the dropdown a title, then add designs with + Add design. Each design can be limited to certain studios. Tick some and move them to a dropdown of their own if you need separate lists.

2. Custom design

Turn on Offer a custom design to add a “Custom design” choice. Set its Name in the dropdown, what it Adds to the price, the Box title and Hint text the guest sees, and an optional description.

3. Sizes, questions and add-ons

• Sizes / options: optional, each with its own price. + Add size.
• Questions, dropdowns & add-ons: Add dropdown, Add checkbox, Add number or Add text box. Each dropdown has its own choices, photos and prices. Mark a question required (red *), make a choice add to the price, and use Follow-up on a choice to ask something only when that choice is picked. Reorder with the arrows.
• Quantity limit: the most of this project one booking can hold. Leave it blank for no limit, or give a studio its own limit.

4. Personalization, tags and visibility

• Ask guests for a personalization (names, dates, a saying): set the prompt title, hint text and a line under the box, and whether guests must fill it in.
• Tags (comma separated, for search), Mark as popular and Show to guests.
• Click Save project, or Cancel to leave without changes.

Private events

Parties, corporate nights and buyouts. The host books the room; their guests sign up individually.

1. Pick Live, Requests or All.
2. Each event card shows the host, date, time and studio, and four numbers: Signed up (e.g. 0 of ~12), They ordered (at list price), Host covers (the share the host pays, with any cap) and Guests paid (themselves, at checkout).
3. Share the event with Send sign-up link or Copy link. Preview with Open guest page and Open host page.
4. As guests book, they appear on the card. The sheet you can send the host is built from this list. Invoice the host once there’s something to bill, or open the Host booking.

Gift cards

Make as many gift cards as you like, each with its own artwork, amounts and expiry.

1. Turn on Sell gift cards. When it’s off, the gift card page can’t be reached.
2. Copy The link to put on your website and point your “Gift cards” button at it. It opens on “which studio is this for?”, and every order shows which studio it came from.
3. For each card set the Name, Expires after (shown on the card and in its email), Most per order, an optional Description and Terms, and a Card photo.
4. Amounts: up to eight, comma separated (e.g. 25, 50, 100). Turn on Allow a custom amount and set the smallest and largest a buyer can type.
5. Designs: the artwork a buyer chooses from. With one design there’s nothing to choose; with none, the card photo is used.
6. Use On sale to pause a card without deleting it, Add another gift card, then Save gift cards.

Click Orders (top right) or Money → Gift card orders to see what’s been bought.

Studios

Your studio locations, each marked Open and On site, with Edit and Remove. + Add location adds one. Bookings and orders both point to these, and projects, designs and quantity limits can be set per studio.

A studio group with several locations can also run each one as its own workspace from Organization & locations.

Common questions