Function Options
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Customer toolbar icon invokes "Find Customer" instead of "Add New Customer" -- If you find that you often use the Find function after clicking the toolbar to add a new customer (a good practice to avoid duplicates), you can set this option so the Find Customer dialog opens immediately. If the customer is not found, clicking "Cancel / Add New" on the Find dialog will take you back to Add New Customer so it can be added.

"Find Customer" defaults to showing all customers when not starting with a partial name -- If your customer database is small, you may decide that it's easier to just scroll through the complete list of customers rather than having to enter a name first. You can enable this option so that the Find Customer list starts with all customers instead of being blank -- but be aware that this could be slow if your database is large. Only the most important fields are shown initially to make it faster (name, city, state, and notes), but after making any filter changes the fields shown will change according to the filter type. For instance if you do want to see all of the fields for all customers then you can check and then uncheck the Filter By box to refresh the list.

Cash-register toolbar icon invokes "Unbound Transactions" instead of general Transactions -- This is enabled by default so that the cash register icon is just used for counter sales, like a point-of-sale system. If you don't do counter sales, then disable this option. You can then either have it go directly to Reservation Transactions (see below), or to the generic Add a New Transaction dialog (which lets you first search for a customer or reservation).

P.O.S. Note: If the P.O.S. option is enabled, then this setting will show "Point of Sale" instead of "Unbound Transactions". The Point of Sale dialog will be used instead of Unbound Transactions.

Cash-register toolbar icon invokes "Reservation Transactions" -- If you often need to enter transactions for reservations, enable this option so the cash register first opens the Find Reservation dialog, and then opens the New Transaction dialog for the selected reservation. The "Unbound Transaction" option above must be disabled before this option can be selected.

Include a "Print Window Tag" button on the Transactions dialog -- This option adds a button to Transactions so that a window tag can be printed in a single click, rather than selecting it from the drop-down list each time.

Show a "Change Due" message when printing new receipts and change is due -- Enable this to show a pop-up message showing how much change is due. This is shown immediately after the receipt is printed, so you can be making change while the receipt prints. Note that it will only be shown if "new" payment or deposit transactions are made with an amount tendered entered.

Automatically set Paid-Thru date when a reservation is paid in full (skip the warning prompt) -- This saves the step of setting paid-through whenever a reservation is paid in full, on the Transactions dialog. If this option is not selected, a warning prompt will be shown if it appears that the paid-thru date should be set.

Automatically Guarantee a reservation when a deposit is made (or transferred in) -- With this option set, a reservation will be changed from Pending (or Confirmed) to Guaranteed status automatically if a Deposit is added to a reservation, or if a deposit is transferred into the reservation. This simply saves a couple steps, so you can go straight to the Transactions and enter the deposit instead of using the Guarantee function or checking the Guaranteed box on the Reservation Details.

Don't allow a reservation to be checked out if it has a balance -- While the Transaction dialog will always open when checking out a reservation with a balance, this option enforces the rule so that if the reservation isn't paid in full, then it can't be changed to checked-out status.

Don't allow reservations to be made without a site assigned -- If you don't use the unassigned reservations functionality at all, then select this option to make sure no reservations are made without a site assignment. (If this option is not selected, there is still the option in the Prompts Options section to show a warning if no site is assigned.)

"Show Available Only" shows open & available sites plus... -- The options in this box allow you to fine-tune what is defined as "available" for the purpose of the "Available Only" check box on the Rack View, as described below…

Off-season and special dates unavailable -- Set this option if you want to consider sites available even if the site's "season dates" or "special unavailable dates" indicate that it shouldn't be available. This might be useful if you have sites that aren't normally used off-season, but you would use if necessary for an extra-large crowd.  
 
Blocked reservation dates -- Set this option to include sites even if the dates are blocked by an existing reservation. Since the purpose of reservation "blocking" is to indicate that the customer might stay longer than his initial reservation but isn't sure, this would let you know that a site might be available if the customer does decide to leave. If that's the only "available" site for a new reservation, you could then ask the current customer to make a decision so you can book the new customer if possible.  
 
Un-Confirmed reservations -- Set this option to show sites with pending reservations as still available unless the reservation is "Confirmed". This is useful if you have a strict confirmation policy, so that you can cancel an unconfirmed reservation if a new customer needs the site and the confirmation is overdue.  
 
Un-Guaranteed reservations -- Similar to Un-Confirmed above, set this to show sites as still being available as long as the customer has not "Guaranteed" a reservation (for instance with a credit card).  
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