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What's the difference between 'add custom booking' and 'invite to book' ?
What's the difference between 'add custom booking' and 'invite to book' ?

When to use the invite feature vs when to use the custom booking feature.

Benjamin Lazarov avatar
Written by Benjamin Lazarov
Updated over a year ago

The invite to book and add custom booking feature are two of the most popular ways to add trips to your AnyCreek calendar.

Invite to book allows you to create a custom invitation for clients and send it to them via text or email. That link will take them straight to checkout where they will enter their client and card details. That information is now stored for you in one place for future use.

Most guides use this feature when they get a trip inquiry over the phone. Maybe its a referral or a return client and they want to book a trip immediately with you. Instead of writing down all their info, risking losing it and having to deal with deposits and confirmations, you can just hop on your AnyCreek profile and use the 'invite to book tab' to send them an invitation to book.

Alternatively, adding a custom booking allows you add pre-existing trips and cash paying clients to your AnyCreek calendar. For example, let's say you are taking Jimmy out on a full day charter. He is a regular and has fished with you several times and you know he prefers to pay cash. You can add this trip to your AnyCreek calendar using the create custom booking feature as you do not have to collect payment. This will allow you to keep everything on one calendar, store Jimmy's info for future use, and allow the option to send him a confirmation email.

See the tables below for a better understanding of what both booking options provide and do not provide.

Payments

Add Custom Booking

Invite to book

Automated deposits

❌

πŸ’š

We automatically process your remaining balance (optional)

❌

πŸ’š

One-off payments

πŸ’š

πŸ’š

You get the full trip price

πŸ’š

πŸ’š

Guide Experience

Add Custom Booking

Invite to Book

Your overall experience

❌ - Mostly manual

⚠️ - Some manual effort in creating the invite

Client information is captured automatically

❌ - You must add the client manually

πŸ’š

Specify the exact details of the trip (type, dates, price)

⚠️ - You enter the details during creation

⚠️ - You enter the details during creation

AC enforcement of cancellation policy

❌ - You’re on your own!

πŸ’š

Ability to refer a trip to another guide

❌

πŸ’š

Ability to assign a trip to another guide

πŸ’š

πŸ’š

Client Experience

Add Custom Booking

Invite to Book

Client’s overall experience

❌ - No automated reminders. Client has to pay

πŸ’š - Client goes directly to checkout and just has to enter their payment info

Confirmation notification

⚠️ - Optional toggle

πŸ’š

Upcoming trip notifications

❌

πŸ’š

Streamlined account creation flow

❌

πŸ’š

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