How to Create a Test Booking

Quick Navigation Index

• Why Create a Test Booking

• Before You Start

• Option 1: Create a Test Reservation (No Price Required)

• Option 2: Create a Quote (Best for Testing Pricing & Fees)

• Tips for Testing Automations and Payment Links

Why Create a Test Booking

Creating a test booking is a great way to verify that everything in Jurny is working the way you expect.

A test booking can help you check things like:

• Automated guest messages

• Payment links sent to guests

• Reservation details and workflows

• Custom fees and pricing calculations

Depending on what you want to test, you can create either:

• A Reservation – if you just want to generate a booking and trigger automations

• A Quote – if you want to test pricing, custom fees, or payment links

Before You Start

When creating a test booking, it's important to use your own name and email address as the guest.

This allows you to:

• Receive guest emails and message templates

• Test payment links

• Verify the guest experience

Tip: Using your own email lets you see exactly what your guests will receive.

Option 1: Create a Test Reservation (No Pricing Required)

This option is best if you want to quickly test things like:

• Message templates

• Reservation workflows

• Guest notifications

You won't have the option to add pricing for this booking. The reservation will be at $0.

Creating a Reservation

Go to the calendar section – Click on the preferred date.

Look for the "New Reservation" option. A pop-up window will appear.

Fill in the necessary details: the unit where the guest will be allocated, guest information, and reservation dates. Think of it like jotting down important details in your little black book.

Now, scroll down a bit.

This is where you can add the allocation and the setup. Make sure to double-check the reservation before creating it! 

Reservation Confirmation

Here's the deal – creating the reservation won't automatically trigger your templates or block the calendar. You'll need to confirm it first especially if your templates are ruled to only be sent to confirmed bookings.

To confirm it, click on the reservation that was created in your calendar. And click on the see reservation details option.

From there, you can confirm the reservation by clicking the Confirm button.

Once confirmed, the reservation will appear in your calendar and any related workflows or messages may be triggered.

Note: This method is ideal if you only want to test automations and do not need to send a payment request.

Option 2: Create a Quote (Best for Testing Pricing & Fees)

If you want to test pricing calculations, custom fees, or payment links, creating a Quote is the better option.

Quotes allow you to simulate the full booking process before confirming a reservation.

Creating a Quote

To do this, go to your calendar, click on your preferred dates, and select the New Quote option. 

A pop-up window will appear. In this first section, you can select the unit, the stay duration, and the number of guests.

Scroll down a bit. Add the Guest Details. This is where you have to add your details so the quote will be sent to you. 

In the 2nd step, set the quote expiration. Think of it like a limited-time offer; we recommend a best practice of 24 hours for real bookings. Don't forget to choose the Rental Contract here.

Use the custom fees, taxes, deposits, and custom rates to establish a custom price. This can be used if the guest paid you a certain amount already or if you want to give a discount to your guest. 

Take a moment to review the summary – it's like double-checking your order before hitting 'buy.' Once satisfied, proceed to the next step.

In the last section (3rd Step) you can select the payment schedule and refund policy.

Make sure to select credit card as the payment method, otherwise, the payment link won't work. 

After you finish, make sure that the summary is correct, and that the information is accurate. Also, check the send quote recap e-mail box to send the quote to your email, and click on the Create Quote button.

You will then get an email with the payment link. You can navigate through it and normally with real reservations, once the payment is made through the link, your reservation will automatically be marked as paid.

Tips for Testing Automations and Payment Links

When running a test booking, keep these best practices in mind:

• Always use your own email to receive guest communications.

• Use Quotes when testing pricing, fees, or payment links.

• Use Reservations when testing workflows or automations.

• Check your inbox to confirm templates are working correctly.

Caution: Remember to cancel test bookings afterward so they don’t affect your calendar availability.

If you need help or have any questions, don’t hesitate to reach out. Contact your Customer Success Manager or our support team at support.jurny.com – we’re happy to assist.