|Table of Contents|
Quick Start Guide
Reservable Item Groups
Reservable Item Types
Documents & Files
Reservation System Plugin
Reservable Item Rates
Block Off Reservable Items
| Adding Reservations|
As a provider admin or employee, there are three ways to add a new reservation:
Provider admins and employees may find that the Calendar is a quick and easy way to find available reservable items and to make reservations. The Calendar can be found under the providers menu.
More details about the Calendar can be found on the Calendar documentation page. However, admins and employees can browse by date and select available items to reserve.
One important thing to note is that reserving a reservable item this way does not require admins or employees to first put the reservable item into a shopping cart and then proceed to checkout. This provides a 'quick check-out' process but also means that only one reservable item can be booked or reserved at a time. Find an available reservable item and click 'Book Now'.
On the next page, enter in the number of duration that you want to reserve and click the 'Check Availability' button. If the reservable item has a conflict for the selected options, it will show a list of conflicts.
If there are no conflicts after checking the reservable item's availability, the page will ask for some customer information such as:
A summary of the order will be shown including the reservable item being reserved. Enter in customer information such as:
There is also an order summary section which shows the type of reservable item being purchased, taxes, fees, and the order total. When you are ready to complete the order, click the 'Place Order' button.
The order will be placed and a success page will be displayed with order details such as the order number and the reservation number.
Search Available Reservable Items
This advanced search page is a good way to search for specific criteria or to reserve multiple reservable item at once. Search Available Reservable Items can be accessed by clicking on 'Search Available Reservable Items' from the provider's menu.
The Search Available Reservable Items page provides advanced search capabilities to find available reservable items.
Search options include:
If a reservable item isn't available, a red x will appear that says 'Check Availability'. Hover over the x to get details as to why the reservable item is not available. Provider admins and employees will be shown additional information such as the reservation number that has the reservable item reserved. Admins and employees can click on the reservation number to view reservation details.
Anyone can click on the 'Check Availability' link which will take the user to the related reservable item page. In the availability section, users can use the calendar to view a reservable items availability. A padlock means that the date is out of season. A red x means that the reservable item has already been reserved for that date. This view is great for identifying open blocks of time that the reservable item is available from a calendar perspective.
A green checkmark means that the reservable item is available for that date. Clicking on a green checkmark will take the user to the 'Search Available Reservable Items' page (described above).
Once an available reservable item has been selected and the 'Select' button has been clicked from the search results, the next page will ask for some customer information. When finished, click the 'Add to Cart' button.
A success page will show that the reservable item has been added to the shopping cart.
When you are finished adding reservable items to your shopping cart and want to checkout, click on 'Cart' from the top menu to view your shopping cart.
Reservable Items can be removed from your cart here. If all looks good, click on the 'Proceed to Checkout' button. Review your order and enter in customer information. When finished, click on the 'Place Order' button.
The order will be placed and a success page will be shown with details of the order including the order number and reservation numbers for each reservable item reserved.
The 'Reservations Search' area can be found on Provider, Group, and Reservable Item pages if the reservation system has been enabled for the provider.
Enter a date and number of duration. Click the Search button. This will take users to the 'Search Available Reservable Items' page (described above).