Table of Contents
Getting Started
     Quick Start Guide
Provider Setup
     Providers
     Admins
     Employees
     Provider Information
     Reservable Item Groups
     Reservable Item Types
     Reservable Items
     Amenities
     Documents & Files
     Location Information
     Photos
     Store Items
Reservation System
     Orders
     Reservations
     Adding Reservations
     Editing Reservations
     Cancellations
     Calendar
     Weekly Payouts
     Refunds
     Reports
     Reservation Settings
     Reservation System Plugin
     Search Orders
     Reservable Item Rates
     Tax Rates
     Discounts
     Holidays
     Block Off Reservable Items
Support
     Customer Service
Adding Reservations

As a provider admin or employee, there are three ways to add a new reservation:

  • Calendar
  • Search Available Reservable Items
  • Reservations Search

    Calendar

    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:

  • Number of Adults
  • Number of Children

    After entering in customer information, click the 'Checkout' button.

    A summary of the order will be shown including the reservable item being reserved. Enter in customer information such as:

  • First Name (Required)
  • Last Name (Required)
  • Email Address (Required)
  • Address 1
  • Address 2
  • City
  • Country
  • State / Province / Region
  • Zipcode
  • Vehicle License Plate Number
  • Home Phone Number
  • Mobile Phone Number (Required)
  • Payments Collected - Cash
  • Payments Collected - Credit Card

    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:

  • Reservable Item Type - Lists available Reservable Item Types that are available at the provider.
  • Date
  • Duration
  • Group

    A results list will show reservable items that are available. Reservable Items that are available will have a 'Select' button to add the reservable item to the shopping cart.

    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.


    Reservations Search

    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).



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