Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can create new bookings and manage existing bookings on behalf of yourself and your users via the Bookings page.

...

  1. To make a new booking, select  NEW BOOKING.

    Screenshot 2024-01-17 at 17.40.59.pngImage Removed

    open the Catalogue

  2. Select which resource you are creating a booking for.

    image-20240117-113913.png

  3. Type in the name of the user the booking is for. Add your own name if it is for your own use.

    image-20240117-113946.png
  4. Select the user name and click Add.
    Note: Bookings can only be made for members of the platform you are creating the booking for. If a user does not appear, they will need to register to the platform before you can create the booking on their behalf.

    image-20240117-113955.png

  5. You can see any other bookings for the space greyed out in the calendar.

    image-20240117-114246.png

  6. Add the date of the booking from the calendar.

    image-20240117-114309.png

  7. Type the start time or use the time picker.

    image-20240117-114358.png
  8. Repeat with the End time. The calendar will block the time out as you progress.

    image-20240117-114409.png
  9. Select the room configuration if applicable. 

    image-20240117-114423.png

  10. Select any Add-Ons.

    image-20240117-114523.png
  11. If payment is required for this booking, select the contact information to send the invoice to. 

    image-20240117-114535.png
  12. If you need to invoice an alternative contact for this booking, you can add their details manually. 

    image-20240117-114548.png

  13. Add the contact's full name.

    image-20240117-114632.png
  14. Add the contact's email.

    image-20240117-114642.png
  15. Click Save details for next time if you want to keep these details for future bookings.

    image-20240117-114654.png

  16. Click the checkbox if you want to revert back to the default contact details.

    image-20240117-114740.png
  17. Select Confirm Booking.

    image-20240117-114748.png
  18. Your new booking will appear in your Reservations.

    image-20240117-114800.png

  19. The user will get a confirmation email, as well as the option to add the booking to their calendar.

    image-20240117-115156.png
  20. The user can View Booking Details on the platform.

    image-20240117-115207.png
  21. From here, the user can Cancel the Booking (providing user cancellations were permitted in the resource creation).

    image-20240117-115221.png

  22. And proceed to cancellation, or press Back to cancel.

    image-20240117-115315.png
  23. The user can also Edit the Booking.

    image-20240117-115325.png
  24. They can make changes and press Next, or press cancel.

    image-20240117-115337.png