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Release Details
Product: Bookings - EQ1
Release Date: Tuesday 10th December 2024
Summary: A new feature in Equiem One allows users to create recurring bookings on a daily, weekly, or monthly schedule
Overview
Recurring Bookings
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Background
Previously, bookings could only be made for a single date and time at once. We have added a recurring booking feature to our platform to improve usability and meet customer needs for scheduling multiple bookings for the same resource on future dates. This functionality is critical for migration purposes and enables users to efficiently schedule repeating bookings without manually recreating them. Beyond this specific requirement, the feature addresses broader customer demand for greater flexibility in managing ongoing resource usage, streamlining processes for daily, weekly, or monthly scheduling.
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Enabling Recurring Bookings
Navigate to the resource form and the Additional Settings section.
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If you’ve configured the resource to accept manual approvals, you’ll be informed that recurring bookings can only be enabled if automatic approvals are enabled  |
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Placing a Recurring Booking
Once the resource has been configured to accept recurring bookings, navigate to the resource you want to place a recurring booking for.
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Selecting one of these will launch a modal where you can configure the recurring schedule of your booking.
Day Format
First select how often you want the booking to repeat by entering a value in the
REPEAT EVERYinput field.Then select when you want this to end:
Either
ONa particular dateOr
AFTERa certain number of occurrences (maximum of 100)
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If certain dates are unavailable, you’ll be shown two banners:
An example of this is:  If you expand each section, you’ll see the full list of dates which are available/unavailable:  |
Weekly Format
The weekly format is very similar to the Daily format with the main difference being that you can select which days of the week you want the booking to repeat on:
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Monthly Format
The monthly format is very similar to the Daily format with the main difference being that you can select if the occurrences repeat:
On a specific day of the month i.e. the day of the month you selected for the first occurrence
On a specific day of the week within a designated week of the month
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Cost Breakdown
When creating multiple bookings, the cost for each occurrence may vary. This is because resource rates can differ based on factors such as weekends, promotional discounts for booking in advance, or specific dates and times during the week. To account for this, we provide a detailed cost breakdown for each booking instance for example:
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If a discount applies to a particular occurrence, this will be illustrated as follows:
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Did you know you can apply dynamic pricing/discounts to resources? If not, check out these Release Notes |
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Metrics
Lorem
on how you can set these up! |
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Email Confirmation
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A single confirmation email will be sent for the entire recurring booking. This applies to both the Host and the Admin. |
The email format is slightly different to a regular one-off booking in the following ways:
The
Booking referencerefers to the ID of the first booking in the sequenceThe
Dateindicates the start date (the first occurrence) and end date (the last occurrence) and the total number of occurrencesAny added extras will be listed without the price
The
Taxwill be the total tax applicable to all of the bookingsThe
Totalwill be the total cost for all of the bookings combinedThe
View Booking Detailsbutton will direct you to the first booking in the sequence
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Managing Bookings
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A recurring booking with 10 occurrences is treated as 10 individual bookings, meaning management or modifications are handled just as they were for single bookings. If you’re the If you’re an |
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Metrics
We are adding additional data points to recognise if bookings belong to a recurring booking or not.
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These will be displayed in the Reporting Dashboard at a later date. |
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FAQs
Question | Answer |
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What payment types are supported for recurring bookings? | All payment types:
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Can recurring bookings be made for resources which require manual approval? | No. The resource can only accept automatic approvals when used in conjunction with recurring bookings. |
What is the maximum number of occurrences you can book at one time? | 100 |
Can you make a recurring booking if some of the selected time/dates aren’t available? | Yes, you will be alerted if there are any dates (in the sequence you are requesting) that are unavailable. |
If I book a recurring booking, with 50 occurrences, will I receive 50 separate emails? | No. Only one confirmation email will be sent to both the end user and the bookings team. |
How are recurring bookings treated, is it one single booking or multiple individual bookings? | If you create a recurring booking and there are 20 occurrences, this will result in 20 individual bookings. Whilst you will only receive one email, you will have 20 separate bookings which will be visible in the |
If I cancel one of the recurring bookings, will it cancel all of them? | No. The bookings are treated as individual bookings so cancelling one will only cancel that particular instance. |
If I need to make an adjustment (refund/additional charge) to a recurring booking, how is that done? | Adjustments can only be made to individual instances in the sequence; changes cannot be applied to the entire series. |