Release Details
Product: Bookings - EQ1
Release Date: Monday 9th 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
This feature needs enabling at a resource level and can only be enabled if the resource is configured to accept automatic approval of bookings.
Background
If a Host (end user) needed to add important information to their booking (such as invoice details), a resource had to be set up to include an Extras free text field on each resource. This process was time-consuming and often led to inconsistencies in how information was captured. Furthermore, this information was not consistently available across all reports, such as the Daily Run Sheet and the Reconciliation Report and also wasn’t visible in the booking emails.
Additionally, the bookings team often needed to add internal notes to a booking that were only visible to them, but this functionality was not available.
Enabling Recurring Bookings
Navigate to the resource form and the Additional Settings section.
Here you can tick the Allow recurring bookings checkbox to enable it for the resource.
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
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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Daily:
Weekly:
Monthly:
Warnings:
If all dates are available, when you select the Check availability button it will automatically confirm the selection and you’ll return to the side modal to complete your booking.
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A maximum of 100 occurrences can be booked at one time
Metrics
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FAQs
Question | Answer |
|---|---|
What payment types are supported for recurring bookings? | All payment types:
|
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 |