Navigating Bookings
- Alex Do (Unlicensed)
- Sophie Cooper
The below guide contains an overview of how to navigate the Bookings module and what you will find in each section.
Refer to individual guides for more detailed instructions on how to use each section.
Contents:
Catalogue
On opening the Bookings page, you’ll be taken to the Catalogue section. From here, you’ll see all resources that can be booked by you at this site. This may include resources owned by your company or made available by other companies in the building.
Use the toggle to switch between list view and calendar view.
Use the search bar to find a specific resource or use the filters to narrow down the results shown on this page. Select the Managed By option to show resources that are either managed by your company or anyone at the site.
Select any of the resources in the list view or select a time slot on the calendar view to open the booking form. Here you can book the resource for yourself or another user, if required.
Resources Catalogue
The Resources catalogue section will display all resources managed by your company. Navigate between the tabs to locate All, Published or Draft resources.
Use the search bar to find a specific resource and select any resource to edit it.
Use the 3 dots next to any resource to quickly change the status, duplicate the resource or schedule it for deletion.
Select the + New Resource button in the top right-hand corner to create a new resource.
My Bookings
In this section you will find an overview of all your bookings. Use the tabs to navigate between All, Upcoming, Past and Cancelled bookings.
Select any of the bookings to find more information. If the booking is yet to take place, you can edit or cancel the booking from here if required.
Bookings Management
Use this section to find upcoming bookings for all resources you manage.
Use the toggle to switch between the list and calendar view, and use the drop down menu to select the range you would like to view.
Narrow down the results on this page by using the search bar to find a specific booking or resource. Use the filters provided to search by specific parameters.
Use the 3 dot menu or right click a booking in calendar mode to open the booking in a new tab.
Open the booking to make any changes or cancel the booking, if required.
Select the Print Daily Run Sheet button to print a list of today's bookings.
Reconciliation Report
In the reconciliation section, you’ll be able to find an overview of all bookings data including total cost and payment method.
Use the Filters to narrow down the data if required, for example, filtering by all bookings paid for by invoice.
Reminder, the Bookings module doesn’t generate invoices, these will need to be managed by you in your own invoicing software
Select the Generate CSV button to export the data. Your file will download straight away.
Settings
Select the Settings button in the top right hand corner of the Bookings page to find settings for the Bookings module.
In the settings, you will be able to:
Set custom configuration options for resources
Choose to enable billing details
Connect your Stripe account for paid bookings and enable payment adjustments
Add blockout dates
Add discounts
The SETTINGS section is where you can manage settings for your site, such as adding a Stripe account to accept credit card payments.
Connect a Stripe account so you can accept credit card payments for any Resources that have costs associated.