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Bookings - Recurring Bookings

Bookings - Recurring Bookings

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

  • This feature needs enabling at a resource level

  • It can only be enabled if the resource is configured to accept automatic approval of bookings

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 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 and monthly bookings.

 


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.

Both end users (Hosts) and the bookings team (Admins) can create recurring bookings, either directly or on behalf of the Host.

 

The first step is to complete the date and time of your first booking and then select the DON'T REPEAT drop down button:

At this point you can select one of the three frequencies:

  • Daily

  • Weekly

  • Monthly

Selecting one of these will launch a modal where you can configure the recurring schedule of your booking.

Day Format

  1. First select how often you want the booking to repeat by entering a value in the REPEAT EVERY input field.

  2. Then select when you want this to end:

    1. Either ON a particular date

    2. Or AFTER a certain number of occurrences (maximum of 100)

At the bottom of the modal you’ll see a summary which shows the date and time and total occurrences you are requesting to book. The booking isn’t confirmed at this point and you need to select CHECK AVAILABILITY to confirm that these dates are available for your booking.

 

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:

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


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:

If a discount applies to a particular occurrence, this will be illustrated as follows:

 

 


Email Confirmation

 


Managing Bookings


Metrics

We are adding additional data points to recognise if bookings belong to a recurring booking or not.


FAQs

Question

Answer

Question

Answer

What payment types are supported for recurring bookings?

All payment types:

  • Credit card

  • Invoice

  • Credits

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 My bookings section. These are managed the same as any regular one-off booking.

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 paying by credit card, is payment taken upfront for all bookings?

Yes, a single payment will be taken for all of the bookings. The total cost is confirmed before completing the recurring booking.

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.

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