Envibe: How do I create a single resource Once-Off Booking
Question
How do I create a single resource Once-Off Booking?
Answer
In the scenario where a customer would like to book one resource, e.g. Meeting Room 1, on a once-off occurrence, this is considered a single resource once-off booking. To complete a single resource once-off booking, follow the steps below:
- Launch BOOKINGS
- Click VIEW DAY
- Navigate to the applicable Booking Diary, e.g. Multipurpose Centre.
- Use arrows/calendar tools to navigate to the applicable date, e.g. 8th April 2020
- Click START BOOKING
- Click and drag on the calendar to highlight the booking allocation, e.g. Meeting Room 1: 7am - 12pm
- Click BOOK
- Select from the list of preconfigured Resource Classes, e.g. Meeting Room Event. NOTE: Depending on the site’s configuration, Resource Classes may not appear as an option.
- Select from the list of preconfigured Resource Types, e.g. Event – Hourly. NOTE: Depending on the site’s configuration, Resource Types may not appear as an option.
- Select from the list of preconfigured Booking Types, e.g. Commercial. NOTE: Depending on the site’s configuration, Booking Types may not appear as an option.
- 11. Search and select the applicable customer(s) from the contact list by clicking the tiles located in the top-right-hand side of the screen. NOTE: If the contact is not already in the system, they will need to be added by clicking NEW in the contact search screen. See End User Manual 1 – Reception Representatives for more information on adding new contacts.
- PRIMARY – main contact person.
- BILLING – financial contact, name to appear on invoices (defaults to PRIMARY if left blank).
- ASSOCIATED – other contacts related to this booking.
- Click CONFIRM to confirm the booking
- Click VIEW DAY to review the booking from the Diary View. NOTE: The checklist symbol indicates the booking has been confirmed.
Related Articles
Envibe: How do I create and confirm a single resource repeat booking?
Question How do I create and confirm a single resource repeat booking? Answer In a scenario that a customer would like to book one resource on a recurring basis, e.g. 1 meeting room at the same time each week, this is considered a single resource ...Envibe: How to create and confirm a Single Resource Repeat Booking for Ad Hoc Dates and Times
Question How do I Create and Confirm a Single Resource Repeat Booking for Ad Hoc Dates and Times? Answer In a scenario that a customer would like to book one resource on a recurring basis, e.g. 1 meeting room at different dates and different times. ...Envibe: How do create and confirm a single resource repeat booking for ad hoc dates and times?
Question Envibe: How do create and confirm a single resource repeat booking for ad hoc dates and times? Answer In a scenario that a customer would like to book one resource on a recurring basis (e.g. 1 meeting room at different dates and different ...Envibe: How to create Booking Types for Bookings
Question How do I create Booking Types and link to Booking Diaries. Answer A Booking Type is used for colour coordination and streamlining of financial processes. Booking Types are often less granular than Resource Types and are used to categorise ...Envibe: How to add Resource Types for Bookings
Question How do I add a Resource Type for my booking hire costs? Answer A Resource Type is used to specify differing cost rates based on the duration of time that is being booked. Specifically, a Resource Type identifies which sales items are ...