Envibe: How do I create a multi-resource once-off booking

Envibe: How do I create a multi-resource once-off booking

Question

How do I create a multi-resource once-off booking? 


Answer

In the scenario where a customer wishes to book multiple resources, e.g. 2 tennis courts, on a once-off occurrence, this is considered a multi-resource once-off booking. To complete this type of booking, follow the steps below: 

  1. Launch BOOKINGS 
  2. Click VIEW DAY 
  3. Navigate to the applicable Booking Diary, e.g. Tennis Courts.
  4. Use arrows/calendar tools to navigate to the applicable date, e.g. 12th April 2020.
  5. Click START BOOKING 
  6. Click and drag on the calendar to highlight the first booking allocation. E.g. Tennis Court 1: 7am - 12pm. 
  7. Click the blue question mark to select the relevant Resource Class and Resource Type. NOTE: Depending on the site’s configuration, Resource Class and Resource Type may not be options.
  8. Repeat steps 6 and 7 for all additional booking allocation resources. NOTE: To include resources from different booking diaries, simply switch between the booking diaries.
  9. Click BOOK.
  10. Select from the list of preconfigured Booking Types, e.g. Club. 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.
    1. PRIMARY – main contact person.
    2. BILLING – financial contact, name to appear on invoices (defaults to PRIMARY if left blank).
    3. ASSOCIATED – other contacts related to this booking.
  12. Click CONFIRM to confirm the booking 
  13. Click VIEW DAY to review the booking from the Diary View. NOTE: The checklist symbol indicates the booking has been confirmed.

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