Envibe: How to create Booking Types for Bookings
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 groups for the ease of invoicing and reporting. Examples include Event, Casual, Regular etc. Users can also report on Booking Types via Business Reports within Envibe.
To create Booking Types:
1. Launch DATA MANAGEMENT.
2. Search and Click Booking Types.
3. Click NEW.
4. Name – Add name e.g. Casual Hire.
5. Assign a Calendar Colour scheme – this will be used to identify different booking by colour in the front end.
6. Permitted days in advance – Add the number of days in advance an Envibe use is permitted to make this booking.
7. Booking deposit – Select an existing item if required.
8. Default invoice type – Add pre-configured Invoice Types.
9. Conditions – Provide any conditions to this booking that the customer needs to be aware of, e.g. please arrive 10 minutes before scheduled booking, please clean up after use etc.
10. Default allocated item – Search and select the default item.
11. Email attachment files – Are there any attachments associated to this booking? Add here or leave blank.
12. Is estimated people required – If this booking type requires the estimated number of attendees, enable this check box. In doing so, the end user is prompted to define the estimated number of people attending for the booking they are entering.
13. Booking Inclusion – A booking inclusion is a configuration item that associates commonly used sales item with booking types. All applicable Bonds are also to be added to this table
E.g. For an event, an inclusion could include a bond, chairs, racquet hire
All Booking Types need to be added to the applicable Booking Diaries to ensure complete workflow structure.
To add permitted booking types into diaries:
1. Launch DATA MANAGEMENT.
2. Search and click on Booking Diaries.
3. Edit the applicable diary.
4. Add all applicable Booking Types to the Permitted Booking Types field.
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