Index

Section: Main Menu > Reservations

Occupation:

List

Multiple reservations

Blockings

Why can't I pay with a voucher?

How do you make a reservation for more than 1 player without having to go one by one?

How to modify the cleaning status of a room

Why doesn't the icon for the extra (buggy, cart,...) appear in the occupation?

How to add an extra to a participant

Availability of extras for 9 or 18 holes, grouped and in detail.

Daily or weekly view of reservations.

View of the current time and automatic scrolling to that time.

Customization of colors by reservation types.

Colors of paid, on credit or pending payment.

Extras icons in cells.

Ability to customize the occupancy (height, width) and create as many views as you want by mixing other resources.

Agile and intuitive navigation between different days.

Access to a view according to user profile .
​
​

Reservation for golf, tennis, hotel, restaurant, academy… fully adapted to each need.

Reserve for individual players or groups quickly.

Online reservations for all types of clients and without commissions.

Possibility of limiting online contracting with a minimum and/or maximum reservation advance.

Possibility of limiting online booking according to the reservation number of that client.

Reservation crossings.

Comments and tags in the reservation.

Dynamic pricing.

Rate filter according to the client, both in administration and on the internet.

Organization and game proposals for certain player profiles (Sign up).

Possibility of creating types of reservations with participants. Useful for example for padel where 4 players participate.

Possibility of adding extras (buggies, rental cars, etc.) to the reservation from a quick popup or from a detail.

Possibility of moving, copying and deleting a reservation individually, or in a group partially or completely in a very agile way .
​
​

Quick payment directly from reservations and/or option to finish from the POS.

Individual or group payment for reservations .
​
​

Possibility at reception to chat with players.

Lists, reports and dashboards of your reservations.

Choice of area . With this drop-down menu you can change your work area (paddle tennis, restaurant, etc.).

Date picker . With this control you can go to:

Multiple selector . This button is useful when you want to select several reservations already created previously in the occupancy. It is not used to create new reservations multiple times. Select the multiple selection icon and then select your reservations one by one or, holding the mouse down, quickly select your groups. By selecting the reservations you can add an extra, move, copy and/or cancel.

Date . This field shows the date that is being displayed in the occupation.

Buggy icon . It is a button to print the buggy posters. To make it visible, you have to have the Buggy Posters plugin installed from the App Market and have the Print Posters field activated from the Views settings .

Occupancy rate . Here you can see the number of reservations for the main area of the view (it does not take into account the extras) and the occupancy ratio (%) which is nothing more than the number of reservations divided by the number of available spaces.

View type . Here you can choose between:

Setting . Quick access to configuration screens. You need to have the appropriate permit.

Resource type . The first row shows the resource types of the selected area.

Resources . Shows the resources within that resource type.

Hour . Shows the available times for that area.

Additional features . In this section you can add any type of extra. Examples: buggies, rental cars, clubs, etc.

Type of extra . Here you can see availability depending on whether the player wants to play 9 or 18 holes.

Availability . Here you will see the number of units available for that extra.

Background color . The user will be able to choose the color of each type of reservation if they wish. This way you can easily identify member reservations, correspondence, tour operations, etc.

Lateral line . Check the payment status of the reservation:

Player . The name that appears in the first row is the player client. In the case of a normal reservation we will see the client here. But in the case of an agency booking here we will see the name of the player and below the alias of the client. The client is the person who will be asked for payment and who will be invoiced.

Alias icon . In the case of the photo, as it is an agency reservation, it is the alias of the client responsible for this reservation. In this case it is GB from Golf Breaks. This agency has brought us the player Rafa .

Comments icon . In the reservation details you can add observations for this reservation and this label will alert you to this.

Extras icon . Here you will see the icons of those extras hired by the client: buggies, sticks, etc. In the case of the photo this player has hired a buggy and clubs.

Label icon . In the reservation details you can add whatever you want in the label field. That text will be visible in this cell. It is useful to enter the buggy number or anything else interesting without having to select and enter the details. In the example in the photo we have given the player buggy 42.

Go to the reservation. It will take you to the information of that reservation that you can also see from the List

Go to client. It will take you to the information of that client that you can also see from CRM > Clients

Send Message. To chat with the client of this reservation. The message will reach the client in the client area and APP

Send confirmation. To send the reservation confirmation to the client by email

Edit group.

Fast payment. To quickly pay this reservation. The pop-up displays the total and a drop-down menu to select the payment method (it is only possible to select one payment method)

POS. To open the POS with this reservation included in the cart and its related ones

Check in/Check out. With the hotel module it allows you to easily mark a reservation with checkin or checkout. Simply select the desired option when booking.

The system will add the corresponding icon so that you can visually see which rooms have already checked in or checked out.

No show.

Add extra. To add an extra type reservation type to this reservation

Add to group.

Move.

Copy.

Cancel. To cancel this reservation

Repeat.

Edit to change any reservation parameter

Actions where you will find less frequent actions on a reservation:

Occupancy to return to the occupancy plan of this reservation

Start date , when the reservation begins.

Type of reservation or rate.

End date , when the reservation ends.

Resource or place where the reservation will be executed.

Customer of this reservation selected.

Name.

Description.

Price for this reservation.

Payment status , which may be:

Label . Short text that will be visible on the occupancy plan in the cell of this reservation.

Sale . Quick access to the sale generated by this reservation.

Confirmation sent.

Multiple reservation.

Observations of this selected reservation.

Online observations.

At the bottom we can see who and when this reservation was created.

Complete list.

Actions:

Quick payment to quickly pay for this reservation

POS to open the POS with this reservation included in the cart and its related

Move

Copy

Bulk editing

Start date , when reservations begin.

Type of reservation or rate.

Ending date.

Resource or place where the reservations will take place.

Client , of each of the reservations.

Name.

Description.

Price.

Payment status , which may be:

Label . Short text that will be visible on the occupancy plan in the cell of this reservation.

Sale . Quick access to the sale generated by this reservation.

Confirmation sent.

Multiple reservation.

Observations of this selected reservation.

Online observations.

Select the desired day .

Select the desired time in the Cell .

Select the Client and the desired Reservation Type (rate)

You can choose the following options:

Select the desired day .

In the selected time row, select on:

Select the Client and the desired Reservation Type (rate)

Select the Copy icon to copy this information to the rest of the players, or proceed to identify each client with their reservation type or rate.

You can choose the following options:

Select the desired day .

Select the desired time in the first cell.

In the Select the number of reservations field , type the desired number of players. Ex. 3.

Select Enter on your keyboard to confirm.

Select the Client and the desired Reservation Type (rate)

Select the Copy icon to copy this information to the rest of the players, or proceed to identify each customer with their reservation type or rate.

You can choose the following options:

Select the desired day .

In the row for the selected time, select and hold down the mouse while moving it diagonally . The system will select all those cells

Select the Client and the desired Reservation Type (rate)

Select the Copy icon to copy this information to the rest of the players, or proceed to identify each customer with their reservation type or rate.

You can choose the following options:

Select the desired day .

Select the desired time in the first cell.

In the Select the number of reservations field , type the desired number of players. Ex. 20.

Select Enter on your keyboard to confirm.

Select the Client and the desired Reservation Type (rate)

Select the Copy icon to copy this information to the rest of the players, or proceed to identify each client with their reservation type or rate.

You can choose the following options:

Select the number of players following the steps in the previous points. The golf reservation pop-up will open

In the Client field we will select the agency. Ex. Golf Breaks. Remember that the client is the owner of the reservation, who will be billed, and who has to pay

Choose the type of reservation , remember that you must have the Agency option in your configuration.

Select Reserve and edit . The reservation details will open

Select Edit

In the Reservation Beneficiary section , fill out the player's information . Therefore, the client is the one who pays (tour operator) and the beneficiary is the player who will enjoy the reservation.

Select Save

Select in the Reservation what you want to pay. A screen will open with the reservation details. On this screen we will see two sections:

As we want to pay only the selected reservation, we will look at the top. We can continue in two ways:

Select one of the Reservations that you want to pay. A screen will open with the details of the selected reservation. On this screen we will see two sections:

Since we want to pay for more than one reservation, we will look at the bottom. Select the Reservations you want to pay.

We can continue in two ways:

Select on the Multi Selector icon . The system waits for you to select several reservations.

You can continue in two different ways:

Select Move . You will see a window at the bottom right that will show you that you are in editing mode .

Select the Date and time that you want to move the reservations.

Simply select the reservation that you want to change and, without stopping pressing the mouse, move the reservation to the desired day and time. You will have a shadow that indicates where you are going to move it if you stop pressing the mouse

Stop pressing the mouse and the reservation will be released in that cell

Select the Reservation that you want to move. IF it belongs to a group of reservations, you can select from any of the reservations. You will enter the details screen for that reservation

At the bottom you will see all the reservations for that group. Select the reservation(s) you want to move

Select Move . The occupancy will open so you can navigate to the day and time you want to move the reservation

Select in the cell where your reservations will be moved. You will see how the selected reservations have been moved

Select on the Multi Selector icon . The system waits for you to select several reservations.

You can continue in two different ways:

Select Copy . You will see a window at the bottom right that will show you that you are in copy mode .

Select the date and time you want to move the reservations.

Select in the Reserve the one you want to add more to. You will enter the details of the reservation.

At the bottom, where the group reserves, select Add to group . The reservation occupancy map will open.

Select the day, time, and number of players. The reservation popup will open.

Select the Client (s) .

Select the Rates .

Select Accept .

Select the Reservation you want to delete. A screen will open with the reservation details. On this screen we will see two sections:

As we want to delete only the selected reservation, we will look at the top. Select Cancel .
​
​

Select one of the Reservations that you want to pay. A screen will open with the details of the selected reservation. On this screen we will see two sections:

Since we want to delete more than one reservation, we will look at the bottom. Select the Reservations you want to delete or the first check to select all.

Select Cancel .

Shift key on your keyboard (caps key) and hold down.

Select with the mouse and move it diagonally over the reservations you want to select. You will see that the cells remain in selected mode.

When you release the mouse button, you can release Shift if you want, you will see that a menu appears above the reservations so you can continue according to your needs (copy, move, etc.) .
​
​

Press the Shift key on your keyboard (caps key) and hold down

Select with the mouse each reservation with which you want to operate without releasing Shift

With each new click you will see a menu showing the selected reservations so you can continue according to your needs (copy, move, etc.)

Press the Shift key on your keyboard (caps key) and hold down

Select with the mouse each reservation with which you want to operate without releasing Shift

With each new click you will see a menu showing the selected reservations so you can continue according to your needs (copy, move, etc.)

Select in the Reservation to which you want to add a buggy or any extra. A screen will open with the reservation details. On this screen we will see two sections:

As we want to add the extra only to the selected reservation, we will look at the top. Select Extra

Choose the Type of reservation you want.

Select Accept . You will see that the reservation has been added in the section below .
​
​

Select one of the Reservations to which you want to add a buggy or any extra. A screen will open with the reservation details. On this screen we will see two sections:

As we want to add the extra to more than one reservation, we will look at the bottom. Select the Reservations to which you want to add the extra.

Select Extra .

Choose the Type of reservation you want.

Select Accept . You will see that the reservation has been added in the section below.

The first thing you have to do is download the Extras in participants module from the App Market

Select in the Reservation with participants. The details of that reservation will open

In the last section of this page, where the participants are, you will see an Extra column next to each participant. Simply select the extra cell of the desired participant

A drop-down menu will open. Choose the Extra you want to add to the participant. At this point the new reservation will have been associated and a sale will have been created if this type of reservation contains a product

Select the Reservation to which you want to add observations. A screen will open with the reservation details.

In the main section we will see the observations field. Select Edit .

Add or modify Observations .

Select Save . A comment icon will have been added to the reservation so that you know that this reservation has comments.

Select in the Reservation to which you want to add the label. A screen will open with the reservation details.

In the main section we will see the tag field. Select Edit .

Add or modify the text in the tag field .

Select Save . This text will have been added to the reservation.

Blocks due to maintenance or tournaments for example, where you don't want anyone to play during that interval

Member locks for example, where you only allow certain customers to play during that interval

Blocks for an agency for example, where you want to block exclusively for them, and for 24 hours, a certain interval in occupancy

Select New

Fill in the Name for this lock. Eg. Maintenance, partners, Leadingcourses.

Choose the Area you want to block. Ex. Golf, tennis, etc.

Choose the Start and End Dates for your block

Choose the Start and End Times for your block.

Choose the Days of the week for your block.

Now you can create exceptions so that this block can be reserved. Select the Customer Tags that you allow to book on top of this block. If you leave it empty, no one will be able to book over this block.

Select the expiration of this block. E.g. 24 hours would mean that one day before the start of the block, it will expire and all available slots will be available to all customers. If you leave it empty the lock will never expire.

Activate Allow crossings if you want that crossings can be generated on top of a blockage.

Customize the Background and Text Color for your lock.

Select Save if you want to generate a single block or Save by days if you want to generate an independent block for each day (in case you have chosen a range of start and end dates greater than one day).

Send Message

Export to Excel

Import from Excel

See the trash

Bulk editing

Edit to change any reservation parameter

Actions where you will find less frequent actions on a reservation:

Occupancy to return to the occupancy plan of this reservation

Start date , when the reservation begins.

Type of reservation or rate.

End date , when the reservation ends.

Resource or place where the reservation will be executed.

Customer of this reservation selected.

Name.

Description.

Price for this reservation.

Payment status , which may be:

Label . Short text that will be visible on the occupancy plan in the cell of this reservation.

Sale . Quick access to the sale generated by this reservation.

Confirmation sent.

Multiple reservation.

Observations of this selected reservation.

Online observations.

At the bottom we can see who and when this reservation was created.

Complete list.

Actions:

Quick payment to quickly pay for this reservation

POS to open the POS with this reservation included in the cart and its related

Move

Copy

Bulk editing

Start date , when reservations begin.

Type of reservation or rate.

Ending date.

Resource or place where the reservations will take place.

Client , of each of the reservations.

Name.

Description.

Price.

Payment status , which may be:

Label . Short text that will be visible on the occupancy plan in the cell of this reservation.

Sale . Quick access to the sale generated by this reservation.

Confirmation sent.

Multiple reservation.

Observations of this selected reservation.

Online observations.

New :

Actions :

New

Actions:

Search for the desired type of bonus

Select your Reference

Verify that there is no validation in the dates, times or days of the week part

Edit and Save if necessary

Access your client's file

Select the Bonuses tab

Verify that you have a voucher and sufficient balance. If you have it, continue…

Select in the Reference

Verify that there is no validation in the dates, times or days of the week part

Edit and Save if necessary
​
​

Send Message

Export to Excel

Import from Excel

See the trash

Bulk editing

Edit to change any reservation parameter

Actions where you will find less frequent actions on a reservation:

Occupancy to return to the occupancy plan of this reservation

Start date, when the reservation begins.

Type of reservation or rate.

End date, when the reservation ends.

Resource or place where the reservation will be executed.

Customer of this reservation selected.

Name.

Description.

Price for this reservation.

Payment status, which may be:

Tag. Short text that will be visible on the occupancy plan in the cell of this reservation.

Sale. Quick access to the sale generated by this reservation.

Confirmation sent.

Multiple reservation.

Observations of this selected reservation.

Online observations.

At the bottom we can see who and when this reservation was created.

Complete list.

Actions:

Quick payment to quickly pay for this reservation

POS to open the POS with this reservation included in the cart and its related

Move

Copy

Bulk editing

Start date, when bookings begin.

Type of booking or rate.

End date.

Resource or place where the reservations will take place.

Client, of each of the reservations.

Name.

Description.

Price.

Payment status, which may be:

Tag. Short text that will be visible on the occupancy plan in the cell of this reservation.

Sale. Quick access to the sale generated by this reservation.

Confirmation sent.

Multiple reservation.

Observations of this selected reservation.

Online observations.

New:

Sales Section. Here the sales lines generated from registrations, fees or booking types will appear.

Actions:

New

Actions: