Index

Section: Main Menu > Bookings

Occupation:

List

Blockages

Why can't I pay with a voucher?

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

Why does the extra icon (buggy, cart,...) not appear in the occupation?

Extras available for 9 or 18 holes, grouped and detailed.

Calculation of daily occupancy and metrics for bookings and extras.

Daily or weekly view of bookings.

Schedule customization per resource.

Customizing intervals.

Display of the current time and automatic scroll to that time.

Color customization by booking type.

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

Colors of paid, credit or pending payment.

Extra icons and/or comments in cells.

Access to a view according to user profile.

Hovering over a booking will preview the details of that booking.

Quick calendar for fast navigation.

Extras available for 9 or 18 holes, grouped and detailed.

Daily or weekly view of bookings.

Display of the current time and automatic scroll to that time.

Color customization by booking type.

Colors of paid, credit or pending payment.

Extra icons in cells.

Possibility 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 .
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Possibility of booking any sport online.

Possibility of letting the client choose the resource.

Ability to book through a booking map.

Avoid being able to offer slots at tee times that someone already has (prevent loose slots).

Customized rates and dynamic pricing for each client.

Possibility to choose how the player should identify himself online.

It is now not mandatory to put the names of the players when booking.

Possibility of adding a question form when contracting a rate.

Possibility of offering “extras” to the booking.

Possibility of paying by card or voucher.

Proposal of organized matches and events to your clients.

Possibility to personalize the experience with your brand image.

Possibility for the client to cancel their booking online within the cancellation period.

Possibility for the client to partially cancel their booking online within the cancellation period.

Possibility for the client to consult their bookings, sales and invoices .
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Possibility of offering or hiding the choice of tee or court.

Maximum and minimum advance notice required for booking.

Allow cancellation and cancellation period.

Maximum number of bookings per player per day or in the future.

Time that the player or agency has to complete the booking.

Go to the booking details with all the details.

Go to customer details.

Send message (email or Notification) to the player.

Send confirmation email in one click.

Edit the booking group in pop-up.

Quick payment without having to go to the POS, individually or in a group.

Access to the POS to continue adding more services.

Checked in and no show.

Possibility of adding extras.

Add a booking to a group.

Move, copy, cancel, repeat a booking or a group of bookings .
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Generation of massive or individual blocks.

Authorization for multiple groups of customers to book in blockages.

Custom automatic expiration to offer free slots.

Blocking the entire group or part of it.

Special permit for crossing bookings .
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Customized booking lists to suit the user.

Reports and dashboards of your bookings.

Booking category for better reporting.

Possibility to chat with players at reception.

Possibility of sending automatic confirmation emails for bookings made in administration.

Sending and personalization of confirmation and cancellation email according to rate.

Sending and customizing the booking reminder email to your clients.

Possibility of sending a copy of online bookings to a club employee.

Possibility to import and export bookings with Excel.

Possibility to choose the refund method when cancelling a booking. Example: to the deposit.

Possibility of maintaining the end time when changing the type of booking.

Possibility to show or hide areas in consumer.

Possibility to show or hide the date bar in the occupation.

Possibility to show or hide the month in the occupancy date bar.

Alert for the customer area or sign up.

Booking debugger to identify potential configuration errors.

Selecting the area. With this drop-down menu you can change the work area (paddle tennis, restaurant, etc.).

Date picker. With this control you can go to:

Multi-select. This button is useful when you want to select several bookings already created in the occupancy. It is not used to create new bookings in multiples. Select the multi-select icon and then select your bookings one by one or, by holding down the mouse, select your groups quickly. By selecting the bookings you can add an extra, move, copy and/or cancel.

Date. This field displays the date currently being displayed in the occupation.

Buggy icon. This is a button to print buggy posters. For it to be visible, you need to have the Buggy Posters plugin installed from the App Market and have the Print Posters field enabled from the Views settings .

Occupancy ratio. Here you can see the number of bookings in the main area of the view (not taking into account extras) and the occupancy ratio (%) which is nothing more than the number of bookings divided by the number of available spaces.

View type. Here you can choose between:

Settings. Quick access to the settings screens. Appropriate permission is required.

Alerts.

Daily Notes. Allows someone on your team to leave a note for the rest of the team to stay well informed. It makes it easy to organize reminders and pending tasks, allowing you to create or modify notes on a specific date. To view the folio-shaped icon to manage Daily Notes, you need to download the Daily Notes module from the App Market.

Resource Type. The first row displays the resource types for the selected area.

Resources. Displays the resources within that resource type.

Time. Displays the available times for that area.

Extras. In this section you can add any type of extra. Examples: buggies, rental carts, sticks, etc.

Extra type. Here you can see the 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 can choose the color of each type of booking if he/she wishes. This way, he/she can easily identify partner bookings, correspondence, tour operations, etc.

Side line. Marks the payment status of the booking:

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

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

Comments icon. In the booking details you can add comments for this booking and this label will alert you about it.

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

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

RFEG license.

Participants' names. When a booking is made with participants, the client's profile photo or the initial of their first and last name will be displayed by default. If you want to display the client's full name and last name in the booking cell, you will have to activate this option in the Settings menu > Bookings > Views > Select the view reference > Activate Participants' names.

Background color. The user can choose the color for each type of booking if desired.

Side line. Marks the payment status of the booking:

Name. The name that appears in the first row is the name of the course.

Circular icon. As many circles as students have enrolled in the course will appear, with the initials of the clients indicated inside. Their photo will appear, if they have a photo added to their client profile.

When you place the mouse over a course in the occupation, the system displays:

Go to the booking. It will take you to all the information of that booking that you can also see from the Listing

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

Send message. To chat with the client of this booking. The message will be sent to the client in the client area and APP. To be able to access this button, it is necessary to have the Mailings module installed.

Send confirmation. To send the booking confirmation to the customer by email.

Edit Group. To show the booking pop up again and quickly edit

Quick payment. To pay for this booking quickly. The pop-up shows the total and a drop-down menu to select the payment method (only one payment method can be selected)

POS. To open the POS with this booking included in the cart and its related items

POS (group). To pay all group bookings at the POS

Checkin. To mark this booking as checked in. It will add an icon to the cell. This functionality can be used to mark that this booking has arrived at the club, that it has passed through reception or that it has left through the course.

Checkout. This will only be visible if you have checked the checkbox for it in the Resource Type settings. Selecting the button will end the booking at that point. This is useful, for example, if a buggy is used for less time than scheduled (less than the 5 hours planned), allowing you to immediately release and re-use the buggy in the system.

No Show. To mark this booking as no show. It will add an icon to the cell

Add extra. To add an extra type of booking to this booking such as buggy or electric cart. Previously you have to create booking types and activate the option It's Extra

Add to group. To add other bookings to a group so that they can appear in the same POS or in related bookings in the details. For example, a booking for 4 players and they call you and tell you that they want to add 4 more players to the same booking.

Move. To move the selected booking(s) to another day/time

Copy. To copy the selected booking(s) to another day/time

Cancel. To cancel the selected booking. When this button is selected, a new pop-up appears with the following options:

Repeat. To copy this booking in the future, repeating every Monday at the same time until April for example

Go to the booking. It will take you to all the information of that booking that you can also see from the Listing

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

Send message. To chat with the client of this booking. The message will be sent to the client in the client area and APP. To be able to access this button, it is necessary to have the Mailings module installed.

Send confirmation. To send the booking confirmation to the customer by email.

Quick payment. To pay for this booking quickly. The pop-up shows the total and a drop-down menu to select the payment method (only one payment method can be selected)

POS. To open the POS with this booking included in the cart and its related items

Checkin / Checkout. The hotel module allows you to conveniently mark a booking with checkin or checkout. Simply select the desired option in the booking.
The system will add the corresponding icon so that you can visually see which rooms have already been checked in or checked out.

No Show. To mark this booking as no show. It will add an icon to the cell

Move. To move the selected booking(s) to another day/time

Copy. To copy the selected booking(s) to another day/time

Cancel. To cancel the selected booking(s)

Edit to change any booking parameters

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

Occupation to return to the occupation map of this booking

Start date: When the booking starts.

Type of booking or rate.

End date, when the booking ends.

Resource or place where the booking will be executed.

Customer of this selected booking.

Name.

Description.

Price for this booking.

Payment status, which may be:

Automatic extras.

Dynamic pricing.

Label. Short text that will be visible on the occupancy plan in the cell for this booking.

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

Expiration date.

Locator.

Cluster.

Confirmation sent.

Created online.

Checkin.

Checkout.

Origin.

Observations on this selected reserve.

Online observations.

Planning.

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

Full list. To return to the full list of bookings

Actions:

Select the desired Day.

Select the desired time in the Cell.

Select the Client and the desired Booking Type (rate)

You can choose from the following options:

Select the desired Day.

Select the desired time and resource in the Cell.

The date and time of the selected cell will automatically appear.

The selected resource will appear automatically. You can modify it if you wish.

The box with the number "1" next to the resource tells you the number of bookings that will be made. By default, the system will mark a "1". This means that in this case, you are reserving one unit of the resource. If you would like to reserve more than one unit, you could modify that number depending on the availability of the resource type. For example, if you need to reserve two hotel rooms or two tennis courts, you could enter "2" in this field.

Select the desired Booking Type (Rate).

Select the Client and if it is a booking with participants, add all participants.

You can optionally add a comment to the booking.

Select Save to complete the booking,

Select More Options to save and go to the booking details.

Select the desired Day.

In the row for the selected time, select:

Select the Client and the desired Booking Type (rate)

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

You can choose from the following options:

Select the desired Day.

Select the first cell of the desired time.

In the Select number of bookings field , type the desired number of players. E.g. 3.

Press Enter on your keyboard to confirm.

Select the Client and the desired Booking Type (rate)

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

You can choose from the following options:

Select the desired Day.

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

Select the Client and the desired Booking Type (rate)

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

You can choose from the following options:

Select the desired Day.

Select the first cell of the desired time.

In the Select number of bookings field , type the desired number of players. E.g. 20.

Press Enter on your keyboard to confirm.

Select the Client and the desired Booking Type (rate)

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

You can choose from the following options:

From the top menu: selecting Packages from the menu and selecting the Group Booking option .

From the Golf section: the widget that has been configured for Group Booking will appear on the left, below the booking date.

Indicates the number of players in the booking. The maximum number of players per Group Booking is 20

Select where you want to make the booking

Select the date of play

Select the time, type of booking and number of players using the drop-down menus

Add Extra. Select this option if you want to add extras to the booking

Add Day. Select this option if you want to book more days for the same group.

Select Continue in the bottom right corner to proceed to the payment screen, where a summary of your booking will be displayed.

Select the Booking you want to pay for. A screen will open with the details of the booking. On this screen we will see two sections:

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

Select one of the Bookings you want to pay for. A screen will open with the details of the selected booking. On this screen we will see two sections:

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

We can continue in two ways:

Select the Multi-Selector icon. The system will wait for you to select multiple bookings.

You can continue in two different ways:

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

Select the Date and time you want to move the bookings.

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

Release the mouse and the booking will be released in that cell

Select the Booking you want to move. If it belongs to a group of bookings, you can select any of the bookings. You will enter the detail screen for that booking.

At the bottom you will see all the bookings in that group. Select the booking(s) you want to move.

Select Move. The occupancy will open for you to navigate to the day and time you want to move the booking.

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

Select the Multi-Selector icon. The system will wait for you to select multiple bookings.

You can continue in two different ways:

Select in:

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

Select the Booking you want to add more to. You will enter the booking details.

At the bottom, where the group bookings are, select Add to group. The booking occupancy chart will open.

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

Select the Client(s).

Select the Rate(s).

Select OK.

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

As we want to delete only the selected booking, we will look at the top. Select Cancel .
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Select one of the Bookings you want to pay for. A screen will open with the details of the selected booking. On this screen we will see two sections:

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

Select Cancel.

Press and hold the Shift key on your keyboard (the key for typing capital letters).

Select with the mouse and move it diagonally over the bookings you want to select. You will see that the cells are now selected.

When you release the mouse button, you can now release Shift if you want, and you will see that a menu appears above the bookings so that you can continue according to your needs (copy, move, etc.) .
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Press the Shift key on your keyboard (key to type capital letters) and hold

Select with the mouse each booking with which you want to operate while holding down Shift

With each new click, a menu will appear again for the selected bookings so that you can continue according to your needs (copy, move, etc.)

Press the Shift key on your keyboard (key to type capital letters) and hold

Select with the mouse each booking with which you want to operate while holding down Shift

With each new click, a menu will appear again for the selected bookings so that you can continue according to your needs (copy, move, etc.)

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

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

Choose the type of booking you want.

Select OK. You will see that the booking has been added in the section below .
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Select one of the Bookings to which you want to add a buggy or any extra. A screen will open with the details of the booking. On this screen we will see two sections:

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

Select Extra.

Choose the type of booking you want.

Click OK. You will see that the booking has been added in the section below.

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

Select the Booking with participants. The details of that booking 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 desired participant's extra cell

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

Select the Booking you want to add comments to. A screen will open with the booking 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 booking to let you know that the booking has comments.

Select the Booking you want to add the tag to. A screen will open with the booking details.

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

Add or modify text in the tag field.

Select Save. That text will have been added to the booking.

Maintenance blocks or tournaments for example, where you don't want anyone to play during that interval

Partner blocks 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 block. E.g. Maintenance, Partners, Leadingcourses.

Choose the Area you want to block. E.g. 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.

Resource Type. Select the resource type if you want to block the entire resource type. For example, select the resource type "Golf" to block Tee 1 and Tee 10 at the same time.

Resource. Choose the resource you want to lock.

Color. You can optionally add a color to the lock.

Slots. Enter the number of slots you want to block per hour. If the block is longer than one hour, you must enter the number of slots blocked per hour.

Remarks. You can optionally add a remark to the block.

You will now be able to create exceptions so that bookings can be made on this block. 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 on top of this block.

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

Check Allow Junctions if you want junctions to be able to spawn over a block.

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 start and end date range greater than one day).

Find the desired type of voucher

Select in your Reference

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

Edit and Save if necessary

Access your client's file

Select the Voucheres tab

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

Select in Reference

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

Edit and Save if necessary
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Send message

Export to Excel

Import from Excel

See the trash can

Mass edition

Edit to change any booking parameters

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

Occupation to return to the occupation map of this booking

Start date, when the booking begins.

Type of booking or rate.

End date, when the booking ends.

Resource or place where the booking will be executed.

Customer of this selected booking.

Beneficiary. Fill in the Beneficiary field so that the data remains in the client's history. If the client is not registered, a new record will be created.

Name of the player who is enjoying the booking made to a Main Client. A new client record will not be created and the name data will be saved in the booking.

Description.

Price for this booking.

Payment status, which may be:

Label. Short text that will be visible on the occupancy plan in the cell for this booking.

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

Expiration date. Day and time at which this booking will expire.

Locator. Each booking made in Golfmanager will be assigned a locator to make it easier to access.

Group. Reference of the group to which this booking belongs.

Confirmation Sent. With a value of yes or no, to indicate whether a confirmation has been sent.

Created online. Indicates whether the booking was made using the online booking engine.

Checkin. With a value of yes or no, to indicate whether the check-in for this booking has been completed.

Pin.

Observations on this selected reserve.

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

Full list.

Actions:

Quick payment to pay for this booking quickly

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

Move

Copy

Mass edition

Start date, when bookings begin.

Type of booking or rate.

End date.

Resource or place where the reserves will be located.

Client, of each of the bookings.

Name.

Description.

Price.

Payment status, which may be:

Label. Short text that will be visible on the occupancy plan in the cell for this booking.

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

Confirmation sent.

Multiple booking.

Observations on this selected reserve.

Online observations.

New

Actions: