Index

Section: Main Menu > Reservations

Occupation:

List

Blockages

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?

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 reservations and extras.

Daily or weekly view of reservations.

Schedule customization per resource.

Customizing intervals.

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

Color customization by reservation 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.

When you hover over a reservation, you will see a preview of the reservation details.

Quick calendar for fast navigation.

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

Daily or weekly view of reservations.

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

Color customization by reservation 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 reservation.

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 reservation online within the cancellation period.

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

Possibility for the client to consult their reservations, 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 reservations per player per day or in the future.

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

Go to the reservation 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 reservation 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 reservation to a group.

Move, copy, cancel, repeat a reservation or a group of reservations .
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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 reservations .
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Customized reservation lists to suit the user.

Reports and dashboards of your reservations.

Reservation category for better reporting.

Possibility to chat with players at reception.

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

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

Sending and customizing the reservation reminder email to your clients.

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

Possibility to import and export reservations with Excel.

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

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

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.

Reservation 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 selector. With this control you can go to:

Multi-select. This button is useful when you want to select several reservations already created in the occupancy. It is not used to create new reservations in multiples. Select the multi-select icon and then select your reservations one by one or, by holding down the mouse, select your groups quickly. By selecting the reservations 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 reservations in the main area of the view (not taking into account 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:

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 reservation if he/she wishes. This way, he/she can easily identify partner reservations, correspondence, tour operations, etc.

Side line. Marks 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 reservation 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, 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 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 reservation 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 reservation cell, you will have to activate this option in the Settings menu > Reservations > Views > Select the view reference > Activate Participants' names.

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

Side line. Marks the payment status of the reservation:

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:

When you select a reservation, a window will now automatically open showing a summary of the reservation and New Customizable Icons. At the top of this window, you will find new icons that represent common actions related to the reservation. You will be able to pin these icons to your preferences, prioritizing those you use the most. If you hover over the icon, it will show you the action of that icon.

Full Actions Menu: If you select the three-dot icon, you will have access to all the actions available for the reservation, which are detailed below.

Thumbtack Fixing Function:

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

Booking details. It will take you to all the information of that reservation which you can also see from the Listing

Customer record. It will take you to all the information about that customer, which you can also see from CRM > Customers

Send mail. To send an email to the client.

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

Quick payment. To pay for this reservation 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 reservation included in the cart and its related items

POS for this reservation. To open the POS only with this reservation.

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

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

Check out. 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 time. 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 make the buggy available again in the system.

No-show. To mark this reservation as a no-show. When you select this action, a pop-up will appear with 3 no-show options depending on how you proceed in each case:

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

Copy to same group. To copy the selected reservation(s) to another day/time and have these new reservations added to the same group.

Copy to a new group. To copy the selected reservation(s) to another day/time so that these new reservations are not added to the same group.

Copy multiple times. To copy this reservation to different dates or times. A message will appear at the bottom right indicating that copy and continue is active. To finish this action, select the x.

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

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

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

Go to the reservation. It will take you to all the information of that reservation 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 send the client's email.

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

Quick payment. To pay for this reservation 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 reservation included in the cart and its related items

Checkin / Checkout. The hotel module allows you to conveniently mark a reservation with checkin or checkout. Simply select the desired option in the reservation.
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 reservation as no show. It will add an icon to the cell

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

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

Cancel. To cancel the selected reservation(s)

Edit to change any reservation parameters

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

Occupation to return to the occupation map of this reservation

Start date: When the reservation starts.

Type of reservation or rate.

End date, when the reservation ends.

Resource or place where the reservation will be executed.

Customer of this selected reservation.

Name.

Description.

Price for this reservation.

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 reservation.

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

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 reservation and when.

Full list. To return to the full list of reservations

Actions:

Select the desired Day.

Select the desired time in the Cell.

Select the Client and the desired Reservation 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 reservations 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 Reservation Type (Rate).

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

You can optionally add a comment to the reservation.

Select Save to complete the reservation,

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

Select the desired Day.

In the row for the selected time, select:

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 from the following options:

Select the desired Day.

Select the first cell of the desired time.

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

Press 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 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 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 from the following options:

Select the desired Day.

Select the first cell of the desired time.

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

Press 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 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 reservation. The maximum number of players per Group Reservation is 20

Select where you want to make the reservation

Select the date of play

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

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

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 reservation will be displayed.

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

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

Select one of the Reservations you want to pay for. 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 for.

We can continue in two ways:

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

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 reservations.

Simply select the reservation you want to change and, without releasing the mouse, move the reservation 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 reservation will be released in that cell

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

At the bottom you will see all the reservations in that group. Select the reservation(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 reservation.

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

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

You can continue in two different ways:

Select in:

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

Select the Reservation you want to add more to. You will enter the reservation details.

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

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

Select the Client(s).

Select the Rate(s).

Select OK.

Select the Reservation you want to delete. A screen will open with the details of the reservation. 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 .
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Select one of the Reservations you want to pay for. 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.

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 reservations 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 reservations 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 reservation with which you want to operate while holding down Shift

With each new click, a menu will appear again for the selected reservations 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 reservation with which you want to operate while holding down Shift

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

Select the Reservation to which you want to add a buggy or any extra. A screen will open with the details of the reservation. 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 OK. You will see that the reservation has been added in the section below .
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Select one of the Reservations to which you want to add a buggy or any extra. A screen will open with the details of the reservation. 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.

Click OK. You will see that the reservation 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 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 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 reservation will have been associated and a sale will have been created if this type of reservation contains a product.

Select the Reservation you want to add comments to. 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 to let you know that the reservation has comments.

Select the Reservation you want to add the tag to. A screen will open with the reservation 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 reservation.

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 bonus

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 Bonuses tab

Check that you have a bonus 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 reservation parameters

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

Occupation to return to the occupation map 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 selected reservation.

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 reservation made to a Main Client. A new client record will not be created and the name data will be saved in the reservation.

Description.

Price for this reservation.

Payment status, which may be:

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

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

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

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

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

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

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

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

Pin.

Observations on this selected reserve.

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

Full list.

Actions:

Quick payment to pay for this reservation quickly

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

Move

Copy

Mass edition

Start date, when reservations begin.

Type of reservation or rate.

End date.

Resource or place where the reserves will be located.

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 for this reservation.

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

Confirmation sent.

Multiple reservation.

Observations on this selected reserve.

Online observations.

New

Actions: