Index

Introduction

Settings

Debugger

Areas

Resource Types

Resources

Booking types

Multiple booking types

Booking Views

Automatic extras

How to add custom fields to create a booking

The general parameters are at the area level in V3, while in V1 we went to the Resource Type.

You can choose the way to reserve in an area: golf mode, popup, detail page.

A calendar can be assigned to a resource.

Booking types can accept participants.

Area . Grouping of one or more types of resources. Ex. Golf, Paddle, Academy. Many parameters will be defined here such as opening hours, how to reserve, etc.

Resource type . Grouping of one or more resources of the same type. For example, golf course, buggies, cars… in the case of golf.

Resource . Place, facility or person that can be reserved in a club. For example, Tee 1, Tee 10, buggy 1, buggy 2… in the case of golf. Court 1, 2, 3… in the case of tennis or paddle tennis. Professor Michael, Peter… in the case of academies. The resource will have several configurable parameters, making special mention that here we can associate a calendar in the case of a teacher.

Booking type . Way to reserve a resource (facility or person). E.g. Green fee 18 holes, track booking 1 hour, class 30 minutes. In the type of booking, many parameters can be configured, such as: the duration of the booking, the crossings, if it has participants, etc. The type of booking may have an associated product so that, when booking, a proforma or delivery note is generated with that price. It is important to note that any change in prices must go to the product and not to the booking type, although from the latter you can quickly access the associated product to make changes.

Return method when canceling. Select dropdown > Deposits

Booking reminder. Select dropdown > Seconds, Minutes, Hours or Days

Email copy address. Send a copy of the booking confirmation emails to this address

Confirmation email from admin. Send confirmation email for bookings made from administration

Keep end when changing type. Maintain the end date and time when changing the booking type

Show areas in consumer. Activate/deactivate this option

Occupancy date bar. Activate/deactivate this option

Show month in date bar. Activate/deactivate this option

Maximum full day advance notice. Activate this option if you want the website to offer all hours until the end of the day. For example, a club wants to open bookings for the entire next day at 9 pm. In this case, in the Maximum advance notice field in the area configuration, we will put 3 hours. This means that at 21:01 I will be able to see the bookings for the next day 00:01. With this option activated it will show not only availability at 00:00 but will offer availability throughout the day.

Minimum full day advance notice. Same case as the previous one but in this case to avoid making bookings with very short notice. For example, if you do not want there to be bookings for the next day after 9 p.m., in the Limit before start field in the area configuration, we will put 3 hours (the result of 24 hours from the beginning of the next day minus 9 p.m. hours which is when we want to stop offering bookings). If we activate this option, it will prevent us from being able to reserve for the entire day.

Customer area alert. Write text

Customer area information. Write text

Date. Obligatory field. Select a date

Hour. Obligatory field. Select a time

Booking type. Obligatory field. Select a type of booking from your list from the drop-down menu

Customer. Select a client from your database from the drop-down menu

Resource . Select a resource from your list from the drop-down menu

Online . Activate/deactivate this option

Select the Debug button

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Actions :

Area name . Ex. Golf or Tennis.

Increase . How often do you offer bookings to your clients? For example, golf is every 10 or 12 minutes, tennis is every 30 minutes, etc.

Start time or when you want to start offering booking availability to your clients.

End time until what time will you offer bookings to your clients.

Priority . This number will mark the order in which your priorities are displayed in administration and in the customer area. Choose a number close to 0 so it has a higher priority, choose a very high number if you want it last.

Occupancy mode . Choose the mode or interface you want to offer your employees to book in this area.

Guy . Choose Restaurant if applicable to activate certain special functions such as requesting the number of guests.

Reserve for days . Activate this option if your area is managed with bookings of days and not hours. Golf, spa or tennis bookings usually start and end on the same day, but hotel, residence, car rental, ticket office, etc. bookings usually start and end on the same day. They usually start one day and end on another .
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Cell height in booking occupancy. Depending on the time increments, you may want to adjust the height to your liking.

Cell width in booking occupancy. Depending on the number of resources in that area, you may be interested in making the cells wider and being able to see more information or, on the contrary, making them narrower to see all the possible resources and save on lateral scrolls.

Confirmation email

Cancellation email

Reminder email

Ignore intervals . The system does not pay attention to the configured intervals and you can make a booking from and until the time you want. This option is useful to be able to reserve extras whose end is after the end time of the area.

Ignore overlap . Bookings can be set up with each other. This option may make sense in agendas for employee tasks but not for facilities with well-defined spaces and availability.

Extra reserve . In the new booking pop-up, it will offer you the possibility of making a main booking and another optional booking, being able to make two different bookings in a single step. It usually comes in handy for installations where you have to reserve a place and a person. For example, physiotherapist Maria in room 1 or teacher Michael in track 6 .

Sales description format. You have to add one of these formats: {type} {date} {time} {endDate} {endTime} {resource} {locator} {customer}

See reservation type in occupancy. Activate/deactivate this option to show the reservation type in the occupancy

Available online . Activate if you want this area to be reserved online

How to reserve online . Choose what options you want to offer your client when reserving this area in the client area :
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Maximum advance notice to be able to reserve in this area. Ex. 7 days.

Limit before start . Time limit that can be reserved in this area. For example, you cannot reserve with less than 1 hour since I do not have time to notify the teacher if he is out of the club.

Allow cancel. Yes or no

Cancellation limit that clients have to cancel their booking from the client area. Ex. 48 hours.

Max bookings per day that a specific player is allowed to have. This is done to make the use of the facilities more fair in clubs with high demand. Ex. 1 booking per day. The player will not be able to book 2 times on the same day.

Max advance bookings . That you are allowed to have a specific player. This is done to make the use of the facilities more fair in clubs with high demand. Ex. 1 booking in advance. This player may only have one active booking in the system in the future. If, for example, today is Thursday, you will not be able to book for Saturday and Sunday at the same time. You will have to wait to play on Saturday to be able to reserve for Sunday.

Expiration of pre-bookings . Time that customers have to complete their online booking, by default 15 minutes. Normally a limit is set so that a customer who does not complete or pay their booking does not block that exit forever. If you run out of battery, leave the page, or for any reason... if that time passes, the booking will be lost and will be available again for the next interested player.

Customer area alert. Here you can add a message for your clients' area and it will be added on a yellow banner.

Customer area information. Here you can add plain text or html text. It will be displayed below the Customer Zone Alert banner above the previous field if it has been added.

Image. To add an image to your Area button . You have to select an image from your pc

Background color. To add a background color to your Area button . If there is an Image added in the previous field, the background color will not be displayed. You have to select a color
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Name of your resource type. Eg Golf or Golf Buggies. This configuration will affect how the occupancy is displayed or whether you can filter that certain rates are only available in this type of resource.

Area to which this type of resource belongs.

Priority . Order in which you want this type of resource to appear in the occupation and dropdowns.

It's extra . Activate this option if this resource type is for resources that are extras to other resource types. Buggies or rental sticks. When you go to the customer's booking to add an Extra , all booking types of this type of extra type resource will be offered.

Icon . Useful for extra type resources. Select an icon to be visible on the occupancy map and in the booking cells with extras. E.g. Buggy (cart), clubs (clubs), electric car (electric)…

Multiple . Activate this option if this resource type supports multiple bookings. In the case of golf, activating this option, selecting in the third column, all the cells to the left would be selected, showing a popup with 3 different bookings. While in the case of tennis, activating this option, selecting court 3, would select all the courts to its left and we do not want this. We want to reserve only court 3 because my client likes it. Therefore, in the case of tennis we do not want to activate this option. At first it is only for golf.

Available online. Activate/deactivate this option

Randomly assign this type of resource when booking and not the first available. By default we will not activate this option.

Image of this type of resource. This photo will be visible on the website by your clients.

Background color . If you do not have a photo, the system will paint the button on the web page of this type of resource with this color that you choose.

Booking map . These fields will be available if you have the restaurant module activated. Activate this option if you want to create a map with resources of this type.

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Name of your resource. Ex. Tee 1, track 1, Professor Michael.

Area to which this resource belongs.

Type of resource to which this resource belongs.

Slots or number of places in this resource. This course is useful for golf, where there are usually 4 spaces for players at each tee time. In your case we will enter a 4 while in the rest of the cases we will keep this field empty.

Prevent loose slots. Yes or no

User . Here we can associate a system user to the resource. It is useful when the resource is a person (academy) and they need to enter the application to see their bookings (Teacher App).

Priority . Order in which we want this resource to appear on the occupancy map and in the drop-down menus.

Available online. Yes or no

Ready . The value of this field can be yes or no. What the system will do is from the occupancy map look at the bookings for those rooms, mark them as dirty, and paint the color of that status next to the room number in the booking occupancy, with Red = dirty, and Green = clean.

Resource . Read only (depending on the Resource you are on)

Weekdays . By default, all selected days of the week appear. When you select a day, that day remains activated and the rest are deactivated. Reselect the desired days

Start date . You can select a start date or leave the field empty

Ending date . You can select an end date or leave the field empty

Start . You can select a start time or leave the field empty

End . You can select an end time or leave the field empty

High

Broad

Radio

Rotation

x position

position and

Map booking type

Golf: GF 18H, GF 9H, GF 18H members, etc.

Tennis: Tennis 60', Tennis 90'.

Academy: Private class 1 pax 60', Private class 2 pax 60'.

Prices, taxes and accounting accounts will be managed from the product .

From the type of booking, durations will be managed, when and for what resources it is available, who can reserve, etc.

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Edit

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Name of your booking type. E.g. Green fee 18 holes, Tennis 60', Class 60' 1 pax…

Area in which this type of booking will be available.

Duration of each booking of this type. Golf is usually 10 minutes, tennis 60 or 90 …

Category (optional). This data can be useful for later reports. They will be grouped by category. They will also organize the booking types by category when making online bookings in the customer area.

Resource Type (optional) if you want to limit this type of booking to certain resource types in this area.

Resource (optional) if you want this type of booking to book on a specific resource. For example, if you want Tee 10 to be reserved until 10:00. Or if you want the Wardrobe 3 perk to reserve that resource instead of the first available one.

Product (optional). If you assign a product, every time you make a booking of this type, a sale will be generated with this product automatically. Within the product you can manage dynamic prices based on the time, day of the week, type of client, etc.

It has crosses . A crossover is a booking that is automatically created from a parent booking. For example in golf, when you make a booking on Tee 1, you may want it to be reserved on Tee 10 two hours later. Or a tennis class , you may be interested in automatically reserving a court. By activating this option and selecting the Save button , a new Crossroads section will appear .

Multiples . It is necessary to reserve in multiples. This field is used to force the player to contract this rate 2 in 2, 3 in 3, etc. For example 2 GF + buggy .

Separable . Yes, it can be canceled separately. Activate this option if you want to allow a line of a pack (example 2 GF + buggy) to be deleted. Normally the packs are not separable, that is, if you cancel one line of the pack, all of them will be deleted.

Priority . Order in which you want your booking types to appear. A number here close to 0 will make this type of booking appear at the beginning, and a number close to 1,000 will make it appear at the end of the list, for example, when making a booking and selecting from the drop-down menu.

It has participants . Activate this option if this type of booking allows participants. It is useful for paddle tennis bookings or group classes. There can be several clients (or participants) in the same booking. You have to know how to differentiate between participants and resource slots. Participants are several clients in the same booking, while slots are several bookings with one client in each one. By activating this option and selecting the Save button , a new Participants section will appear .

It's extra . Activate this option if this type of booking is extra. An extra is a type of booking that complements a main booking. For example, the buggy or rental clubs are usually extras of the green fee. This will mean that, when you enter a booking and select extra , a popup will appear with a drop-down list with all the extra booking types.

It's Agency . It is necessary to download the Agencies module . If activated, when making a new booking, in its details, you will have a beneficiary section visible where you can add the name, email and/or nationality of the booking.

Confirmation copy. Yes or no

Mandatory customer. Yes or no

Price per person.

Allow sign up . Activate this option if you want to convert this type of booking into a Sign Up and allow customers (or participants) to join this activity. It is very useful for proposing paddle tennis games or academy clinics.

Minimum places for each booking of this type.

Maximum places for each booking of this type.

Minimum level to be able to sign up. Useful for padel games where you want all participants to have a similar level.

Maximum level to be able to sign up. Useful for padel games where you want all participants to have a similar level.

Genre for this game, in case you want to organize games of the same genre.

Available online (optional). Activate this option if you want this type of booking to be visible and can be used by your players in the customer area.

Allow pending payment . Activate this option if you allow players to book this type of booking without having to prepay in the customer area.

Limit before start (optional). Until when can the player book this type of booking in the customer area. E.g. “1 hour” would mean that this type of booking would not be available 30 minutes before the time. This way you avoid a golf lesson being booked with too little notice that does not give the teacher time to organize.

Maximum advance notice (optional). From when can this type be reserved from the customer area. E.g. “7 days” means that you cannot book this type of booking 8 or 10 days in advance. On day -7 before the booking, this type will be visible in order to be reserved.

Limit for full days (optional). Activate this option if you want the system to show availability until the end of the day.

Advance notice for full days (optional). Activate this option if you want the system to hide availability until the end of the day.

Max bookings per day. Maximum number of bookings per day

Max advance bookings.

Form of identification. Select from the dropdown: Name, Member number, Search for client or Check your privacy policy

API tags.

Description (optional). Add a description of this type of booking here so that your clients can inform themselves before booking it.

Long description (optional). Add a description of this type of booking here so that your clients can inform themselves before booking it.

Image. If you wish, you can add an image that you have saved on your PC
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Calendar (optional). You can choose to make this type of booking available in one of your previously created calendars. This functionality is very useful for twilight rates. Instead of creating many date ranges during the year indicating from what time the twilight is available and until what time the normal GF 18H is available, you create it in a calendar and here it is configured in one click.

Start date (optional). From what date this type of booking will be available. For example, “1-1-2024” would mean that this type of booking could not be used in 2023. If you leave it blank, it will always be available.

End date (optional). Until what date this type of booking will be available. For example, “12-31-2023” would mean that this type of booking could be used until that date and it would not be available for 2024. If you leave it blank, it will be available until forever. You can modify it at any time.

Start time (optional). From what time this type of booking will be available. E.g. “16:00” would mean that this type of booking could not be used before that time. If you leave it blank it will be available from the beginning of the day. This option is useful for launching booking types during off-peak hours.

End time (optional). Until what time this type of booking will be available. For example, “12:00” would mean that this type of booking could not be used after that time. If you leave it blank it will be available until the end of the day. This option is useful for launching booking types at peak times.

Days of the week (optional) on which this type of booking will be allowed to be booked. Useful for clubs that have different rates on weekdays and holidays.

Holidays (optional). Activate this option if you want this type of booking to be used on holidays. There is the possibility of adding those days in your location in General Settings / Holidays.

Customer label (optional). Add here which group of clients can access to book this type of booking. “Members” so that this rate is only available to them. The label concept is key to understanding how the program works. As we have said, this tool is useful for bookings for members, guests, employees, etc. Note , you can have more than one tag. What the system will do is look at the customer of that booking, look at the labels within their file, and validate that they can contract this type of booking. Note , you can leave this field blank, which will mean it will be available to all customers .
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Confirmation email. Select the desired template

Cancellation email. Select the desired template

Reminder email. Select the desired template

Background color (optional). You can customize the background of the cells in the occupancy when using this booking type. This way you can put a different color to the bookings of partners, agencies, etc. and make it more useful and intuitive for your employees.

Text color (optional). Same point as the previous one, but this time the color of the text inside the cell. Note , choose a light text color when the background is dark and vice versa.

Icon (optional). If you add an icon, every time you make a booking, you will see it in the booking cell. It is useful, for example, to be able to see which players have a buggy. Note: You can also add the icon to the resource type, so you might see the same icon twice on the same booking. If this is the case, choose the icon here or in the resource type and not both.

If we leave both options blank the system will always create a junction when this type of booking is used

If we fill in the Resource Type option , the crossing will be generated if the booking has been made in any resource of that type of resource

If we fill in the Resource option , the match will be generated if the booking has been made on that specific resource. This option is useful for golf crossings from Tee 1 to Tee 10. Note
it is not necessary to fill in both fields (resource type and resource). One of them is enough.
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If we leave both options blank, the system will always create a match on the first available resource of the resource type with the highest priority. This option is not usually useful, but there it is

If we fill in the Resource Type option , a match will be generated on the first available resource within that resource type. This option is useful for buggy crossings, where you want the first available buggy to be booked without specifying the buggy number

If we fill in the Resource option , a match will be generated on that specific resource. This option is useful for extras to reserve a specific resource such as Costume 3.
​NOTE . It is not necessary to fill out both fields (resource type and resource). One of them is enough.

Duration . How long should the crossing booking last? In the case of a golf crossing the normal time is 10 minutes, while for an 18-hole buggy it is usually 5 hours. Note if we leave it empty the same duration as the main reserve will be obtained. We will only use it if the duration of the crossing is different from the original, for example if the crossing is for a buggy that lasts 5 hours while the golf booking is 10 minutes

Starting margin . How long after (or before if you put the amount in negative) should the crossover booking begin in relation to the main booking. A golf crossing is usually made “2 hours” after the main booking, while the buggy booking usually starts at the same “0 hours” (or blank) time as the main booking. Therefore, if we do not fill in this field, the crossing will be made at the same start time as the main booking.

Product. If you want the crossing to also generate a sale. This option is very useful for 2 GF + buggy deals.

Multiples . If you want the crossing to be generated every x multiples. For example, with the offer of 2 GF + buggy, you want a buggy booking to be made for every 2 players and not for each of them. That way you will put a 2 so that it works as it should.

Build as main . If you want this crossing to be considered a main booking and not a crossing. Normally you don't want to count crossing bookings for statistics. In the case of a crossing on tee 10, do not activate this option, in the case of the buggy yes.

Type. Read only. The type of booking to which it belongs appears by default

Text. Obligatory field. Write text

Mandatory. Activate/deactivate option

Priority. Select a priority for viewing

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Name . Obligatory field

Area . Obligatory field

Booking type. Obligatory field

Label assigning

Name format

End date

Weeks. Weeks long

Holidays

Product registration

Share

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Actions :

Name for this view. Ex. Golf.

area of this view. It is mandatory to select one. Ex. Golf.

Hours column. Activate or deactivate this option

Priority for this view, which will mark the order in which they appear in the dropdown when selecting view. Ex. 0.

Minutes occupancy. The maximum number of minutes to calculate the occupancy percentage

Print posters. Activate or deactivate this option. It is to print the buggy posters from the occupancy plan. By activating this field, the buggy icon will be visible so that the posters can be printed

Type of resource you want to display in the view. Ex. 18 Hole Course.

Icon if we want an icon to be added to the occupation header. The most common icons are:

‎Name if we want text to be added to the occupation header. Ex. 18H. ‏‏‎

Priority or the order in which we want them to appear in the view. Ex. 1.

Column width . You may be interested in a 50 for extras columns or a 200 for bookings where names and icons are shown.

Grouped . If you activate this option, only the positions available in that type of resource will be shown. Ex. 50. If you do not activate it, a column will be displayed for each resource within that type of resource. The types of extra resources such as buggies or rental sticks are usually grouped together .

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Name. Obligatory field

Activity. Obligatory field

Product. Obligatory field

Start date

Ending date

Start time

end time

Resource type

Resource

Booking type

Sunrise/sunset margin

Weekdays

Origin

Margin at the beginning. For track automation: how long before the reserve the extra is activated, for example the automatic light

Margin at the end

Select New

Add a description , for example “Custom field in reserve”

Add the following code (replacing provenance with the name of your field):