To add a new reservation you can click the + button in the main menu to bring up the add resource menu. From there and similar to how you would add a person or an event you can now add a reservation. You can also add a reservation directly from the reservations calendar.
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Upon clicking Add reservation a New Reservation Record modal will open where you can fill out the core details of the reservation.

Is this a repeating reservation?

Toggle yes if you want to setup a repeating reservation.
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​Venue / Space
Existing venues can be selected as long as one or more exist in settings.
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​Start and end date

Set your desired start and end date/times.

Buyer

Provide the contact record of the person making the reservation. Not mandatory.

Fee
The amount paid if applicable.

Custom Title

Create a custom title for the reservation
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To view existing reservations on a contact record, from the contact side panel click Events > Reservations. From here you will be able to see any past, present or future reservations for that contact.

If you are using reservations without events, you can access the reservations calendar via Segments > View Reservations. Otherwise, you can click Events in the main menu then select the View Reservations button in the second menu to be taken to the calendar view.

You can also go directly to the reservations calendar via this link

https://core.sheepcrm.com/reservations/

Controls

Once you are in the calendar it will default to the monthly view, alternatively, you can select the day view or yearly view from the dropdown on the top left of the calendar.

On the top right of the calendar, you have basic controls for switching between months/days/year depending on your current view. With a quick button to take you to today's date.

Calendar key

You can hide certain calendar items by using the calendar key on the left-hand side. Toggling the eye icon will show or hide reservations that relate to that venue etc.

You can view the details of any given reservation without leaving the calendar view by clicking on a reservation. This will bring up a side panel to view the full details of that reservation. From the side panel you can perform actions such as Edit, Cancel, Duplicate and Delete. You can also view the buyer by clicking on the buyer tab on the left.
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We've made it easy for you to see your reservations in one place by creating some automatic segments to view and manage them.
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We have included the following but you can easily jump between them using the navigation and buttons inside of each.
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​Current Reservations (Current day)

Future Reservations

Reservations (All)
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Once inside one of the segments, you can easily see the important data for each reservation quickly and easily.
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You can perform some bulk actions such as email, if reservations have a buyer with a valid email address on the other hand Exporting to Excel requires a fieldset to be added first. Please get in touch with us if this is needed so we can help set it up

To create a new repeating reservation, either click the + icon in the main menu and then 'Add reservation' or click on the reservations calendar on the date you would like it to start. This will open up the New reservation model

From here you can simply toggle the Is this a repeating reservation? and this will provide an extra step within the model with options regarding the repeating reservation.

On the second step you will have multiple options. Such as repeating the reservation every day/s, week/s, month/s year/s.
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If you select days then you have the option to specify which days for example.

Also on the second step, you will have options to set an end date for the repeating reservation or stop after a certain number of occurrences.
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Once you are happy with your repeating reservation, upon saving it will automatically create those repeating reservations for those dates.

You can edit a reservation either from the calendar by clicking on the event, then from the side panel, using the action Edit Reservation.
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Or you can do the same but directly from the contact record itself by going to Events > Reservations then using the same Edit Reservation action.
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This will bring up the Edit Reservation model where you can make your changes.

You can delete a reservation including any that were created as part of a repeating reservation either from the calendar by clicking on the event, then from the side panel, using the action Delete Reservation.
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Or you can do the same but directly from the contact record itself by going to Events > Reservations then using the same Delete Reservation action.

Duplicating an existing reservation is now possible from the reservation side panel.

Just click on the actions button and select Duplicate reservation.

This will open up the Duplicate Reservation model, from here you can simply select a new start date or optionally toggle it to repeating to give you options to create a repeating reservation.

If you choose to set up a repeating reservation you will have the exact same options as if you were to create a repeating reservation from scratch. Simply fill it in as you need an hit save.
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If you are allowing people to enquire about making a spaces reservation via the sheepApp then you will need to be able to confirm their reservation when they come through.
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To do so, you can simply find the reservation on the reservation calendar or go directly to the contact who made it. From the reservation itself you will see a new option from the actions menu to Confirm reservation.
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Go to Manage the reservation > select notes from the menu, then you can press add a note or view previous notes.

Go to Manage the reservation > select tasks from the menu, then you can press add a task or view previous tasks.