Permit page

The Permit page displays the details of the specified permit.

To access the Permit page, go to Front Desk Home > Facility Management - NEW > Reservations > specific reservation > Reservations Detail page and select View Permit.

 

Go to section

Permit General Information

Customer Information

Permit Header/Footer Text

Reservation Charge

Event

Custom Questions

Waiver and Information

Payment and Refund

Payment Schedule

Schedule

Deposits

Amendments

Signature Lines

 

Name of Field

Description

Permit General Information section

The Permit General Information section displays organization and permit general information.

To customize the Logo image, refer to the Receipt Logo setting on the Administration Home > System Settings > Configuration - General > Images section.

Site Name Site name
Site Address Site address
Phone Phone number of the site
Email Email address of the site
Permit Number Permit number
Permit Status Status of the permit
Date of Issue The date and time when the permit was issued
Expiration Date The date on which the reservation expires

Customer Information section

The Customer Information section lists customer or organization details. Click the email address to directly email the customer.

Self-descriptive fields have been omitted for brevity.   

System User

The system user who created the reservation

Payer

The payer who paid for the reservation

Permit Header / Footer Text section

To customize the permit header and footer text, refer to the Administration Home > Facility Settings > Configuration > Permit Contract for New Reservation section.

Permit Header Text Displays the text configured in the Permit Header Text setting.
Permit Footer Text Displays the text configured in the Permit Footer Text setting.

Reservation Charge section

Rental Fees Total amount of the rental fees excluding Taxes and Discounts
Tax Each tax collected for the above charges
Discounts Discount amounts applied to the above charges
Subtotal

Sub-total of rental fees

Subtotal = Rental Fees + Taxes – Discounts

Deposits

Total amount deposited for the permit

Deposits Taxes Taxes collected for the deposits
Deposit Discounts Discount amounts applied to the above deposits
Total Permit Fee Total amount fee for the permit
Total Permit Fee = Total Rental Fees + Deposits + Deposit Taxes - Deposit Discounts
Total Payment Total amount paid by the customer for the permit
Refunds

Total amount refunded for the permit

Balance

Total outstanding balance for the permit

Event section

Multiple events are displayed in separate sections. The header field displays the event name, number of resources, number of bookings, sub-total amount, event notes and event type notes. Click Booking Summary to view booking details. Multiple bookings that are associated with the same resource are displayed together. Bookings are sorted by start time and then resource name.

Start Date Start date of the booking
Start Time Start time of the booking
End Date End date of the booking
End Time End time of the booking
Attendee Number of attendees for the booking
Resource Quantity Displayed only when the resource is a countable piece of equipment.
Booking Level Fees Amount

The total amount excluding tax at the booking level.

To view charge details, click the icon next to the fee amount. Charge Name, Unit Fee, Unit and Charge Amount fields are displayed.

Custom Questions section

Displays custom questions and answers associated with the permit. If no custom questions were answered, then this section is hidden.

 

Waiver and Information section

Lists details of signed waivers and information. If no waivers or information were signed, then this section is hidden.

Payment and Refund section

Displays payments and refunds associated with this permit. This section is hidden for non-monetary reservations.

Receipt Number Receipt number
Transaction Date The date on which the transaction occurred.
Charge Description Description of the charge
Event Name of the event
Resource Name of the resource
Payment/Refund Amount The payment or refund amount

Payment Schedule section

Displays the original balance, current balance, and payment plan schedule for this permit. This section is hidden if no payment plans are applied.  

Due Date Due date
Amount Due Amount due on the due date
Amount Paid The amount paid for each installment
Withdrawal Adjustment Withdrawn adjustment amount for the installment
Balance Outstanding balance of the installment

Schedule section

Displays schedules for the permit, including Resource Name, Center Name, Event Name, Start Date, Day of Week, Start Time, End Date, Day of week and End Time.

Click the recurring indicator to view recurring bookings.

Self-descriptive fields have been omitted for brevity.

Deposits section

Displayed only when one or more deposits have been collected for the permit, otherwise this section is hidden.

Event Event name
Resource Resource name
Deposit Fee Name of the deposit fee
Charge Amount of the deposit fee
Tax The tax collected for the deposit fee
Amount Paid The amount paid
Refunds The refunded amount
Balance Unpaid balance

Amendments section

Displays the change history for the permit.

Self-descriptive fields have been omitted for brevity.

Signature Lines section

The Signature Lines section displays signature lines for the organization’s representative, permit holder and additional customers. Display of signature lines can be configured in the Administration Home > Facility Settings > Configuration > Permit Contract for New Reservation section.

Signature line for the organization’s representative Signature and date lines for the organization’s representative
Signature line for permit holder Signature and date lines for the permit holder
Signature line for additional customers Signature and date lines for additional customers who must countersign the permit contract.