Reservation Details page

On the New Reservation Details page, you can search for and select the required customer, sign the required waivers, fill required notes, and confirm the fees.

 

Location

To access the Reservation Details page, go to:

 

Go to section

Reservation Type

Choose Customer/Organization

Custom Question

Waivers and Information

Approval Stages

Notes

Dressing Room

Fee

Lighting

 

Name of Field

Type

Description

Reservation Type section

Choose Reservation Type

Dropdown list

Reservation type indicates the status of the reservation.

Available types are:

  • Normal
  • Tentative
  • Temporary

If the ‘Automatically Approve Permits That Do Not Have Approval Stages?’ setting is checked, the Reservation Type defaults to ‘Normal’. Otherwise the Reservation Type defaults to ‘Tentative’.

Expiration Date

Date Picker

Date on which the reservation will expire.

For Tentative reservations, an expiration date is required. Expiration Date defaults to the date corresponding to today’s date plus the number of days set in the ‘Administration Home > Facility Settings > Configuration > Requests expire after’ setting.

For Temporary reservations, the expiration date is optional and defaults to blank.

For Normal reservations, the expiration date is not displayed.

Booking Admin Dropdown list

Displayed only when the reservation type is ‘Temporary’.

This is an optional field. Users can choose one or multiple users from the system users list.

Choose Customer/Organization section

Customer/Organization Radio button

Users can either select the Customer (default) or Organization radio button.

Click the Search Customer link or the Search Organization link to search for a customer or an organization, respectively.

Name Text

Customer/Organization name

Required.

Authorized Agents Dropdown list

Displayed only when the permit owner is an organization. All authorized agents of this organization are displayed.

Default: Blank

Custom question section

Question Text

Configured custom question.

  • Required questions are highlighted in red.
  • Custom questions are pre-configured to the Event Type.
Answer   Pre-configured answers for the custom question.

Waivers and Information section

Include In Permit Check box Select this check box to display the waiver in the permit.
Digital Signature Icon Click this icon to digitally sign the waiver via a digital signature pad, if enabled.
Agree to Waiver Checkbox

Select this checkbox to agree to the waiver.

Required waivers are highlighted in red.

Description Link/Text Description of the waiver.
Attachment Link

Waiver attachment

To view the attachment, click the hyperlinked link.

Approval Stages

Front desk users can select or unselect applied stage sequences and then complete the reservation. The reservation and its stage sequences will then be submitted to the stage owner for approval.

Notes section

Staff Notes Text Text field (up to 200 characters)
Customer Notes Text Text field (up to 200 characters)

Dressing Room

For a single or recurring booking, click the gear icon and then on the Select Dressing Rooms popup, select the required dressing rooms.

If a dressing room is a paired with another dressing room which is not associated with the facility, then to reserve the paired dressing room, under the PAIR WITH ROOM column, select the checkbox next to the room.

After selecting a dressing room, you can override the GENDER, OCCUPANT and HOME/AWAY information as required.

Fee section

The Fee section displays resource names and groups together charges to display the total amount for each resource.

If a resource has multiple fees, then expand the list to view fee details.

 

The system credits booking-level revenues to GL accounts per booking on the start date of each booking. Resource-level fees are evenly distributed to all bookings with the same resource and event.

RESOURCE Text Name of the resource
DATE & TIME Text Date and time for each booking item
Reset fees link

If any fees are added, modified or deleted, staff users can now click the Reset fees link to reset fees to the fees configured in the charge matrix.

AMOUNT WITHOUT TAX Number

The total amount (without tax) for the booking item.

The booking level fees are calculated according to the charge matrix.

Add new charge Icon

To add a new charge to the booking, click the + icon for the booking row.

Resource level fees

Number

The total amount of additional fees and discounts for the resource.

The total amount of additional fees and discounts is calculated according to the charge matrix.

For the required resource, click the + button to add an additional fee or discount, if required.

Lighting section

Lighting PIN required

check box

Option to specify whether a lighting PIN is required for the reservation.