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. |