Specifying fees for a reservation

Reservation fees are charges or discounts applied to a facility, equipment, or instructor reservation. Use the Reservation Fees page to configure specific charges and/or discounts for a reservation transaction.

1. Enter the correct initial Payment amount for each charge listed in the Fees section.

2. If necessary, choose one or more of the following:

• To change the quantity of a listed charge, click the Charge Description link.

• To apply a charge that is not listed here, click Add a New Charge?

• To remove all charges from the list, click Clear All Charges?

• To refresh the list with the original charges, click Reload All Charges?

3. In the Initial Payment section, do one of the following:

• To immediately collect only the deposit charge, click Collect deposit now?

Note: You must be able to see a deposit charge in the list of charges to use this option.

• To immediately collect all charges listed, click Collect everything now?

• To require no immediate payment, click Collect nothing now?

• To collect a portion of the charges immediately (not using a deposit charge), enter a Custom Payment amount.

4. If you are not collecting all charges immediately, do the following in the Payment Plan for Balance section:

1. Select either a Custom payment plan or an existing plan from the Select a Payment Plan dropdown list.

2. Select the Payer that you want to use for the payment plan.

3. If the Payment Schedule subsection is visible:

1. To configure a Custom payment plan, fill out the Payment Schedule subsection.

   1. Select either Immediately or Next iteration for Billing Starts.

   Note: If billing starts immediately, then the first billing date will be the same as the First Payment date below. If billing starts on the next iteration, then the first billing date will be the date of the next period after the First Payment date. For example, if the First Payment date specified is Feb 22 and the Frequency is monthly, then choosing Next iteration will set the first billing on March 22.

   2. Enter the Frequency, First Payment date, and total Number of Payments.

   3. Confirm the schedule of payments listed in the Payment Schedule subsection.

   Note: To modify individual payment dates and/or amounts, highlight the payment listed and click the here link to the right.

2. To modify an existing payment plan, adjust the schedule of Due Dates and Amounts.

   • Modify any of the individual Due Dates or Amounts, if necessary.

   • To add a new payment to the schedule, click Add Another.

   • To delete a payment from the schedule, click Remove for the payment that you want to remove.

5. Enter any Staff or Customer Notes for the reservation.

6. If you want this reservation to display on an online calendar on the public site, then select an online calendar in the Online Calendar Display section.

   1. Select an online calendar from the list.

   2. Enter a Description to display for this reservation on the calendar (for example: specify any drop-in fees for this event here).

7. Click any Disclaimers and/or Checklist Items for the reservation, if applicable.

8. Select the staff user who is responsible for communication with this customer from the Permit Administrator section, if applicable.

9. Select the approval Stage Sequence and/or Custom Questions for the reservation, if applicable.

10. Select whether or not a Lighting PIN is required to activate lighting for this permit, if applicable.

11. Click Submit.

Related topics

Reserving a facility, a piece of equipment, or an instructor

Creating a returning renter reservation

Adding a reservation fee

Searching for resource availability