Reservation groups
A reservation group is
a collection of facilities or equipment with predefined options selected
so that they can be reserved quickly using the Quick Reserve feature without
prompting the customer.
Typically, facilities
or equipment are grouped by the type (for example: Courts) or by duration
of event (for example, you might have Tennis Courts and Racquetball Courts
as separate groups if the typical duration of booking differs).
Go to section
General
Availability
Display
Facilities
Equipment
Equipment
Packages
Instructors
Prerequisite Components
Prior to setting up reservation
groups, the following data points must be configured:
Event
Types
Schedule
Types
Customer
Types
Facilities
Equipment Types
Equipment
Locations?
To
Add Reservation Groups:
From the Reservation
Groups page, click the Add New button brings you to the
Change Reservation Group page,
allowing you to create a new record.
To
Modify Reservation Groups:
From the Reservation
Groups page, click an underlined reservation Group Name
displays Change Reservation
Group page, allowing you to change details as necessary.
The Change
Reservation Group
page contains the following fields, with the option to Save or
Delete the record at the bottom of the page:
| Name of Field |
Type |
Description |
General |
| Group Name |
Text |
The name of the group as will be
displayed on the Quick Reserve
page.
Required. |
| Display Image |
Dropdown list |
Setting to set a background image
for a reservation group on the landing page of the new CUI Reservation
module. |
| Event Type |
Dropdown list |
The event type, as selected from a predefined list.
Required. |
| Schedule Type |
Dropdown list |
The schedule type, as selected from a predefined list.
The schedule type will determine if reservations
made in this group will be charged (depending also on customer
type and Charge Matrix).
Required. |
| Default Customer Type |
Dropdown list |
The customer type that will be used for drop-in customers.
But if a customer is identified, their customer
type will be used.
Note:
The customer type determines the fees that will be charged.
Required. |
| Site |
Dropdown list |
The site attached to the facility group, as selected from a
predefined list.
The site selected will be the only site where
the facility group can be used, unless the user has multi-site
permission.
Selecting All
Sites will make the facility group available to all sites. |
| Center |
Dropdown list |
Select a center for this reservation group, or leave this option
blank.
The centers that display in this list will change
depending on what you have selected in the Site
list above.
If you select a center from this list, then the
list of facilities that displays below will automatically narrow
down to only include facilities that are linked to this center. |
| Show Online |
Checkbox |
Option to show this facility group in the customer (public
access) site. |
Availability Display |
| Starting Time |
Time |
The start time to display facilities or equipment in this group
for Quick Reserve, in HH:MM AM/PM format.
Required. |
| Ending Time |
Time |
The end time for displaying facilities or equipment in this
group for Quick Reserve, in HH:MM AM/PM format.
Required. |
| Time Increment |
Number |
The increment in minutes by which to display facility or equipment
availability on the Quick Reserve
page.
This determines the time periods for which facilities
or equipment in this group can be reserved.
For example, if your start time is 8:30 and the
time increment is 60 minutes, you will only be able to book at
8:30, 9:30, 10:30, etc. However if the time increment is
30 minutes, you will be able to book at 8:30, 9:00, 9:30, etc.
The time increment should be set to the most
commonly used times, although it can be changed at the time of
creating the Quick Reserve booking for exceptional circumstances.
Required. |
Facilities |
Available Facilities |
Listbox |
Displayed is a list of all facilities maintained in the
system that can be attached to facility groups.
A group may have multiple facilities and a facility may be attached
to multiple groups.
To add a facility to a group, highlight the name of the facility
in the left column (Available
Facilities) and click the right arrow to move it to the
right column (Selected Facilities).
To remove a facility from a group, highlight the name of the
facility under the right column (Selected
Facilities) and click the left arrow to move it back to
the left column (Available Facilities).
To reorder the facilities under the Selected
Facilities column, highlight the facility you wish to move
and use the move to top,
move up one, move
to bottom, and move down
one links. |
Equipment |
Available Equipment |
Listbox |
Displayed is a list of all equipment maintained in the system
that can be attached to equipment groups.
A group may be linked to multiple equipment records and equipment
may be attached to multiple groups.
To add equipment to a group, highlight the name of the equipment
in the left column (Available
Equipment) and click the right arrow to move it to the
right column (Selected Equipment).
To remove equipment from a group, highlight the name of the
equipment under the right column (Selected
Equipment) and click the left arrow to move it back to
the left column (Available Equipment).
To reorder the equipment under the Selected
Equipment column, highlight the equipment you wish to move
and use the move to top,
move up one, move
to bottom, and move down
one links. |
Equipment
Packages |
Equipment Packages
|
Listbox |
Displayed is a list of all equipment packages maintained
in the system that can be attached to package groups.
A group may have multiple equipment packages and equipment packages
may be attached to multiple groups.
To add equipment packages to a package group, highlight the
name of the equipment package in the left column (Available
Equipment Packages) and click the right arrow to move it
to the right column (Selected
Equipment Packages).
To remove equipment packages from a package group, highlight
the name of the equipment package under the right column (Selected Equipment Packages)
and click the left arrow to move it back to the left column (Available Equipment Packages).
To reorder the equipment packages under the Selected
Equipment Packages column, highlight the equipment package
you wish to move and use the move
to top, move up one,
move to bottom, and move down one links. |
Instructors |
Available Instructors |
|
Displayed is a list of all instructors maintained in the
system that can be attached to instructor groups.
A group may have multiple instructors and instructors may be
attached to multiple groups.
To add instructors to an instructor group, highlight the name
of the instructor in the left column (Available
Instructors) and click the right arrow to move it to the
right column (Selected Instructors).
To remove instructors from a group, highlight the name of the
instructor under the right column (Selected
Instructor) and click the left arrow to move it back to
the left column (Available Instructor).
To reorder the instructor under the Selected
Instructor column, highlight the instructor you wish to
move and use the move to top,
move up one, move
to bottom, and move down
one links. |
