Working with the booking system
This chapter describes the basics of working with the booking system. This covers the provision of resources through the site to the editing of appointments. This description is a guide – it does not explore not every single last detail or option.
- Set and display business hours
Enter the business hours during which you want to offer your resources or during which you are available for your customers. See also Business hours, above. Display these hours on the Web site. See also Business hours, above.
- Activate e-mail events
Various e-mail events can be triggered in conjunction with the booking system. These must be enabled. Call up the list of e-mail events, search for the relevant events and enable them. See also E-mail settings - Events, above.
- Enter general settings for the booking system
You can configure default settings for all resources; see Booking system settings, below.
- Create resources
Create a new resource and enter the corresponding data. For more information, see Resource details - General, below, Resource details - Options, below, Resource details - Images, below and Resource details - Categories, below.
- Special settings for appointments
You can set separate availability or non-availability hours for appointments for a resource. Check whether you need to configure any such exceptions. For more about this, see the relevant sections of Resource details - Appointments, below.
- Book appointments
Appointments can be reserved or booked by your customers using the Web site, or by you through the Administration area. This is done by selecting the corresponding resource and entering the required data. Finally, the booking is sent or saved. The appointments are entered in the appointment overview for the individual resource.
- Control and confirmation
In the Administration area you can display the appointments either using the calendar function or using the search tool. If the manual confirmation option is active, you must check and confirm each appointment individually so that the confirmation e-mail is sent to the customer. If required you can change the appointment times in the appointment details at any time, or also cancel the appointment. See also Appointment details, below,
Once that is done, the appointments are entered into the calendar and confirmed with the customer.