📝 Overview
This article helps you understand what needs to be ready before you start using the Booking Manager feature. Think of it as your setup checklist and roadmap. It outlines each key area that should be configured first and provides direct links to where you can learn more about each step.
🔑 Access & Authorizations
Click the arrow to learn about booking authorizations
Click the arrow to learn about booking authorizations
Before using Booking Manager, ensure your staff have the correct roles and permissions. These authorizations control access to the Booking Engine and determine what actions a user can take within it.
Currently, you must have the Booking Create/Edit authorization in order to access the Booking Engine and manage bookings.
If users need to delete any events or entire bookings created by others, they also need the Booking Delete authorization.
You can choose to add these authorizations to an existing role or create new roles specifically for staff who manage bookings.
🛟 Need help managing employee permissions?
Learn more about Roles and Authorizations below:
🛒 Product Setup
Click the arrow to learn about product setup
Click the arrow to learn about product setup
Every booking must be tied to a product in the system. Before using Booking Manager, make sure your products are created and active. Products define what type of booking is being offered (such as court rental, birthday party, or private lesson) and control pricing, categories, and online visibility.
It’s important to know whether a product is flat rate or hourly, because the amount charged to the customer may vary based on that setting.
🛟 Need help creating products?
Learn more about Product Setup below:
📅 Booking Options and Availability
Click the arrow to learn about booking options
Click the arrow to learn about booking options
Booking Options define what can be booked, when, and how. This includes the key settings that determine how your booking structure behaves within the system. Before diving into setup, it helps to understand what decisions you will need to make ahead of time.
There are three main areas within Booking Options that you will configure later:
Basic Settings
Establish the booking name, bookable type, and whether the booking will appear online for customers.Date Ranges, Availabilities, and Fees
Define when your bookings are active and what they cost. These settings allow you to customize hours and pricing for different times of year, such as setting separate summer and winter rates.Additional Settings
Control specific behaviors such as minimum and maximum booking dates, takedown times between reservations, and minimum block size.
It is also important to confirm whether the related product is flat rate or hourly, since that determines how pricing applies once the Booking Option is in use.
Features such as Minimum Duration, Terms and Conditions, and Request Only (Hide Price) may also be helpful to consider when planning your booking setup.
🛟 Need help with booking setup?
Learn more about Booking Options below:
📊 Booking Reports
Click the arrow to learn about booking reports
Click the arrow to learn about booking reports
Once Booking Manager is active, reporting helps you track bookings, revenue, and utilization. You will find multiple booking-related reports that have been rewritten for the current reporting system.
🛟 Need help finding booking reports?
Learn more about Booking Reports below:
💡 Pro Tips
⚠️ Review access early: Make sure the correct roles and authorizations are assigned before setup begins.
🧠 Plan pricing details: Decide whether your products use flat-rate or hourly pricing before creating Booking Options.
💬 Test one booking type first: Start with a single booking option to confirm your structure and pricing behave as expected.
📌 Use reports for verification: Run a booking report after setup to ensure transactions and availability display correctly.