Initial Setup

Currently you must have the Booking Create/Edit Authorization in order to access the Booking Engine and the Booking Delete Authorization if you need to be able to delete any events or entire bookings that were created by others. You can choose to add these Authorizations to an existing Role or create brand new Roles.

The booking engine uses Jasper reports throughout the process. To enable Jasper reports, go to the Company Settings page and click the check box next to "Business Intelligence Reports" (currently this feature must be turned on through Dash support).

There are a lot of different products that are used and added through out the booking process. It is best to set these products up ahead of time so that when you need to add them, they can be accessed. Some products may need to be set as flat rates and others as an hourly rate. Click here to learn how to set up new Products.

There are three main parts of the booking options. The first part are the basic settings where you will set the name, bookable type, and the Online booking option.

The second part of the booking option are the date ranges, availabilities and fees. These denote when the booking structure is active. This also allows you to set the price and availability for a different time of the year. These are associated to a date range, meaning you can set what time a resource is open during the summer and winter. You can also charge different rates for the summer than the winter.
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The third part of the booking options are the Additional Settings. These include min and max dates for residents/non residents (if you have the the GIS mapping turned on), takedown time and minimum reservation block size.

Click here to learn more about how to set up Booking Options.