Creating a slot booking

Menu Events & bookings4 min read

  1. Click Add, then Slot booking or Resource.
  2. Fill in the window, then click Save.
  3. Generate the slots (see "Generating the slots").
The "Add" menu
  1. Addin the toolbar.
  2. The three kinds of itemsSlot booking, Simple event and Resource.
The "New bookable element" window
  1. TypeEvent or Resource. A resource can only be booked by one person at a time: its capacity is fixed at 1 per slot. Allow multiple-slot reservation lets the member choose several at once.
  2. Name, Location and Descriptionwhat the member reads in the catalogue. The name is required.
  3. Capacity per slot and Cancellation deadline (hours)left empty, the capacity is unlimited. The member can cancel by themselves up to this number of hours before the slot, 24 by default.
  4. Target audience (groups)with no group ticked, the item is open to all members. Ticking a group also ticks its subgroups.
  5. InvoicingNone, Invoiced or Multisession card. With Invoiced, add up to three prices with + Add a price: a label, an amount in CHF and a Product account.
  6. Registration validationAutomatic confirms straight away; Manual waits for your validation.
  7. AgendaPublish slots to the agenda places each slot in the schedule, with the type chosen next to it.
  8. Savecreates the item.

The multisession card

With Multisession card, each confirmed registration deducts one session from a member's card, for example "Private lesson x10".

Invoicing with a multisession card
  1. Multisession cardthe invoicing mode.
  2. Multisession cardthe card to deduct from: a subscription of Invoicing for which Enable multisession card is ticked, with its number of sessions.

The card is prepared in Invoicing and given to the member on their record:

  1. Create a subscription, tick Enable multisession card and type the Number of sessions (chapter 10: Setting up invoicing, part "Defining the subscriptions").
  2. Assign it to the member in the Billing data tab of their record. It is invoiced once, at full price, with the subscriptions.

The member must have a card with sessions left to book. The session is deducted on confirmation and given back if the registration is cancelled within the cancellation deadline. A card does not expire.

Generating the slots

Select the item in a Management view, then click Slots & registrations. The left part of the window generates the slots:

Generating the slots
  1. The frequencyWeekly with the days ticked, Daily or Single date.
  2. From and Tothe period to cover.
  3. Timesone time range per slot of the day, from 18:00 to 19:00 by default. + Add a time range adds another.
  4. Preview and GeneratePreview announces the number of slots to create, and those that already exist. Generate creates them.

Running the generation again only adds the missing slots: nothing is created twice, and a booked slot is never changed. You can therefore generate the season month by month.

A slot of the Upcoming slots list is edited one by one: click it, then change it in the Edit the slot part (see "A slot's registrations" below): its capacity, Open for booking to close or reopen it, and its date and time as long as nobody is registered. Delete removes, after confirmation, a slot that has no registration. The schedule follows these changes.