Creating a slot booking
Menu Events & bookings4 min read
- Click Add, then Slot booking or Resource.
- Fill in the window, then click Save.
- Generate the slots (see "Generating the slots").
- Addin the toolbar.
- The three kinds of itemsSlot booking, Simple event and Resource.
- 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.
- Name, Location and Descriptionwhat the member reads in the catalogue. The name is required.
- 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.
- Target audience (groups)with no group ticked, the item is open to all members. Ticking a group also ticks its subgroups.
- 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.
- Registration validationAutomatic confirms straight away; Manual waits for your validation.
- AgendaPublish slots to the agenda places each slot in the schedule, with the type chosen next to it.
- 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".
- Multisession cardthe invoicing mode.
- 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:
- Create a subscription, tick Enable multisession card and type the Number of sessions (chapter 10: Setting up invoicing, part "Defining the subscriptions").
- 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:
- The frequencyWeekly with the days ticked, Daily or Single date.
- From and Tothe period to cover.
- Timesone time range per slot of the day, from 18:00 to 19:00 by default. + Add a time range adds another.
- 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.