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Issue a REFUND for an EVENT signup
Overview You may need to issue a full or partial refund for an event signup. We will find the event's patron list then the refund button Find the Event Patrons tab Go to the Events Page Click on the gear icon and MANAGE SIGNUPS Click on the PATRONS ...
How to view the JOURNAL for an EVENT
Overview Each event signup action is captured in the journal. You may access the journal to review the event signup history. Here is how Go to the Events page in the Booking Portal Find the Event, click the gear icon and Manage Signups Click the ...
How to view and manually add EVENT SIGNUPS
Overview When patrons start signing up, you view signups, add a signup manually, cancel signups, and download a signup list. Find the Event Patrons tab Go to the Events Page Click on the gear icon and MANAGE SIGNUPS Click on the PATRONS tab See your ...
How to DELETE a SERVICE
Overview When a service is no longer available, you have two options. You may want to disable patrons from making new bookings. In this case, you can MANAGE the service to turn off new bookings. CLICK HERE to learn how. In this article, we will show ...
How to DELETE a RESOURCE
Overview In this article, we will see how to delete a resource and the effect deleting a resource can have on services. The example we will use is a tennis ball machine. A service was created called "Lessons with Andy and Ball Machine". The ball ...
How to SEARCH for a booking
Overview After a booking is created, its added to the community's calendar. Rather than scrolling through the calendar to find a booking, you can search for a booking on the bookings page. Here is how 1. In the Booking Portal, click on the Menu. 2. ...
How to EDIT a booking
Overview Admins or service owners may edit an existing booking. Here is how 1. Double click on the booking on the Calendar Page. 2. Make the edits. 3. Click Apply Changes.
How to issue a REFUND
Overview Admins or service owners may issue refunds as needed. Here is how 1. In the menu, click Bookings. 2. Find your booking and click the gear icon. 3. Click Refund. 4. Click OK. You may issue a partial or full refund. How to CONFIRM a refund was ...
How to RESCHEDULE a booking
Overview If a admin or service owners needs to reschedule a booking, they can. Here is how 1. Double click on the booking on the Calendar Page. 2. Change the date & time. 3. Click Apply Changes. 4. The bookie (your patron) will receive an email with ...
How to ADD a booking manually
Overview There may be times you need to manually add a booking. Perhaps you receive a phone call or a patron makes a request in-person while onsite. Here is how 1. Click the green Plus Icon on the Calendars Page. 2. Select the service. 3. Select ...