Setting Up Your Season
Read First: Booking Portal Definitions
This article will explain some features and definitions used throughout the booking portal. It will help you get started and build your custom booking portal. What is a PATRON? The Patron is the end user. The person completing the signup form. ...
FAQ: What is a EVENT OWNER?
Event Owner can be notified when a patron registers for the event. (if enabled) An Event Owner is your facility's support person for the event. If a patron has questions, they can contact the event owner. How change the EVENT OWNER? The user that ...
How to EDIT blocks or availability
You may edit or add a recurrence to an existing Block or Availability. Here is how 1. In the menu, click Block or Availability. 2. Find the Block or Availability. 3. Click Edit on Calendar Page. Tip: Add a recurrence If you need to add blocks at ...
How to ADD blocks
You may remove time from a Service or Resource. Here is how 1. On the calendar page, click the Green Plus Icon. 2. Select Block. 3. Select a Resource or Service to block time. 4. Click Create. 5. Edit the name, date, and time. 6. Click Add. Tip: Add ...
How to EDIT an event
There are two ways to find the Event you need to edit. Find your event via the event list. Find your event via the calendar page. How to find your event via the event list. 1. In the Menu. Click Events. 2. Search for the event. 3. Click the Gear Icon ...
How to ADD an event
Adding a new Event is a 3-step process. Step 1) Create a resource or use an existing resource. Step 2) Add a new event to the calendar. Step 3) Edit the event's settings. Step 1) Create a resource (If you are not using an existing resource) 1. On the ...
How to EDIT a Service
Overview There are two ways to find the Service you need edited. Find your service via the calendar page. Find your service via the service list. How to find your service via the calendar page Click the Service you need to edit in the left column. ...
How to CREATE a Service
Overview Adding a new Service is a 2 step process. Step 1) Create a new service calendar. Step 2) Manage the service settings. Step 1) Create a new service calendar 1. On the calendar page, click New Resource/Service. 2. Click Service. 3. Add a Name, ...
How to ADD a resource
Overview Adding a resource is the first step to creating an Event. You may also use resources when managing your Services. Here is how 1. On the calendar page, click New Resource/Service. 2. Click Resource. 3. Add a Name, Category, and Description. ...
How to MANAGE a RECURRING event
Overview If events have a regular schedule and identical settings, you can use the recurring event feature. This feature creates a copy of an event, then creates new separate events according to the recurrence formula. A series of linked events. ...
FAQ: How do my patrons sign up?
Overview There are four types of links you can share with your community. Use them in social media, post them on your website, or use them however wish. All Services: This link contains all the services for your community. The patron then navigates ...
How to ADD availability
You may add time to a Service. Here is how 1. On the calendar page, click the Green Plus Icon. 2. Select Availability. (if you can't select Availability, choose a Service) 3. Select a Service. (not a Resource) 4. Click Create. 5. Adjust the name, ...
FAQ: What is a SERVICE OWNER?
A Service Owner is a logged in user that has special permission to manage a specific service. Add your pool manager to oversee pool parties. Add your tennis pro to manage court reservations. Add your swim instructor to offer private 1 on 1 lessons. ...
FAQ: What are the booking portal permissions.
View Booking A user with this permission can view the calendar pages but can not make any changes to the resources, services, or events. Your young seasonal staff that may need to answer a quick FAQ can be given this permission. Your trusted users ...