Creating a Calendar with a Reservation System

Creating a Calendar with a Reservation System

This article will start from the beginning in creating a Calendar Reservation system and not all of the options will apply to you but they are covered to demonstrate functionality.


First you must create a new calendar, follow the steps below to do so. Fields that require additional explanation are in bold below.

1.      Click on “Welcome (yourname)” to expand the drop down menu 

2.      Select Site Admin to get to the administrative side of the website

3.      Select Modules

4.      Select Calendar

5.      Select Calendars

6.      Click on the Add New Calendar button

7.      Click the Insert button to finish creating the calendar

 

·        Default Display: The selected view here is what the resident’s will see.

·        Resources Per Tab: Number of resources displayed per tab.

·        Is Moderated: If Yes is selected, then an administrator will need to either approve or deny a reservation request.

·        Notification Settings: When a reservation is made by a resident, the email address entered here will receive an email notification.

·        Days Allowed For Advanced Reservation: The number of days in advance a resident is able to make a reservation. Note: Entering zero will gray out all the days making it unavailable to reserve at any time.

Next you can create an item(s). From the page you are on click on the Items tab, then click on the Add New Item button. An example of an item would be tennis racket, tables, or chairs.

Next you can create a resource that can be a part of the Calendar you just created. From the page you are on click on the Resources tab, then click on the Add New Resource button. A resource for example could be a clubhouse, pool, or a tennis court. Fields that require additional explanation are in bold below.

·        Calendar: Which calendar should this resource be applied to.

·        Is Moderated: If Yes is selected, then an administrator will need to either approve or deny a reservation request.

·        Auto Response Email Content: The content here will be sent automatically once a resident makes a reservation.

·        Billing Settings: If you would like to collect a fee select Yes if not leave No selected (Currently the ability to collect fees is in process, will be available in Q2 2018).

Next you can create a contact(s). From the page you are on click on the Contacts tab, then click on the Add New Contact button. If an event has a contact selected the information entered here will be displayed.

Finally you can add a reservation on behalf of a resident. From the page you are on click on the Reservations tab, then click on the Add New Reservation button.


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