Overview
This tab is dedicated to the Rental Objects your secretary and, if allowed, your Members and Day Guests may book (online).
Booking a Rental
Simply click into an empty, white space to place a Rental Booking:
You can also mark the timeframe (e.g. 13 = 1 p.m. until 17 = 5 p.m.), holding the left mouse button, to mark the timeframe without having to enter it manually:
You will now see the Rental Booking dialog window. Here you can make further adjustments.
Search for a Customer to assign this Rental booking to and you can add an optional Comment:
→ Normally, we would want to finish the Rental Booking by clicking on this button.
Instead, as described in the Comment, we want to check out Additional Resources and also a define a series for this Customer (= a reoccurring booking each Monday).
If you can not find the Customer you are looking for:
→ Click on this button to add a new Customer.
Once you added a new Customer or chosen an existing one…
→ Click this button to change the Customer’s data.
Additional Resources
You can book additional Rental Objects if required:
If you define a series, these will also be added each time (if available) - not just for the first booking.
The Additional Resources will be added to the currently placed booking as an additional Booking position - if booked additionally, they do not create a unique, independent Booking:
Define Series (= Repeated Rental Bookings until a specific Date)
In “Define Series”, you can define a timeframe, the weekdays a Rental Booking should be created for and you may also check whether all the resources (if you choose Additional Resources) are available.
→ Click on this button to start the evaluation of the Rental Objects.
→ You can click on this button in the upper-right corner to evaluate if the Rental Objects are still free.
→ Clicking on this button would create 5 separate Bookings for our chosen Customer and assign the Rental Objects chosen (the original one and any Additional Resource booked as well), prohibiting it from being booked by someone else during the timeframe defined.
Shifting an already placed Rental Booking
Click and hold the left mouse button (LMB) on the original Booking and shift the resource to another Rental Object or/and time:
You can not shift a Rental Block. Only a Rental Booking can be moved this way.
Performing a Rental Block (with optional Event allocation)
Holding Shift and clicking into the white space creates a Rental Block (in this scenario, starting at 1 p.m.):
You may perform this under the Main Category of a Rental (to block all) or under a specific Rental Object:
In order to choose an associated Event, you need to define an Event with Start and End Date.
Mandatory fields are:
Rental - The Rental Category this Rental Object belongs to
Rental Object - The Rental Object blocked (reads “All” if you block all)
Description
From Date
Till Date
From Time
Till Time
Choosing an existing event is not mandatory.
If you choose an event, you can see all the resources blocked for it in the Event Menu:
User-Interface (UI) & View options
In the following sections, the options causing a visual change, impacting your UI, will be explained.
Managing, Editing & Paying for placed Bookings
Hover over a placed booking for a new, interactive dialog window to appear:
There are quick information, as to who owns the booking, which Rental Object is booked, the time, customer sub-category and the still to be invoiced price.
Paying for a placed Booking
→ Click on this button to pay for the booking - choose the correct POS-Group and POS-Device:
→ Click on this button to send this Booking to the POS-Group as a POS-Ticket:
Cancel a Booking
→ Click on this button to cancel this Booking:
Switch to Customer & CRM
→ Click on this button to quickly switch to Customers & CRM, opening this Customer’s data record:
Quick View
→ Click on this button to open the quick overview, which enables you to change, cancel, pay at the POS and also add a comment to it:
You have a few options available in this overview:
- → Click on this button to edit the Customer.
-> If you remove the Customer, you can even create a new Customer record right here in this overview:
→ Click on this button to save a Comment after defining it (e.g. might rent it longer)- → Click on this button to cancel this Booking.
→ Click on this button to send the Booking to the POS in order to pay for it.
Rental Objects visibility
You can hide a category of the Rental Object if you wish to do so.
→ Click on this button to minimize individual Rental Objects associated with a category (e.g. E-Carts):
→ Click on this button to reverse this process (e.g. show individual E-Carts again):
Even if you minimize the Rental’s category - you can still place a booking, providing the Rental Object you want to book is available.
1 Days / 7 Days view
By default, the 1 Days view is chosen when you open the Timetable:
→ Click on this button to change to the 7 Days view:
Depending on your natural resolution and monitor width, zooming in/out lets you adapt this overview to your liking.
Zooming in/out
→ Click on this button to zoom in.
→ Click on this button to zoom out.
Zooming out enough lets you view multiple days (in the 7 Days overview). This especially affects the displayed grid of the 7 Days view, letting you view more or less of the timespan on a quick glance.
Even in this view, it will still show you (depending on your level of zooming in/out) the resources booked - hover over it to see a more detailed view of it:
Choose a Date
You have several options to change your Date.
→ Click on this button to choose the next day:
→ Click on this button to choose the previous day.
→ Click on this button to immediately return to the present day.
→ Click on this button to open the calendar-overview which enables you to pick a desired date:
Rental Categories
By default, all individual Rental Categories and their Rental Objects are shown.
You can narrow down your selection by clicking on one:
The text of the chosen Rental Category currently selected is shown in a white bold font.
If no Rental Objects can be booked in this Rental Category, the Timetable will be blank.
Having multiple Rental Categories might be required if you manage Rental Objects for multiple golf courses, which offer different Rental Objects, pricing, etc. depending on the golf course.
Refresh, Print and Help
→ Click on this button to refresh the Time Table (e.g. a colleague booked something and you want the change immediately to be seen visibly):
→ Click on this button to print a PDF-File with your currently selected day reflected:
→ Click on this button to open this page’s guide:
