Overview

This tab is dedicated to the Rental Objects your secretary and, if allowed, your members and day guests may book (online).

Open

Booking a Rental

Simply click into an empty, white space to place a Rental Booking:

Open

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).

→ Click on this button to add a new Customer.

Once you added a new Customer or chosen an existing one and want to edit its information…

→ 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.

Define Series (= Repeated Rental Bookings until a specific Date)

With this option 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.

This is a necessary step in order to place the Booking (= save it) in Nexxchange:

→ In this case, 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:

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:

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

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 this Rental Booking:

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 (and assign it):
  
  

   

• → Click on this button to save a Comment after defining it.
  
  

• → 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 the process (e.g. show individual E-Carts again):

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:

Zooming in/out

→ Click on this button to zoom in.

→ Click on this button to zoom out.

Even in this view, it will still show you (depending on your level of resolution and 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.

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: