***Guide to Backoffice***
Create & manage bookings in backoffice
Dashboard
Orders
- View Orders
- Create a new Order
- How to cancel an Order
- View Facility bookings
- View Event bookings
- What is the difference between a Order and a Facility Booking?
Orders > Capacity
- How to Check Bookings Calendar
- How to search and adjust booking Availability
- Block Capacity
- How to create an overbooking quanity for a resource pool
Customers
Orders> Amending Bookings
- Add notes to bookings/ orders
- Cancel bookings / orders
- Reinstate bookings/ orders
- How to refund an online transaction in the back office
- Amemeding a booking with the same date/ time
- Ammending a booking with a different date/ time
- Ammending a booking to a new facility
- Check In from Backoffice
- View invoices, receipts and tickets
- View or resend booking emails sent
- Edit customer details within a Booking
- How to send a survey email from a past booking
- How to add a discount in Back Office
- How to add a miscellaneous extra
- How to issue a gift card against an order to clear an overpayment
Operations
- View and create new incidents report
- View and add daily comments / handover notes
- View and add discount codes
- View and add gift cards
- View and add product categories
Operations> Facility
- How to change booking page content and availability page content
- How to add an image to a facility
- How to create seperate operating hours and days to a facility
- How to add extra info to your product info on the booking site
- How to add stop sell dates to a product
- How to add cost variation to a product
- How to add extras to a facility
- How to copy an extra to another facility
- How to add a session voucher to a facility
- How to add a booking question to a facility
Operations> POS Facility
- How to add a new POS facility
- How to change the float amount on the POS
- How to add a POS catergory & sub category
- How to add a POS category attribute
- How to add and search for products
- How to add an POS product attribue
- How to change and add categories to an exsisting product
Stock
- Create stock categories
- Create measurement types
- Add stock items
- Add recipe cards
- Add stock items to inventory
- Complete a stocktake
Forms
- Create a new question heading for displaying in the bookings
- Create a new question field for bookings
Reports
Settings
- How to create staff logins
- How to reset a password
- How to unlock a locked account
- Understanding permissions
- How to make a POS terminal login
- How to edit location details
- How to adjust capacity pools
- How to edit your T&C's
- How to add a new message
- How to permanently adjust your operating hours on a global level
- How to set special operating days and hours
- Fees
- Member Tags
- How to assign a customer tag
- How to create and assign a new booking tag
- How to adjust session group times
Display Order