***Guide to Backoffice***

Create & manage bookings in backoffice

Dashboard

• View venue and POS summary

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

• Create new customer

• View 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

• Run 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

• How to change display order on the booking site

• How to change display order of facilities

• How to change display order of facility products

• How to change the display order of POS Categories & Subcatergories

• How to change the display of POS products

• How to change the display of POS attributes