Backoffice Basics
Articles
- How to refund Orders paid online with credit card
- How to change/add categories of a product
- How to add a POS category & Subcategory
- View bookings
- How to edit your T&C's
- How to add a miscellaneous extra in the back office
- How to create/modify product categories
- View and add discount codes
- Create a new order in Backoffice
- How to create a new customer
- How to Create a New Order Without Taking Payment in the Back Office
- How to adjust a single facilities hours/dates
- How to download and view invoices, receipts & tickets
- How to view customers
- Global POS Products in the Backoffice
- How to add a new message
- How to add extras to a facility
- How To Add Booking Questions
- How to search and adjust Booking availbility
- How to unlock a locked account
- Amending a booking to a new facility
- How to change the display order of the products on public booking site
- View and add daily comments / handover notes
- How to Check-in guest from Backoffice
- How to add a discount in Back Office booking
- How to change the display order of the POS categories and sub-categories
- How to copy an extra to another facility
- How to refund a booking made online in the back office
- How To Set Up Booking Notifications
- How to change the display order of the POS Products
- How to Cancel a Order/ Booking
- How to change the display order of the POS Product Attributes
- How to create and assign a new booking tag
- How to view Orders
- How to check Bookings calendar
- Reinstate Bookings / Orders
- Create measurement types
- How to adjust session group times
- How to cancel bookings
- View and add giftcards
- How to add special operating or closing hours for an entire location
- How to issue a gift card against an order to clear an over payment
- How to set special operating days and hours (Full Location)
- How to Record a Bank Transfer Payment Against a Booking
- How to add an image to a facility
- How to add a POS terminal login
- How to view and create incident reports
- Resend booking emails sent
- How to change the Opt-In for Marketing Emails wording
- How to add a POS Product Category attribute
- How to add a new customer tag
- What is the difference between a Order and a Booking?
- How to add notes to bookings or orders
- How to add a new POS facility
- Amend bookings with a different date/ time
- How to Reset a Password or Pin
- How to add products to your POS
- How to add 'extra info' to a product on the booking site
- How to change booking page content and availability page content
- How to create a surcharge on Public Holidays for POS Sales
- How to permanently adjust your operating hours on a global level
- ***Guide to Backoffice***
- How to navigate the Dashboard
- How to send a survey email from a past booking
- View and add blocked capacity
- How to change the display order of the booking site options
- Create stock categories
- How to add a session voucher to a facility
- How to create and adjust availability pools
- How to add cost variation to a product
- How to set up staff logins, roles and permissions
- How to run a report
- How to add different types of fees
- How to change the display order of Facilities
- How to add permanent discount buttons to the POS
- How to create an overbooking quantity for a resource pool
- How to add an POS product attribute
- How to assign a Customer tag
- How to change float amount for a POS
- How to edit your public booking site descriptions
- How to Create Staff Logins
- View Event bookings
- Edit customer details within bookings
- How to add stop sell dates to a product
- How to edit location details
- Amend a bookings with the same date/ time