For in person bookings, staff should follow these steps
Go to Main Menu, then Clients, select Client List
In the Client List enter the Client’s Name in the Search Field
Select the Actions Button above the Client Tile and click on Create Activity Booking
The Create Booking Request window will be displayed, enter the event name in the Search field, review the attendee capacity for the event, then select the Continue Booking button
Client Details pane will display the client’s name and contacts. If you need to review their information, select the profile button
- Activity Details pane will display the activity title, if you need to review the activity select the View button.
- The pane details the first session date/time, the Total places available and the Remaining places available.
- Booking Request Form pane choose the ticket from Package Selection ie Adult, Concession and the Ticket Price, the Sub-Total, GST and Total will be displayed
- Select Payment Method choose Bank Transfer, Cash, Cheque Credit Card - offline Debit Card, EFT, Payment Plan, Invoice, Other, Not Required
- Capacity and Availability, review Total Places Available and the Places Available
- In the Booking Process, select from
In Progress, further action required, activity session dates have not been assigned.
Place on Waitlist, activity sessions have not been assigned
Approved, payment has been accepted, then
Select allocate client to all available sessions, use the drop-down list to select session dates.
- Select the Complete Booking button
- Booking Request Complete Page will be appear, review the booking to ensure the client’s contact details, payment method, and session allocation is correct.
- Select the Manage Requests Button to be taken to the Requests Page where you can view all clients that have booked into the activity.
- In the Request tab, go to the Client Tile, select Actions click on Update Status, select Status - Done and Save