Making a booking
How to book a resource on Nexudus or on the member portal.
You can make or edit a booking as an administrator or a member or contact.
To make a booking as an administrator
As an administrator, there are two ways to make a booking:
If you would like to make a repeat booking, see to schedule a repeat booking.
From the bookings calendar
If the side menu is not visible, click
.In the side menu, click Operations.
In the Bookings section, click Bookings Calendar.
Click Create booking.
From the Customer drop-down list, type and select the customer for whom you want to make a booking.
In the From date field, select the starting date for the booking.
From the Time drop-down list next to From, select the starting hour for the booking.
In the Until date field, select the closing date.
From the Time drop-down list next to Until, select the closing hour.
From the What resource is this booking for? drop-down list, select a resource.
Optional: If you want to wait for a confirmation of the booking from the customer, select Yes under This booking in not yet confirmed.
Optional: If you want to automatically calculate the price of your resource, select Yes under Use best available price for this resource.
In the Price and Available Credit text boxes, enter your price and credit.
Click Save.
From the dashboard
Alternatively, you can also make a booking directly from the Dashboard. Watch how to do this below. To define the details of the booking, follow the procedures described previously.
To schedule a repeat booking
Note: You can set your booking to repeat only when adding a new booking. You cannot set already scheduled bookings as recurrent bookings.
Before you save your new booking, click Repeat Booking.
From the Repeat this booking drop-down list, select how often you want your booking to repeat.
Click Save.
You can assign additional details to a booking when you are first creating it, or you can edit those details at a later time. You can edit the following details of an existing booking:
invoicing
notes
products
guests
discount codes
Learn how to modify a booking in Editing a booking.
How to approve tentative bookings
Under the bookings and reservations settings you can choose to require confirmation for bookings for your customers. You can adjust the bookings/reservations settings so that all bookings made by members, contacts or both must be confirmed by a staff member on the admin panel.
When customers place a booking, if confirmation is required, it will appear in the dashboard as tentative.
Click on the tentative booking
You now have the option to uncheck the this booking is tentative box, click save and this booking is now confirmed.
When your customers make a tentative booking they will see this message when they click submit
Customers will not be invoiced or emailed until you confirm the booking, and the resource will not show as booked to customers until it is confirmed by an staff member.
if another customer tries to make a booking at the same time they will see this message.
How members and contacts make a booking
Members and contacts can make bookings from My Account or the BOOKINGS menu. They can assign additional details to their bookings during the original booking process, or they can edit those details at a later time. They can add the following details:
notes
visitors
discount codes
Customers can view their bookings, review their calendar and make new bookings. Learn how on the bookings article of the member area section.
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