Goal
The goal of this article is to show you how to manage residents making reservations/bookings with venues relating to the community.
Before you get started
You will need to have the correct permissions set in order to create venues. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Concierge➡️ Expand concierge and ensure that Reservations has full access selected.
Managing Resident Reservations
Resident makes a Reservation
Step 1 - Resident submits a reservation
Residents will submit a reservation through the Resident portal.
If Approval is not required it will appear under reservations as Confirmed for record keeping.
If Approval is required then you will need to approve the reservation
If Approval is required then you will need to approve the reservation
Step 2 - Approving a reservation
To Approve a reservation that requires approval go to Reservations ➡️ Reservations ➡️ Future tab or Calendar tab ➡️ Find the reservation and click Approve, Decline or View
Approve button Approves the reservation and notifies the resident
Decline button declines the reservation and notifies the resident
View button shows you the information of the reservation
When you view the Reservation you are able to Approve, Decline or Edit the reservation by clicking the buttons at the top right
Making a Reservation on behalf of the Resident
Step 1 - lets begin
Login to the admin console and navigate to Reservations ➡️ Click New Reservation button in the top right
Step 2 - Enter in the details of the Reservation
Target community
Venue
Reserved by
Date
Reservation time
Description (Optional)
Terms and conditions (If toggled on)
Payments (If toggled on)
Once completed press the Reserve button.
Viewing Reservations
Future Reservations
Future Reservations will then appear under Reservations ➡️ Reservations ➡️ Future tab
Past Reservations
Past Reservations will then appear under Reservations ➡️ Reservations ➡️ past tab
Calendar view
To view reservations in a calendar view go to Reservations ➡️ Reservations and select a community, only when at least one community is selected will the calendar appear
