Facility List


 

Create a Facility

Overview

This article will show you how to create a Facility. Facilities are rooms, fields, or any other designated area that users can rent or reserve. 

Instructions

  1. Navigate to Facilities > Facility List 
    chrome_2017-11-27_09-14-12.png
  2. Select Create Facility
    create_facility.png
  3. Fill in fields
    • Basics:
      basics.png
      • Facility Name (required): Enter a location name
      • Color: Use the palette or enter HTML code to assign a color to the location
      • Location (required): Select a location
      • Receipt Template: Select a receipt template
      • Code: Assign a code to the facility
      • Survey Template: Choose a survey template
      • Survey Timing: Choose when to send the survey
      • Description: Use the text box to enter a brief description of the facility
    • Rental Options: Set rental options for this facility
      rental_options.png
      • Admin Approval: Check if only department admins can approve made by the staff or public
      • Online Rental Mode: Choose public permissions level
      • Generate Permit: Check to generate a permit upon reservation
      • Online Payment: Select online payment availability
      • In-House Payment: Select in-house (office) payment availability
      • Return Email: Enter an email address for replies
      • Block Child Facilities: Select if you want any child facilities to reserve with this parent facility (if applicable)
      • Balance Due Date: Defaults the balance due date to a specified number of days before or after the rental date
      • Pay Later for Add-Ons: Check to force add-ons to be paid later
      • Custom "Days Out" Message: Create a custom days out message
      • Custom "Unavailable" Message: Create a custom unavailable facility message
      • Custom "In-House-Only" Message: Create a custom in-house only message
      • Rental Rules: Enter rules for rental
      • Post-Rental Buffer: (Minutes) Blocks an amount of time after a facility reservation 
      • Min. Days Out: Minimum number of days in advance a user can reserve this facility online
      • Max Days Out: Maximum number of days in advance a user can reserve this facility online
      • Start Time Increments: Increment between available start times in minutes
      • Open Time (Residents): Time of day reservations are "open" for residents
      • Open Time (Non-Residents): Time of day reservations are "open" for non-residents
    • Prompts: Select prompts that to associate with facility rental
      prompts.png
      • Tags: Select tags
      • Prompts: Select prompts
      • Waivers: Select waivers
      • Forms: Select forms
    • Access: Assign staff members who want to receive email notification when a customer reserves the facility.
      chrome_2017-11-27_09-23-30.png
    • Receipt: For any special notes you want to appear on the receipts
      chrome_2017-11-27_09-27-14.png
    • Child Facilities: Select facilities that need to link to this facility for booking purposes
      chrome_2017-11-27_09-27-52.png
    • GL Codes: Assign one or more revenue (general ledger) codes to the rental fee
      chrome_2017-11-27_09-28-37.png
      • Note: GL Codes must add up to 100%.
    • Addons/Discounts: Select addons or discounts you want to apply
      chrome_2017-11-27_09-29-07.png
    • Gallery: Allows the public to skim through images of the rental facility prior to renting
      chrome_2017-11-27_09-30-07.png
      • Note: The location photos are 600x400 pixels (close to 55-60 KB). The ideal size for the gallery inside a facility is 1000x750 pixels (close to 200 KB).
  4. Select Save New Facility
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