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Configure Relative Dates for a Facility Reservation

Clara Siegele
  • Updated:

This article will show you how to create a recurring facility reservation using the Relative Date option. The Relative Date field indicates that the reservation will recur on the weekday and week of the month that the original start date occurs, instead of a specific date. 

 

Example Reservations

Monthly Recurrence

For this example, the starting Date is August 20, 2021 which is the third Friday of the month. Selecting a Monthly recurrence and Relative Date will result in a reservation that repeats on the third Friday of every month until the specified end date.

 

monthly repeat example

 

Note: If Relative Date was not selected then the schedule would repeat on the 20th of each month, regardless of the day of the week, instead of the 3rd Friday of the month.

 

 

Yearly Recurrence

For this example, the starting Date is September 6, 2021 which is the first Monday of the month. Selecting a Yearly repeat schedule and Relative Date will result in a reservation that repeats every year on the first Monday of September.

 

yearly relative date

 

Note: If Relative Date was not selected then the schedule would repeat on September 6th of every year, regardless of the day of the week, instead of every year on the first Monday of September.

 

 

Instructions

  1. Navigate to Facilities > Calendar
    facilities-calendar
  2. Apply filters
    filters
  3. Select Refresh
    refresh
  4. Click on a date for a new reservation
    select date
  5. Fill in reservation details
    reservation fields
    • Facility: Select which facilities are to be reserved and the corresponding Rate Type
    • Date & Times: Select the date and time the reservation(s) begin
    • Recurrence: Select the Monthly or Yearly recurrence option from the drop-down
      • Interval: Choose the desired interval for the reservation
        • Example: If you wish to have a reservation that occurs every 3 months, select 3 from the drop-down. 
      • Until: Select the end period for the reservation
      • Relative Date: Check the Relative Date option to indicate that the session will be based on the weekday and week of the month, versus the day of the month
    • For Activity: Associate the reservation with an activity
    • Assigned User: Select and assign a user account for the reservation
      • Send Confirmation Email: Check if you wish to notify the user of the reservation
    • Notes: Add any additional comments
    • Default Color: Select a color to represent the reservation
    • Status: Select a Reservation Status Type
      • Note: You can only add the Reservation Status Type in the Calendar view. You do not have the option to add a Reservation Status Type when creating a facility reservation from the Catalog view. Also, this cannot be automatically applied or set as a default to a certain type of reservation status or to public reservations.
    • Conflicting Reservations: Select an option for handling conflicting reservations on the calendar
      • Don't allow: Choose if you will not allow the reservation to be made if there are conflicting reservations
      • Skip conflicting reservations: The conflicting dates will not be booked but the other dates that do not have conflicting reservations will be reserved
      • Override conflicting reservations: Select to reserve the dates even if there is a conflicting reservation
  6. Select Save (No Checkout) to create an admin block off
    save no checkout
    • Add To Cart: Saves the reservation, allows you to input other reservations
    • Add To Cart & Checkout: Adds the reservation to the cart, takes you through the checkout process

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