OfficeRnD Flex allows you to send and export booking summaries to your clients. Flex can generate and send the summary immediately to a company/member's email address! There is no need to export the data first, although this is also an option.
Summary Data
Summaries contain the following data for each booking:
Created at - Date of booking creation
Company - Company name
Member - Member name
Reference Number
Start - Start date and time of the booking
End - End date and time of the booking
Resource - The booked resource
Summary - Description of the booking, if available.
Status - The booking status (Confirmed, Canceled, etc.)
Credits - How many credits were used (if used)
Coins - How many coins were used (if used)
Fee - Fees charged with the booking
Extras - Services requested with the booking (i.e. catering)
The total number of coins/credits used for all the bookings in the summary is also shown.
How To Send a Booking Summary
1. Go to Community and open the Company or Member profile page.
2. Open the Bookings tab to reach the Bookings section.
3. Select the bookings you want to include in the summary.
4. Click Bookings Summary and select Send Summary:
5. In the dialog that opens, click Send. You will receive a confirmation message that the summary has been sent to the Company or Member's email address.
How To Export a Booking Summary
1. Go to Community and open the Company or Member profile page.
2. Open the Bookings tab to reach the Bookings section.
3. Select the bookings you want included in the summary.
4. Click Bookings Summary and select Export Summary:
5. In the dialog that opens, click Export and save the file to your computer.
The exported summary is in .PDF format and is contained inside a tar.gz (Tarball) archive. If you are unfamiliar with the file format, click here to learn more.