How to Send a Booking Summary to a Client

Introduction

OfficeRnD Flex makes it possible to send and export booking summaries to your clients. Flex can generate and send the summary to a company/member's email address straight away! There is no need to export the data first, although this is an option as well.

Contents

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. Navigate to Community and open the Company or Member profile page.

2. Click on the Bookings tab to reach the Bookings section.

3. Select the bookings you want to include in the summary.

4. Click on the Bookings Summary button and select Send Summary:

sendsum1.png

5. In the dialog that opens, click on the Send button. You will receive a confirmation message that the summary has been sent to the Company or Member's email address.

sendsum2.png

How To Export a Booking Summary

1. Navigate to Community and open the Company or Member profile page.

2. Click on the Bookings tab to reach the Bookings section.

3. Select the bookings you want included in the summary.

4. Click on the Bookings Summary button and select Export Summary:

export sum.png

5. In the dialog that opens, click on the Export button and save the file to your computer.

export confirm.png

The exported summary is in .PDF format and is contained inside a tar.gz (Tarball) archive. If you are not familiar with the file format, click here to learn more.

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