Overview
We will show you how to create meeting rooms and configure their pricing options, booking and cancellation policies. We will cover how to create booking credits – hourly and value-based (a.k.a. booking coins). We will demonstrate how to make a booking and how to review its corresponding fee, as well as how to manage customers' bookings through the admin end.
Duration: 1 hour
Setting: Remote/Online
We'll walk you through:
1. Main Configurations Of Bookable Resources
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Understand resource rates and how to add one.
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Add a meeting room and set its privacy.
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Review booking and cancellation policies
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Active.
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Non-active Members.
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Review the business hours of the space and understand how they can impact bookings through the members portal.
2. Booking process via the admin vs. via the member portal
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Add a booking through the admin calendar.
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Understand the difference between bookings done through the admin vs the member-facing portal.
3. Managing additional services sold with bookings (e.g. catering)
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Add extras as purchasable options available with a meeting room booking.
4. Managing booking credits
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Review allocated & used credits per client.
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Manually add booking credits to customers.
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5. Invoicing & updating bookings
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Invoice bookings.
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Update and cancel a booking as an admin.
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Review bookings
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Bulk (e.g. for export)
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Per customer
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