Administrators can configure the settings to allow for bookings through Bookings Management in the Dashboard. Here they will find 3 sub-dashboards
- Bookings
- Allows admins to manage the bookings that have been requested by patrons and users
- Booking Settings
- Where the rules and required fields are configured to allow for bookings
- Rooms
- Where admins can create the room(s) that Stacks site users will be able to see and book
Booking Settings
The Booking Settings admin tile is where admins can configure the rules and required fields for the booking form that users must fill-out to complete a reservation.
To Configure Booking Settings
- From the Bookings Management tile in the main Dashboard, click Booking Settings
- Reservation rules
- Minimum Duration - enter the minimum duration a room can be booked for
- Note: if 15min increments is selected, patrons/users will see 15min time slots on the room availability view. If 30min or 1hr is selected, the availability view will show 30min time slots for both options
- In the case of 1 hour increments, 30min time slots show otherwise a booking from 1:30-2:30 wouldn't be allowed
- Note: if 15min increments is selected, patrons/users will see 15min time slots on the room availability view. If 30min or 1hr is selected, the availability view will show 30min time slots for both options
- Maximum Duration - select the maximum length a room can be booked for
- Maximum Days in Advance - select how many days in advance a room may be booked
- Minimum Duration - enter the minimum duration a room can be booked for
- Advanced configuration
- Show advanced Room Booking fields - check this to show advanced fields in the booking form, these are the fields listed below in the Required fields section
- Allow All Day Booking - when checked, this will override the maximum duration and allow room(s) to be booked for the day
- Required fields
- Check the box beside each field you wish to make required for entry, in-order for a patron/user to book a room
- Click Save Configuration to save these settings
Rooms
As mentioned earlier, admins will need to create rooms and allow (or not allow) them to be booked. The Rooms admin tile is where admins can create rooms with a detailed description of the room to be booked.
Note: although not required to create a room, admins can identify rooms by category and type, these can then be used to filter and group rooms in patron views. In order to do so, the Filter Vocabularies for these values may need to be added/updated prior to creating a room, or added after a room has been created by editing the room.
To Create a Room
- From the Bookings Management tile in the main Dashboard, click Rooms
- Click + Add Room
- Title - enter a title (or name) for the room
- This is how patrons will identify the room they wish to book
- Body - enter any applicable information related to the room, for example, this could include amenities or equipment in the room that can be used
- Bookable - check this box to make the room bookable by patrons
- Note: this box must be checked to make the room a bookable entity
- Joined Room - check this box if the room is attached to another room which could potentially be booked at the same time, the room will then be listed in a drop-down list with all other joined rooms for patrons to select from
- Note, the other room must also have the Joined Room box checked as well
- Location - select the location of the room
- Note: the values that can be selected here come from the Locations and Hours
- Occupancy - enter the maximum occupancy for the room
- Room Category - select the most appropriate value, these could be any value you may use to categorize a room, one example could be the rooms purpose, such as: meeting room, quiet room, conference room, etc.
- Note: these values are added in the Filter Vocabularies
- Room Type - select the most appropriate value, these could be any value you may use to identify a room, one example could be the room size, such as: small meeting, medium, or large, etc.
- Note: these values are added in the Filter Vocabularies
- Open Hours, click the drop-down to expand the section
- Click Set Open Hours, then enter the room's open hours for each day in the From and To fields
- Note, if left blank, open hours will default to the hours for location
- Comment - use this field to add any relevant information, this could include typing 'Closed' if there were a day the room would not be bookable (on a consistent basis, for exceptions, see below)
- Click Add Time Slot to add multiple times during the day, a second set of From and To fields will appear below, repeat as needed
- For example, use this if the room is available from 8am - 11am, then again from 1pm - 3pm
- Click Copy last day or Copy previous day to save time in configuring open hours if they are the same for multiple days
- Click Set Open Hours, then enter the room's open hours for each day in the From and To fields
- Exceptions - exceptions can be added to account for abnormal hours or temporary closures which are exceptions to the open hours above. This could be for holidays, special events ,etc.
- Click Add Exception
- Date - enter the date for the exception
- From and To - enter the from and to time to indicate the alternate hours
- Comment - use this field to add any relevant information, this could include typing 'Closed' if there were a day the room would not be bookable
- Click Add Time Slot to add multiple times during the day, a second set of From and To fields will appear below, repeat as needed
- For example, use this if the room is available from 8am - 11am, then again from 1pm - 3pm
- Click Copy last day or Copy previous day to save time in configuring open hours if they are the same for multiple days
- Click Add Exception
- Click Save to save the room configuration
- Title - enter a title (or name) for the room