Online Reservations (Topic Outline)

Article Details

Once your customer submits a reservation request from the customer portal, it will show up on your Dashboard under the Requested Section. You then have several options to move forward from this point.

Notice:  When a service is requested from the customer portal this service will show on the facility calendar as a placeholder. If the reservation is rejected by staff this service will then be removed from the facility calendar.

Before You Begin

  • You can configure user groups to receive a notification when customers submit new reservation requests. Navigate to Left-hand Navigation: Reports & More » Groups and turn on the Notification: New Reservation Request permission.

    • This permission can be local to only the location where the request was submitted or can be global, meaning a notification will display at all locations when a customer requests. 

  • You can have the system send a reminder within X amount of days prior to the reservation automatically. To do this:

    • Visit Left-hand Navigation: Admin » System Email and turn on the Reservation reminder Email.

    • and/or visit Left-hand Navigation: Admin » System SMS and turn on the New Reservation SMS.

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