Adjust Unbilled Reservations

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The Bulk Time Adjustment Wizard lets you adjust times for unbilled reservations. Due to the financial impact, billed-out reservations must be adjusted individually.

Instructions

  1. Sign in to Recreation Management

  2. Click Facilities:
    Menu displaying various options with the 'Facilities' highlighted for selection.

  3. Click Permits:
    Menu displaying various facility options with Permits highlighted for selection.

  4. Click New Permit to create a new permit, or Permit Lookup to select an existing permit:
    Facility Permit Editor interface highlighting the options for New Permits and Permit Lookup.

  5. Configure Permit Lookup:
    Permit lookup interface with highlighted fields for customer name and date range.

    • Customer Name: Look up the account

    • Date Range: Enter a date range

  6. Click Search:
    User lookup interface with completed fields for customer name and date range, highlighting the search button.

  7. Select the desired permit from the Results:
    Permit lookup with a result highlighted for selection.

  8. Click the Adjust Permits button:
    Facility Permit Editor interface showing a highlighted Adjust Permits button.

  9. Use the Bulk Adjust Unbilled Permits tool:
    Bulk Adjust Unbilled Permits modal for bulk adjusting unbilled permits with date and time selection options.

    • At Facility: Choose the facility that contains the reservation you want to adjust

    • Between: Create a From Date and To Date date range

    • Starting At / Ending At: Create a time range

    • Days of the Week: Select specific weekdays

    • Change Times To:

      • Start Time: Choose either a Specified Start Time, which is a specific time, or a Relative Start Time in Minutes, such as “2 minutes after the current start time.”

      • End Time: Choose either a Specified End Time, which is a specific time, or a Relative End Time in Minutes, such as “2 minutes after the current start time.”

    • Cancel Unbilled Permits: Select to cancel unbilled permits

  10. Click Apply Adjustment:
    Dialog box with a highlighted Apply Adjustments button.