Create a New Internal Facility Reservation

Prev Next

You can create an internal facility reservation from the Facilities Calendar. This lets staff make a reservation without going through the checkout process.

Instructions

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

  2. Click Calendar:Menu displaying various facility options with 'Calendar' highlighted for selection.

  3. Apply filters:Dashboard view showing the calendar with filter options highlighted.

  4. Click Refresh:Calendar interface with a refresh button highlighted.

  5. Click on a date for a new reservation:

    September 2026 calendar showing a highlighted date with no scheduled events.

  6. Click on a time slot:Schedule for September 21, 2022, with a highlighted time slot.

  7. Fill in the reservation details:

    Create New Reservation modal for creating a new reservation with various input fields and options.

    • Facility: Select which facilities are to be reserved and the corresponding Rate Type

    • Date & Times: Select the dates and times of the reservation(s)

    • Recurrence: Select the desired recurrence option from the drop-down

      • None/One time only: No recurrence and/or just a single event

      • Daily: Occurs every day

      • Weekly: Occurs once a week

        • Note: The date and time section is the first reservation date, and the series will end at the "Until" date.

      • Monthly: Occurs once a month

        • Relative Date: Select Relative Date to indicate that the session will be based on the week of the month, versus the day of the month

    • For Activity: Associate the reservation with an activity

    • Assigned User: Select and assign a user account for the reservation

    • Notes: Additional comments

    • Default Color: Select a color to represent the reservation

    • Status: Select a Reservation Status Type

      Note:

      You can only add a Reservation Status Type in the Calendar view. This option is not available when creating a reservation from the Catalog view. You also can’t set it to apply automatically or use it as a default for any reservation type, including public reservations.

    • Conflicting Reservations: Select an option for handling conflicting reservations on the calendar

      • Don't allow: Choose whether to allow reservations with conflicts. If you don’t allow them, the system will block any reservation that overlaps with an existing one.

      • Skip conflicting reservations: Conflicting dates will not be booked. Only the dates without conflicts will be reserved.

      • Override conflicting reservations: Select this option to reserve the dates, even if there are conflicts with other reservations.

  8. Click Save (No Checkout) to create an Admin block off:

    Reservation form showing details like date, time, and the save option for booking highlighted.

    • Add To Cart: Saves the reservation, allows you to input other reservations

    • Add To Cart & Checkout: Adds the reservation to the cart, takes you through the checkout process