How to setup a new booking group

Modified on Tue, 12 Nov, 2024 at 11:03 AM

This article explains how to setup a new booking group. The goal of this booking group is to introduce business rules and an application process so that users can register into a group, be approved by an admin and then are able to book their own parking


TABLE OF CONTENTS



Step 1: Go to Admin > Booking Groups

  • Setup a new booking group
  • The Description field will be the name of the group
  • The Code field is usually an abbreviation of the group


The Code field is important as it must match the Code field in the Rate Group.


  • Once completed click Save


Step 2: Go to Management > Rate Groups

  • This will be the group that the users will need to register into in order to be able to book parking
  • Important fields are:
    • Description - The name of the group
    • Code - must match the code field in the Booking Group in the previous step
    • Auto Approve - Whether this group needs to be approved by an administrator
    • Bookings - This will enable the booking widget to appear on the users dashboard once they are approve


Please see our article here on Rate Group best practices for more detail on other fields


  • Save the group


Step 3: Go to the Organisations tab

  • Add new record and set the Organisation to the most relevant (often there is only one to choose from)
  • Division should be left on (all)


This area is also used to setup Corporate Parking. If this is apart of setting up business rules against a corporate, you will need to set the proper Division as well


Step 4: Go to the Management > Bookings

  • This is the area you will link the booking to the appropriate Rate Group that was setup in the previous step
  • The booking will define the rules that the user must follow when making a booking
  • Important Fields:
    • Name - The booking product's name
    • Group - This must be attached to the group that was created in Step 1
    • Type - Bookings must be set to type Daily or Hourly. All other settings are not available for this particular setup
    • Auto Approve - This should be turned on by default
    • Display From - When this booking can be seen
    • Display To - When this booking stops being seen
    • Purchase From - When users can purchase from (a free booking still requires this setting)
    • Purchase To - When this booking can be no longer purchased
    • Max Available - How many can be purchased per day


All other information about other settings can be viewed from our comprehensive Bookings article found here






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