EMS | Group Activity Booking

EMS | Group Activity Booking

Description

Group Activity booking allows the users to to book activity bookings, such as a studio class, cookery school or outdoor activity.  

Resolution



In "Reception" click onto “Group Activities"



Group Activity Screen

 

  1. Sites - If using a multi-site site, this provides the ability to select and book for other sites
  2. Time Table - list all activities available on the selected date
  3. Calendar - ability to select a date
  4. Include Suspended Activities - ability to view suspending classes
  5. Category - use the dropdown list to filter the timetable
  6. Grid - displays the available and booked spaces, providing the name so the clients booked
  7. Waiting List - displays the available and reserved spaces 
  8. Arrivals - this button provides the ability to mark clients as arrived individual or in bulk
  9. Departure - provides the ability to automatically check out members/clients 
  10. Print - ability to print the group activity attendee list

Create a Booking

    

To make a new booking,

  1. Select an empty slots on a group activity 
  2. Search for and select an existing client, alternatively you can select ‘create new’ to create a new client
  3. Click onto the "Green Tick" to confirm the booking

To review a booking

  1. Select the booked slot to view the booking
  2. Client Tab - to view information about the client or change the client
  3. Company tab - to view information about the company, if this booking is for a client that is associated with a company.
  1. Appointment Review Tab - information about this booking including reminder/confirmation and pricing
  2. Price - ability to select a Promotional Code to change a price
  1. Notes - ability to add notes to the booking

Managing Group Activities

  1. To perinatally amend a timetable - see Group Activity Timetable
  2. To suspend a group activity - see Group Activity Timetable Amendments
  3. To amend the availability - see Group Activity Timetable Amendments

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