How to manage customer product bookings
Reservation Management Through Admin Panel
To view and manage bookings made by customers, navigate to Sales -> Bookings and select the booking type from the drop down menu. See screenshot below for details.
Many bookings in one day.
Admin will be able to book reservations for his customers in the back end by navigating through – Sales -> Booking -> Many bookings in one day.Here, the admin will first select the product for which the customer wants to do the booking and click on “Add Booking” option for booking that product as shown below.
After this admin will click on “Add Booking” option another page will come up to fill in the customer information. Here Admin will put in the customer details and click continue as shown below.
After clicking continue above, another page will come up, here the admin will select the slot for this order and click “Add To Cart”.
After adding the product to the cart you will see the same page again, now click “Book Product” button on the bottom right-hand side of the page as shown, after clicking the book product button you can see the product being added as shown in the following screenshots.
Now click continue and fill the details of the billing address for the product and click continue after that as shown below.
After clicking continue you will see another page, fill the payment details for the product and click save after that as shown below and you are done booking a product for the customer.
Appointment BookingOn clicking the Appointment Booking under the Sales -> Booking drop down menu in the admin panel, the admin can see the list of all products which are booked under Appointment Booking.
The admin can see the Appointment Booking in the list.
On clicking the Booking option against the product, the user can view the details of that booking.
On clicking the Booking option, the user can view the complete list of orders or bookings which are made for Appointment Booking as shown in the image below.
The admin clicks on calendar view then the page shown below will be open.
Also, the admin can cancel the booking from here, if need be.The booking history can be exported by clicking on the ”Export Button”.
Rental Booking (Daily Basis)On clicking the Rental Booking under the Sales -> Booking drop down menu in the admin panel, the admin can see the list of all products which are booked under Rental Booking.
The admin can see the Rental Booking (Daily Basis) in the list. On clicking the Booking option against the product, the user can view the details of that booking.
After clicking on the Booking option, the user can see the complete list of orders or bookings which are made for Rental Booking (Daily Basis) as shown in the image below.
The admin clicks on calendar view then this page shown below will open.
The admin can also cancel the booking from here, if required.
The booking history can be exported by clicking on the ”Export Button”.
Rental Booking(Hourly Basis+Daily Basis)On clicking the Rental Booking under the Sales -> Booking drop down menu in the admin panel, the admin can see the list of all products which are booked under Rental Booking.
The admin can see the Rental Booking (Hourly Basis+Daily Basis) on the list. On clicking the Booking option against the product, the user can view the details of that booking.
After clicking on the Booking option, the user can see the complete list of orders or bookings which are made for Rental Booking(Hourly Basis+daily Basis) as shown in the image below.
The admin clicks on calendar view then the page shown below will open.
The admin can also cancel the booking from here if required.The booking history can be exported by clicking on the ”Export Button”.
Rental Booking(Hourly Basis)On clicking the Rental Booking under the Sales -> Booking drop down menu in the admin panel, the admin can see the list of all products which are booked under Rental Booking.
The admin can see the Rental Booking (Hourly Basis) in the list. On click the Booking option against the product, the user can view the details of that booking.
After clicking on the Booking option, the user can see the complete list of orders or bookings which are made for Rental Booking (Hourly Basis) as shown in the image below.
The admin click on calendar view then the page shown below will open.
The admin can also cancel the booking from here, if required.Also, booking history can be exported by clicking on the ”Export Button”.
Event BookingOn clicking the Event Booking under the Sales -> Booking drop down menu in the admin panel, the admin can see the list of all products which are booked under Event Booking.
The admin can see the Event Booking in the list. On clicking the Booking option against the product, the user can view the details of that booking.
After clicking on the Booking option, the user can see the complete list of orders or bookings which are made for Event Booking as shown in the image below.
The admin click on calendar view option then the page shown below will open.
Also, the admin can cancel the booking from here, if need be.The booking history can be exported by clicking on the ”Export Button”.
Admin Management – Cancel RequestsUnder this section, the admin will find all the orders that have been canceled by the customers.
The admin can set the configuration setting for the option “Cancel Approve” as Enabled.
This way the booking will be canceled without the admin’s approval.
If set as Disabled, then the booking will be canceled if the admin approves it and will be shown under this section.
Many Bookings In One Day – Booking HistoryAdmin will be able to see booking information in the Admin Panel under Sales -> Booking drop down menu.
After clicking on Many Bookings In One-day menu item, the admin will see the list of all products for which booking has been done under this booking type as shown below.
After clicking on booking link, admin can see all the bookings for that particular product. Admin can also cancel the booking from here.
On clicking the Calendar View tab, a calendar shall open up displaying the bookings in the respective month.
The admin can see the booked, partially booked and available slots in the calendar format with the different colors as set by the admin.One Booking For Many days – Booking History
On clicking the One Booking For Many Days menu item, the admin will see the list of all products for which booking has been done under this booking type as shown below.
After clicking on booking link, admin can see all the bookings for that particular product. Admin can also cancel the booking from here.
Here, the admin clicks on calendar view button then the page shown below will open.
The admin can see the booked, partially booked and available slots in the calendar format with the different colors as set by the admin.
Customer Time-Based Booking (Per Day) – Booking HistoryOn clicking the Customer Time Based Booking (Per Day) menu item the admin will see the list of all products for which booking has been done under this booking type. You will see the Customer Time-Based Booking(Per Day) item in the list.
Click the booking label to see all the bookings for the product.
The admin clicks on customer time based booking then the page shown below will open.
The admin click on calendar view then the page shown below will open.
After clicking on the Booking label you will see the complete list of bookings for the product as shown below. Admin can also cancel the booking from here.
Customer Time Based Booking (Per Hour) – Booking History
On clicking the Customer Time Based Booking (Per Hour) menu item, the admin will see the list of all products for which booking has been done under this booking type. You will see the Customer Time-Based Booking(Per Hour) item in the list.
Click the Booking label to see all the bookings for the product.
After clicking on the Booking label you will see the complete list of bookings for this product as shown below. Admin can also cancel the booking from here.
The admin clicks on calendar view then the page shown below will open.
Appointment Booking- Booking HistoryOn clicking the Appointment Booking under Sales -> Booking , the admin will see the list of products for which booking has been done under this type. You will see the Appointment Booking product on the list.
Click the Booking option to see all the bookings for the product.
After clicking on the Booking option you will see the complete list of bookings for the product as shown in the image below.
The admin clicks on calendar view then the page shown below will open.
The admin can also cancel the bookings from here by clicking on the cancel button against the booking made.The admin can also export the booking history by clicking on the export button.
Rental Booking (Daily Basis)- Booking HistoryOn clicking the Rental Booking under Sales -> Booking drop down menu, the admin will see the list of products for which booking has been done under this type.
You will see the Rental Booking (Daily Basis) product on the list.
Click the Booking option to see all bookings for the product.
The admin can also cancel the bookings from here by clicking on the cancel button against the booking made.After clicking on the Booking option you will see the complete list of bookings for the product as shown in the image below.
The admin can click on calendar view option then the page shown below will open.
The admin can also export the booking history by clicking on the export button.
Rental Booking (Hourly Basis+Daily Basis)- Booking HistoryOn clicking the Rental Booking under Sales -> Booking drop down menu, the admin will see the list of products for which booking has been done under this type.
You will see the Rental Booking (Hourly Basis+Daily Basis) product on the list.
Click the Booking option to see all bookings for the product.
After clicking on the Booking option you will see the complete list of bookings for the product as shown in the image below.
The admin can also cancel the bookings from here by clicking on the cancel button against the booking made.The admin can click on calendar view option then the page shown below will open.
The admin can also export the booking history by clicking on the export button.
Rental Booking (Hourly Basis)- Booking HistoryOn clicking the Rental Booking under Sales -> Booking drop down menu, the admin will see the list of products for which booking has been done under this type. The admin will see the Rental Booking (Hourly Basis) product on the list.
Click the Booking option to see all bookings for the product.
After clicking on the Booking option you will see the complete list of bookings for the product as shown in the image below.
The admin can click on calendar view option then the page show below will open.
The admin can also cancel the bookings from here by clicking on the cancel button against the booking made.The admin can also export the booking history by clicking on the export button.
Event Booking- Booking HistoryOn clicking the Event Booking under Sales -> Booking drop down menu, the admin will see the list of products for which booking has been done under this type. The admin will see the Event Booking product in the list.
Click the Booking option to see all bookings for the product.
After clicking on the Booking option you will see the complete list of bookings for the product as shown in the image below.
The admin clicks on calendar view button the page shown below will open.
The admin can also cancel the bookings from here by clicking on the cancel button against the booking made.The admin can also export the booking history by clicking on the export button.
That is all for the Invotide Booking module, If you have any issue setting up product booking, feel free to submit a ticket and we will glad to assist you.
