Welcome to the Bookings Page of RentalTide! This guide will help you navigate and utilize all the features available on the Bookings Page, ensuring you effectively manage your bookings and optimize your operations.
Introduction
The Bookings Page is your centralized hub for managing all your current, past, and upcoming bookings. Whether you're overseeing daily operations, handling customer reservations, or reviewing booking details, this page provides the tools you need to efficiently manage your bookings.
Dashboard Overview
Upon accessing the Bookings Page, you'll encounter the following key components:
Dashboard Header: Displays the page title and a brief description of its purpose.
Booking Filters: Allows you to filter bookings based on their status.
Action Buttons: Provides quick access to actions like adding a manual booking and refreshing the bookings list.
Bookings Table: A comprehensive table listing all bookings with relevant details and actionable options.
Modals and Dialogs: Facilitate actions such as editing bookings, viewing booking overviews, and managing check-ins/check-outs.
Managing Bookings
Viewing Bookings
The Bookings Table is the heart of the Bookings Page, displaying a list of all bookings with pertinent information. Each row in the table represents a booking and includes details such as:
Booking ID: Unique identifier for the booking.
Customer Name: Name of the customer who made the booking.
Date: Date of the booking.
Boat: Name of the boat reserved.
Total Price: Total cost of the booking.
Status: Current status of the booking (e.g., Booked, Completed).
Usage Tips:
Sorting: Click on the column headers to sort bookings based on different criteria like date or price.
Pagination: Navigate through multiple pages of bookings using the pagination controls at the bottom of the table.
Filtering Bookings
To streamline your workflow, you can filter bookings based on their status. The Booking Filters component offers a dropdown menu to select the desired status, such as:
Booked: Upcoming bookings that are yet to commence.
Completed: Bookings that have been fulfilled.
Cancelled: Bookings that have been canceled.
How to Filter:
Locate the Booking Filters dropdown above the bookings table.
Select the desired status from the dropdown menu.
The table will automatically update to display bookings matching the selected status.
Adding a Manual Booking
Sometimes, you might need to add a booking manually, especially for special arrangements or corrections.
How to Add a Manual Booking:
Access the Manual Booking Form:
Click on the "Add Manual Booking" button (represented by a plus icon) located near the top of the Bookings Page.
Fill in Booking Details:
Boat Selection: Choose the boat you wish to book from the available options.
Start Time & End Time: Specify the start and end times for the booking.
Customer Information: Enter the customer's details, including name and contact information.
Payment Details: If applicable, enter payment information to process deposits or payments.
Submit the Booking:
After filling in all necessary details, click the "Save" button to add the booking to the system.
A confirmation message will appear, indicating the successful addition of the booking.
Usage Tips:
Ensure all mandatory fields are filled out to prevent errors.
Review the booking details before submission to ensure accuracy.
Editing a Booking
Editing existing bookings allows you to update booking details such as dates, times, or customer information.
How to Edit a Booking:
Locate the Booking:
In the Bookings Table, find the booking you wish to edit.
Initiate Editing:
Click on the "Edit" icon (usually represented by a pencil) corresponding to the booking.
Modify Booking Details:
In the Edit Booking Dialog, update the necessary fields such as start time, end time, or other relevant information.
Save Changes:
After making the desired changes, click the "Save" button to apply the updates.
A confirmation message will notify you of the successful update.
Usage Tips:
Double-check the updated information for accuracy.
Note that certain fields may be restricted based on your permissions.
Deleting a Booking
If a booking is no longer needed or was created in error, you can delete it from the system.
How to Delete a Booking:
Locate the Booking:
In the Bookings Table, find the booking you wish to delete.
Initiate Deletion:
Click on the "Delete" icon (usually represented by a trash bin) corresponding to the booking.
Confirm Deletion:
A confirmation dialog will appear asking if you're sure you want to delete the booking.
Click the "Delete" button to confirm or "Cancel" to abort the action.
Post-Deletion:
Upon successful deletion, the booking will be removed from the table, and a success message will be displayed.
Usage Tips:
Ensure that deleting the booking won't disrupt customer arrangements.
Deleted bookings may be unrecoverable; proceed with caution.
Toggling Deposit
Managing deposits is crucial for securing bookings and handling refunds or releases.
How to Toggle Deposit:
Locate the Booking:
In the Bookings Table, find the booking for which you want to toggle the deposit status.
Toggle Action:
Click on the "Deposit" toggle switch associated with the booking.
The system will either hold or release the deposit based on its current state.
Confirmation:
A notification will appear, confirming the successful update of the deposit status.
Usage Tips:
Regularly review deposit statuses to ensure accurate financial tracking.
Toggling deposits may affect refund processes; handle with care.
Toggling License
Issuing licenses is part of ensuring compliance and smooth operations.
How to Toggle License:
Locate the Booking:
In the Bookings Table, find the booking for which you want to toggle the license status.
Toggle Action:
Click on the "License" toggle switch associated with the booking.
This action will open a waiver form in a new browser tab for completion.
Completion:
After filling out the waiver, return to the Bookings Page.
The license status will be updated automatically, and a confirmation message will be displayed.
Usage Tips:
Ensure that all required fields in the waiver form are accurately completed.
Follow up with customers if licenses are not issued promptly.
Check-In and Check-Out
Managing the check-in and check-out processes ensures that bookings are tracked accurately.
How to Check-In or Check-Out:
Locate the Booking:
In the Bookings Table, find the booking you wish to check in or out.
Initiate Action:
Click on the "Check-In" or "Check-Out" button corresponding to the booking.
Complete the Modal:
A modal will appear prompting you to confirm the action.
Fill in any required details and click "Confirm" to proceed.
Post-Action:
The booking status will update accordingly, and a confirmation message will appear.
Usage Tips:
Perform check-ins/check-outs promptly to maintain accurate records.
Verify booking details before confirming actions to avoid errors.
Force Completing a Booking
In certain situations, you may need to forcefully complete a booking outside of its scheduled parameters.
How to Force Complete a Booking:
Locate the Booking:
In the Bookings Table, find the booking you wish to force complete.
Initiate Force Complete:
Click on the "Force Complete" button associated with the booking.
Confirm Action:
A confirmation dialog will appear asking if you're sure you want to force complete the booking.
Click the "Force Complete" button to proceed or "Cancel" to abort.
Post-Action:
The booking status will update to "Completed," and a success message will be displayed.
Usage Tips:
Use this feature judiciously, as force completing a booking may have financial or operational implications.
Ensure that all necessary procedures are followed before force completing a booking.
Refreshing Bookings
Keeping your bookings data up-to-date is essential for effective management.
How to Refresh Bookings:
Locate the Refresh Button:
Find the "Refresh" icon (usually represented by a circular arrow) near the top of the Bookings Page.
Initiate Refresh:
Click on the "Refresh" icon to reload the latest bookings data.
Confirmation:
The system will fetch the latest data, and a loading indicator may appear during the process.
Once completed, the bookings table will update with the newest information.
Usage Tips:
Regularly refresh your bookings to ensure you have the most current information.
Use the refresh feature before performing critical actions to avoid working with outdated data.
Understanding Booking Status
Each booking has a Status that indicates its current state within the booking lifecycle. Understanding these statuses helps in managing bookings effectively.
Booked: The booking is confirmed and scheduled for a future date.
Completed: The booking has been fulfilled, and all associated services have been rendered.
Cancelled: The booking has been canceled and will no longer be active.
Checked In: The customer has checked in for their booking.
Checked Out: The customer has checked out, concluding their booking.
Usage Tips:
Regularly monitor booking statuses to track operational progress.
Utilize status filters to focus on bookings relevant to your current tasks.
Frequently Asked Questions (FAQs)
1. How do I add a new manual booking?
Answer: Click on the "Add Manual Booking" button (plus icon) located near the top of the Bookings Page. Fill in the required details in the manual booking form and click "Save" to add the booking.
2. Why can’t I see the "Add Manual Booking" button?
Answer: The availability of the "Add Manual Booking" button depends on your user permissions. Ensure that your account has the necessary permissions to add manual bookings. If you believe you should have access, contact your system administrator or support team.
3. How can I edit the details of an existing booking?
Answer: In the Bookings Table, locate the booking you wish to edit and click on the "Edit" icon (pencil). Update the necessary fields in the edit dialog and click "Save" to apply the changes.
4. What should I do if a booking is not appearing in the table?
Answer: Ensure that the booking exists and matches the current filters applied (e.g., status filter). If the booking should be visible but isn’t, try refreshing the bookings by clicking the "Refresh" icon. If the issue persists, contact support for assistance.
5. How do I manage deposits for a booking?
Answer: In the Bookings Table, locate the booking and toggle the "Deposit" switch to hold or release the deposit. A confirmation message will appear upon successful toggling.
6. Can I force complete a booking after its scheduled time?
Answer: Yes, you can force complete a booking by clicking the "Force Complete" button associated with the booking in the Bookings Table. Confirm the action in the dialog that appears to update the booking status.
7. Why is the "License" toggle opening a waiver form in a new tab?
Answer: Toggling the "License" switch opens a waiver form to ensure that all necessary compliance and documentation are completed. After filling out the waiver, return to the Bookings Page to see the updated license status.
Troubleshooting
Issue 1: "Add Manual Booking" Button Is Missing
Possible Cause: Lack of necessary permissions.
Solution: Verify your user permissions. If you believe you should have access, contact your system administrator or support team.
Issue 2: Bookings Table Not Displaying Any Data
Possible Cause: No bookings exist for the selected filters or a data fetching error.
Solution:
Ensure that bookings exist for the selected status filter.
Click the "Refresh" icon to reload data.
If the problem persists, check your internet connection or contact support for assistance.
Issue 3: Unable to Edit or Delete a Booking
Possible Cause: Insufficient permissions.
Solution: Confirm that your account has the necessary permissions to perform edit or delete actions. If not, request the required permissions from your administrator.
Issue 4: Error When Force Completing a Booking
Possible Cause: Backend issues or conflicting booking statuses.
Solution:
Retry the action after some time.
Ensure that the booking is eligible for force completion.
Contact support if the error persists.
Issue 5: Deposit Toggle Not Working
Possible Cause: Technical glitch or server error.
Solution:
Refresh the page and try again.
Check for any error messages displayed.
If the issue continues, reach out to support.
Issue 6: License Toggle Not Updating
Possible Cause: Waiver form not completed or submission error.
Solution:
Ensure that the waiver form is fully completed and submitted.
Refresh the Bookings Page to see if the status updates.
Contact support if the license status remains unchanged.