To access the reservations module, click the 9 dot icon on the top right corner of your screen, and select "reservations".
The best place to start when getting the module set up, is the settings tab.
Start setting up the settings, by first creating locations. Click on "locations" and then click "add location".
Give your location a title (this is an internal facing title and will not be seen by your customers). Select a start date and end date for when a location will be in use. Then create sublocations for your location, and specify how many guests can fit in a sublocation. Be sure to save your location when finished.
If your location doesn't have sublocations - just title the first sublocation as your primary location name.
You can add a blackout date to any of your locations. Experiences cannot be booked at a location during a "blackout" period.
Next, you can set up reservation types. These will be the experiences (tastings and tours) that your guests can reserve. Navigate to settings > reservation types, and click "add reservation type".
- Create a title for your reservation type. This title will be customer facing.
- Select an inventory location for your reservation type. Your inventory location options correlate to your pick up locations (here's a doc on creating pickup locations). This inventory location is used for tax purposes on your reservation type. (If your inventory location is your Vancouver tasting room - when a guest books your experience, the taxes they are charged will be based on the location of your Vancouver tasting room).
- Select a type for your reservation, you can have a reservation be either a tour, or a tasting. If your reservation does not fall into these two categories (maybe it's a dinner, or different event), don't worry, these 2 "types" don't have any separate functionality or attributes associated with them, they are just used for tracking/reporting purposes.
- Select a default location for your reservation.
- Select a minimum and maximum number of guests, as well as maximum number of parties that can be booked into a single reservation.
- In the "minutes allocated" field, specify how long the experience will take.
- In the "minutes before location is used" field, specify how long before the default location is used (For example, let's say that the private tasting begins with a short 15 minute tour around the estate before arriving at the tasting room location - in this scenario we would enter 15 into this field).
- Decide if your reservation type is going to require a host.
- Decide if your reservation type will always occur at the default location.
10. Pick a start and optionally pick an end date for when your experience can be booked.
11. Include an image of your experience for your front end site.
12. Optionally add some content in your reservation. You can use this box to describe the details of the experience.
13. You can create different variants for your experience. For example, your estate tour experience may have a variant that comes with a tasting, and another variant that includes a rare vintage tasting.
Add in a title for your initial variant, a SKU, and a price
14. You can optionally add additional variants to your experience by clicking the "Add Additional Option" button.
Click "save option" when you are finished adding variants. To add another variant, click "save and add more".
16. Select the days and times when guests will be able to book your experiences. Click on a day, and then enter in the time when the experience is available.
Please note - you must enter your time in the following format "00:00am or 00:00pm". For example, if you want to make your experience available at 3pm, you must enter in 03:00pm.
17. If you'd like guests to have the option to book their experience online, check the "book online" box below each time interval. If the box is unchecked, guests will not be able to book that time online, and the only way they can reserve that time is if a staff member books it from the backend.
18. Optionally edit the meta tag title, description and slug by clicking the pencil icon near the bottom of your screen.
When you are finished creating your experience, make sure to click "save reservation type".
On the front end, you can plug our reservation widget into your website, and a consumer can come to your site and book your newly created experience.
Your customer can select an experience, a desired date/time for their experience, and the number of guests they'd like to book in their party.
If their desired date/time is not available, they will be recommended similar alternatives.
They can select a product variant, and a time they'd like to book for and then they are taken to the checkout.
After booking an experience, your customer will be billed 48 hours the time of the experience.
A blackout date is a date that a consumer will not be able to book an experience on - even though the date would fall into an experiences regular available booking time.
For example, if you always allow tastings to be booked on Saturdays, but Christmas day falls on a Saturday this year and you want to prevent consumers from booking Christmas - you can block the date with a blackout date.
On every blackout date you create - you can specify if the blackout will be all day, or only for a specific period of time.
In the Commerce7 reservation platform, you can add staff members and their schedules into the system. Click "add staff member" to add in a new staff member.
Give your staff member a first and last name, an email address, and specify if they are active or not.
Next, specify their schedule, or the hours they'll be working. Click save when you're done.
You can set up your own staff positions in Commerce7. Click "add new position" to create a new staff position.
Give your position a name and click "add staff position" to save.
Next you can set up notices. Notices are blanket messages that appear in the reservations dashboard. Notices can be used to alert staff of key information or reminders. In the future we plan to have notices usable in the POS and Admin panel as well.
Click "add notice" to create your notice.
Give your notice a title. This title acts as the message or notice itself. This title is what you want to alert your staff of or remind them of. In the "type" field - select "Reservation" (Admin and POS options will be available in the future). Select the preferred color of your notice (blue, yellow, or red). Finally select the start date and end date for when your notice will be in effect. Click "add notice" to save your notice.
After adding your notice - your notice will appear in the reservations dashboard (if the start date is equal to or less than today's date).
A third party in the reservation platform is essentially a third party that books reservations on behalf of your customers, or sends you referrals. When you book a reservation from the backend, you can opt to attached a third party to the booking.
To add a new third party, click "add third party.
Give your third party a title (name).
Next - I would recommend you read the documentation regarding use of the dashboard. Here's a link to the doc.