Book or check in for a member
When somebody calls instead of booking, you create the booking in their member file. Checking in is the booking for today.
Sometimes people call instead of booking, or stand at the counter without their phone. Then you create the booking in their member file. It is booked as if they booked it themselves: the same rules, the same price, and the confirmation goes to them.
- Open the person's member file.
- Choose Book a desk.
- Choose the day and a place: a zone with free seating or a particular desk.
- Choose Book.
To check someone in, choose Check in in the file instead. That is the booking for today; you only choose the place.
If the booking does not go through, you see the reason their own booking would have hit: the place is taken, they already booked that day, the space is closed, or a confirmed contract or a payment method is missing.
Cancel or move a booking
Tap a member's booking in the day plan, in the bookings list or under "All", and a sheet opens with the member, day, place, status and, for rooms, the price. There you cancel the booking or move it to another day, and for rooms to another room or time. It counts as you acting for the member: the member's rules apply, a taken slot is refused and the current booking stays. Go to the member's file leads on from there.
A booking that has started or been invoiced cannot be moved. For a series occurrence you move just that one.
What applies here
- This works only for members with an account. There is no booking on invoice for a company or a person without an account; a guest books through the public room booking and pays there.
- The booking counts against the member's allowance, as if they had booked it.
- The activity log shows who in the team booked it.
- Past days are not added here but through the month's billing.
- Anyone in the team can do this, including the front desk role.
- Rule: Cancellation rules