This Guide will show you how to block out time on the schedule. This will stop a client using Self-Service from booking a rental in that time or another user from booking in another Reservation type.
*Screens and layouts may vary depending on the user settings and device compatibility.
Creating the Special booking
Select Schedule from the menu.
On your EZFacility schedule, select the time and resource where you would like your session to begin.
Select Special under Reservation Type
Select your Reservation Type
Edit your Start and End times.
You can also edit how the Title is displayed on the Schedule to all users. If you do not change the title it will show the same as the Reservation type.
If this is a one off booking then you can select Save and Finish. Selecting Save and Finish will close the side panel and block out the time on your schedule.
Recurring Patterns
If this is going to recur Select 2.(Optional) Select the recurring pattern.
Select the Pattern. The Weekly pattern enables you to select specific days that the event will repeat, such as a Monday, Wednesday and Friday session. In most cases, Weekly, will be the best option to create the schedule you are looking for.
The choices the user is given are Single Entry, Daily, Weekly, Bi-Weekly, Monthly, Yearly and Of the Month.
Single Entry Just for this one day, if you are just blocking out time for one day there is no reason to come to the recurring section.
Daily Will put the Reservation block you are scheduling in every day until the end date is reached.
Weekly Will put the Reservation block on the days of your choice for every week until the end date is reached. (This is the most commonly used option)
Bi-Weekly Will put the Reservation block on the days of your choice but will only schedule them every other week until the end date is reached.
Monthly Will put the Reservation block on the date chosen every month until the end date has been reached. If you have chosen the 5th of a month the reservation will only appear on the 5th of all the following months that have been chosen.
Yearly Will put the Reservation block on the date you have chosen every year until the end date has been reached.
Of The Month This option will put the Reservation block on that day every month until the end date is reached. The difference here is that this will put the lesson training on every 15th of the month.
Now that the pattern has been established the user must also choose any additional days of the week that this Reservation block should appear, this is done by going to the field marked On These Days. In the example below the days.
- Ignore this section. This is NOT where you will want to update the duration of the recurring session.
- On These Days: If you are using the Weekly option, choose the days of the week the session will take place.
- Range: You can set the range of this recurring session by a total number of sessions or to end on a certain date..
- Add New Occurrences: Select the 'Add New Occurrence(s)' button to review all of the sessions that will be apart of your linked reservations.
Upon reviewing the recurring sessions, If nothing is booked in the slot already then the booking will show in Green. If there is already a booking it will show in Orange
You can manually update or delete a specific session if needed. To do so, select the checkbox on the left side of the page, and choose Modify Checked or Delete Checked. If it is a booking in Orange you can also select Resolve Conflict.
To add the recurring sessions to your schedule, you can select Save and Finish. Selecting Save and Finish will close the side panel and block out the time on your schedule.
On the schedule
In the below image you will see how each of the 4 Special Reservation types show on the schedule.
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