Resource Scheduling : Training outline
 
Training outline
 
Salespoint setup
1. Group Schedule button
2. Save button
3. Recap button
4. Reservations equals TRUE
 
Group Schedule Locations
1. SysManager > Activities > Item > Sales List setup
Usually physical or geographical locations
 
Examples:
Education building, picnic grove, auditorium
 
Group Schedule Event Types
1. Defined events that have required/optional facility needs
 
Example:
A tour group needs guides.
Wedding reception needs location such as Grand Ball Room, Palace room, Patio or Gymnasium. They may also need other items such as portable stages and sound systems.
 
SysManager DCI setup
DCIs can have prices associated with them (or not)
DCIs can use modifiers as well
 
Complete a Resource scheduling:
1. Click the Group Schedule button at Reservations salespoint
2. Select day from calendar (hover to see what’s already booked and use filters as necessary)
3. Change to Day view
4. Filter view by Location/Event type again if necessary
5. Drag event time on left-hand column
6. Complete Reservation Header
7. Reserve other resources by dragging over required time slots
8. Complete the reservation
 
Miscellaneous
Blocking off resources
Different calendar views