Improvement

Ask the assistant to check, add and record payment for equipment on existing bookings

Posted by OmceanBooking

Your admin assistant can now help with equipment on bookings that have already been made.

  • See who is using what: ask which equipment is assigned for a class session, a customer or a date range. The assistant tells you whether equipment belongs to one person, is shared by a booking, or is shared by the whole session, and whether each add-on has been paid.
  • Add equipment after booking: ask the assistant to add optional equipment such as a rental mat for one attendee. It shows the price and availability first, picks an available unit and changes nothing else in the booking. If the equipment has a price, it is added as unpaid so the customer can pay later.
  • Record an in-person payment: when a customer pays for an equipment add-on in cash, by bank transfer, by card at your front desk or another way, ask the assistant to mark it paid. No card is charged, and only that item is removed from the customer's cart. Staff need permission to edit both equipment and financial items.
  • Set group priority: ask the assistant to change the order in which items in an equipment group are used, without adding or removing items.
  • Maintenance: the assistant now explains that a unit placed in maintenance stays unavailable until you set it back to active, even after the maintenance end date.

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