DSR: Create Booking Options

Please reference this support article to learn how to manage and set up booking options on the facility recreation management tool, DaySmart.

  1. Login into DSR with the appropriate credentials. 
  2. Once in DSR, head to the Global Search and enter "Booking Options".
  3. Must create a Rate Structure to apply within the Booking Options. Select to add a new Rate Structure. A Rate Structure is a billable metric. Fill in the required fields (Name & Online Booking). Toggle Active ON. Select Submit

    Online Booking Options:
    Disabled: Not visible to customers online
    Visible Only: Customers can see the open and available spaces but unable to proceed further
    Request Only: Customers can see the open and available spaces and submit request for rental or service
    Book & Request: Book instantly online if space is open and available by purchasing online and also submit a request
    Book Only: Book instantly online if space is open and available by purchasing online
    1. IF BOOKINGS AND AVAILABILITIES ARE COMPLETED IN-HOUSE (by employees) leave setting as DISABLED.
  4. Once the Rate Structure has been created. Select Date Ranges to open the dropdown. If the center offers a variety of rates for different seasons, times, etc., there are options to create more than one date range availability.
  5. Select Add Availability to create a new availability which includes the days of the week, time ranges, and price points for the specific range. 
  6. Edit the appropriate fields to set the availability range to fit the needs of the business. If doing in-house bookings, recommendation is to set Start time: 12:00am and End Time: 11:59pm to allow for bookings overnight if necessary. If showing online to customers, adjust availability accordingly to facility hours. 
    1. Times cannot overlap. Booking would have to be 12:00am - 3:59pm and the next one will start 4:00pm-9:00pm. 
    2. Block Size: How long are typical bookings?
    3. Preview Blocks: Shows the available slots for booking
  7. Days of the week, select all that apply that are charged the same fee. Select Add fee
    1. Product: Select product applicable for fee. Ex. Field populates Full Field Rental Option and Half Field Rental Option

      Price: Will populate once the product is selected.
      Flat: Whether the fee will be applied at a fixed rate. Depends on if the facility requires tax on product. 
      Auto Add: Whether the fee should automatically be applied for the booking manager
      Online: Whether the fee should apply to the DaySmart customer ☑️
      Active: ☑️
  8. Once the information is collected. Select Save.
  9. NOTE: Edits are available for individual contracts if a customer/organization receives a special discount. This action will take place in the individual contract, so still book the fees according to each product name. 
    1. If an edit is made to a Product it will automatically update within the booking options. 

 

If creating online booking options for customers, please note the Additional tab on the left-hand side of the Booking Options screen.

Set these ranges to adjust date ranges for "minimum days out" and "maximum days out" that customers are allowed to book within.