Making a General Booking Based on a Human Resource (Trainer, Coach etc)

After completing this lesson you will be able to make a booking for a general activity that uses a human resource such as a personal trainer or coach.

Select the item to book

Select the item to book

Click on the General tab (1) to bring up the list of available General Booking Products.

Use the day tabs along the top of the screen (2) to find the required day.

Click the product Personal Training (3) to bring up the time slots available on that selected day.

Select an available day and time

Select an available day and time

The day calendar displays the number of resources available (Personal Trainers in this example), along with the free time slots.

In this scenario the member wants to PT1 at 1pm, so you will click the corresponding slot to bring up the Booking dialog box.

Choose a participant

Choose a participant

Select the button to find either a Member or Non-member. In this case we select the Member button to bring up the Find Member dialog box.

Enter the search details and click the member's name in the list to select them. Click OK to continue. The selected member's name will be displayed in the top right corner of the booking dialog box.

Complete the required information

Complete the required information

In Step 2 you can make changes to the existing choices:

  • Resource (in this example Personal Trainers) - The member may have a change of mind and decide they prefer a different trainer. To change the trainer, simply click the drop down to see all other trainers available at the selected time.
  • Duration - If the item has multiple durations, such as 1 hour, 30 minutes etc this can be selected by clicking the drop down.
  • Price Band - You may decide to select a different price band for the item e.g VIP, staff discount etc. Choose the band from the drop down.

In Step 3 you can write any notes that might be useful for the booking.

If any other products are associated with the resource you can also book these at the same time in Step 4 e.g. in the case a room and/or some specialized equipment. If there is a charge related to the additional products, the overall charge will be amended.

Once you're happy with your choices click OK to save your booking.

 

Your completed booking will be displayed on the day calendar.

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