Activity Messenger Help Center Manage daily bookings and availability Use Today to see occupied resources and temporary cart holds, then use Availability to create a booking for a client. This guide follows the Book a mat example from the booking setup guide. Before you begin The resources, booking type, package, schedule and prices must already be configured. You need access to the booking screens and invoices. An empty calendar cell is not a promise of availability or proof that a booking can be sold. 1. Use Today as the daily operations screen Open E-Commerce → Today. This is the staff view for seeing which resources are occupied, finding a reservation and handling day-to-day booking work. Despite its name, you can select another date to prepare for an upcoming day or inspect a previous one. Choose the date. Select the Golf resource tag to focus on the three mats. Read the time rows and resource columns. Select a reservation to open its details; the detail view depends on the kind of booking. Use the name, email or phone search fields to find a client's reservations. Use Search for the booking search modal. Refresh when needed. The toolbar also provides display settings, archived items, printing and full-screen viewing. In this example, Mat 1 shows the reservation temporarily held by the Microsite cart. The Cart label distinguishes that hold from a completed customer checkout. This helps staff understand why a time is currently occupied without treating every visible block as a paid booking. Today is an occupancy view. An empty cell does not by itself mean that a package is offered to clients at that time: the package's schedule and booking rules still matter. 2. Make a client booking from Availability Use this workflow when staff take a booking by phone or at the front desk. On Today, select the date and the Golf tag. The Availability button appears when a tag is selected and it contains resources. Click Availability. Use the arrows or date selector to change the day if needed. Click a free cell under the desired resource. In this example, select Mat 2 at 11 a.m. The selection summary shows 11 a.m.–12 p.m. Click a selected cell again to deselect it; check the summary if you select additional cells. Click the + beside the selection summary. In Booking with invoice, verify the suggested Package. For this selection it is Book a mat. Check the Golf booking type, resource, duration and $25 total. Use the Client selector to choose the client. The Create button remains unavailable until the required client information is present. Review Send confirmation email to client. In this example it is off; select it if the client should receive a confirmation. Click Create when everything is correct. This creates the booking with an invoice. Review the resulting invoice and handle payment using your organization's normal billing workflow. Creating an invoice does not by itself mean that payment has been collected. Check the invoice's payment state separately. The screenshot shows the form before a client has been selected. Leave Allow double booking off for ordinary bookings. It deliberately permits an administrator to select an already-booked cell. Booking-type overrides are a separate exception controlled by the booking type's settings. Resolve conflicts before confirming a real reservation. 3. Change the package on an unpaid booking Use Change package on an existing invoice to replace a booking package and recalculate its booking, player and related fee items. The reservation keeps its start date and time. The new package determines the duration, resources and prices. Check eligibility You need permission to view the client's invoice details and modify invoice items. The invoice must be finalized and the package booking must be active. All affected booking, player and related fee items must have received no payment, including partial payments. A refunded payment history still prevents this operation. Unrelated paid items elsewhere on the invoice do not by themselves prevent the change. If a payment is processing, wait for its result. Review and confirm Open E-Commerce → Invoices and open the client's invoice. In Bookings, open the booking row's three-dot menu (…) and choose Change package. Choose another Package. The list contains compatible packages for the booking's resource count and number of players. Appearing in this list does not guarantee availability at the reserved time. Click Review changes. Availability is checked for the new duration and required resources, including preparation buffers. Players must meet the new package's membership requirements. Compare Before and After. Check the package, every resource, start and end times, full invoice item names, each item's total and balance, and the invoice total and balance. Review Scheduled payments if shown; affected scheduled amounts and allocations are recalculated too. To email the revised invoice, select Resend the updated invoice to the owner and players. This is optional and off by default. It requires permission to send messages. The invoice owner and players with an email address receive a copy; duplicate addresses receive one copy. Click Confirm package change to save. Use Back to choose another package or Cancel to leave without applying the change. The invoice is recalculated and the package change is recorded in its log. If the invoice or quote changes before confirmation, review a fresh preview. If no required resource is available, no change is saved. How courts and instructors are selected The wizard automatically retains each existing resource that fits the new package. When a resource must change, it selects an available resource from the new package's rules and displays it for confirmation. Review every resource in After before saving. For example, changing a one-hour package from Instructor A to Instructor B can retain the same court while replacing the instructor, provided both resources are available for the required time. If the new package also requires a different court, the proposed court appears in the preview too. When the wizard cannot be used Shared, recurring, class/event, externally synchronized and approval-pending bookings are not supported. Neither are bookings with coupons, promotional discounts, a dedicated booking payment plan, a membership purchase, cancelled related items or non-player extras. Replacement packages requiring approval, a coupon, a dedicated booking payment plan or a required non-player extra are excluded. Use the appropriate booking or billing workflow for these cases. A booking package that reserves a court and an instructor is supported. Lessons managed through the separate Private lessons workflow cannot be changed through this wizard. If a warning says the change was saved but the PDF, access codes or email delivery could not all be updated, refresh the invoice and check those results before resending. The package change has already been applied. If an expected time is missing Check that the package is visible and not disabled. Check the pricing schedule's effective dates, weekdays, hours and step, as well as the booking rules. Confirm the required resources are available for the full duration and buffers. Check parent/overlap and blocking relationships too. Look for existing reservations and temporary cart holds on Today. Look for a closure on the resource. A closure blocks online booking and does not cancel reservations already on the calendar. If Availability is missing on Today, choose a resource tag that contains resources and check the user's permissions. To close early on one date, add holidays or respect a staff member's day off, see Set up resources and booking packages. Next steps Configure resources and packages · Close resources with a booking closure · Review booking reports · Calendar colours and views · Private lessons