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.

1. Choose the date.
2. Select the Golf resource tag to focus on the three mats.
3. Read the time rows and resource columns. Select a reservation to open its details; the detail view depends on the kind of booking.
4. Use the name, email or phone search fields to find a client's reservations. Use Search for the booking search modal.
5. 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.

1. On Today, select the date and the Golf tag. The Availability button appears when a tag is selected and it contains resources.
2. Click Availability. Use the arrows or date selector to change the day if needed.
3. 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.
4. Click the + beside the selection summary.

1. 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.
2. Use the Client selector to choose the client. The Create button remains unavailable until the required client information is present.
3. Review Send confirmation email to client. In this example it is off; select it if the client should receive a confirmation.
4. 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.

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.
• If Availability is missing on Today, choose a resource tag that contains resources and check the user's permissions.

Next steps

Configure resources and packages · Review booking reports