Setting Up Resource Products, Calendars and Booking Sheets in Plus2

Problem

Site administrators need to create resource products (the columns on a booking sheet: courts, lanes, studios, instructors), choose their calendars and build booking sheets.

Resolution

Plan the areas

  1. List every bookable area

    • Pool lanes or sections, sports hall courts, gym zones, studios, party rooms, meeting rooms, outdoor areas and hireable changing areas.
  2. Split flexible spaces

    • Split flexible spaces into sections that can be booked separately (for example a leisure pool used for play and lessons, or two studios with a movable wall). To book the whole space, book all its sections.
  3. Create one resource product per separate area

    • Create one resource product for anything that must be booked, priced, closed, shown or reported on separately (for example four lanes = four resource products).
    • Include areas you might charge for later. It's easier to create them now than after go-live.

Create a calendar (if the resource needs its own hours)

  1. Open or copy a calendar

    • Open the resource product's General Details > Calendar and click New, or copy a checked calendar with Save As.
  2. Enter the ID and description

    • Enter an ID and a clear description.
  3. Enter the bookable hours

    • On the Standard Week tab, enter the bookable hours for each day, then save.
  4. Select the calendar

    • Select the calendar on the resource product.

Create a resource product

  1. Open a new resource product

    • Go to Configuration > Bookings > Resource products and click New. (This defaults the type to Standard. The same records appear in the Products list.)
  2. Enter the details

    • Enter the ID and description.
    • Choose the site group (the site) and the department (the booking department, for example Z-book).
    • Bookings resource: Standard (or Density for gym density).
    • Calendar: normally the standard (24-hour) calendar; let the activity's calendar control booking times.
  3. Set the prices to £0

    • On the Prices tab, tick all price levels at £0.
  4. Save and copy

    • Save. For similar resources, open it, Save As, and change the ID and description. Check the site group, calendar and type on every copy.

Create a booking sheet

  1. Open a new resource product group

    • Go to Configuration > Bookings > Resource Product Groups and click New.
  2. Enter the details

    • Enter the ID and description, and select the site group. Tick the booking sheet option.
    • Set the slot frequency (for example 15 or 30 minutes), the standard view and zoom, and the visible start and end times.
  3. Add the resource products

    • In Products, add each resource product. Count them against the physical areas.
  4. Save and test

    • Save, then open the booking sheet and check it displays correctly. Make a test booking in an open slot, and check a closed slot refuses a booking.

Different opening hours on different days

The booking sheet's open period is the same every day. To change hours by day (for example 08:00–22:00 weekdays, 08:00–21:00 weekends):

  1. Open the activity's calendar

    • Open the activity's calendar.
  2. Create a restricted time band

    • Create a time band within the standard band (for example ID 0800-2200) and tick Restrict entry.
  3. Drop it onto the days and save

    • Drop it onto the relevant days and save.

Notes

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