With PocketSuite’s Reservations, you can schedule clients for multi-day or overnight appointments
In this article:
- Learn how to create a reservation.
- Find links to other helpful articles on how to:
- Price reservations by day or night
- Set check-in/check-out times
- Schedule a reservation
- Book a reservation online (See your clients’ view!)
- View your reservation dashboard
- Create Smart Tasks for reservations
Create a Reservation
Make sure to toggle the feature on in Settings>Features>Reservations
To get started, go to Settings>Reservations. Tap the plus sign (+) to create a new reservation or add one of our industry-specific templates.
First off, add a name and description for your reservation (and select a color to keep it organized on your calendar!)
Then, set a price for your reservation. You can charge a reservation by the number of nights, by the number of days, or by a fixed cost. Learn more about pricing reservations.
Next, set the reservation's duration. You can set a fixed number of days and nights or choose to make the duration flexible if you expect this to change for each booking.
Now, set the check-in and check-out times for the reservation. These can be defaulted for all bookings or made flexible so clients can choose a time that works best for them. You can also set the duration of check-in/check-out to reserve that time on your calendar. Learn how check-in and check-out times work for reservations.
Then, you can customize the reservation by adding smart tasks for you or your team to complete during the appointment or adding resources, like rooms and equipment. You can even choose if this reservation will be a one-time event, like a boot camp or retreat.
Pro Tip: Be sure to set a reservation capacity and add any relevant products, forms, or contracts to the reservation.
Hit Save, and voila! Your reservation is ready for new bookings.
Learn more about scheduling reservations from your calendar or how clients can book reservations online. Head to your Reservation Dashboard to see all reservation bookings and manage the check-in/check-out process.
For a visualization on this feature, check out this video below: