Create a Calendar for The Reservation

What is a Calendar? #

Calendar is a scheduling tool for managing and organizing bookings, appointments, or reservations for specific dates and times. It allows users to view available time slots, book a reservations, and manage their schedules efficiently. To enable the reservation feature, you need to create your calendar first.

Create The Calendar #

Step 1: Select “Calendars” From The Dashboard #

Step 2: Click “New Calendars” at the top right page. #

Step 3: Fill out the basic information for the calendar. #

• Space: The space that the calendar belongs to.
• Name: Name of the Calendar.
• Slug: A simple string used to identify a resource or a page on a website. This will be autogenerated and used to create the calendar URL.
• Description: The description of the calendar.
• Visibility: This feature controls who can view the available slots or make reservations, allowing you to set the access as either public or private.

After filling out all the information, enable the “Active” button to activate your calendar for reservations.

Enable the “Requires Approval Before Reservation” option to have customers wait for your approval before confirming their reservations

Alternatively, you can enable the “Auto Approval” function to automatically approve reservations without requiring manual review or confirmation.

For security reasons, you can enable the “QR Code Check-in”. Customers receive a QR code after booking their reservation, which you can use for verification upon their arrival.

Step 4: Configure The Calendar. #

You can also edit the configuration, such as the terms, capacity, reminders, and more, according to your needs.

• Terms: Specify your policy details here, and these terms will be displayed to customers when they make a reservation.
• Min Capacity: The minimum number of guests required per reservation.
• Max Capacity: The maximum number of guests allowed per reservation.
• Cancellation Window: The deadline by which a customer must cancel a reservation before the scheduled start time.
• Reminder Window: The time frame in which a reminder is sent to the customer about their upcoming reservation, before the start time.
• Booking Window: The earliest point at which a customer can make a reservation.
• CRM Auto-Import: Enable this to automatically add customers to your CRM system when they make a reservation.

Step 5: Configure The Reservation Timeslot. #

In this section, you will input the time, day, slot availability, and duration of your service for the reservation.

Step 6: Calendar Created #

Activate The Reservations Feature #

Step 1: Select “Customer Portal Design“ #

Step 2: Click “Edit” #

Step 3: Enable the Reservation at “The Features” and Save Changes. #

• Pixalink’s Reservation System: Use the calendar you have previously created.
• Custom Link: Add your reservation system from your website (if you have one).

Calendar View #

This feature allows you to display your customer reservation in a calendar format, offering a clear and organized way to view reservations by day, week, or month.

Advanced Edit #

After you create the calendar, you can click “Edit” where you can change the schedule of the reservations, notifications, and block Dates.

1. Modify time Slot (Top Right of pages)
   You can modify the time, day, and slots based on your service duration and availability.
   Bulk Edits (Top right of the page) allow you to update or delete multiple reservations or time slots at once, saving time by applying changes such as availability, capacity, or duration across several entries simultaneously.

2. Notifications
   Enables automatic alerts to keep both you and your customers informed. It can be sent via email, SMS, or WhatsApp for booking confirmations, reminders, cancellations, or updates.

3. Block Dates
   Block Dates allows you to set specific dates as unavailable for reservations, such as holidays, maintenance periods, or other closures. These dates will not appear as options for customers to book. After adding blocked dates, you can choose from the following options:
   1. Specific Date
   2. Range of Dates
   3. Time Slot

4. Advanced Settings
   You can customize the messages for cancellations, reminders, and reservation approvals for customers. Additionally, you can tailor the notification messages sent to you (the vendor) when a customer books or cancels a reservation.

5. Display Fully Booked Timeslot (Advanced Settings)
   This setting allows you to show or hide time slots that are fully booked. You can choose to make these slots visible to customers, letting the customers know when the times are unavailable.