Core TSIs : Reservations : Working with Reservations : Making a reservation recurrent : Saving and loading user settings of recurring reservations
Saving and loading user settings of recurring reservations
You can save and load the user settings of recurring reservations of visitors as well as orders.
Procedure
1. To save the settings of the repeating reservations, select the Save settings check box at the bottom of the Schedule dialog box.
The settings are saved upon closing the dialog box. The next time you open it, the saved settings will be displayed. If the Save settings option is selected, all settings except the start date of the recurring reservation are saved. However, if the Calendar option is chosen, the selected dates are also saved. If the check box is not selected, the default values are displayed.
2. Click the Load settings button to load the last saved user settings. It is useful if you want to display the last saved user settings while the Save settings check box is not selected.
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If the reservation that is made recurrent includes any suborders or visitors, Planon ProCenter will ask whether you also want to make these recurrent.
3. Planon ProCenter will now start creating the recurring reservations. For all recurring reservations, Planon ProCenter will automatically populate the Description field with the description of the original reservation. If the original reservation includes reservation details such as costs, estimates and hours, these details are also copied to the recurring reservations. Where appropriate, the reservation costs are recalculated taking non-chargeable days into account.
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If for a specific recurring reservation, the reservation unit is not available Planon ProCenter will display a message. You can skip this recurring reservation or modify its data. You can then select another reservation unit or another date-time for the reservation. Recurring reservations/orders/requests obtain the status of their original reservation/order/request and the subs also behave in the same way. If the status of the original reservation/order/request is not an initial status, the recurring reservations/orders/requests obtain the system defined default status.