Adding a Reservation wizard
Use the following procedure to enable end users to create reservations via a wizard.
Procedure
1. Go to > .
2. On the action panel, click Add reservation wizard.
3. In the data section, complete the relevant fields. For a description of these fields, refer to Reservation wizard fields.
4. Click Save.
The Reservation wizard definition and a Planboard subdefinition are created.
Specify the web definition’s details. For a description of the fields, refer to Reservation wizard details.
Configuring a Visitor definition
If you want to enable users to add visitors to their reservation, or to edit / view, you must first add a Visitors definition to the Reservation wizard definition and then link the visitor.
Procedure
1. Go to the Reservation wizard definition.
2. In the Visitors field, click Add sub button to create and add a visitors definition. Although you can create multiple visitor definitions by clicking the Add sub button, only the last one is added to the Reservation wizard definition by default. By using Select a value button you can choose to change the visitors definition from the list displayed.
3. Click Save.
4. You can then go to the visitors definition in the tree structure, in the Visitor field select a visitor or visitor list by using the Select a value button.
 | The Visitors or Visitors list can be added in Self-Service modules > Visitors. For more information on adding a visitor, see Visitors. |
5. Click Save.
6. On the Reservation wizard's Overview block you can also configure a Visitor list block to summarize the visitors.
7. In order to display Visitor information for a recurring series, you can add the fields Visitors and/or Parking area to the Repeated reservation list block.
Configuring a Catering definition
To enable users to select or add catering in the resulting web form, you must first add one or more Order definitions (one per type of catering order) and link it to your Catering list definition.
Procedure
1. Go to the Reservation wizard definition.
2. In the Catering field, click Add sub button to create and add a catering definition. Although you can create multiple catering definitions by clicking the Add sub button, only the last one is added to the Reservation wizard definition by default. By using Select a value button you can choose to change the catering definition from the list displayed.
3. Click Save.
4. You can then go to the catering definition in the tree structure, in the Catering definitions for all rooms field, browse for the catering order definition(s) that you want to add and move it / them from Available to In use and click OK.
| | The order definition for catering orders can be added in Self-Service modules > Orders. For more information on adding the catering definition, see Adding an Order definition. |
5. Click Save.
6. If you want to add 'room specific' catering, enter a relevant catering order definition in the Definition for room specific catering field.
7. On the Overview block of the wizard, you can also configure a Catering list block to summarize the catering orders.
8. In order to display catering information for recurring series, you can add the field Catering to the Repeated reservation list block.
Recurring reservations
By clicking Repeat this meeting on the Overview block, end users can specify a repeat pattern. Recurrent information will be displayed on the Overview page, including any scheduling errors that may occur. This will allow users to fix issues for individual meetings.
Canceling reservations
By clicking the Cancel this meeting button on the Overview block, end users can cancel a reservation.
If the reservation is recurring, a message is displayed asking if all the future reservations must be canceled. If you select Yes, all the future reservations from the selected reservations will be canceled.