Reservation wizard
The Reservation wizard web definition enables end users to quickly submit a reservation through a series of predefined steps.
The created reservations are based on standard reservations from Planon ProCenter. The wizard can be extended with additional steps for adding visitors and catering.
If you add a new Reservation wizard web definition, it automatically includes a Planboard subdefinition on the Web definitions panel.
If you select the Reservation wizard, you will see the General, Planboard, Additional facilities, Visitors, Catering and Overview pages displayed in a separate lower panel. Each of these pages includes one or more configurable blocks.
If you select the Planboard subdefinition, you will see the Planboard page and its blocks displayed in the lower panel.
 | To include catering to your reservation, the Reservation wizard requires the following configurations: • Create a specific UDBO for catering orders in > > . • Link the specific UDBO created for catering orders to the Order settings ( > > > tab). • Change the user type on the Standard catering order (use Standard orders) or create a new one based on the unique UDBO for catering orders. • Link the Reservation wizard and Reservation unit(s) to the new/updated Standard catering order. |
For more information, see Reservations.
In the Reservation wizard, end users can select a room:
• from a planboard (Graphical view)
• from a list (List view (Mobile only))
• from a floor plan (Floor plan)
You can configure this in Self-Service modules > Reservations (see Reservation wizard - configuration).