Summary
In this FastTrac video, Brian Hatch reviews the process of making a facility pattern reservation in RecTrac.
Video
Transcript
Brian Hatch 0:05
In this video, we're going to review the process for making a facility pattern reservation in RecTrac. This can be done through global sales or the SuperGrid, I have the SuperGrid open at the top with a household already selected, I am in a daily view for a room Profile that I have set up in my database. And I'm going to make a reservation, let's say from three to five for my room number one, I'm just going to double Click on that once I make the selection, and I'm going to turn on the pattern option. If it defaults to none, I'm gonna switch it to weekly. And I'm gonna make this reservation for our example just out through the rest of the year, for every Monday, so from three to five, from 10, nine to 1231 date for just Mondays. There's a couple of other additional details here at the bottom, you can apply as needed, but we hit Add to Cart, I'm brought to my pattern card Screen.
Brian Hatch 1:04
So in this case, they only have one facility in this pattern. So it's showing the room number one, and it's showing me that I have a conflict or conflicts, fees and answers, question answers that need to resolve. So I'm actually going to Click on this card. And at this point, I can see all the details for every single date for this reservation pattern. And starting with the conflict side of things, I can see that all my dates are good except for this one conflict listed here. So at this point, I could select that record, I could remove the individual date, or I could select alternatives. Under alternatives, you could select a different facility. And I make that selection, I'm going to actually go back. And you can also Click on the facility conflict calendar, it's easier to view it in a monthly or daily view. If there's multiple conflicts. In this example, I'm going to highlight the conflict and just hit Remove date to clear that up. And I'm left with my actual reservations that have no conflicts. And now I can address the other two issues, which is my manual fees. And my question.
Brian Hatch 2:07
So because I have some manual fees in my database, I can now pick and choose individual dates that I want to apply those fees to. If they're all going to share the same fees, I'm going to select all by clicking the top left box, I'm going to select fees. And you can see these manual fees I've set up in my database. I'm actually not going to apply any I'm just gonna apply zero manual fees to my reservation it's going to ask if I want to apply it to all other dates. I'm gonna say yes. It gives me confirmation I'll hit back and now you can see my fees have been applied to all my dates and times. And the next thing I need to address again is my question answers. So those need to be addressed as well. Again, it can be done individually, or if they're all gonna share the same question answers. I can select all go to answer questions.
Brian Hatch 2:55
And my example just gonna give a reservation purpose of test. Apply that. Do I want to do it for all dates? Yes. Confirmation. Okay, I'm gonna go back to details and back to the pattern record. And now my complex fees and questions have all been resolved. So now I can do my complete pattern. Continue. No dropping my shopping cart for those dates and times. With all those details already sorted out through the pattern process. And from here I can advance to the payment Screen to make my selections there and finalize the transaction. And that is how you process a facility pattern reservation in RecTrac.