Table of Contents
Introduction
Join Brian Hatch as he demonstrates making an internal reservation as well as the configuration steps required to get it working.
Recording
Transcript
Brian Hatch 0:05
In this video, we'll review the topic of internal facility reservations. In RecTrac, you have the ability to make reservations with an internal status that can automatically be discounted down to zero and it can be represented on your SuperGrid and, and reports with a different status. We'll walk through a data processing example. And we'll show you the setup components involved. So I'm going to open up my SuperGrid here in my database, I already have a view set up, and I have one reservation already represented on this grid, I'm gonna go and make a new reservation. So I'm going to Click on the day and facility that I want, I'm just gonna go ahead and double Click and then maybe I'll set the time that actually want to use so 12 to two for this reservation, I'll hit Add to Cart. And that will be brought to my lookup Screen, and in the bottom right, I can choose the skip option. And as a shortcut, choose my internal household that will automatically look to my daily processing Profile to see what household I have flagged in my database. And then I can fill out the questions as needed.
Brian Hatch 1:02
And I can hit continue. And that shows in my shopping cart and I'll go ahead and just hit Finish. And there's no fees involved to complete the transaction. So now that I have two different types of reservations in the grid, my firm reservation which is represented with a green color, and my internal status reservation, which is represented with a yellow color, and a very simple process for making that internal Facility Reservation. Now for the setup components, in order to do this, the first thing is flagging your internal household. So under Profile assignments, I'm going to just open up my daily processing Profile. This is where you actually set the household that you want to be your internal household. So that set on the left hand side and I can see here if I hover over this, it's actually set to which a lot of databases are set to internal ZZZ household, but could be any household in your database. This is what makes it an internal household. And once that set, the next component will review is your SuperGrid Profile.
Brian Hatch 1:59
So I switched over to Profile Management. And I've actually already opened up one of my SuperGrid profiles. And if I scroll down, one of the areas in there is your SuperGrid color display. And I can see all the different statuses represented here. And here's my internal status background. So I can actually set the color that I want to represent internal reservations on my SuperGrid Profile. And the third set of component is fee related. So I've switched over to Module management, and my menu and I've already selected my Facility Reservation module. And I've actually switched over to my fees tab. And I can see here I have a fee reduction percent fee Type listed here for 100%. So I want to reduce my fees by 100% for and I've used my internal household criteria, so only for those internal households in the database. And that'll automatically any fees that I've set up involved for reservations will just automatically be discounted to zero. So the clerks at the front desk processing these types of transactions or don't have to even think about it reducing any fees manually. And that is the process for making internal Facility Reservation and RecTrac