Summary
Join Brian Hatch as he reviews the role of time-based settings on Fees for your Facility Reservations in RecTrac.
Video
Transcript
00:00:05:13 - 00:00:33:21
Brian Hatch
In this video, we're going to review time based settings on fees in RecTrac. These are most commonly used with the Facility module and facility reservations. And to highlight the setup side of this, we're going to go to facility management. In my database, I'm going to open up a room that I have set up and I'm going to go to the fees tab at the top and right now on the fee set up, I have as a rental, the deposit fee.
00:00:33:24 - 00:00:54:11
Brian Hatch
So on my actual rental fee, I'm going to change and do an advanced fee change. And on the right hand side of the screen, I can expand the area for time based settings. So the main setting we want to highlight here is the time count type. And we can see right now it is set to hourly by default it will be for new fee create.
00:00:54:11 - 00:01:15:18
Brian Hatch
It's going to be a flat fee. So you had to actually drill into the fee record if you want something other than flat. So I have it set to hourly. It could be daily, it could be weekly, monthly. There's a number of different options are available in here, hourly being the most common when they are utilized. There's a couple other fields in here that are listed that can enable you to do multiple tiers of hourly rate.
00:01:15:18 - 00:01:40:06
Brian Hatch
So there is a certain rate for the first three and then a different rate for the hours after that. You can utilize the time to include or exclude as needed to create those tiers. I'm going to go and save on this. So at this point, my structure, my rental fee and my deposit fee are set. Actually, if I scroll all the way to the right in my data grid, I can see that time count type is listed here.
00:01:40:06 - 00:02:02:28
Brian Hatch
So one is hourly and one is flat. And to highlight the daily processing side of things, I must switch over to global sales I already have a household selected. I'm already on the facility tab at the top, so select the room that I have. I'm going to do a pattern reservation because that be the best way to kind of highlight the time, the settings.
00:02:02:28 - 00:02:41:20
Brian Hatch
I'll just do an hour reservation for one month on Thursdays and count and I'll add her. So I'm getting prompted my pattern record here. I'm going to drill into that to get my questions answered. So how it all dates answer my question and my one required question. So I know that all dates go back to the details, back to the main pattern record, and then I'll complete the pattern so that drops into my shopping cart.
00:02:41:20 - 00:03:04:12
Brian Hatch
So you can see that $20 fee is applied to three of the four dates in the shopping cart. And I have a $30 fee for the very first date of the patterns off. I highlight that record, go to options and go to update fees from CART. This highlights that the rental fee which we can see is doing an hourly charge for every date involved since our link reservation.
00:03:04:15 - 00:03:16:17
Brian Hatch
But in this case the room deposit is a flat rate, so it's only getting charge on the very first record for the reservation. So that's a good example of how you create time based settings for fees in RecTrac