Booking Options Guide

This guide covers:

• Creating a booking option
• Adding it to your schedule or event
• Setting up temporary booking options
• Removing or archiving an option you no longer need

Creating a Booking Option

• Open Settings
  In the Diary, go to Settings.
• Select Booking Options
  From the side panel menu, Open the Diary drop down and select Booking Options.
• Add a new option
  Select + New booking option.
• Enter the option's details
  a. Payment Type - how the guest will be charged.
  b. Price - how much the guest pays at the time of booking.
  c. Name - for internal use only; guests won't see this.
  d. Widget Label - the name guests see on the booking widget.
  e. Widget Description - the description guests see on the booking widget.
• Save
  Select Save.

Note: the price of a booking option is what the guest pays at the time of booking it doesn't have to match the actual cost of the item.

For example, a set menu might cost $70 per person when dining, but you could set the booking option price to $25 for a pre-authorisation.

Adding a booking option to your schedule 

Once you have created your Booking Options, you will then need to apply them to the relevant Service in your Schedule.

• Once you've created your booking options, add them to the relevant service in your schedule.

  1. Open the service
     In Settings, under Bookings, select your Schedule, then click into the service (for example, Lunch or Dinner).
  2. Go to Payments & Booking Options
     Select the Payments & Booking Options tab.
  3. Set the payment type
     Under Payment Type, select Booking Options.
  4. Choose a format
     a. Whole Booking on One Option - every guest must select the same booking option, priced per person.
     b. Quantities Per Option - each guest can choose their own booking option, but everyone must select one.
     c. Booking Option Per Booking - the option is priced per booking, rather than per person.
  5. Add your options
     Use the Search for Booking Options field to add any options that are mandatory for completing a booking. To add optional extras alongside these, use the Additional Upsell Booking Options field instead - you can also add a heading and description here to explain what they are.
  6. Set the booking size
     Choose the minimum number of guests a booking needs before the options show. Set this to one to apply to all bookings.
  7. Save
     Select Save.

 Note: if you're only adding upsell items - not mandatory booking options - select Add Additional Upsell Items instead of following the steps above. 

Temporary Booking Options 

Temporary booking options are handy for offering booking options over a set date range, or for layering a different set of options on top of your service's usual ones - for example, based on the number of guests. 

1. Open the tab
   In the same Payments & Booking Options tab, select Add Temporary Booking Options.
2. Set up the option
   Follow the same steps as a regular booking option.
3. Set the date range
   Enter a start date in show booking options from, and an end date in show booking options to. Leave show booking options to blank if you want the option to run on an ongoing basis.
4. Save
   Select Save.

 Note: if you're offering a temporary booking option for a date range, you'll need to apply it to each day of the week within your schedule that falls in that range. 

Removing a booking option 

Any booking option added to your schedule needs to be removed manually once you're no longer offering it - with the exception of temporary booking options with an end date, which automatically finish. 

Archiving a booking option in Settings only hides it from your booking options list - it won't remove it from any services it's already applied to.

1. Open the service
   Go to Settings > Schedule, click into the service, then select the Payments & Booking Options tab.
2. Remove the options
   a. To remove individual options, select the x next to each one you want to remove.
   b. If you no longer need any booking options for this service, change the Payment Type to another option instead (No Payment, Pre-Authorisation, Full Payment, or Deposit).
3. Save
   Select Save.

 Note: if you see an Edit Upsell Items button, select it to check which booking options are currently applied there.