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Receiving Bookings - Workstations

Handling customer bookings

Receiving customer bookings, and managing them is the responsibility of the staff, who use the workstations to do their tasks daily. This section explains workstations in detail.
Logging into your workstation:
1. In the Admin side menu, Team > Stations. Click on an existing station on the content side.
Note that the term 'station' and 'workstation' are used interchangeably in the app and the documentation.
Select:
  • Edit: If you want to edit the workstation
  • How to login: To log in to the workstation
  • Change the password: To change the password of the workstation
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 2. Log in. 
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3. Login details are displayed with a link to log in.

  • Use, 'Sign in to browser' options to use an internet browser to sign in to your workstations
  • Use, 'Sign in with your app' option to use your mobile device with the app as a workstation
  • The option, 'Log in as admin' allows you to use a workstation to log into your admin module
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4. Login displays with name and password. Click on the 'Sign in' to log in to the workstation.
Once logged in, a station looks like below: 
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Receiving bookings

You use an assigned workstation to receive and handle your customer bookings. There are six parts to a workstation's dashboard:

  • Incoming
  • Completed
  • Deleted
  • Online Bookings
  • Events
  • Closing
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Incoming: Whenever a workstation receives an order, booking, request, or an event, you see them under this option with the 'type' field differentiating what is received. 
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When you click on the 'Booking' button, the below displays,
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  • Calendar: Takes you to the booking calendar
  • Cancel: Reject the booking and inform the user with a short message
  • Print: Print a booking confirmation/receipt
  • Chat: Initiate a conversation with the user who made the order 

Booking calendar

This dashboard assists you or a reservation agent to manage all online bookings from a single point.  You can:

  • View the current booking status by timeline, day, week, or month. And you can scroll back and forth for custom views
  • View your resource availability
  • Create new bookings
  • Manage resource absence records including recurring absence such as long leaves and vacations
You can click on the 'Online Bookings' toolbar to access all received bookings only. 
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Reservation & Booking System