New Features in 3.1
· May 22, 2019 ·
Be aware that many new features only work in 3.1 and that calling up a reservation made in 3 may lose features entered in 3.1, like Costs or the Checklist. Same warning applies to the Company or Item setup. Do not expect a feature entered in 3.1 to be retained if you edit that same feature in 3.
Reservations
Costs
Item costs are calculated and the total shown on the main reservation page. The individual item costs can be listed on certain reports. The source of costing information is in the item setup, under Prices. The format of the cost must follow the price, ie per person, flat, daily, fixed, etc.
Checklist
Checklist questions will now popup when initially saving an item. The questions themselves are specified in the Item Setup, under Checklist. All questions must be terminated with a ‘?’, and be answerable as yes or no. The responses are viewable under the More option in the reservation item.
Activity pricing by time
Activity prices can have an optional time specified to allow for time-based pricing. If the booked time matches a time price that price will be used, otherwise the non-time based price will be used.
Combined Pricing
In addition to Per Person and Fixed pricing there is now Combined. Combined is a combination of flat and per person. For example, X$ for a boat, $Y per person. Activities can now have a quantity (under More in the booking page). That quantity is either manually set or can be automatically set by making an entry under Trip Scheduling Criteria, where you specify the number of people per boat.
Company Setup
Credit Cards
You can select which credit cards you accept. This is basically to limit which credit cards can be used in the office and online.
Online Checkout Fields
You can customize which fields need to be completed when a person checks out online. Some fields are mandatory, but others are not. You can specify which optional fields are required.
Online Times
By default all item times are listed online, full or not. Full times are not selectable. If you prefer not to show the full times you can control it with the ‘Show Full Times’ checkbox on the online page.
Custom CSS Online
The online system is built using the Bootstrap 4 CSS library. If you wish to override any of that CSS you can supply the URL of your own CSS file in the online page. Your CSS should be overrides, not a replacement.
Send Invoice on Exit
If you want to be reminded to send an invoice when you exit a reservation then you can check the ‘Send Invoice on Exit’ checkbox on the Rsv page
Item Setup
Combined Pricing
This combines flat and per person. Your Price descriptions and prices should reflect that. The first spot is for the flat portion and the following spots are for adults and youth. The flat portion is set to the quantity of the item. See Combined Prices in the Reservation section above for information on quantity in Activities
Activity Pricing by time
When setting up activity prices there is a spot for time. It is optional. If you enter a time (and prices) then when an activity with that time is booked those prices will be used. You must also setup a price without a time. This will be used for custom time bookings and as well as the online calendar when no time has been specified.
