Make a Booking

Select Bookings from the Command Centre.

The following Bookings window is displayed.

The example window shown above is for illustration purposes only. Layout, colours and fields may change depending on the version of UniRes on your system and how you have configured options.

Enter information into the fields.

Record the clients details into the fields, using the Enter Key to move between fields. (You can also use the TAB key).

Phone Number Search or Name Search

If a client has been in before, you can serach the Booking files for past bookings by entering in a phone number in the Surname input field or by starting a name search using the F9 function key.

Phone Number Search

If the number is found, the following screen is displayed ...

Click OK to accept the details which will be pasted into the booking. The search will pick the last or most recent booking if multiple past bookings exist. Use the last 6 or 8 numbers of a phone number for the search.

F9 Search

This works differently to the Phone Number Search. Press the F9 key while the cursor is in the Surname field.

The following popup window is displayed...

First, if the last booking for the client is in the history file (made a while ago), just enter in the surname or part of the surname and press Enter. Pick the clients past booking from the search list.

If the booking was a recent booking, you must remove the tick from the "Select from History" box, then enter the surname...

Confirm from the list the booking details you want to recall and paste.

Note: The File Maintenance - Regular Cleanup moves the checked out bookings to history files under the computer managers direction so old bookings may not be in history untila periodic maintenance is performed. Periodic maintenance should be performed at least weekly.

Navigating around the Screen

Enter data into the input fields and press the Enter key to move to the next input.

Some fields will auto-complete when the data is keyed in. That is, when the field is full, the next field is automatically selected.

On some fields you may need to use the mouse to select a field to change and then click on the last field you entered to return to the input sequence.

Be carefull with the tick boxes

The tick boxes, like the checked-in checked-out, concessional etc. will change state when you click on them. If you leave the tick box selected and press enter, the tick box will also change state. To avoid this happening, use the TAB key on your keyboard to move to another field or use the mouse to reposition your input cursor.

Select a Site to book

When you reach the Site field, press enter to see a list of site types you have set up...

... use the keyboard up/down keys to select the site type and press enter.

Next, you can enter a free site number or leave the number field blank to have UniRes show you which sites for the Site Type are fee.

If you did not directly enter a number, pick a site from the Availability Positions List, again using the keyboard arrow keys and press enter.

Enter any key numbers now or just press Enter. Key number can be entered later.

When your input cursor travels past the Key Number field ...

Credit Card Details Entry (Option)

Credit card details can be recorded as part of the booking process. This optional step can be truned on or off using File maintenance - System Settings.

If the Credit Card Recording is turned on, the following pop-up is displayed.....

The cursor is placed in the "Type" field, ready for you to select the type of card.

Note

If no credit card recording is required , just press the Enter Key twice to skip to the next step or question.

This message is displayed .. Press Enter to book.

Press Enter, as the default answer (the button with the dots around it) is Ok.

The Booking has been made now and recorded in the computer.

Cancelling an Action

If you decide not to book the site now, press the Escape key on your keyboard. You can now either edit a field or leave the Booking altogether by pressing the Escape key again. Pressing Escape, cancels the action - no booking is made.

Tip: As a security precaution, Bookings are never deleted - you just check - out the booking using the charges program or Cancel using F3 to free up the site. This way you will always have a record of any " booking and "tampering" is prevented.

You can now decide to enter charges to the customer and produce a receipt. Because the OK button is highlighted all you need to do is press enter to go to charges.

If you want to make another booking instead, press your keyboard right-arrow key to highlight Cancel and press Enter (or just press the Escape key). The screen will clear and be ready to enter another single booking.

Created with the Personal Edition of HelpNDoc: Free EPub producer