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Bookings

Add a booking policy

A booking policy is the set of rules behind a space. You can reuse one policy across many spaces.

Always work in your own location. Choose it from the selector at the top left of the portal before you start. Each location manages its own records, so nothing should be added under Global.

The Booking Policies tab

Open Booking Policies

  1. 01
    Booking Setup

    In the side menu, open Bookings and click Booking Setup.

  2. 02
    Add

    On the Booking Policies tab, click Add.

The top of the Add Policy form

Name it and set the slots

  1. 03
    Name

    Pick a clear Name, like Padel Court 1 Hour. You'll choose it by this name when you set up a space.

  2. 04
    Display Name

    This is the name people see in the mobile app.

  3. 05
    Tag

    Optional. You can leave it empty.

  4. 06
    Type

    Choose how bookings are measured: Hourly, Daily, Weekly, Monthly, Quarterly or Yearly.

  5. 07
    Slot Duration

    How long one slot lasts. For Hourly, choose 15, 30 or 60 Minutes.

  6. 08
    Minimum and Maximum

    The fewest and most slots someone can book at once. With 60 minute slots, a minimum of 1 and a maximum of 2 means bookings of 1 or 2 hours. The grey line under each box confirms the time.

  7. 09
    Cancellation

    Choose the Cancellation Type, which is the unit of time, then enter the Cancellation Notice Period. People get a 100% refund if they cancel before this time.

The bottom of the Add Policy form

Set the limits

  1. 10
    Minimum Lead Time

    Tick it to stop last-minute bookings, then enter how far ahead someone must book and the unit, from Minutes to Years.

  2. 11
    Maximum Lead Time

    Tick it to limit how far into the future someone can book.

  3. 12
    Requires Admin Approval

    Tick it if an admin must approve each booking. You'll find these waiting under Booking Records, on Pending.

  4. 13
    Auto Cancellation Before

    This is required and starts at 0 Minutes. Leave it at 0 unless your team has agreed on a time.

  5. 14
    Concurrent Booking Limit

    The most spaces one person can have booked at the same time.

  6. 15
    Maximum Upcoming Bookings

    The most bookings one person can have under this policy at the same time.

  7. 16
    Booking Limits per Period

    Tick Bookings per Day, Week or Month to cap how many bookings each person can make. It counts across every space that uses this policy.

  8. 17
    Terms and Conditions

    Choose the terms people should accept. You create these on the Terms and Conditions tab.

  9. 18
    Save

    Check it over, then click Save.

Your policy is set

It's now listed under Booking Policies, ready to connect to a space.