Setting up Online Bookings
Setting up Online BookingsMM
- Customise the administrative settings
Some administrative settings have a direct impact on online bookings. Mandatory fields from the administrative settings for the corporation or individual companies, as well as activated modules, are taken into account.
- Go to
General Settings >
Licences and enable the "Online Bookings" web app. If you wish to enable booking for multi-day events (conferences, etc.), you will also need the "Recurring and Multi-day Events" module. - Go to
General settings >
Events > Standard behaviour and enable the option Allow changes to events with external ID to enable editing of the imported events. - Go to the
General settings >
Events >
Booked items > Standard view and select the "Rooms" column if you want to offer room bookings in the web app.
- Go to
-
Users and
User groups are imported with the scenario. Check on the
Administration tab under
Users >
Usersto ensure that the import was completed successfully and without errors.- Link the following users and user groups:
- the technical
User "Online-Buchung_WebApp" with the
User group "Berechtigung Online-Buchung_WebApp": authorises the user to open the WebApp and to create an enquiry or order. - the technical
User "Online-Buchung_Backend" with the
User group "Berechtigung Online-Buchung_Backend": authorises the user to import enquiries or orders from the Online Booking web app and to send email confirmations and invoices. - the designated real
Users or Groups in the
User group “Betreuung WebApp Online-Buchung”: authorises the user to manage the Online Booking WebApp (upload new templates, populate the WebApp, receive notifications of new enquiries, receive error messages).
- the technical
- Assign email accounts to the
User "Online-Buchung_Backend" at (Setting up email accounts):
- an email account for sending email confirmations
- (optional) an additional email account for sending invoices.
- Link the following users and user groups:
- Check the jobs available for Online Bookings
The
Jobs for Online Bookings are imported using the Scenario . Go to
Configurations >
Jobs to make sure that the import has been completed successfully and without errors.- Link the Job “WebApp_Online-Buchung_Import_11_Aktivität” to the user group “Betreuung WebApp Online-Buchung”.
- Link the Job “WebApp_Online-Buchung_Import_ErrorHandling_Aktivität” either to the “"Betreuung WebApp Online-Buchung” user group or to another group that is to be responsible for handling error messages.
- Create a web login ticket
Go to the
Configurations tab and click on
Web >
Web logon tickets >
New to create a new ticket for the user "Online-Buchung_WebApp" with multiple use (only if Web App access is enabled). - Customise the company details
Define the individual settings for each company under
Configurations >
Company Added Fields.- By default, all text in the WebApp and text templates is pre-set to use the formal ‘Sie’. Enable the Iinformal address ("Du" if you prefer a more informal form of address for a particular company and there are corresponding text templates available.
Important: This selection applies to all event templates for this venue that can be booked online. - Enable showing the Company logo filed under
Company settings >
Images > Logo 1if the WebApp is not integrated into an existing website that already features a logo. - If you wish, hide the Captcha , which protects against automated bookings. We strongly advise against using this option.
- Enter the email addresses for sending Confirmations and Invoices.
Important: The User ‘Online-Buchung_Backend’ must be authorised to send emails via these accounts (see above) - Upload the standard text templates for the Confirmation. The confirmation should include a cover letter and a note regarding the right of withdrawal, such as “There is no right of withdrawal as the service is time-bound (Section 312g(2)(9) of the German Civil Code (BGB)).”
- Save the standard text template for the Spreadsheet and the Cover letter for the invoice.
Important: If other text templates are defined in an event template, these take precedence over the standard templates. - Provide the URLs , for your Legal notice, your Terms and Conditions, and your Privacy statement.
- 8. Enter the URL of your PHP mailer. If only the ‘Email Enquiries' module is enabled this field is mandatory. If you are using the ‘WebApp Access’ module, this information is only required if you intend to use import via email rather than direct import.
- By default, all text in the WebApp and text templates is pre-set to use the formal ‘Sie’. Enable the Iinformal address ("Du" if you prefer a more informal form of address for a particular company and there are corresponding text templates available.
- Define booking times using time slots
Set up time slots and, where applicable, series to restrict the booking times for your events.
Important: You can select times and days of the week in both
Series and Time slots . To ensure that these two functions work smoothly together:- ALWAYS define the times in the time range and
- ALWAYS define the weekdays in the series.E.g.: If, in a series, weekdays are entered for the available booking times of online bookings, the series of bookable days will be ignored entirely.
-
The
mapping "WebApp_Nährwerte" (WebApp_Nutritional Values) for online booking is imported using the Scenario . Go to
Configurations >
Mappings and check whether the field names in your database and the values in the ‘To column match, so that the nutritional values can be read and displayed correctly. Update the mapping if necessary.
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