How To: Create a new calendar

Quinten Van de Moere
18 steps
3 minutes

Clubplanner

Click "Settings"

Click "Planner"

Click on the "+Add"-button to add a new calendar.

Give the calendar name

Select: - how many days in future members can book on this calendar - how many minutes before 'start of the class' members can book the class - how many times a member can book the same activity - minimum age for booking on this calendar - when a turn is deducted (on check-in or on reservation)

Click this dropdown.

Select the "Cancellation" settings.

Select the "Limitation" settings. - Limit on amount of reservations **at the same time** - Limit on amount of reservations **in a period of time** *Tip: you can combine these limitations, but don't make it too difficult to understand for your members (and yourself).*

Decide if you want to activate the "Waitlist" or not. \ There are 2 types: - **Chronological**: automatically switches the 1st member on the waitlist. In this case you decide until how much time before the start of the activity, the automatic switch is done. - **Fastest**: everyone gets a notification and the fastest wins

Click this dropdown.

Click "Lay-out" to edit lay-out settings.

These settings are for your internal (backoffice platform) view.

Click "Add new image". This will look beautiful in your mobile app.

Click "Communication" to decide which emails are sent to the members upon reservation.

Select e-mail templates for: - **Reservation:** confirmation of the reservation. You can add a QR-code as an attachment in the e-mail. Clubs use this for single entries (non-members), users without mobile app and other scenarios... - **Cancellation:** confirmation of cancellation - **Check-out on wizard (optional):** the Booking and Slot Wizard allow direct payment when booking an activity. After payment, you will probably want to send a confirmation of payment to the customer.

This is how your e-mail templates might look like. - **ReservationQR**: This QR code is mainly used for non-members who want to do a single entry in the club. Mostly used for one-time events. There is **no check** on membership status. - **CheckinQR**: This QR code is mainly used for members. It generates a check-in and will check on the member's membership status. Based on this status, the access gate will (not) open.

Finally, select access, locations, employees, activities and authorisation groups: - **Access**: select which memberships and options have access to this calendar - **Locations**: select which locations can be selected in this calendar - **Employees**: select which employees can be selected/booked in this calendar - **Activites**: select which activities can be booked in this calendar. This is also important for the "Slot Wizard" - **Authorisation groups**: select which employees (who are assigned to an authorisation group) have access to this calendar. *Note: you will need to select at least 1 employee or 1 location to be able to save this calendar.*

Click "Save"

How To: Create a new calendar

Quinten Van de Moere
18 steps
3 minutes

Clubplanner

Click "Settings"

Click "Planner"

Click on the "+Add"-button to add a new calendar.

Give the calendar name

Click this dropdown.

Select the "Cancellation" settings.

Click this dropdown.

Click "Lay-out" to edit lay-out settings.

These settings are for your internal (backoffice platform) view.

Click "Add new image". This will look beautiful in your mobile app.

Click "Communication" to decide which emails are sent to the members upon reservation.

Click "Save"