Services planning

🇳🇱 Nederlandse vertaling

In this support article you will read how create facilities and link automatic todos to this facility.

In order to be able to create an annual planning for your organization you want be able to process facilities like the indoor swimming pool, the sanitary facilities and the miniature golf course in the todo module. These facilities will not actually be rented out in a booking and will therefore have to be created as 'Facility'.

1. Create New facility
2. Edit facility
3. Delete facility
4. Import facilities
5. Link automatic todos to facilities

Create New facility

To be able to manage the different, general areas of your organization within Booking Experts you create Facilities. You have to go through the following steps to create a facility:

1. Go to the tab Setup;
2. Choose Facilities in the submenu on the right;
3. Click on + New;
4. Give the facility a name and potentially a description;
5. Save the facility.

Create Facility
Enter Facility

Edit facility

1. Go to the tab Setup ;
2. Choose Facilities in the sub menu on the right;
3. Click on the facility that you want to adjust;
4. Enter the changes at the name and potentially the description;
5. Update the facility by saving this.

Edit

Delete facility

1. Go to the tab Setup;
2. Choose Facilities in the sub menu on the right;
3. Click on the facility that you want to delete;
4. Delete the facility by clicking on delete.


Import facilities

It is possible to import a CSV file with the facilities.

1. Go to the tab Setup;
2. Choose Facilities in the sub menu on the right;
3. Click on Import;
4. Download the example file and open this with Excel;
5. Enter the Nameof the facility;
6. Optionally, enter the description of the related facilities;
7. Save the file as UTF-8 comma separated file;
8. Import the file.

Import

Link automatic todos to facilities

For example, if you want the windows to be cleaned every 14 days you have to create an automatic todo for items . Next you link the required accommodations and/or facilities to this automatic todo.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.