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Templates

Templates are a way of adding Bookable Activities/Events to the bookings screen in multiples rather than one at a time.

 

To create a template, from the Main Menu of the Retail System, select Bookings.

 

R_MainMenu

 

The following menu will appear.  Select Bookings

 

R_BookingsMenu

 

The bookings screen will now appear as below.

 

B_BookingsScreen

 

Within the Bookings screen, select F7 - Action.  The Action Menu will appear.

 

B_ActionsMenu

 

From the Actions Menu, Select Maintain Configuration and the following menu will be shown.

 

B_ConfigurationMenu

 

Select the Maintain Templates option from this menu. The following menu will now appear.

 

B_TemplatesMenu

 

Select Create/Amend/Delete Templates from this menu.  The Templates Record Entry Screen will now be shown as below.

 

A new unique code must be entered (maximum of 8 characters).  Press Enter or F3 Accept

 

B_EventsRecordEntryScreen

 

The Template File will now be shown as below.

 

B_TemplateFile

 

Enter a Description and press Return.

 

The cursor will now be in the Activity Code field, from here the Code may be entered directly, however, if the code is not known the F1 Help function may be used.  This will show the following menu.

 

B_TemplateAddActivityMenu

 

Select Add/Delete Event Activities, and a list of available Events will appear.

 

B_SelectTemplateActivitiesMenu

 

The items in the left-hand section are not selected and the ones in the right are selected.  By highlighting the required Event and choosing F2, the Event will move to the Added section. Select OK to add the items and return to the template.

 

The Start and End times may now be entered along with the Minimum and Maximum participants in the Template File.  A location must also be specified from the drop-down list in the Location column.

 

B_TemplateFile2

 

The Prices must now be set.  Select F10 Detail and the menu below will appear.

 

B_PricingMenu

 

This menu will expand if the template consists of more than one Event.  Select OK or click the Event title and the Activity Pricing page will be shown.

 

B_ActivityPricingPage

 

Select the days the event is required by using the check boxes at the top

Highlight the box underneath Band 0, enter '23:59'

Double click in the left-hand column and select the relevant Pricing Groups.

Enter the price for the activity, dependant upon whether the activity has been configured as per person or per booking.

 

The screen should look like the example shown below.

 

B_TemplatePricingFile

 

The template is now complete.  To add this to the calendar see the Adding Templates section.