can i add additional charges to reservations from the calendar?

If your core facility has a workflow where additional charges are billed to customers that use equipment, facility administrators can turn on settings to:

  1. Allow additional charges to be added to reservations.

  2. Add default charges to reservations.

  3. Allow customers to add charges to reservations from a pre-determined list.  

If settings permit, there are two ways to add additional charges to reservations.  From the resource schedule or from the confirm usage manager.

From the resource schedule.

STEP 1: Access the appropriate reservation.

From your core home page navigate to the Equipment Scheduling tab.  View your list of available resource schedules and click on the resource name you wish to access. Locate the reservation you would like to update then double click on the reservation to add charges. (Figure 1) 

Figure 1: Access your reservation.

STEP 2: Add charges.

When the reservation opens, navigate to the Additional charges section and click Add additional service charge. (Figure 2) 

Figure 2: Click Add additional service charge.

You may search for available charges in two ways:

  1. Enter all or part of the name of the service or charge and click search. (Figure 3) 

Figure 3: Enter the name of the service and click search.

Select the service you want to add.

Click the service category to display a list of all resources within that category. (Figure 4) 

Figure 4: Click the green arrow to add your charge.

Enter in the quantity of units provided for the service and then click the green plus icon to add the individual charge.

 

Your new charges will display in the Additional charges section. (Figure 5) 

Figure 5: New charges display in Additional charges for this event section.

STEP 3: Save the reservation.

 

Once you have added all your charges, click Save reservation. (Figure 6) 

Figure 6: Save your reservation.


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