How do I add an option to a booking item?

You can configure bookable items to have payable options. Customers can request for these options alongside their booking, depending on their requirements. These options can be additional equipment, seats, extra bins, expert supervision, etc.

What steps do I need to follow to add an option to a bookable item?

1. Go to Administration > Bookings and Appointments > Items. From here, you can view and edit existing bookable items. You can search for particular booking items, and use the filter button next to the search box to locate specific types of booking items.

2. Locate the relevant bookable item, and click on the  button to configure it.

3. The following page will appear. Click on Add >  Option  on the right side of the screen.

4. The following pop-up box will appear on the screen, where you can configure an option for this booking item. Give the option a Name, an optional Description for staff, and how this option should be applied - to a Section or Sub-Section of the booking, to a certain booking Slot, or to the booking as a Whole. You can then configure the payment requirements (note that this does not have to be a paid option, as the Price field can be left blank). Select the relevant Currency, the Quantity of the option, and what the option entails (e.g. Garden Bins). Specify whether the pricing is inclusive/exclusive of tax, and the applicable tax rate. You can also include any relevant Fund Codes or References.

5. Scroll down for further configurations. You will need to specify if this option is provided by an external or internal service - for the former, you will need to provide the supplier, and can also send an email of the booking option request to them. You can also set up a Task for this option, if required. You will need to select the Task Type, enter a task description for staff, and specify the start time and duration.

6. Click on  Add  to finish.

7. On the booking item page, scroll down or click on "Option" to view the option you have added.