Booking - Resources

Managing Resource selections per Client

Resources for your [Bookings] can be managed as follows:

Select the Booking on the left hand side of the screen, and click on the Resources tab.

You will see a day by day view of each Bike booking.

Resources

Bikes

AT THE TOP OF THE SCREEN the Bike start and end dates, and the number of hire days as defined at the Departure level, are all shown.

Make Bike selections for each of your clients. The drop down lists of available bikes are driven by selections made on the Master on which this Departure was created.

The Bike Model and size (that you select in the lower part of the screen) are also listed.

The height of the client is listed in orange, to ensure you have chosen an appropriate bike size.

The client's height can be entered or adjusted by clicking on the Height button

Enter a new height for this client, then click the Re-Apply size button

If you know the serial number of the bike you are allocating to this rider, enter it into the Bike Serial Number field

The 3 day button will provide a snapshot of all bike bookings for this Departure over the next three days.

This 3-Day view, provides the Res team person a quick view of all the clients on a Departure in order to double check everyone has the right resource allocations. The arrows at the top allow for moving between Booking days.

The columns relate to EACH day the client is hiring. Odyssey provides the ability to swap the type of Bike for any particular date during the booking. e.g. to hire an e-Bike for a couple of harder days.

You can click on ANY of those date/client record fields and add a note directly from there... This note will transpose onto any Bike paperwork, for Ops. And now the icon shows there is such a note! If you open CSPM11 where we made a test note, you will see (screen snapshot attached).

Speed tip: Apply the selections chosen for the first client, to all clients below, by clicking on the fill down button. Note that this will delete any previous records for those bookings

This page can be printed via one of the two Print buttons. Print 10 allows you to print an A4 page with up to 10 bookings. The Print 10+ button allows you to print a page suitably formatted for over 10 bookings.

THE LOWER HALF OF THE SCREEN lists the daily bike assignments for this Booking

To assign a bike to a client, click the + Single Day button

Select a Date from the Calendar field

Select a Bike Model from the drop down list of bikes

Enter a size of the Bike

Enter the number of Days rate in the # Days Rate field. This will modify the calculation which determines the daily "Rate" for this Bike.

Enter any notes for this bike hire day

To remove a daily bike from the list, click the '- button' to the right hand side of the record

Speed Tip: The Apply to All Button will replace All Bike records for all Clients on this Departure, using the details on the current screen. Note that this function will replace any records already selected for those clients.

A fast way to take advantage of this feature is to make bike selections for your first client, and then click the Apply to all Button to apply those selections to all other clients on this Departure. Then make minor changes to each client's bike selections, if required.

Clients

The Booking Detail | Resources | Client view allows you to see bike selections per client.

Note that these are Day 1 selections only. It is possible that there are variations of these selections on other days.

Accessories

The Booking Detail | Resources | Accessories view allows you to make Accessory selections per client.

Accessories are items additional items, which are non chargeable, such as helmets, that the client has selected

To add another accessory for this Client, simply click the tick box beside the accessory

Extras

The Booking Detail | Resources | Extras view allows you to make Extra selections that that the client has chosen.

Extras are items additional items, which are chargeable, such as chilly bins, gel seats, or Personal Locator Beacons, that your clients might have selected.

To add items to the list, click the + Hire Days button

A new line will appear on this booking, for each day of the trip.

Add an extra by clicking on the Product field on each line, and selecting an item from the drop down list. Enter a rate, and any notes, such as "Remember to include the wine in the chillybin!"

To remove an extra from the list, click the - button to the right hand side of the record