Configuring the booking process
Should users be allowed to make repeat bookings or not? Do bookings require payment or approval? Should new bookings be confirmed? To whom? And what about reminders and follow-up emails? The SuperSaaS system offers you fine-grained control over each of these aspects of the booking process
By default users can create only one booking at a time. However, both Resource and Capacity schedules can be configured to allow repeat bookings, so that users do not have to create each booking separately.
- Navigate to Configure > Process
When booking, users will now have the option to repeat their booking daily, weekly, bi-weekly, monthly by date or monthly by day, all until a specific end date.
When creating a new slot on a capacity schedule, the administrator (or superuser) can make it repeat on a daily, weekly, bi-weekly, monthly by date or monthly by day basis, all until a particular end date. This makes it easy, for example, to create a course schedule with weekly classes. Only when a slot itself repeats and the schedule is configured accordingly, can users make recurring bookings.
To allow users of a capacity schedule to make repeat bookings, follow these steps:
- Navigate to Configure > Process
- Depending on whether users should be able to pick their own repeat frequency or have to sign up to all repeating slots, i.e. all classes of a course, select the appropriate option under Can a user make repeating reservations?
- , or
Please note that the scheduling system does not allow you to repeat slots and bookings more than 35 times. This is to prevent users from creating an endless series of bookings, which could cause you to exceed the appointment limit of your package. To repeat bookings more than 35 times, users can simply edit their last booking in the series and begin to repeat it again (and again, if needed). Similarly, to repeat slots more often, go to the last slot in the series, click onand you will be presented with the option to repeat again.
Payment and approval
Depending on how you plan to use your reservation schedule, you may want to approve bookings before they are confirmed to users. Or maybe you require payment upfront. Via Configure > Process, under Require payment or approval?, you can configure your schedule accordingly.
The optionis selected by default. If you would like to approve bookings manually, select the option instead. Now appointments are booked tentatively only and the administrator (or a superuser) will need to confirm the booking before it is committed and a confirmation is sent. On the schedule, pending bookings are shown with a lighter shading and are marked with a in list views such as a user’s agenda. Upon selecting this option, a new option, , will appear. Check this option if you want to be notified by email of every new booking pending approval.
Note that the option to automatically approve reservations created by a superuser or administrator is set by default.
Alternatively, you can ask for (partial) payment and automatically approve (and confirm) reservations upon receiving it. You can do so by selecting Payment section.. If you also want to offer your users the option to pay later, select instead. For more information on how to set up the payment process itself, please refer to the
Confirmations and reminders
The SuperSaaS reservation system allows you to send email and/or SMS notifications and reminders. These can be used to confirm bookings to users or notify yourself of new or updated bookings.
By selecting Configure > Process, you can choose to send a confirmation to users once their reservation is approved. Users will also be notified of any subsequent changes they make to their bookings or when they delete them altogether. If you want to leave it up to users themselves whether a confirmation should be sent, select instead.under
To ensure notifications can be delivered, you may want to verify the email addresses users provide upon registration; this can be done via Access Control. If you do not work with registered users, then at least make sure that the users’ email address is collected upon booking. Also verify that the option under Access Control is not checked.
Please refer to the Daily use section for more information on confirmations when acting on a user’s behalf.
In addition to email confirmations, you can send your users a reminder some time prior to the start of their appointment or booking. If you set up an SMS gateway (see below), you can choose between email or SMS reminders. In case of the latter you need to make sure that you collect users’ mobile phone numbers upon registration and/or booking. Note that several SMS notification options will be hidden unless you have an SMS gateway set up.
The system also allows you to send users a follow-up email, some time after the start of their appointment or booking. Once you have activated this option, you can edit the content of this message via Configure > Layout (see also Customizing messages and notifications).
Setting up an SMS gateway
In order to send SMS notifications, you need to have an SMS gateway set up. SuperSaaS does not sell SMS credits, but offers integration with numerous national and international SMS providers (see below for a selection of such providers).
Once you have created an account with one of them, you need to provide your account credentials such as your user name and password under SMS Gateway Settings. If your SMS provider requires you to specify a gateway type, then select HTTP
Make sure you enable the SMS gateway by checkingand saving your changes. The SuperSaaS system will then verify your account credentials with your SMS provider. A status message at the top of the page will indicate success or failure.
Irrespective of whether you work with administrator approval or not, you can configure the system to notify you and others of any new or updated bookings. You can choose to be notified by email of every individual change or receive an overview once a day. In order to send these emails to several people at once, enter their email addresses as a comma-separated list in the related text field.
If you have set up an SMS gateway (see above), you can also send notifications of new or updated bookings to one or more mobile phone numbers. This is especially useful when you want to be notified of last-minute changes to your schedule.
Process upon completion of a booking
Via Configure > Process you can control where users are taken and/or what page they are shown upon completing a booking. By default, a user will remain on the schedule page after completing a booking. The new booking will be highlighted on the schedule and above the schedule a message will be shown indicating that the booking was created successfully.
Alternatively, you can send the user to his agenda, where he finds an overview of all his upcoming bookings. Another option is to provide a URL where users will be redirected to upon completing their bookings. It is recommended that the page users are redirected to clearly shows that their booking was completed successfully. Redirecting to your homepage without any confirmation would be confusing for your users.
$full_namein the URL, which will be replaced by the appointment’s login name, ID, price, slot ID, email or full name respectively. You would then extract that information with a script on the page where you send the user to, or store it in a server log for later processing.
Via Layout Settings you can specify the URL where users are taken when they log out from SuperSaaS (or click your logo, provided it is shown). This can be a different URL and using your homepage would be appropriate here.