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How to Build the Reservation Feature

Pavlos Kaimakis
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Overview

The Reservation Feature allows app users to make reservations. Users can schedule appointments by using the 'Book' button that appears on the published app. Users can also pay online if you have configured a payment processor like PayPal. App admins can also book appointments manually via the 'Add Appointment' button on the Manage > Transactions page.

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The Reservation feature in your published app allows you to:

  • Provide app users with easy appointment management
  • Manage the booked appointments with a built-in calendar
  • Add appointments manually from CMS
  • Receive notifications when appointments are scheduled
  • Implement an optional up-front commitment fee for the appointment

Solution

Creating a Reservation Feature

  1. Navigate to the app Build tab in the BiznessApp dashboard.

  2. Click on +Add for Features.

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  3. Search and choose the Reservation feature from the menu, and then click on Select.

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  4. Name your feature and click on ADD. Your new feature now appears in the left-side menu.

Customizing the Content

Go to Build > Features, where you will find the Reservation Feature. 

  1. Under Screen Info:

    Screen/Feature Name

    Change the Screen/Feature Name or leave it as is. This is the name that will appear in the app's feature menu (e.g., "Booking" as opposed to "Reservation").

    Feature Icon

    This is the icon that will appear in the app's feature menu.

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  2. Under Reservation, you have the option to integrate with any of the following companies. We will go through the Custom configuration. 

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  3. Once Custom is selected the following configuration settings are displayed:

    Mobile Header Image

    PNG @ 750px X 400px (Required)

    Tablet Header Image

    PNG @ 1536px X 636px

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  4. Under Locations, click Add New Location to add a new address.

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    • Configure the New Location.

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      Choose your items available service hours:

      Select each location's operating hours. Turn on the toggle to indicate that the location is open on a given day. Adjust the time according to the service hours. If there is a break in service during the day, click the plus sign to add additional hours.

      Email:

      Enter a valid email address for this location. When users click the one-touch Email button, this email address will auto-populate into the field.

      Address Section 1 & Address Section 2:

      Use these fields to name the location whatever the customer likes (e.g., "Mission Location" & "San Francisco"). They will serve as the top & bottom lines of the location name.

      Address:

      Search for the address in the Enter a query field or enter the coordinates in the Latitude/Longitude fields below. When the customer uses the coordinates option, Google Maps will pull the nearest address.

      Distance Type:

      Specify whether distance should appear in Kilometers or Miles.

  5. Click Information to add the business's general information.

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    Unlimited Reservation Toggle:

    Turn on the toggle to indicate that there are unlimited reservations for each time slot.

    Max Reservations:

    Set the max reservations allowed or switch the toggle above to change to max reservations.

    Unavailable Dates:

    Click ADD BLOCK DATE to add a specific date when the reservation will not be available.

    Date: Select each date individually.
    Description: Add a reason for why services are not available on that date (ex. Holiday).

  6. Click Payment to add payment options.

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    Currency:

    Select the appropriate currency from the drop-down menu.

    Payment Gateway:

    Select the preferred payment gateway to receive payments from mobile orders.

    Allow Pay with Cash:

    Toggle on to enable cash payment. Users will need to pay upon delivery if this option is selected.

  7. Click Services, then Add Service to specify the services offered.

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    • Configure the Details for the New Service.

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      Service Name:

      Give service a name.

      Price:

      Indicate the price of each reservation.

      Reservation Fee:

      This is the percentage or dollar amount of the Price should the customer be charged. If you set this to 0%, customers will not be asked for payment information. If customers are allowed to pay with cash and the Reservation Fee is between 1-100%, the reservation will appear in the CMS and app as prepaid even though it was not. If you click Edit on the appointment you will see the Prepaid amount. Skipper will not have any info.

      Unlimited Simultaneous Service Possibilities:

      Turn on this toggle to indicate that unlimited services can be booked at this time.

      Max Service Possibilities:

      If the 'Unlimited Simultaneous Service Possibilities' option is turned OFF, the customer will be asked to select the maximum number of services that can be booked by unique users for each time slot.

      Duration: 

      Indicate the duration of the service.

      Image of Item:

      Upload an image for each service.

    • Configure Availability for the new service.

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      Choose the item's available locations:

      Select which locations offer this service.

      Availability:

      Select when a specific service is offered.

  8. Click Emails to customize the order confirmation emails.

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    User:

    This is the confirmation email which the customers will receive when they place an order on the app.

    Admin:

    This is the confirmation email the app admin will receive when an order is placed.

    Custom Guides:

    Customize how individual items are displayed in confirmation emails.

  9. Click Extras to add additional functionality (Google Calendar, Thermal Printer, and Google Cloud Print (BETA)): 

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    Google Calendar:

    You can view your service orders in your Google Calendar by adding the calendar feed to the Google Calendar.

    Printers:

    The customer can connect a printer to the Reservation feature to automatically print order confirmations.

  10.  Click Save on the top right.

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Custom Design

If you wish to create a custom design for this feature instead of using the Global Design, you can do so here. If not, skip this section.

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An example of what such a feature could look like is shown below: 

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Video Overview

You can check a quick overview in the video below:

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