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Booking Admin Guide

Booking Admin - Settings

Settings that control your Booking system

Written By Ed Kinne

Last updated 7 days ago

Korbyt Booking has a variety of configurable settings to suit your business’s needs. Many are set to a default value.

The settings tab is usually hidden from end users to avoid unauthorized changes.

Creating Languages

The language setting is particularly important for multi-property companies with overseas branches and/or multilingual employees

  • Go to Administration > Settings > Language > Add New Language button

  • Select the Language from the dropdown list.

  • Depending on the language selected, you may need to specify the dialect. Click Save

NOTE: Check with your Implementation Consultant for the current languages supported. Setting other languages will only affect the calendar pop-up and date formats associated with the language selected


Create Booking Statuses

You can configure a variety of Booking Statuses for different purposes. The system has the default statuses confirmed, canceled, and requested already configured.

To amend a status, go to Administration > Settings > Status, then click the name on the status list.

Guarantee Status

The Guarantee status is a numerical classification for the level of certainty in a booking and is used to set the value of the status. It also affects when the confirmation email is sent, when the booking goes to the Requires Authorization queue, and when it is removed from the calendar (i.e., canceled).

  • Go to Administration > Settings > Status > Add New Status button

  • Enter the Status Name and Display Name.

    • The display name is usually the same as the status name.

  • Select the Color Code for the status.

    • The status color will display on the calendar and booking search results.

  • Enter the Guarantee Status and Sequence


Sequence

In the Booking Search section of Korbyt Booking, items are listed by sequence number when a set of search results is displayed. For example, if the canceled status is set to the highest sequence number, i.e., all canceled bookings will appear last in the search results list

  • Select a Sequence number for the status.

    • If the sequence number is set to zero, it will not appear in any searches.

    • We do not recommend giving any status the sequence number zero.

  • Set Affects Availability. This determines whether a booking will display in the calendar.

    • This is usually set to No for the canceled status.

    • Click Save or Save & Add More.


Configure Waitlist

NOTE: This functionality is only available in the main web app

Waitlist management allows the user to make a booking for a resource that is not currently available on the date and time requested, and therefore does not affect availability. Access to the waitlist functionality is a user group permission.

  • Go to Administration > User Security > User Groups

  • Open each User Group that should have the ability to waitlist a booking.

  • In the Diary section, select the Waitlist checkbox

NOTE: The Waitlist status must be made active to use this functionality. See Creating Booking Statuses to do this.


Overview of Property Settings

Property settings are specific to each individual property. Here, you can add a company logo or choose if the room price option is visible in the booking summary screen. Save the settings on each property as you work.

They can be found through Administration > Settings > Property Settings

Property Settings

ID

Section

Description

1

Logo

The Logo option is where a company logo is uploaded. This is usually the logo that will display in the top left of the screen. The logo can be property-specific. A user will see the image uploaded for their primary property.

2

Header

The Header is a text label that appears below the logo in bold. This is a free text field. This field is not mandatory.

3

Booking

The Booking from/to Time sets the default start and end time for a booking when it is being made via the New Bookings icon.

4

Display Resource Feature Icons

This setting allows/restricts Feature Icons in different applications. Some options are not available.

5

Participants

This field sets a default number of participants for a new booking. This is a mandatory field in a new booking.

6

Number of Days Allowed

This field defines how many days into the future are visible in the Diary/Calendar view.

7

Addon

The Addon Cut Off Time and Service Cut off Hours are now configured against each individual Service. The Service Notice Period should always be set to 0.

8

Web link

The Web Link is connected to the logo image that displays in the left-hand corner of the site. A link to a company’s intranet or home page could be entered here.

9

Booking Title

When a user creates a new booking, the Booking Title can be optional or mandatory. If the Booking Title is set as ‘optional’, users can save a booking without adding a title. The system will then default the booking title to the host’s name. To make the Booking Title mandatory, the box must be unticked.

10

Quick Confirm

Global Property Quick Confirm allows one Quick Confirmation Alert for multiple properties. This can save configuration time.

11

Display Room Price

When a room is created on the system, a cost can be associated with the room. By selecting the tick box, the price of the room will display in the Booking Summary.

12

Save

Once you have completed the property settings, click on Update Current Settings in the bottom right corner to save the settings.


Overview of Global Settings

The Global Settings are applied to all properties in the system and include various features. It is recommended that you do not amend any Global Settings without consulting Korbyt Support first. The following settings can be amended without help.

  • Go to Administration > Settings > Global Settings

Time Display

Set the Diary (Calendar) Start and End Time. This time frame will be displayed when Show Business Hours is selected in the Diary view.

Documented Upload Path

To create the document upload path, make a folder called “Documentupload” in the system’s code files. Then copy the folder’s path to the Document Upload Path field under Default Settings. To access the code files, you must have access to the server.

Type of Meeting

Enter a Type of Meeting name in each Field and select a Color. The Type of Meeting settings allow a color to be displayed at the bottom of the calendar booking ribbon. This color indicates the meeting type based on the selected booking type.

Each Type of Meeting field must be mapped in the Booking Type LookUp list to display the color according to the booking types selected.

  • Go to Lookup> System LookUp List> Meeting Type

  • Click the Edit icon for the options (e.g., Field 1).

  • In Display Name, enter the new name. Click Save.

  • Next, click Booking Type

  • From the list of Booking Types, select the corresponding Meeting Type just added from the drop-down menu to the right.

    • Click Save.

  • Then go to Settings> Global Settings, then under Type of Meeting, select the Booking Type and Color.

  • Click Save.


Hold Booking Settings

Enter the Hold Booking Duration in Minutes. The hold booking setting prevents users from booking a room that another user is in the process of booking. The booking process time can vary depending on the configuration of the system.

Note: For more details on Global Settings, speak to a Korbyt consultant or contact the support team, as many settings depend on the licensing agreement. Many Global Settings are typically configured during the system’s initial setup; any amendments should be made with careful consideration. If in any doubt when attempting to make changes, contact our support team.