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Booking Admin Guide

Booking Admin - Wizard Management

Configure when a new Rescource Type or Property is created

Written By Ed Kinne

Last updated 8 days ago

This area will only need to be updated when a new Resource Type or Property is created within the system. This is used to display service- and resource-level questionnaires within the main application and the traditional Bookit plugin only.

Creating the Wizard

  • Go to Administration > Wizard Management > Wizard > Add New Booking Wizard button

  • Select the Resource Type.

  • Select Application Type, either Web or Outlook.

    • This cannot be changed once saved.

  • Enter a detailed name in Wizard Title (e.g., “Outlook Wizard for Meeting rooms with Services”). The description is optional.

  • Click Add a New Step.

    • Double-click the step, enter the name Services.

    • Click the checkbox next to Services.

    • Select Services in the Wizard Steps column and Add-ons from the Add Activities column.

    • Click Add, then click Save.

    • Repeat for Web and Outlook

Assgning the Wizard

  • Go to Administration > Wizard Management > Property Wizard Assignment

  • Select the Resource Type and Application Type.

    • Click Get Assigned Properties.

    • The unassigned and assigned lists will appear.

  • Check that the correct wizard is selected.

    • Click the green + for each property.

    • Click Save or Save & Add More.

    • Repeat for each Resource Type and each Application Type