Add-On's can be set up for reservations in the MyRec system. These Add-Ons can be chosen upon making a reservation and will be paid for at checkout.
Creating Reservation Add-On's
- Go to Facilities from the menu on the left
- Select Reservation Add-on's
- Click Add New Reservation Add-On
- Add the item:
- Name
- Amount
- Assign as a Discount or Fee
- Choose a Category from the dropdown or click Add Category to create a new one
- Check the box to make the item Active
- Check the box to Hide from Public
- Click Submit
Manage Reservation Add-On Categories
- Go to Facilities from the menu on the left
- Select Reservation Add-on's
- Click Manage Reservation Add-On Categories
- Manage Reservation Add-On's, Add New Category, and Edit All Categories are all functions available in the upper right corner of the screen
- Users can also Edit and Delete items on this screen
Edit Reservation Add-On Categories
Users have the option to Edit a reservation category.
- Click Manage Reservation Add-On Categories
- Click Edit next to the correct Category
Category Name, Order #, and Active/Inactive status can be edited.
Delete Reservation Add-On Categories
Users have the ability to Delete a reservation category.
- Click Manage Reservation Add-On Categories
- Click Delete next to the correct Category
Note: If the category has associated activities, it cannot be deleted.
Manage Reservation Add-On's
Selecting Manage Reservation Add-On's navigates to all Reservation Add-On's. Users are able to search by category name using the dropdown and can view Active or Inactive Reservation Add-On's.
- Users have the option to:
- Manage Reservation Add-On Categories (see previous section)
- Add New Reservation Add-On (see previous section)
- Edit All Add-Ons
Edit All Add-Ons
Edit All Add-Ons will allow users to change the name, amount, category, order number, and status of the add-on items.
- Make changes to the item(s)
- Click Update to save changes
Add New Category
Will allow you to add a new category that can be selected when creating a new Reservation Add-On.
Edit All Categories
Will allow you to change a previously created Reservation Add-On Category Name, Order # or to make the Status Active or Inactive.
Search for Active or Inactive Add-On's by Category
Users are able to search by category name and can view Active or Inactive Reservation Add-On's.
Adding a Reservation Add-On During a Reservation
Reservation Add-On's can be added during the reservation process on the management side and also on the public side if they were not hidden from the public in the setup.
- Click the Add Add-Ons button in the Facility Reservation screen
- The list of available Add-On's will populate with a link on the right side to Add Item
- Close the window when finished adding all Add-On's for the current reservation
Accessing Purchased Reservation-Add On's
The purchased Reservation Add-On will be included on the invoice (first screenshot below) and on the Reservation Add-On Adjustments Report for the reservation.
Reservation Add-On Adjustment Report
Reservation Add-Ons purchased during a reservation can be viewed through the Reservation Add-on Adjustments Report. Select the date range and category to search. Results show reservation add-ons during the selected time frame with the ability to export the list.
- Go to Reports from the menu on the left
- Select Financial Reports
- Click Reservation Add-on Adjustments from the Sales Reports section
- Set the Start Date / End Date and select the Category
- Users are able to view the report by:
- Invoice Date: will show results by the invoice date during the selected date range
- Reservation Date: will show results by the reservation date during the selected date range
- Users are able to select a Location that will be filtered in the results
- This report will show the Invoice #, Account, , Location, Date, the Reservation Add-on purchased, Invoice Date and the Amount that the member paid for the Reservation Add-On
- This filtered report is able to be exported
