How To: Use Reservation Grid

Grid view displays past, present and future reservations set to a calendar with days across the top and sites on the left. The grid can be filtered in a number of ways.

New Reservation Button

In the top right of the grid page is the New Reservation button. Clicking this button begins the new reservation workflow for admins. Rather than using the consumer site to book reservations, this button allows admin users to book a reservation from within the admin. Check out  this tutorial to learn more about making a reservation within the admin.

Date Filters

At the top-left of the grid, is a calendar icon that opens a date picker when clicked. Using this date picker will change the starting date of the grid. The number of days in view on the grid can also be adjusted by using the Grid View dropdown. The image below shows a selection that will display 30 consecutive days, starting from the date of July 1, 2020.

grid-date-filters

The grid view can also page backward or forward to view calendar dates that are not visible in the current view. This is done by clicking the left pointing arrow next to the grid dates to go back and the right pointing arrow to go forward.

Site Filtering

The left side of the grid lists all active sites. This list can be quickly search by typing in a number or keyword in the search box.

grid-site-search-results

Site Order

The order in which sites appear on the grid is customizable. The option to customize the grid order is located at the bottom of the grid. The grid lists sites alphanumerically grouped by site type by default.

customize-grid-order

Grid Blocks

There are five different types of blocks that can appear on the grid. All grid blocks can be clicked on from the grid to pull up a summary of more information about the block. 

Reservations

Reservations display on the grid as purple blocks with text indicating the reservation holder's name. 

reservation-block

These also come in a candy-striped variety indicating the site selection has been locked.

locked-reservation-block

Pencil-In Holds

Pencil-in holds display on the grid as grey blocks with text indicating the reservation holder's name. This type of hold can be locked and therefore may appear candy-striped. 

pencil-in-block

Group Reservation Holds

Group reservation holds display on the grid as blue blocks with text indicating the reservation holder's name. This type of hold can be locked and therefore may appear candy-striped.

group-reservation-block

Admin Holds

Admin holds display on the grid as pink candy-striped blocks with custom text indicating the name of the hold. 

Screen Shot 2020-07-25 at 6.34.20 PM

In Cart Holds

In Cart holds display on the grid as black blocks with text indicating it is a hold. An in cart hold is a temporary hold that is put on the grid while another admin user or consumer site user has a reservation in their cart. This hold prevents someone else booking the same dates while another is checking out. 

in-cart-hold

 

Reservation Status

There are three reservation status' indicated by a colored striped across the top of reservation blocks. 

Checked-in

Checked-in reservations are indicated by the green stripe.

checked-in

No Show

No show reservations are indicated by the orange stripe.

no-show

Checked-out

Checked-out reservations are indicated by the gray stripe.

checked-out