Planner 2.0 | Overview

Created by Doug Stoddart, Modified on Thu, 3 Sep at 4:39 PM by Doug Stoddart

Here is a summary of the key benefits ✨

  • Modern look and feel
  • All-in-one to.  Browse availability, make reservations, search and manage reservations all on the same page
  • Dual-view.   See from one point of view (product) and then switch to the other view (reservation) in a second
  • Get your answer in one or two clicks
  • Scan around different date ranges very easily
  • Drag and Drop to change reservations in an instant
  • Breakdown into Hours view - see your entire day hour by hour
  • Drill right down to a specific setup of filters, want to view only certain Service Offerings in a specific date range under a certain booking stage? You can.


Quick animation of how to make a reservation - go to Product View and just drag and drop the bikes & dates you want.

Full instructions here:



How to try it out - please see this link for full details


The next phase is about extending the feature set so that it does all that the old one could do.

  • see the table below 'Feature Rollout'


 and then doing NEW things the old version couldn't do.  For example;

  • Drag and drop changes (e.g. dates and bikes within reservations)
  • Set custom searches (coming soon)
  • Default category saving
  • View your Service Offerings
  • more default behaviour - to suit your business best


Key concepts of new version

  • 2 minute 'concept overview' video ?
  • there are 3 dimensions - bikes, dates and reservations.  Tell us one or two and we'll do the rest
  • 2 sides of same coin.  Easy switch between product view and reservation view.
  • expired reservations shown with a faded colour.
  • we use chips to show what you're looking at.  Inventory chips are blue & yellow, reservation chips are green.
  • Tendency for pre-population - a page is easier to understand when it has data in it.


See Also
2 min overview video 

features and suitability 

trying out the new planner 


The following silent video highlights the key features of the new planner:

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