Two views, product & reservation

Created by Doug Stoddart, Modified on Wed, 2 Apr at 9:32 AM by Doug Stoddart

The core concept of the planner is that it is all on one page

You have two key views, depending on what tasks you want to complete

Product View

This is to help you do the following:

Just look at your bikes and see how many bookings you have - for a given timeframe
Actually make bookings - in the gaps between your bookings

Short animation of how you can use Product View:

select one or more categories to look at
as we bring back bikes we leave 'category chips', in blue, at the top so you know what you're looking at
you can simply change dates using the calendar to see activity for your selected bikes

Reservation View

This is to help you do the following:

see which reservations you have for a given timeframe so you can manage your day
find a particular reservation - for example if you have a customer in front of you, or on the phone

Short animation of how you can use Reservation view:

we start off looking at reservations for this week
then we switch to just showing 4 days next week by dragging and dropping those dates in the calendar
finally - we hit the recently created quick search to see new reservations

Changing between the two Views

But the really clever part is the interaction between the 2 views.

Just one example to illustrate the point:

Let's say you want to search for New bookings (ie recently created)

So you go to the Reservations View and hit the 'recently created' quick search
It retrieves your reservations that were created recently
Then you can click on the Product View to see which bikes are involved in these bookings

See Also

Planner Overview and feature list