# Set up reservation categories

Create what members can book and decide when, for how long and how far ahead they can book it.

Source: https://docs.champagne.dev-ukab.fr/en/guide/admins/reservation-categories

Everything members can book is organized in [reservation categories](/en/guide#reservation-category), such as a restaurant,
hotel suites, tennis lessons or a yoga class. Each thing that can be booked in a category,
such as a table, a suite or a coach, is a resource. This page shows how to create a
category and set its booking rules. To price resources and sell products, see [Resources,
prices and products](/en/guide/admins/resources-and-prices). To schedule group sessions, see
[Sessions, guest lists and blocked periods](/en/guide/admins/sessions-and-blocked-periods).

You work from the **Reservations** section. The buttons used here only appear if your [role](/en/guide#role)
lets you change categories.

## 1. Create a category [#1-create-a-category]

In the left menu, select **Reservations**, then the **+** button at the end of the category
strip. When your club has no category yet, the page shows **No reservation categories yet.**

<figure>
  <img src="/images/guide/admins/category-add.png" alt="Add reservation category window on the Setup step, with Restaurant selected under Start from, the name La Brasserie, and Cancel and Next buttons. The Resources and Options steps are listed on the left." width="1280" height="800" />

  <figcaption>
    Starting an example restaurant category, La Brasserie. The control to use is outlined in orange.
  </figcaption>
</figure>

1. **Setup**: choose what to **Start from**. Each starting point fills in sensible
   settings that you can change later.

   | Start from        | What it prepares                                                                                                                                                        |
   | ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | **Custom**        | Nothing: you choose every setting.                                                                                                                                      |
   | **Restaurant**    | Booking by party size, 2-hour bookings starting every 30 minutes, bookable up to 60 days ahead with 60 minutes' notice, a waitlist, and lunch and dinner opening hours. |
   | **Group class**   | Booking by session, with a QR code ticket.                                                                                                                              |
   | **Treatment**     | 1-hour bookings with 2 hours' notice, customer sheets and opening hours from 09:00 to 19:00, Monday to Saturday.                                                        |
   | **Room or suite** | Housekeeping checklists for each room.                                                                                                                                  |

   Then type a **Name** customers will recognize, and select **Next**.

2. **Resources**: type the name of each resource, such as "Table 1" or "Garden suite".
   Select **Add resource** for each new one. If you leave every resource blank, the category
   gets one resource with its own name. Select **Next**.

3. **Options**: choose **How members book** and the optional tools described in the next
   sections, then select **Create category**.

Use **Back** to return to a previous step. Once the category exists, select it in the strip
and select **Category settings** to change anything. The window has five tabs: **General**,
**Resources**, **Booking**, **Hours** and **On site**. Select **Save** to apply your
changes.

## 2. Choose how members book [#2-choose-how-members-book]

On the **Booking** tab, **How members book** sets the booking flow of the category:

| Choice                      | What members do                                                                                    |
| --------------------------- | -------------------------------------------------------------------------------------------------- |
| **A resource and a time**   | Pick a resource, such as a suite, and the dates or times.                                          |
| **A party size and a time** | Give the number of people and a time. The smallest free resource that fits is assigned.            |
| **A session**               | Join one of the sessions you schedule. See [Sessions](/en/guide/admins/sessions-and-blocked-periods). |
| **A request to discuss**    | Send a request, then chat with your team before a date is set, for example for a private lesson.   |

Two switches complete the choice:

* **Waitlist**: members can wait for a full session or time to free up. Only with sessions
  or party-size booking.
* **Non-members**: people without a membership can book the resources you open to them
  and pay by card. Only when members choose a resource and a time. See [Prices](/en/guide/admins/resources-and-prices#3-set-its-prices).
* **Book only through onboarding**: members no longer see the category; applicants book it in
  the booking step of an onboarding, for example a discovery visit. Staff still see its
  reservations in the planning. Cannot be combined with **Non-members**. See
  [Onboarding forms](/en/guide/admins/onboarding-forms#4-choose-the-steps-after-approval).

## 3. Set the booking length and booking window [#3-set-the-booking-length-and-booking-window]

The rest of the **Booking** tab sets when and for how long people can book.

<figure>
  <img src="/images/guide/admins/category-booking.png" alt="Booking tab of Le Restaurant's settings: Booking length of 120 minutes, Start times Every 30 minutes, Bookable up to 60 days ahead, Minimum notice of 60 minutes, and the Linked categories section with the Cours collectif checkbox." width="1280" height="800" />

  <figcaption>
    The booking rules of the example restaurant Le Restaurant.
  </figcaption>
</figure>

| Setting                         | What it does                                                                                                                         |
| ------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------ |
| **Booking length (minutes)**    | The fixed length of a booking. Members cannot change it. Leave it empty to let them choose the end. Required for party-size booking. |
| **Start times**                 | For party-size booking: how often a booking can start, from **Every 5 minutes** to **Every 60 minutes**.                             |
| **Bookable up to (days ahead)** | How far ahead members can book. Leave empty for no limit.                                                                            |
| **Minimum notice (minutes)**    | How long before the start a booking must be made. Leave empty for no limit.                                                          |
| **Linked categories**           | Other categories a reservation can move to. Staff can move reservations there, and members are offered them when a time is full.     |

## 4. Set the opening hours [#4-set-the-opening-hours]

On the **Hours** tab, set the **Opening hours** of each day. Members and non-members can
only book inside these hours. Your team can book at any time.

<figure>
  <img src="/images/guide/admins/category-hours.png" alt="Hours tab of Le Restaurant's settings: Monday marked Closed with an Add hours button, Tuesday and Wednesday open from 12:00 to 14:30 and from 19:00 to 23:00, each range with a bin button, and Monday's Add hours button outlined in orange." width="1280" height="800" />

  <figcaption>
    The example restaurant is closed on Mondays and open for lunch and dinner.
  </figcaption>
</figure>

* Select **Add hours** under a day to add an opening and a closing time. A day can have
  several ranges, such as lunch and dinner.
* Select the bin next to a range to remove it. A day without hours shows **Closed**.
* When no day has hours, the category shows &#x2A;*Open at any time.**

## 5. Turn on the on-site tools [#5-turn-on-the-on-site-tools]

Most tools are on the **On site** tab of **Category settings**.

<figure>
  <img src="/images/guide/admins/category-tickets.png" alt="On site tab of the Événement category settings: QR code ticket turned on with the description Scan at check-in and outlined in orange, Housekeeping and Customer sheets turned off, and Delete category, Cancel and Save buttons." width="1280" height="800" />

  <figcaption>
    The example Événement category gives each booking a QR code ticket.
  </figcaption>
</figure>

| Where             | Switch              | What it adds                                                                                          |
| ----------------- | ------------------- | ----------------------------------------------------------------------------------------------------- |
| **Resources** tab | **Floor plan**      | A plan of the space under the calendar. See [Floor plan editor](/en/guide/admins/floor-plan-editor).     |
| **On site** tab   | **QR code ticket**  | A ticket members show at check-in. See [Check guests in and out](/en/guide/staff/check-in-and-deposits). |
| **On site** tab   | **Housekeeping**    | A checklist and a cleaning status for each resource. See [Housekeeping](/en/guide/staff/housekeeping).   |
| **On site** tab   | **Customer sheets** | A sheet for each customer's preferences and contraindications, for example for treatments.            |

## 6. Delete a category [#6-delete-a-category]

Open **Category settings** and select **Delete category**. The window asks you to confirm:
the category, its sessions and its blocked periods are deleted, and this cannot be undone.
Select **Delete category** again to confirm.