# People, products and customer sheets on a booking

Invite someone to a booking, mark attendance, add extras and keep a customer sheet.

Source: https://docs.champagne.dev-ukab.fr/en/guide/staff/reservation-people

The page of a reservation gathers what you need to know about the customer: the people on the
booking, whether they came, the extras they ordered and, for some categories, their customer
sheet. This page shows how to work with each of them. To open a reservation, see [Handle
reservations](/en/guide/staff/reservations#4-open-move-or-cancel-a-reservation).

**Invite** and **Remove** need the **Create and change reservations** permission. Attendance
marks need **Validate attendance and tickets**. When your [role](/en/guide#role) lacks a permission, the matching
buttons do not appear.

## 1. Work with the people on a booking [#1-work-with-the-people-on-a-booking]

**People on this reservation** lists the **Booking contact** and the people they invited,
with the count of people against the places booked. Each invited person is marked
**Invited**, **Accepted** or **Declined**. **Account linked** means the email belongs to
a member of your club.

* To invite someone, select **Invite**, enter their **Email** and select **Send
  invitation**. The person receives an email to accept or decline. When your club lets
  guests use a temporary account, choose its **Access duration**: 12, 24 or 48 hours. The
  temporary account starts when the guest accepts.
* To take someone off the booking, select **Remove** on their line.

<figure>
  <img src="/images/guide/staff/invite-someone.png" alt="Invite someone window with friend@example.com in the Email field, a warning that the reservation is full and that inviting someone adds one person to it, and the buttons Close and Send invitation, Send invitation outlined." width="384" height="292" />

  <figcaption>
    Inviting a friend to the example booking of Alex Morgan on Transat #4, which is already full.
    The control to use is outlined in orange.
  </figcaption>
</figure>

When every place is taken, the window warns you that the invitation adds one person to the
booking.

## 2. Mark attendance [#2-mark-attendance]

**Attendance** records whether the customer came. Select **Present**, **Late** or
**Absent**. **Late** and **Absent** open once the reservation starts. Type in &#x2A;*Add a
note (optional)** before you select a mark to save a note with it. The last mark shows
who recorded it and when.

The marks add up in the **Attendance** card of the member's profile. See [Check
attendance](/en/guide/staff/member-profile#2-check-attendance).

> **Absent** counts as a no-show. When your club has no-show sanctions, enough no-shows warn,
> suspend, block or ban the member at once, and the member is told. Check the mark before you save
> it. See [Set the reservation rules](/en/guide/admins/club-settings#3-set-the-reservation-rules).



## 3. Add extras to a booking [#3-add-extras-to-a-booking]

When the resource offers extras, such as drinks, the **Add reservation** form lists them under
**Products*&#x2A; on the right. Use &#x2A;*+*&#x2A; and &#x2A;*−** to set the quantity of each one. **Product total**
shows what they cost. Extras marked **Staff only** are hidden from members.

<figure>
  <img src="/images/guide/staff/reservation-products.png" alt="Add reservation form for the Transat #2 lounger with a Products column listing Sparkling water at 3.5 Stars, a quantity of 2 with its + button outlined, and a Product total of 7 Stars." width="896" height="604" />

  <figcaption>
    Two bottles of the example Sparkling water added to a pool lounger booking.
  </figcaption>
</figure>

**Product charges** appears on the reservation page when extras were added to the booking, such
as minibar drinks charged from **Housekeeping**. Each line shows the product, the quantity and
the amount.

<figure>
  <img src="/images/guide/staff/reservation-product-charges.png" alt="Product charges card listing Welcome champagne × 1 at 65 Stars, Sparkling water × 2 at 7 Stars and Champagne bottle × 1 at 65 Stars." width="1044" height="162" />

  <figcaption>
    The extras charged during the example stay of Jamie Chen in the Garden suite.
  </figcaption>
</figure>

## 4. Keep a customer sheet [#4-keep-a-customer-sheet]

Some [reservation categories](/en/guide#reservation-category), such as beauty treatments, keep a customer sheet. Your
administrator switches this on per category. The **Customer sheet** card then appears on each
reservation in that category and in the **Activity** tab of the profile of each person who booked in it, with one tab
per category when there are several.

The sheet shows:

* **Contraindications**, highlighted in red when filled in, such as an allergy.
* **Preferences** and a **Note**.
* **Visits**: the number of past visits and the latest ones, with their date, time, resource and
  attendance. Select **Show all** to see up to ten, and select a visit to open the reservation.

<figure>
  <img src="/images/guide/staff/customer-sheet.png" alt="Customer sheet card for the Soin en salon de beauté category with no contraindications recorded, empty Preferences and Note, 17 visits with the three latest listed, and an outlined Edit sheet button." width="645" height="321" />

  <figcaption>
    The customer sheet of the example member Zoé Lefèvre, with her past beauty treatments.
  </figcaption>
</figure>

To fill it in:

1. Select **Edit sheet**.
2. Enter the **Preferences**, **Contraindications** and **Note**.
3. Select **Save sheet**.

<figure>
  <img src="/images/guide/staff/customer-sheet-edit.png" alt="Customer sheet being edited with an example preference, an example nut allergy in Contraindications, an empty Note and Save sheet and Cancel buttons, Save sheet outlined." width="645" height="452" />

  <figcaption>
    Recording an example allergy on Zoé Lefèvre's sheet.
  </figcaption>
</figure>

The sheet is the same on the profile and on each of the person's reservations in that category.
Team members who are not administrators can edit it when they are assigned to the resource of one
of the person's reservations, until one day after that reservation ends.
