# Handle reservations

See, find, create, move and cancel reservations in the calendar.

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

The **Reservations** section shows every booking of your club in a calendar, one
[reservation category](/en/guide#reservation-category) at a time. A reservation category groups what members can book,
such as a restaurant, a meeting room or group classes. Each bookable item inside a
category, such as a table or a room, is called a resource. This page shows how to read
the calendar, find a booking, add one, change its time and cancel it.

Other tasks on reservations have their own pages:

* [People, products and customer sheets on a booking](/en/guide/staff/reservation-people):
  invite someone, mark attendance, add extras and keep a customer sheet.
* [Propose a time for a request](/en/guide/staff/reservation-requests): answer the requests of
  categories such as private lessons.
* [Blocked periods, sessions and waitlists](/en/guide/staff/blocked-periods-and-waitlists): close a
  resource for a while and see who is waiting for a place.

## 1. Pick a category and a period [#1-pick-a-category-and-a-period]

Open **Reservations** in the left menu. The strip at the top lists the categories of
your club. Select one to show its calendar. When the list is long, use the arrows at
each end of the strip, or select the magnifying glass and type part of a category name.

<figure>
  <img src="/images/guide/staff/reservations-calendar.png" alt="Reservations calendar for the Salle de réunion category in Week view: the Conference room row shows one booking per day at 13:00 and a blocked period on Monday." width="1280" height="800" />

  <figcaption>
    A week of the example meeting room Salle de réunion at Ukab Clubs. The control to use is
    outlined in orange, and the numbers match the list below.
  </figcaption>
</figure>

1. Each row is a resource, here the **Conference room**. Each colored block is a
   booking with its start time and the customer's name. A red block marked **Blocked**
   is a period when nobody can book.
2. **Week** and **Day** switch between a whole week and a single day with hours. In **Week*&#x2A;,
   each day shows its first two bookings as cards, and a link such as **+1 reservation** opens
   the day when it has more. Bookings over several days, such as hotel stays, span their days
   instead. Categories with a floor plan show the week as a time line. Select a day name in the header to open that day directly.
3. The arrows on each side of the dates move to the previous or next period. Select the
   dates to pick a day in a calendar, and the calendar icon to come back to today.
4. The buttons on the right depend on the category and on your [role](/en/guide#role). **Category settings**
   changes how the category works, and your administrator sets it up. See [Set up reservation
   categories](/en/guide/admins/reservation-categories). **Block periods**,
   **Manage sessions** and **Waitlist** are explained in [Blocked periods, sessions and
   waitlists](/en/guide/staff/blocked-periods-and-waitlists).
   **Tickets** checks members' QR code tickets at the door. See [Check guests in and
   out](/en/guide/staff/check-in-and-deposits).

> For private lessons, a member can ask for a session without choosing a time. These requests appear
> above the calendar under **Requests awaiting a time**. Select **Open** to read the request and
> propose a time. See [Propose a time for a request](/en/guide/staff/reservation-requests).



## 2. Find a booking [#2-find-a-booking]

Type a name in &#x2A;*Search...** above the calendar. The list under the field shows each
matching booking with its date and time. Select one to open it.

<figure>
  <img src="/images/guide/staff/reservations-search.png" alt="Calendar search with a first name typed and the matching Conference room booking with its date and time, followed by an Add reservation button." width="1280" height="800" />

  <figcaption>
    Searching the example Salle de réunion calendar for a member's first name.
  </figcaption>
</figure>

## 3. Add a reservation [#3-add-a-reservation]

Hover over a free time in the calendar and select the &#x2A;*+** that appears. The **Add
reservation** form opens with the resource and time you picked. You can also select **Add
reservation** at the bottom of the search list: the form then opens on the day shown at
9:00, or in a minute when that day is today and 9:00 has passed, so check the resource and
the time.

Adding a reservation needs the **Create and change reservations** permission.

<figure>
  <img src="/images/guide/staff/reservation-form.png" alt="Add reservation form with Reservation selected, an empty Customer field, the Conference room resource, 1 person, start and end dates and times, and Close and Save reservation buttons, Save reservation outlined in orange." width="512" height="528" />

  <figcaption>
    The form for a booking of the example Conference room, from 16:00 to 17:00.
  </figcaption>
</figure>

1. In **Customer**, start typing a member's name and pick them in the list, or type the name
   of a guest who is not a member.
2. Check the **Resource** and the **Number of people**.
3. Adjust the **Start date**, **Start time**, **End date** and **End time**.
4. Select **Save reservation**. The booking appears in the calendar.

A booking with a price or a deposit stays **Booked · payment due** until the customer pays from
their account. Champagne cannot record a payment taken at the desk.

When the resource offers extras, such as drinks, the form also lists them under **Products**.
See [Add extras to a booking](/en/guide/staff/reservation-people#3-add-extras-to-a-booking).

The **Blocked period** tab at the top of the form closes a resource for a while. See [Block a
period](/en/guide/staff/blocked-periods-and-waitlists#1-block-a-period).

## 4. Open, move or cancel a reservation [#4-open-move-or-cancel-a-reservation]

Select a booking in the calendar to open its page. It shows the status, the start and end,
where the booking came from, the people on it, their attendance and the history of
changes. **Back to** followed by the category name returns to the calendar. When the booking
belongs to a person in **People**, **Open person** opens their page; **Back to Reservation** brings you
back.

<figure>
  <img src="/images/guide/staff/reservation-detail.png" alt="Reservation page for Sam Rivera, Confirmed, in the Conference room, with Edit and Cancel buttons, start and end times, the people on the reservation, attendance and history." width="1280" height="800" />

  <figcaption>
    The reservation of the example member Sam Rivera in the Conference room.
  </figcaption>
</figure>

**Edit** and **Cancel** need the **Create and change reservations** permission. When your
role lacks the permission, the buttons do not appear.

To move a booking, select **Edit**. Change the **Resource**, the **Number of people**
or the dates and times, then select **Save reservation**. If the new time or place
changes the price of a confirmed booking, the difference is taken from or given back to the
customer's credit balance, even when they paid by card. When their balance is too low for a
higher price, the change is refused and they must top up first. A booking made for a typed
name, or still waiting for payment, only changes its price.

To cancel a booking, select **Cancel**. A window sums up the booking. Select **Cancel
reservation** to confirm, or **Keep reservation** to leave it as it is.

> When a paid booking is canceled, the customer is refunded automatically. If the cancellation
> deadline has passed, the window offers **Refund the price** followed by the price: leave it
> unticked to keep the price and return only the deposit.



The buttons at the top of the page depend on the status.

| Status                   | What you can do                                                                                                      |
| ------------------------ | -------------------------------------------------------------------------------------------------------------------- |
| **Pending**              | **Confirm** accepts the booking. **Book** appears instead when the customer still has to pay. **Cancel** refuses it. |
| **Booked · payment due** | **Cancel**. The booking becomes **Confirmed** once the customer pays.                                                |
| **Confirmed**            | **Cancel**.                                                                                                          |
| **Completed**            | Nothing. The booking can no longer be changed.                                                                       |
| **Canceled**             | Nothing. The booking can no longer be changed.                                                                       |

Each button opens a window that sums up the booking and asks you to confirm.

The rest of the reservation page lists the people on the booking, their attendance and the
extras charged. See [People, products and customer sheets on a
booking](/en/guide/staff/reservation-people).
