# Reservation / Booking Calendar

A guide to managing amenities, viewing the booking calendar, and handling bookings in the system.

**Overview**

The Reservation / Booking Calendar module helps administrators and staff manage bookable amenities or resources, monitor availability through a calendar view, and review or process actual bookings.

This documentation covers:

1. Amenities or Resources
2. Booking Calendar (FullCalendar View)
3. Bookings

# Amenities

**Overview**

Amenities or Resources are the bookable items in the system. These may include cabanas, theater, service elevators, pools, gym, or any other resource that users can reserve.

Before bookings can be created, amenities must first be configured properly. A well-configured amenity ensures that users receive the correct notifications, administrators are informed of booking activity, and related activities are automatically created when needed.

# Prerequisites

#### **Activity Trigger and Activity Types:** 

Activity triggers automatically create activities based on selected **activity types**.

In the context of reservations, activity triggers can be used to automatically generate internal follow-up tasks or operational records when a booking event happens. **<span style="color: rgb(224, 62, 45);">Note also that the activity type has automatic triggers for emails.</span>**

Examples:

- Create a confirmation activity when a venue booking is submitted.

#### How activity triggers work

An activity trigger listens for a defined event or condition, then creates an activity using the configured activity type.

This helps automate internal processes and reduces the need for manual follow-up.

#### Recommendation

Before creating amenities, confirm that:

- The required **activity types** already exist
- The correct **activity triggers** are active
- The trigger logic matches your booking workflow

[![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/3FjOGHstB6evBhaX-image.png)](https://support.ceonesource.com/uploads/images/gallery/2026-04/3FjOGHstB6evBhaX-image.png)  
<span style="color: rgb(224, 62, 45);">Note: You can create a Parent/Child relationship on the activity type.</span>

####  **Email Templates**

Email templates are used to send automated notifications related to reservations.

Typical templates include:

- **Visitor confirmation email** – sent to the person requesting or creating the booking
- **Administrator notification email** – sent to admins or assigned staff when a booking is created, updated, approved, or cancelled

Depending on your workflow, you may also want to prepare templates for:

- Booking approval
- Booking rejection
- Booking reminder
- Booking cancellation
- Booking reschedule or update

#### Why email templates matter

Without the correct email templates, users and administrators may not receive important booking updates. This can lead to missed reservations, approval delays, or confusion about the booking status.

#### Best practice

Create and test all email templates before enabling the amenity for live use.

[![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/fEJ4przl2fe3v5uV-image.png)](https://support.ceonesource.com/uploads/images/gallery/2026-04/fEJ4przl2fe3v5uV-image.png)

**<span style="color: rgb(224, 62, 45);">Note: Shortcode \[booking\_details\_email\_content\] will return the reservation details. For example the name and amenity.</span>**

# Create New Amenity

Follow these steps to create a new amenity or resource.

##### Step 1: Open the Amenities module

Navigate to the **Reservations** module, then open **Amenities**.

##### Step 2: Click **+New Amenity**

Select the option to create a new amenity record.

##### Step 3: Enter the basic information

Provide the required details for the amenity. Common fields may include:![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/n1Ou10j3RkAwHIR4-image.png)

##### Step 4: Configure booking-related settings

##### Step 5: Assign templates and triggers

##### Step 6: Save the amenity

Review the configuration, then save the record.

# Amenity Settings

Amenity settings control how the resource behaves in the reservation system. These settings may vary depending on your implementation, but commonly include the following.

##### **1. Amenity Title**

The amenity name

##### **2. Calendar Color (Hex) + Text Color**

The background color and text color displayed in the calendar view.

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/U4c4TrTrixyt95oy-image.png)</span>

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/jMLdmTJnS1RhXoLY-image.png)</span>

##### **3. Start and End Time**

These define when the amenity is available to reserve.

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/wfcqUlD3CaRtNBIH-image.png)</span>

##### **4. Cleaning Buffer (Minutes)**  


Use for amenities that require buffers for cleaning.

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/4Y7O42gFiPxzlbMw-image.png)</span>

##### **5. Contact Booking Limit and Limit Period**  


Limits how many times a user can book within a set period. The settings below means that contacts can only book this amenity 3 times a week.

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/JWgbdO4KjIN4P3U0-image.png)</span>

##### **6. Maximum Expected People**  


Number of people the amenity can accommodate.

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/dpsQRJjefm3J99Tj-image.png)</span>

##### **7. Allow Multiple Bookings At The Same Time**

If an amenity allows multiple users to book together.

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/OTuxZklnqP6WLluj-image.png)</span>

##### **8. <span style="color: rgb(0, 0, 0);">WaitList</span>**

<span style="color: rgb(0, 0, 0);">Enable this to allow overlapping requests to be saved as a waitlist instead of being blocked.</span>

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/5SeSY7f5Mk6kwFH9-image.png)</span>

#####   
**9. <span style="color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 0.94em;">Max Hours Per Booking  
</span>**

<span style="color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 0.94em;">Set to 0 for no limit. Example: 4 means a booking can be at most 4 hours long.</span>

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/EMh9PArTNiet4LZ3-image.png)</span>

##### <span style="color: rgb(0, 0, 0);">**<span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 0.94em;">10. Use Change Over Days</span>**</span>

<span style="color: rgb(102, 102, 102); font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 0.94em; font-weight: 400;">Enable overnight booking behavior. Requires check-in and check-out times.</span>

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/jPtZqtEShMH4CMzL-image.png)</span>

##### <span style="color: rgb(0, 0, 0);">**<span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 0.94em;">11. Maximum Days Ahead To Book</span>**</span>

<span style="color: rgb(102, 102, 102); font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 0.94em; font-weight: 400;">For standard bookings, 0 means same-day only. For change over day bookings, 0 means next-day checkout only.   
Example: if the start date is 04/05/2026 and the **Maximum Days Ahead to Book** is 7, then the max allowed end date is 04/12/2026.</span>

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/9Hv38BCT5KmkZPJ9-image.png)</span>

##### <span style="color: rgb(0, 0, 0);">**<span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 0.94em;">12. Date Range Display</span>**</span>

<span style="color: rgb(102, 102, 102); font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 0.94em; font-weight: 400;">Optional. Limit the booking date picker to the next X days from today. Example: 180 means users can only select dates within the next 180 days.</span>

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/3dyL9VzlRsj1t9uj-image.png)</span>

##### <span style="color: rgb(0, 0, 0);">**13. <span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 0.94em;">Next Booking Availability ( Amenity Specific )</span>**</span>

<span style="color: rgb(102, 102, 102); font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 0.94em; font-weight: 400;">Optional. Add a recovery gap in days after each booking before this amenity can be booked again. Example: 7 means the next booking can only start 7 days after the current booking ends.</span>

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/sNYykMbHO2jsc6L1-image.png)</span>

##### <span style="color: rgb(0, 0, 0);">**<span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 0.94em;">14. Default Comments</span>**</span>

##### <span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/WeEPfKsioVfExkOy-image.png)  
  
</span>**15. Activity Triggers** 

Create activities and triggers email notifications.

<span style="background-color: rgb(224, 62, 45);">![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/DjvmLyxQwSZEMSxu-image.png)</span>

##### **16. Admin Notification Email** 

Admin notification emails. Select from email templates.

![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/kdqiNZRXJJ0yPQZ5-image.png)

##### **17. Additional Fields**

Add custom fields for each amenity. Additional fields are populated on the booking form.

![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/zw2r9TIOIUuHcMzX-image.png)

<p class="callout info">This little icon is your helper ![image.png](https://support.ceonesource.com/uploads/images/gallery/2026-04/scaled-1680-/0HuGbmBkwjwGRFOM-image.png)</p>

# Booking Calendar

# New Page

# Bookings