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Booking Form
Contacts Report Type
Creating Residents List Adding Report Filter Using Multiple Filters Order and Grouping
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 w...
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 inform...
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...
How to Update
1. From All Contacts, locate the person (search, filters, or pagination as provided). 2. Open their profile / edit contact view. 3. Update core user fields (name, email, role-related settings) and any linked sections (units, relationships, pets, vehicles, ...
Basic field information (New Contact modal)
Field label (UI) Purpose Username Login identifier; must be unique. First Name Given name (required). Last Name Family name (required). Email Address Primary or alternate contact email depending on site rules. Role Reside...