Knowledge Base

An often updated source of expertise for all things Periodic

Financial Report

The Financial Report provides any and all information on transactions across the Marketplace. It opens the opportunity to search by date, customer email, transaction ID, Bookable, status, payment method, and balance. This feature also offers the chance to print PDF or...

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v1.9.15 Release Notes (2018-11-05)

What’s New Big Financial Report update to include search feature and field toggle Customer page on the Dashboard now includes tabs within the Reservation History Update on the pricing interface for Reservations viewed through the Dashboard to now include Amount...

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Reservation Tags

Reservation Tags are applied to reservations through the Dashboard and can help administrators organize or categorize reservations. There can only be one tag applied to each reservation and tags can be created and titled at the will of the administrator. Tags will...

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Reservation View Profile

This feature will allow an administrator decide which information posts to the Reservation List View on the Dashboard. Reservation details that aren’t as important will can be removed to make other details more prominent. How to Modify Reservation View Profile Access...

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v1.9.14 Release Notes (2018-10-24)

What’s New Overlapping timeslots will now allow for the set availability despite Resources can now be shared at the same time with different Bookables through the new “Universal Mode” Cheddar is now automatically integrated for billing on Marketplace subscriptions...

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Seat Restrictions

Seat Capacity is set by Bookable and determines how many reservations can be made for each available timeslot. The default setting is to allow 1 reservation per timeslot. Open Bookable Click on the Advanced option Click Restrictions Select Seat Restrictions  ...

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Resource Capacity

  Resource Capacity is key when attempting to schedule one or multiple reservations at a time. A Resource’s capacity is the number of reservations a Resource can take at any given time. The default setting is 1.   How to Set Resource Capacity Open the...

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v1.9.13 Release Notes (2018-10-02)

What’s New Automatically assigned resources, on a reservation that has a seat setting higher than 1, will now account for previously scheduled reservations and assign resources accordingly Adding a Progress Indicator to the Booking Site through both the Marketplace...

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Collecting Payment Upon Check-out

The default payment setting is to charge customers at the time of initially making the reservation. This feature will allow for payments to be trigger and process only when an administrator has configured the payment on a Bookable to require a downpayment of $0 at the...

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Check-in & Check-out Instructions

The Check-in & Check-out feature can help monitor and track the arrival and departure of reservations. Using this can give administrators the ability to confirm or deny the attendance at a reservation.   Login to Dashboard and click on the main menu in the...

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v1.9.12 Release Notes (2018-09-17)

What’s New A progress indicator is now an option to allow customers to toggle between the booking process Mapped fields added through Customer Forms are now editable on the Customer Profile The option to charge for a reservation after the initial booking is now...

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How to Set Pricing & Payments

Processing payments is possible through a Stripe integration on the Marketplace level. Once integrated, Pricing & Payment settings are found on each Bookable. Each Bookable can have a unique pricing option, including the possibility of payment by Points.  ...

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