Knowledge Base

An often updated source of expertise for all things Periodic

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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Using Points for Payment

Using the Points payment feature is a good supplement or replacement to the Stripe integration – which enables credit card transactions. Points can be issued to Customers through the Dashboard or sold to customers on the Booking Site as a means of payment other...

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Automatic Refund Settings

The Automatic Refund setting will refund a reservation as long as the cancelation is made within the threshold set here. Reservations canceled after the refund cutoff will still be charged unless an administrator manually processes the refund.   Click on the...

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Leland v1.9.11 Release (2018-09-03)

New Features Social media icons on the Booking Site no longer have the correlating URL and are now colorful and congruent with custom stylesheets The Points Package interface on each customer Dashboard pages is now functional when adding points through a package or...

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Leland v1.9.10 Release (2018-08-20)

New Features Text color editor added to Notification settings Volume discounts now available across Bookables Do not allow attendees without info inserted to be added to lists on Booking Site Color contrast on Bookable setup is touched up Form Field will hide on...

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Resetting Password

Under the login page, click on Forgot Password Enter account Username Click on emailed link (available for 72 hours) Reset...

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Resource Selection Settings

Click on the Bookable edit pencil Click on the Advanced settings tab Click on Resources Click and drag your selected Resource Group to become the Bookables selected Resource On the selected Resource Group, click on the Group Options *This setting is only possible when...

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