Knowledge Base

An often updated source of expertise for all things Periodic

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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How to Enable Multiple Reservations at a Time

This feature enables a customer to book multiple reservations at a time before completing their checkout on the Booking Site.   From the Dashboard, open the main menu in the top right of the screen Click on the Marketplace Settings option Choose the Booking Site...

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Adding to an Event Bookable

From the Dashboard, open the main menu in the top right of the screen Click on the Reservations option Open the Calendar View Clicking on any scheduled, unbooked Event Bookable now offers the ability to add an...

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Arbitrary Booking Rules

The popular use of this feature is to book a reservation outside of normal reservations hours or constraints. It functions to override Bookable and Resource rules. A helpful warning will pop up to help a user understand that this kind of reservation may interfere with...

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Leland v1.9.9 Release (2018-08-06)

New Features Arbitrary Booking in the Dashboard can now override any Bookable rules Bookable Requests now show up first in list of Bookables on Dashboard Booking is now possible on the Dashboard Reservation Calendar for Bookable Events without any booked events...

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Creating a Customer Group

Customer Groups can be used to limit a customer to specific Bookables and reservations, e.g. a customer belonging to an “Entry Level” Customer Group is limited to “Entry Level” Bookables and reservations, while a customer in the “Advanced Level” Customer Group is...

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Setting Up Points Packages

Click the pencil icon on the Provider of choice Click on Pricing tab Click Add Points Package and price accordingly This Points Package will be accessible on the Booking Site and through the Add Points feature on individual customer...

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How to Manage Customer Groups

This feature is set on individual Bookables On the Dashboard, click on the Bookable edit pencil Click on the Advanced tab Click on Restrictions Under Manage Customer Groups tab and choose desired Customer...

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Prior Approval Settings

Choosing a Prior Approval Option Click on the Bookable edit pencil Click on the Advanced settings tab Click on Restrictions Click on Prior Approval Administrator Approval Once toggled, click on Back to Advanced Settings Click on Notifications Edit the New Reservation...

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How to Access and Download a Reservation Report

From the Dashboard, open the main menu in the top right of the screen Click on the Reservations option Choose a selected start and end date of reservations Click on the downward facing arrow in the top left part of the screen to Download Select either PDF or CSV for...

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How to Access and Download a Revenue Report

From the Dashboard, open the main menu in the top right of the screen Click on the Reporting option Choose a selected start and end date for desired data Click Generate Report The ability to download a PDF or CSV of the populated data can be found at the bottom of the...

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