Knowledge Base

An often updated source of expertise for all things Periodic

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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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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