Getting started with your i-Reserve environment!

Now that your i-Reserve environment is ready, it's time for the real work: adding your products. Whether you are renting out meeting rooms, offering courses, or managing squash courts, the process is incredibly simple thanks to the library.

You don't have to start from scratch. By choosing a smart template, the most important settings are configured correctly right away.

How to add your first product

In the configuration, navigate to Objects > Manage products. Instead of filling in everything manually, click the "From library" button.

Here you will find various templates. Choose the object that most closely matches what you are going to offer. Once you've made your choice, i-Reserve will guide you through a series of screens to personalize the product:

1. Name and description: Give your product a recognizable name. Use the memo field for a detailed description containing important details for your customers.
2. Price and currency: Decide on the cost of the reservation. Easily set the price and select the appropriate currency.
3. Opening hours: When is the product available? Set the days and times when customers are allowed to book.
4. Emails and Workflow: Manage your communication. Use the workflow to determine which automated emails (such as a confirmation) the customer receives.

Tip: Don't worry if you want to change something later. Everything you create via the library can be refined in detail afterwards.

Now that your basic product is set up, you can refine it further. In i-Reserve, you have all the freedom to set prices and times exactly as you wish. Here are the four most important parts you can adjust:

1. Adjusting period price: First, you set the price for a period. Go to the Extra view. In the Period detail block, you can easily change the length of a period and fill in the corresponding price.
2. Setting up a price schedule: Next, you choose when each period is available. Go to the Schema view. In the Price schedule block, you can create or edit a schedule. Here, you determine which price is valid at which specific moment.
3. Adjusting opening hours: Determine when your customers can visit. You also do this in the Schema view. In the Opening hours block, you indicate at what times the product can actually be reserved.
4. Setting up the calendar: To bring everything together, use the Calendar block. Here, you link price schedules and opening hours to specific periods. This is the ideal place to distinguish between high and low season prices or different opening hours during holidays, for example.

By cleverly combining these settings, i-Reserve moves effortlessly along with your business operations.

Clear communication saves you a lot of time. In i-Reserve, you manage this through the workflow. This is where you decide exactly which message is sent to your customer and when.

1. Linking emails to status transitions: In the "Workflow" view of a product, you can configure an email template to be sent when a reservation moves from one status to another (for example, from 'Request' to 'Confirmed'). Click on the template to view its content immediately.
2. Managing templates: Want to view or edit all available messages in one place? You can find all email templates in the configuration under Templates > Templates.
3. Smart automations: Besides emails, you can also set up automatic status transitions. A useful example is automatically switching a reservation to 'Paid' as soon as the payment is completed via a provider. This way, you don't have to worry about it!

By cleverly setting up your workflow, the system works for you and your customers stay informed at all times.

The customer page is where your customers arrive to make their reservations. Naturally, you want this page to look inviting and display the right information immediately. Here is how you set this up:

1. Determining the content of your homepage: In the configuration, go to Customer page > Content pages. Here you can completely customize the default homepage, for example, by adjusting the welcome text and images.
2. Presenting your offerings: Instead of this homepage, you can also display a list of products. To show your products neatly in an overview, go to Customer page > Help pages > Products - List. Here you can compile the list that the customer will see.
3. Selecting the homepage: You decide what the "front door" of your system is. Go to Customer page > General settings and adjust the Homepage setting to the page of your choice (for example, your new content page or directly to the product list).

Tip: Regularly view the customer page through the eyes of your customer by clicking the link to the customer side. This way, you can be sure everything looks great!

There are various modules available in i-Reserve that you can configure to your liking. Below you will find the available documentation for these modules:

• Export
• Punch card
• Gift card
• Subscription
• Integrations
• Online payments
• Invoice
• E-Ticket
• SMS

Changing the customer form

If you want to adjust which details customers provide when making a reservation, navigate in the environment configuration to Forms > Customer form. Here, select Not visible at the top and change the desired field to Optional or Mandatory to add it to the form. You can choose whether this field is visible to customers, administrators, or both. This field can then be added to the customer information on the customer page and reservation page by adding it to the selected fields in the block settings.