The “Search Reservation” functionality offers the possibility of looking for a specific reservation. In order to search for a reservation choose option “Search Reservation” from the “Reservations” menu.
Figure 414: Choosing option "Search Reservation"
The following screen will be displayed.
Figure 415: Searching for reservations
You can search for the reservations based on the following criteria:
First name – enter the first name of the customer
Last name - enter the first name of the customer
Keywords – search for reservation based on keywords
Zip/Post code – use this field in order to search for reservations based on zip or post code
From/Until – use these pull down menus to search for the reservations based on the desired date range
Event – choose the desired event you want to search the reservations for
Show Start/End Dates – this option shows customers’ first session date and the last one currently reserved
Only Current – choose this option to display reservations from current date onward
Reserve – select this option to show reserved reservations only
Wait List – choose this option to show waitlisted customers
Hide Pending Payments – pending payments are hidden by default (these are payments which have been reserved but with an amount outstanding to complete the payment)
After setting these parameters click on the “Search” button to display reservations. The following screen will be displayed.
Figure 416: Results and available options
The following information and parameters are available inside the results screen:
First Name – field displaying customer’s first name
Last Name – field displaying customer’s last name
POQ
Event – field displaying the event the reservation is made for
Post Code – field displaying customer’s post code
Start Date / End Date – fields displaying start and end date of the event
Details –
field displaying current reservation status ( - this icon denotes a customer who has a reservation
for the event;
-
this icon denotes a customer who is currently in the
waiting list) with the following options:
-
click on this icon to move the customer from the waiting list to confirmed
reservation
-
click on this icon to move the customer from confirmed reservation back
to waiting list
W – option for withdrawing the reservation;
click on this icon inside
the W column and next to the desired customer in order to withdraw
that reservation (see section Reservation
withdrawal)
R - option for performing refund for
the reservation; click on this icon inside the R column and next to the
desired customer in order to withdraw that reservation (see section Reservation refund)
Back – option for returning to the search reservation screen
Move to – option for moving the reservation to some other event
Letter – option for writing a letter to the customer with the reservation (see section Writing a letter to the customer with the reservation)
Email - option for writing a letter to the customer with the reservation (see section Writing an email to the customer with the reservation)
SMS - option for writing a letter to the customer with the reservation (see section Sending an SMS to the customer with the reservation)