Planner

To access the Planner tool click on the link below:

↳ Useful Link: Auth Factory > Zak (All-in-One) > Reservations > Planner


Planner is a tool that provides you with a geometric view of your reservations, which are graphically placed on horizontal lines that represent the rooms of your property.  Basically it is a table with the physical rooms in the rows and the calendar days in the columns. The room-stays of reservations are represented by segments with the name of the booking customer.

Rows = Physical rooms
Columns = Calendar Days

☞ Docs: Physical rooms

On the Planner you can also display closed rooms,  as shown in the image below.

☞ Docs: Room closure


Planner Configuration


In the top right corner, you can access the planner configuration tool through the " gear shape" icon. From here you can decide whether or not to display pending reservations (they will appear in transparency). You can also decide whether to display at the beginning of each row (representing the physical room) the room type, followed by the physical room code, or the extended name. You can also set the background color of your planner.

☞ Docs: Pending Reservations


Date and room filter



At the top of the Planner, you will find a tool that allows you to move quickly between calendar days. The first field shows the first day displayed in the planner's calendar, followed by the number of days displayed. The "< >" buttons around the days field allow you to move in the past and future of the number of days shown in the field.


In the example above, you would move back and forth 28 days.

You can filter rows (physical rooms) by room type or room label. The TETRIS tool allows you to move stays over time and from one room to another.

☞ Docs: Room Categories

☞ Docs: Room tags


TETRIS


By clicking on the > Tetris button, you will enter in reservation edit mode. You can move the stays on the planner and change their length by dragging the two sensitive points on the label with the mouse.

Click and drag on the arrow = lengthen and shorten the date of the stay

Click and drag on the reservation label = change date and move the room

Once you have made your changes, click the > Save button. The > Cancel button takes you back to the planner without saving the last changes.


In tetris-mode on the top, a gray line appears that does not represent any room. This space can become useful if you are moving reservations and need a standby space where you can temporarily drag your rooms while making changes on the Planner.


Planner Actions


By clicking with the left mouse button above each stay/reservation label a menu will open, allowing you to make different operations on reservations.



Room Order


From the planner you can access the manual rooms order. By clicking on the green "gear" icon in the top right corner and then on > Room Order you can order your rooms by drag&drop. Once done and saved, the Planner will be automatically updated, showing the new room order.



If you click inside a space which is not occupied by a reservation/stay, you can enter a new reservation or a new room closure.




Print

You can print a view of the planner by clicking on the top right button (printer icon). Some options are available such as the selection of date range, page orientation, and preview button.




Pending Reservations


The planner also displays pending reservations (which are not yet associated to a physical room).

☞ Docs: Pending Reservations


Pending reservations will appear with transparency effect. On the planner the row where you can display a pending reservation does not indicate the physical room occupied by the reservation. The room is chosen by our automatic rooming algorithm so that you can display it on the Planner, even you haven't assign it a physical room.

☞ Docs: Connection with Wubook



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