Client Account

Articles

What a hirer's account looks like
Hirers log onto BookingsPlus via my.schoolbookings.co.uk    They enter their email address & the password they received in their Welcome Email on this screen: The screenshot below shows the information they can view.  The tabs follow a simil...
Message for Paying Clients
BookingsPlus provides a variety of areas where you can provide information relevant to their hiring your venue.  Each time your clients sign in, they'll be able to view a message from the venue on their Dashboard: There's lots of ways you can u...
Welcome Emails
A New Client User can be set-up directly from a Client Account. To manually generate a new Client User Login, click on , fill in the form, and save. If you've entered contact details for the Client Account and there are no Users already set-up, wh...
Hirer not receiving emails
If your hirer isn't receiving BookingsPlus emails, follow our troubleshooting guide to identify the issue: STEP 1 - Check their email address is correct on their User ID - Select the C lients tab, search and View your client - Click the ID...
Bulk Editing VAT rates for Clients
Master Venue Admins are able to bulk edit all existing billable client's VAT Rates. This is done easily from the "Clients" tab, using the 'VAT Bulk Edit' button at the top of the tab: On the popup you can easily select the rate you would like...
Confirming a Provisional Booking (Hirer)
Your hirers are able to view & confirm their bookings within BookingsPlus .  This means that they will have to accept your T&C's and Privacy Policy, and also take responsibility for checking the dates/times/spaces included within their booking. W...
Paying an invoice (Hirer)
Paying an Invoice on BookingsPlus is easy with our built in payment gateways. Choose from GoCardless  or Stripe  (or both!) to make collecting payments more efficient for you and your clients.  Remember that only the full invoice amount can be ...
Uploading documents
BookingsPlus is the perfect place to store any documents relating to your hirer's bookings.   Many file types can be stored including PDF's, Word documents, JPG's.  There is a 2MB limit for each file.  For large PDF's, there is an option within A...
Adding an additional user
If you have a client who requires an additional user on their account, e.g. treasurer or secretary for a football club, then it's easy to add them within BookingsPlus. There is no limit to the number of additional users.  To add an additional user, ...
Self-service options for clients
Would you like to allow pre-approved clients the option to make their own bookings? Then our new feature is perfect for you!  You'll retain control in terms of who is able to book, what they can book & also the times available for them to book...
Client Self-Booking guide
Guide for clients to manage their bookings online   With BookingsPlus you can allow your clients to book their own sessions online, via their client account.  This quick and simple booking tool means they can book sessions with you out of normal ...
Privacy Policy & Marketing Preferences on the Clients Account
BookingsPlus enables you to present your privacy policy to your clients in their online account and also allows you to display your chosen marketing options to them.  To set this up please see our article: Set-up Privacy Policy and Marketing Prefer...
Adding Client Flags
Client flags give the administrator the ability to flag certain clients and be able to draw attention where they may be an issue, or just that there is something different about that account. For example; it may be the case that that client is owing...
Adding VAT to a Client
With the proposed changes to the UK's VAT rates, we have updated how you can set VAT at your venue, both on Client's accounts and for New and Existing Bookings. Instead of the old text box, our new drop-down option allows you to quickly and easily ...
Display calendar tab to clients
Within BookingsPlus there is the option to allow your clients to view your venue’s calendar without them having the ability to make their own bookings. This permits clients to see their own bookings and what slots are or are not available, before co...