Introduction
Now that your reservation page is live and accessible, you are able to begin receiving Requests. A Request is sent when a visitor has selected a Time Slot and submitted the required information on the form. Each Request includes the information the visitor entered (name, email, etc.), as well as the Time Slot they have selected. For forms that have been integrated with online payments, each Request will constitute a purchase.
Requets are automatically accepted at the time of submission, however you will have the option of rejecting a Request, as explained in the following tutorial.
Step 1: Navigate to the Reservations Section
Mouse over the "Calendar" link, located in the menu at the top of your Digital Bell Dashboard, then click the "Reservations" link in the drop-down menu. This will bring you to a list of your Schedules. Locate the approprate Schedule, then click the View button (magnifying glass icon) to the left of the title.
Step 2: View the List of Requests
Clicking the View button will forward you to the Schedule's central information page. The "Requests" tab should be highlighted automatically, and the list of Requests (if any) will be displayed on the bottom half of the page. Each request will display the following information:
Title: This column displays the selected Time Slot (item description - for online order forms), as well as the name and email address of the individual who submitted the form.
- Time Slot: The title of the Time Slot (item description - for online order forms), as well as the data/time range will be displayed in this section.
- Response: This section will include the name and email address of the individual who submitted the form.
Note, if the name and e-mail address do not appear in this section, edit your reservation form, and double check the "Name" section of three required form fields (First name, last name, and email). If any of the "Name" sections are incorrent, the information will not appear.
Received: This column displays the date the form was submitted.
Accepted: This column displays a green checkmark if the Request has been accepted, or a red checkmark if it has been rejected.
Requests can be deleted by clicking the red "minus sign" icon, to the right of the "Accepted" checkbox. However, deleted Requests cannot be recovered, and it is recommended to instead reject the request, as expalined in step 4.
Request Management
- Viewing a List of all Reservation Requests
- Editing your Requests
- Viewing Individual Requests
- Manually Cancelling a Request
- Viewing a List of all Reservation Requests
- To view a printable list of each Request and the associated Time Slot, begin by viewing the Schedule's central information page. Here, locate the "Print this Schedule" button in the right sidebar. Clicking this button will provide a list of each time slot with a Request, along with the name and email of the requeting party (if collected). The list can be sorted by name or date, via a drop-dowm menu in the top right corner. Return to Top
- Editing your Requests
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Individual requests can be edited by clicking the Edit button (pencil icon), to the left of the "Title" column.
After clicking the Edit button you will be shown the "Schedule," "Title," and "Content" of the Request, just as when viewing a Request. In addition, you will have the option to change the "Seat Weight" and accept or reject a request.
Seat Weight: If your Time Slot includes multiple "Available Seats," the Seat Weight will be increased by one for each subsequent Request (ie. the first request will have a weight of "1," and the fourth request will have a weight of "4"). You can alter the Seat Weight with the drop-down menu, if desired, to rearrange the order of the attendees.
Accepted: Requests are automatically accepted at the time of submission, however you can reject a request by selecting "No," then clicking the "Submit" button. Previously rejected Requests can also be re-accepted by returning to this page and selecting "Yes."
Return to Top - Viewing Individual Requests
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Click the "View" button (magnifying glass icon), to the right of a Request's "Title" column, to view a page containing the information from your chosen request.
This page lists the information entered into the form, by the individual who submitted it. The image below shows an example of this page.
Schedule: This section displays the Schedule that the Time Slot was attached to.
Title: This section will display the individual's name and email address in the format: "Response recieved from website from [Name (email address)]"
Content: The "Content" section lists the form fields from your form, and the information the visitor entered into them. Form fields are listed in bold text, and the entered data is displayed below them, in unformatted text. The form fields listed in this section will mirror the layout of the form you have created.
Seat Weight:The seat weight of the selected ticket. If your Time Slot has more than one "Available Seat" the "Seat Weight" will be increased by one (1) with each additional submission.
Accepted: This section will tell you if the Request has been accepted or rejected. All submissions are automatically accepted by default. The next section of this tutorial explains how to reject your Requests.
Return to Top - Manually Cancelling a Request
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If you have received a cancellation via email/phone/etc., you may need to manually update your list of Requests. To manually cancel a Request, begin by viewing the List of Requests (Step #2). Here, locate the appropriate request by date, then click the View button (magnifying glass icon) to ensure the contact information lines up with the requested cancellation.
Once you have located the appropriate Request, return to the list of Requets. Here, click the red Delete button ("minus sign" icon) on the far right of the Request's listing. Confirm your choice, and the Request will be removed from the system. The appropriate number of available slots will automatiically be set.
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