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Resource Booking Pro – Joomla Version 2.0 User's Guide

1. Appointment Booking Pro Ver 1 4 6 Copyright 2008 2010 Sof Ventures Inc View account activity Click on the User ID in the list screen above to open the detail screen for a specific user y User s Credit Detail Q e Ci Cancel Use this screen to add eda a user s credt balance The use of the credit system in ABPro is optional To use you would sel the user credits OUTSIDE of ABPro then enter the amount here When the user goes to make a booking the booking charge is deducted from his her credit balance ID 4 User iD 63 User Name Testy Tester Credit Balance 90 00 Enter a credit amount for his user Must be a currency number 0 00 or higher Credt Activity As bookings are made they wi appear below Any edts made by Admin wi appear here also ID Comment Booking increase Decrease Balance Operator Timestamp e ape E s at Testy z Si ae 14 Creda used for booting 5 Feb 6 11 00 My Resource 1 10 00 990 00 ne 2010 02 05 1226 11 ester 13 Admin EDIT balance now 1000 00 1000 00 Admin 2010 02 05 11 06 26 E gt cot A Testy gt a ate 12 Refund on cancelation 4 Feb 6 11 00 My Resource 1 10 00 100 00 Pas 2010 05 10 10 0 estes m gt P m Testy 7 e 11 Credi used for booking 4 Feb 6 11 00 My Resource t 10 00 90 00 Tes 2010 02 05 10 09 48 ester 10 Mew Crect Entry 100 00 100 00 Agmn2 2010 02 05 10 09 29 Appointment Booking Pro Ver 1 4 8 Copyright 2008 2010 Sof Ventures inc In the top section of
2. Global use the booking conflict setting at the control configuration level Enter a default calendar category for this resource This is only Sere EventList JEvents JCalPro omc a auto accept and a 3rd party calendar Default Calendar Delsuh JCalPro2 ONLY Enter a default calendar for this resource Google and JCalPro2 ONLY Google Login User rob stevens sctventures com Google only Required to access Google Calendar to add change events Google Login Password eeeeeees y Google onty Required to access Google Calendar to adki change events Copyright 2009 Soft Ventures Inc Add gt gt pra Adminstrator Resource E Administrators ae Remsen Allow Booking on Days Sun Mon Tue Wed Thu Fm Sat Y Ma vy M E Non Booking days message Fixed Start Time Global y Fixed End Time Global y Minimum lead time 1 hours Today o Disable Dates Before e Tomonow lo days from now Specific date Tomorrow E Not Set Disable Dates After O 0 days from now Specific date Nor See EN SuUeern Larernudr AUWIESS SUIVI Select one or more users to be administrators for this resource When a resource administrator accesses the front end control they see only requests for their resources A user can administer one or many resources and a resource can have one or many administrators Un check any days you wish to be disabled on the popup calendar To block bookings on specific dates eg N
3. Empty ALL Expiry 2009 07 24 ig After this date the coupon will not be accepted Published Yes Appointment Booting Pro Ver 1 4 4 Copyright 2008 2009 Sof Ventures inc Toolbar Icons Cancel Abort changes and return to the previous screen Save Save changes and return to the previous screen Help Opens this help screen Edit Area Description This text appears on the booking screen when the user enters a coupon code it it is validated by the system Examples 10 OFF Summer Special Coupon Code The Coupon Code is what the customer enters to get the discount This code is stored in the booking so you can tell a customer used a coupon with the order Value This is the amount that will be discounted Must be a number Type This tells what type of discount will be applied fixed amount or percentage Max User Usage This is the maximum times an individual user can use this coupon Only works if booking requires login Set to O for no limit 69 Copyright 2009 Soft Ventures Inc Max Total Usage This is the maximum times the coupon be used in total by all users Set to O for no limit If non O Max Total must be equal to or greater than Max User Resources You can assign this coupon to one or more resources If NOT assigned it will be available for ALL Select one or more resources that this coupon applies to If you wish this coupon to be available for ALL resources do not select any Expiry This tells when t
4. Toolbar Icons Publish Sets one or more categories to Unpublished Only Published categories will appear in the drop down list on the Resource Booking screen Unpublish Sets one or more categories to Unpublished so they will not show in the drop down list on the Resource Booking screen Remove Deletes one or more categories Edit Opens the Category Edit screen to allow you to view and modify the category New Opens the New Category screen to allow you to add a new category Help Opens this help screen 21 Copyright 2009 Soft Ventures Inc List Area ID Unique ID for the category Name Category name Description Category description for internal use does not appear on user screen anywhere Display Order Order the categories will appear in the Category drop down list Published Indicates the published state Click on the Name link to open the edit screen Category Detail A category is an arbitrarily define entity that a resource can belong or be assigned to Categories sit above resources in the structure hierarchy g Category Detail cit Bd O Save Close Help This screen is used to create or resource categories D 3 Name SUB_CAT_1 Description Sub category of Cat 1 RBPro supports a 2 level hierarchy for Categories To define a sub category you select what the new categories parent should be Note Ensure you do not assign a resource to a parent category that has rarem CES k chidren or yo
5. Windows Servers Not supported on Windows servers From PHP docs If you are running PHP on a multithreaded server API like IIS or Apache on Windows you may experience sudden changes in locale settings while a script is running that means on windows servers dates may will sometimes switch to English part way through the GAD grid 94 Copyright 2009 Soft Ventures Inc For Windows servers if you want to run in spite of the above warning you will need to edit file rsappt_pro14 php Find define WINDOWS false Change to define WINDOWS false Using Language file Keys RBPro uses Joomla s built in translation capabilities When rendering text it checks to see if a language file entry has been defined for the text if so it uses the language file text if not it renders the text directly For example If you define the resource as Boat the screen will show Boat If you define the resource as RES_BOAT and define keys in the language file like e Inthe English file RES_BOAT Boat e Inthe French file RES BOAT Bateau e Inthe Spanish file RES BOAT Lancha The screen would display the appropriate translation depending on the user s choice of front end language Resources Categories etc Any entities you define to be show on screen can use language file keys This would be resource categories services extras etc Example setting up a Resource For single language sites you can enter
6. 89 Copyright 2009 Soft Ventures Inc Step 3 90 Parameters Module Parameters Days Before Booking 3 Component ABPro Version 13 v Email Results To Test Mode No C Yes Days Before Booking Enter a number days in advance of the booking time that you wish the email to be sent You can have multiple days separated by comma Example 3 send a reminder 3 days before the booking Example 5 3 send a reminder 5 days before AND send a reminder 3 days before This field must be integer value s no 3 5 days Component Select either RBPro or RBPro Version For future use currently only supports version 1 3 of each component Email Results To You can enter an email address that will receive a status report after each cron run If left blank the report will be sent to the email address in the component s RBPro or RBPro Configure MailTO setting Test Mode For testing see below Cron Setup After you have the module installed and configured your next step is to setup or schedule the cron job at your webserver Each hosting provider will have their own unique process for exactly how to do this But in each case you need to create and name a new Cron job define how often the Cron job should run this should be once per day and point the Cron job to the correct path to the reminders_cron php file Below are 2 video tutorials that will demonstrate the setup procedures for common hosts You need to know
7. Date for the Book Off use the popup calendar to choose a date Full Day amp start end If Full Day No use the start end times to determine the booking start and ending times These times are ignored if you set Full Day Yes To only for add new Book offs are stored as individual dates NOT date ranges This screen will create a series of book offs between two dates To edit or remove the book off you must deal with them as individual dates Description Description of the book off is for internal use only and is not shown to the public Published Only Book Offs with Published set to Yes will affect the popup calendar Copy Book offs You can copy a book off from one resource to one or more others Select a book off in the book off list then click on Copy Copy Book Off s Copy Sook offis Destination Resource Room A Room B Room C Room K Service Booking Select one or more resources Optionally you can specify a new date for the Book Offis if left blank the original date s are retained Note if a date is selected ALL the copied book offs wil be entered wah the new date even if the source book offs were on a variety of dates New Date Has Resource Booking Fro Ver 2 0 Copyright 2008 2010 Soft Ventures Inc Choose your destination resources for the copy then click Copy Now 36 Copyright 2009 Soft Ventures Inc UDFs The UDF system within RBPro allows you to add any number of additional data en
8. O Book Off Detail Edit 00 Save Close Help This screen is used bo camie of edi bock oTia ID 6 Resource RoomA Date 20090601 EN Full Day No Start 08 00 hmm if Full Day No use the startfend times to delermine the booking start and ending End 12 oe 00 nom times Description Serene to by his Text entered here will be displayed in the book of area on the GAD booking screen Published Yes Resource Booting Pro Ver 2 0 Copright 2008 2010 Soh Venbes Inc Detail for add NEW has a To date box for creating a group of book offs between two dates o Book Off Detail New a G Dave Lancal Halo Thi sensen a bed ho create of edit bock o ta ID Resource Room A e i Date m To 3 T Full Day Yes Slan DO 00 hh mm Y Full Day No use the startend times to determine the booking start and ending End 00 e 00 e hhmm umes Daescripbon Text entered hare wall be displayed in the book of area on the GAD booking saaan Published Yes se Rescues Bedi Pro Wer 20 Copyrig tt 2008010 Soft Weniure Ina Toolbar Icons Cancel Abort changes and return to the previous screen Save Save changes and return to the previous screen Help Opens this help screen 35 Copyright 2009 Soft Ventures Inc Edit Area Resource In edit mode this will show the name of the resource owning this book off record In Add New mode you select the specific resource name Date
9. Sch Venbes Inc Single Multi Day If set to Single day only the ending date will not be shown and all bookings will be assumed to start and end on the same date Fixed Start Time Setting a fixed start time will remove the time dropdown and replace it with text showing the start time This would be used if you want all bookings to start at the same time for example always start at 8 00 Fixed End Time Setting a fixed end time will remove the time dropdown and replace it with text showing the end time This would be used if you want all bookings to end at the same time for example always end at 17 00 Time selection lists Select either 24 hours No Limit or a range of hours Limit to Range This will determine what appears in the Time dropdown list boxes Example Limit to Range could be set for 8 30 16 30 for your standard work day Max Booking You can specify a maximum number of hours any booking can be This should be set to some value if for nothing more than to prevent a malicious user from booking from Jan1 to Dec 31 and locking a resource for the year Min Booking You can specify a minimum number of hours any booking can be Dropdown Time Increment Set to Hour dropdown lists will show 9 00 10 00 11 00 etc set to Half Hour dropdown lists will show 9 00 9 30 10 00 10 30 etc 48 Copyright 2009 Soft Ventures Inc Time Format You can specify the time format to be used on the front end screen either 24 ho
10. antea T Optional Field Mame 0 kel Optional Field Value 0 Optional Field Mame 1 Ll Optional Field Value 1 Optional Field Name 2 La Optional Field Value 2 Optional Field Name 3 kal Optional Field Value 3 Purge Stale Bookings Yer afer 5 minutes Resource Rocking Peo Ver 2 0 Coppight 2006 2010 Soft Ventures Inc Your customers do not need a PayPal account to purchase via PayPal Resource Booking Pro can be set to e Not use PayPal no PayPal payment is invoked e Only use PayPal the user can only make a booking if they pay e Offer both PayPal and non PayPal you can give the user the choice two buttons one for PayPal one for no PayPal pay later With PayPal enabled the booking screen will show the calculated cost at hours x rate or flat rate depending on how you Set it up The other main difference when enabling PayPal is that a new request will get inserted with a status of pending rather than new The user is sent to PayPal to make their payment They are sent back to your site In a separate thread 52 Copyright 2009 Soft Ventures Inc PayPal processes the payment and sends an IPN Instant Payment Notification message to your site This IPN is really not instant and your customer may have been returned to your site before the IPN arrives In this case the in progress message is shown to the customer When PayPal completes the payment processing they send the customer an email and send your site
11. 10 Total 18 90 To offer a FREE booking set Value 100 and the Type Percent If the PayPal total after discount is 0 no trip to PayPal is made and the booking is placed immediately The Booking detail will show a coupon code is one was used in the booking 67 Copyright 2009 Soft Ventures Inc The Coupons screen is accessed via the Coupons control panel icon or More Coupons q 1 8 Zw OQ Coupons o al Pubish nowbish Dette EOR Hevn Her Control Panel Appointments Categones Resources Services Time Slots Book Ofts UDF s Configure More Coupon List ID Description Coupon Code Value Type Expiry Date Published i Y Is App ent B gr 4 3 Copyrig t 2008 2009 A t Toolbar Icons Publish Sets one or more coupons to Unpublished Unpublished coupons will return Invalid Coupon on the Appointment Booking screen Unpublish Sets one or more coupons to Unpublished Remove Deletes one or more coupons Edit Opens the Coupon Edit screen to allow you to view and modify the coupon New Opens the New Coupon screen to allow you to add a new coupon Help Opens this help screen List Area ID Unique ID for the coupon Description This text appears on the booking screen Coupon Code The Coupon Code is what the customer enters to get the discount When the user enters a coupon code it is validated by the system and the appropriate discount is applied This code is stored in the booking so you can tell a customer us
12. 109 Copyright 2009 Soft Ventures Inc My Bookings Screen The user can view his current balance and activity on his account via the My Bookings screen My Appointment Bookings Testy Tester Select Status w Resource Date From Status My Resource 1 Sat Feb 6 2010 11 00 AM Delete Now Accepted My Resource 1 Sat Feb 6 2010 11 00 AM Delete How Canceled Nudder Resource Mon Feb 15 2010 2 00 PM Cancel Now Accepted Credit Activity As bookings are made they will appear below This list shows the 20 most recent credit activity items Comment Booking Increase Decrease Balance Operator Timestamp Feb 15 2 00 PM Nudder Testy 2010 02 03 Resource aasa 297 00 Tester 10 55 55 Feb 6 11 00 AM My Resource Testy 2010 02 05 1 A rine Tester 12 26 11 Admin EDIT balance now 2010 02 05 A 1000 00 MONIS A 11 06 26 Feb 6 11 00 AM My Resource 100 00 Testy 2010 02 05 1 Tester 10 10 25 Feb 6 11 00 AM My Resource 90 00 Testy 2010 02 05 1 Tester 10 09 48 Creda used for booking Creda used for booking Refund on cancellation Creda used for booking i 2010 02 05 New Credit Entry ra e 10 09 29 Appointment Booking Pro Ver 1 4 6 Copyright 2008 2010 Soft Ventures Inc The Credit Activity section shows the most recent 20 events only in reverse chronological order The Timestamp shows when the change was made and the Operator column shows who made the change 110 Copyright 2009 Soft Ventures Inc
13. Edit Files 84 Copyright 2009 Soft Ventures Inc Community Builder and RBPro Overview RBPro can be set to pull user information from their CB profile into a booking screen This is done by setting up RBPro UDFs user defined fields for your booking screen and telling RBPro to pre fetch data for these fields from the user s CB profile UDF Settings for CB User Defined Field Detail 7 r his screen ls used to create or eda User Defined Fields ID 10 screen Label Type Textbox a or gt e a only applies if control type Textbox Rows Pa onty soplies if control type Texibos Columns 40 onty applies if control type Textbox Radio Buttons or List tems EMMA secaraied radio bulion or croocown list values upe TaT to indicate defaul setecti Exa e A les targes Gare MAX 255 Fiat af Y s gt y r required Field Mo oniy applies if control type Textbox Textares or Checaibos Help Text Enter y Tooltip if you are using Community Builder and wish to populate an ABPro UDF field from a CB profile field set the field mapping here Only Textbox or Textarea fields can pre fill from Community Builder CB Profile Field X Read Only Yes Setto Yes if you do not want visitor to change the value Note Changes if allowed are never written bac to CB Changes are only stored in the ABPro booting Msolay Order z Published as v Notes All text fields can accept a maximum of 255 characters Appoiniment
14. Ensure you do not assign a resource to a parent category that has children or you will get unpredictable booking screen results Resources must only be assigned to sub categories OR parent categories that have no sub categories Cost Cost is a free form text field so you can put things like 10 hr 20 deposit This appears in the resource dropdown list for the customer Rate Rate is used by the PayPal implementation Rate is the amount you charge as a decimal number This is used by the system to calculate total charge for PayPal e per Hour calculate costs as rate x hours e per Booking flat rate charge per booking PayPal Account You can define a different PayPal account for each resource If left blank the PayPal account set in the Configure screen will be used for all resources Email To To have notifications for this resource sent to one or more special email addresses enter them here Example foo bar com abc xyz com use comma to separate multiple addresses If this field is left blank resource requests will be sent to the address specified in the configuration section The resource level overrides the component level If you set a notification address at the resource level the component level is ignored if you want both you will need to add both at the resource level SMS Phone To have SMS text message notifications sent to this resource enter a cell phone here only one supported This feature requires a Clickatell accoun
15. Now link will only appear if you have Allow Cancel Yes see the Configuration section of this guide Front end Admin You can delegate administration duties to other users Rather than having to give them access to the Joomla Admin back end which can be intimidating RBPro offers two front end admin screens To use these a user must be designated as a Resource Administrator see the Resource setup for details on how to do that The simple Admin screen has very basic capabilities Booking Admin Administrator Send Reminders Date Range 2009 03 04 Es BE ClearDates Select Resource Select Stalius v Name Email Resource Date Time Duration Service Status RBPro Sales rob stevens softventures com Room Tue Mar 10 08 00 01 30 him accepted Administrator support softventures com Room A Tue Mar 31 09 0 01 00 hm Test Service Copyright 2008 2009 Soft Ventures Inc This screen offers only the ability to see bookings and process them Only bookings for resources that they are set as Resource Administrator for will be shown here Screen filtering works like the back end Click on the email address to send a message 81 Copyright 2009 Soft Ventures Inc Click on the name to open the booking detail screen Booking Admin Booking Detail Save Changes Cancel Name Administrator These fields are from the booking request Unit Number They can be modified by the administrator
16. POT Completas 1454 072 038 201007 130852 42 DETASAT FTDK if Liew Test i C237 401 2210 POT Completas 1444 072 059 201007 13 10 30 10 Display 20 e Appolrimest Booking Pro Ver 2 0 Copyright 2008 2019 Sofi Ventures Ino Your customers do not need a PayPal account to purchase via PayPal Resource Booking Pro 1 3 3 can be set to e Not use PayPal no PayPal payment is invoked e Only use PayPal the user can only make a booking if they pay e Offer both PayPal and non PayPal you can give the user the choice two buttons one for PayPal one for no PayPal pay later With PayPal enabled the booking screen will show the calculated cost at hours x rate or flat rate depending on how you Set it up The other main difference when enabling PayPal is that a new request will get inserted with a status of pending rather than new The user is sent to PayPal to make their payment They are sent back to your site In a separate thread PayPal processes the payment and sends an IPN Instant Payment Notification message to your site This IPN is really not instant and your customer may have been returned to your site before the IPN arrives In this case the in progress message is shown to the customer When PayPal completes the payment processing they send the customer an email and send your site an IPN message When the customer comes back to your site the return page checks to see if the transaction has completed If it has i
17. Thur iday March 05 2009 41 09700 An Duration 1 sour 30 Minutes search Note The 3 party calendar is optional Some offices like to use one for getting different views of upcoming Resources If you make the calendar available to the public it is not recommended that you display email addresses like in the sample above Daylight Savings Time RBPro stores times in local time but some 3rd party calendars store in UTC or GMT and RBPro needs to convert local to UTC by using the Joomla time zone setting Not everywhere in the world implements DST This setting lets you tell RBPro if it should apply DST when converting to UTC 51 Copyright 2009 Soft Ventures Inc PayPal Y Component Configuration e L i Save Helo Control Panel Bookings Categorias Resources Serrices Book Offa UDF s Extras Configure Resource Booking Configuration Basic Setup OatefTime Setup Calendars Graphic Availablity Display Messages PayPal SMS Cicketel SUS EzTexting Front End Screens Enable PayPal ii 4 Additional Fee 000 Feed 2 Enable Coupons No PayPal button image URL hmps twerw paypaleom en_USibintan_beyrewOC_LG gif Cu Currency Coda CAD Canadian Dollar PayPal Account stest_1221167171_ bu rotventures com T PayPal Sandbox URL Fmpr iwaw sandbox paypal comusiogi biniwebso T PayPal Production URL Mpal prypal combvulcgrbrd aber Use PayPal Sandbox vo Your Logo image kal tem Mame resource sandara
18. a service in the service list then click on Copy Copy Resource Service s Copy Resource Service s Destination Resource Meeung Room A Meetng Room B Meeting Room C Meeting Room D Meeting Room K Select one or more resources Resource Booking Pro Ver 1 3 3 Copyright 2008 2009 Soft Ventures Inc Choose your destination resources for the copy then click Copy Now 32 Copyright 2009 Soft Ventures Inc Book Offs A Book Off is a specific date or dates that you do not want to allow bookings for a resource Examples would be holidays vacation days etc For blocking days of the week ie only book Mon Wed Fri use Resource setup Basic Setup tab Allow Booking on Days G O Book Offs 9 9 g 7 a Publish Unpublish Copy Book Offis Remove Edt New Heb Control Panel Bookings Categories Resources Services Book Otfs UDFs Extras Configure O save Completed Book Offs List Resource Room A e Use this to screen specify specific dates thal you do not want to alow bookings book off hohdays vacation etc For blocking days of the week 8 only book Mon Wed Fri use Resource setup Basic Setup tab Allow Booking on Days a 10 Resource Date Off Full Day Hours Descriptions Published 1 Room A Tuesday June 2 2009 Yes el a 8 Room Wednesday June 3 2009 Yes y L 1 Room A Thursday December 25 2006 Yes Christmas Y 5 Room A Wonday January 19 2009 Yes Famby Day el i Room A ilonday June 1 2009 No 0
19. an IPN message When the customer comes back to your site the return page checks to see if the transaction has completed If it has it displays the confirmation message if not it displays the in progress message These messages are set in the Messages tab There is a possibility that the customer may abandon the booking after being sent to PayPal In this case the booking will stay in pending and need to be cleared manually If the customer elects to Cancel the payment in PayPal the IPN will reflect that and RBPro will set the request from pending to cancelled Important When a booking is made with status Pending the timeslot is locked just as if it were accepted The display GAD display will show a dashed border so you can see what timeslots are Pending Normally a slot should only be Pending for a few minute seconds while PayPal is processing the payment If the user aborts out of PayPal without paying the slot will stay Pending and locked until admin deletes it New see Purge Stale Bookings below Enable PayPal Enable RBPro to use PayPal see above Additional Fee You can optionally add an additional fee to the PayPal transaction This can be either a fixed fee or percentage for the total An example may be a processing fee you wish to charge Enable Coupons Enable the RBPro coupon system for offering discount coupons to you customers PayPal button image URL This is the location used to fetch
20. days from now no bookings beyond that x days from now Not Set allow bookings in the future with no limits normal setting Specific date disable dates after the selected date The Specific date setting above when you want to allow bookings on ONLY certain dates ex appointments during a 3 day event Disable dates before and a er the event so users can only book appointments during the event Leave as Tomorrow and Not Sef for day to day appointment booking on an on going basis Display Order i Published Yes x Resource Booking Pro Ver 2 0 Copyright 2008 2010 Soft Ventures Inc Toolbar Icons Cancel Abort changes and return to the previous screen Save Save changes and return to the previous screen Help Opens this help screen Edit Area Enter a number to indicate what order this resource should appear in the dropdown list Name A resource must have a name ex Meeting Rom A or Dr Allan Harper Description The description is often just set to the name but can also include more information This is the field that will be shown in the dropdown list so keep it as short as possible 26 Copyright 2009 Soft Ventures Inc Access You can set whether this resource is available to everyone or only registered users Category Optional Resource Category See Resource Category setup screen for more details on when why how to use categories RBPro now supports a 2 level hierarchy for Categories Note
21. detail area You can use the tokens as listed on the Messages tab Daylight Savings Time No DST Start Date 0000 00 00 a DSTEndDate oooo0c0 M RBPro stores times in local time but some 3rd party calendars store in UTC or GMT and RBPro needs to convert local to UTC by using the Joomla time zone setting Not everywhere in the world implements DST This setting tets you tell RBPro iff should apply OST when converting to UTC Resource Booking Pro can be set to work with several 3rd party calendars JCalPro 2 Google or EventList There is no direct connection between RBPro and the calendars RBPro just adds removes data from the calendar s tables This means the communication is one way RBPro knows about the calendar but the calendar has no knowledge of RBPro You cannot initiate a booking from the 3rd party calendar and have it talk to RBPro 49 Copyright 2009 Soft Ventures Inc When a calendar is chosen a section dealing with the calendar will appear in the booking details screen None do not use a 3rd party calendar JCalPro Use JCalPro EventList Use EventList Etc Calendar Fields 3rd party calendars have a title and body area The title is what appears in the calendar cell the body is what appears when you open a calendar date for details on the event You can tell RBPro which field to put in which area Event Title Choose either resource name name of the resource or request name name o
22. gateways for example sell credits through Virtumart or an existing gateway then just add the credits into RBPro Limitations e RBPro is nota banking system and Soft Ventures will not be liable for any discrepancies Limited activity logging will be maintained but NOT at an auditing level one would find in financial system software e PayPal must be enabled to turn on the financial parts of the screens e Credits are purchased outside of RBPro PayPal buy now or Virtumart etc and entered manually by Admin e Aresource can have only one rate that is you cannot offer a different rate for customers paying by PayPal vs paying by credits Discounting would be handled outside RBPro when credits are purchased ex sell 100 worth of credits for 75 e No partial cancel ie no cancel 1 seat of 3 cancel all and reorder e Ifauser needs to pay part via PayPal his credit balance was not enough and he bails out of PayPal without paying he would need to contact admin to get his credits restored manually 105 Copyright 2009 Soft Ventures Inc e The credit system only applies to the public booking screens and Front Desk booking screen Admin manually setting a booking to accepted will have no effect on the user s credit balance If admin sets a booking to canceled and the booking was paid all or in part by user credit the credit is re instated If part was paid by PayPal that will be added to the user s credit balance no PayPal r
23. gt cancellation_id lt b gt lt br gt To cancel your booking enter this code into the booking screen lt br gt Favorite Fruit Favourite Fruit lt br gt You can put any of the captured information in the confirmation 98 Copyright 2009 Soft Ventures Inc For a multi language site you can define a language file key L 3 X Component Configuration Control Panel Appointments Categories Resources Services Time Slots Book Offs UDFs Appointment Booking Configuration Basic Setup Calendars Graphic Avadabiity Display Messages These messages are used for both email and screen display Booking Complete BOOKING COMPLETE And now add a BOOKING COMPLETE key to each language file see below Note In version 2 0 the edit boxes add extraneous characters so you need to wrap your key with svkey Example svkey BOOKING COMPLETE svkey RBPro 2 will just take the value between the svkey tags and ignore formatting characters inserted by the editor Note the tokens are not translated If you want to insert the user s selected service you use the normal token resource_ service For UDFs Seats or Extras where the screen label is being translated you use the key 99 Copyright 2009 Soft Ventures Inc RS1_INPUT_ SCAN_RESC RESCURCE_P PROMPT Select a Resource Mr NA reer tt ett Titre terme bene Mur ferrari 4 mo j C xampp htdocs dev_15_5 ilanguage en US en US com_rsappt_prot4 ini
24. por su solicitud resource resource service CANCEL MSG Su reserva de resource de startdate ha sido cancelada gracias se 4 lila Cixamppihtdocsidev_15 5 language fr FRifr FR com_rsappt_pro14 ini Copyright 2009 Soft Ventures Inc Which yields when Spanish is selected as front end language Haga una cita introduzca el texto de cabecera aqu Claro para no tener ninguno Su nombre Tel fono Eman Comentarios Escyibe tu comeriano agu Recurso Lancha E The same procedure is used to define multi language services categories etc Messages If you are running a single language site you can enter message text directly into the configure screen or X Component Configuration Control Panel Appointments Categories Resources Services Time Slots Book Offs UDFs Appointment Booking Configuration Basic Setup Calendars Graphic Ava abity Display Messages PayPal Cickatel These messages are used for both email and screen display SMS Note The only SMS sent to a customer is the reminder all other SMS messages are notifications to the resource admi Booking Complete lt b gt Thank you for your booking lt b gt lt br gt lt br gt lt b gt resource lt b gt has been booked for lt b gt lt i gt requester name lt i gt lt b gt for this date time lt br gt lt b gt startdate starttime lt b gt lt br gt to lt b gt enddate endtime lt b gt lt br gt lt br gt Your Cancellation ID is lt b
25. the physical path on the server to the file reminders_cron php There is a file included in the module to do this for you From your browser issue the request Copyright 2009 Soft Ventures Inc http yoursite com modules mod sv reminders show path php You will get back a screen like this Path for cron job homecontent MN btmbtest J 15NX modules mod_sv_reminders reminders_cron php CPanel cron command usr bin php home content MN btml test_J1 SN modules mod_sv_reminders reminders_cron php Note some hosts may have different path for php ie something other than usr bin php Cron setup tutorials Hosting sites that use CPanel Setup on GoDaddy com Step4 Testing The file reminders_cron php has some code at the beginning to prevent it from being called interactivity by a malicious user For testing you can set Test Mode above to Yes and call reminders_cron php from your browser like http yoursite com modules mod sv reminders reminders cron php When calling as above you will just get a blank screen and the results will be emailed out How to setup Single Resource or Category Modes To set RBPro into single resource or single category mode you need to be able to tell it what resource or category to display The booking screens support two methods of doing this 1 Called by Menu 2 Called by URL 91 Copyright 2009 Soft Ventures Inc Called by Menu When you create a menu item to call RBPro th
26. 09 Soft Ventures Inc Email notification SUBJECT This will be the subject used in email notifications HTML email Yes send HTML formatted email No send plain text emails Login Required If set to Yes only registered users will be allowed to access the booking screens Name Read Only Set the name field read only used only when Login required so the name from the Joomla user table cannot be modified on the booking screen Phone is Required Make the phone number a required input field Email is Required Make the email address a required input field Hide logo Hide the ResourceBookingPro com link on the front end screen Use DIV calendar If set to Yes the popup calendar used by the booking screens will be a CSS div based object if No it will be a popup window Prevent Duplicate Bookings If set to Yes you will not be permitted to Accept a booking that conflicts with another already accepted or pending booking The front end screen will tell the visitor they must choose a different booking time This works in conjunction with the setting at the resource level You can specify that you will allow x duplicates This would be used in a case like a class where you want to allow 5 students to register See the Resource screen for details Auto Accept Bookings Normally a booking request is created with the status of new and notification is send to the address specified above A designated administrator would make the decision t
27. 1 Resource Calegori s do not cresta ary ANY Resouros Categories are published that will enable the use of Resource Categories on the booking screen When enabled ALL resources must be assigned fo some category or they will mot be displayed on the booking screen Hervices Book CHEs DOF Extras See Help above for more information on when and why o use cofegories C C O w Resare Booking Pro Ver 2 0 Gopyright 2008 2010 Soft Verives Ina 10 F A Cat Cat SUB_CAT_1 SUB CAT 1b Descrmpbion new oat desc ake Caer Cat 1 Cat 1 Display 30 m Parent Category ia Unpublish Delete Edit 1 Order QO OQ hea Help Published dl dl e w The first thing to point out is that Categories are OPTIONAL you do not need to set up any categories unless you feel they would help or be useful to you 19 Copyright 2009 Soft Ventures Inc What is a Category A category is an arbitrarily defined entity that a resource can belong or be assigned to Categories sit above resources in the structure hierarchy Why use Categories Two reasons mainly 1 You have too many resources to fit in the resource drop down list With categories you can break the resources list into groups or categories The user first picks the category then sees a smaller list of resources that you have assigned to the category 2 Physical locations If you have offices in two cities you can set up two catego
28. 1212 no dashes Resource ooking Pro Ver 2 0 Copight 2008 2010 Sof Ventures Inc This screen is where you set RBPro to use Clickatell com for sending SMS text messages The data for this screen comes from your Clickatell com account s Manage My Products page You should ensure you account is functioning properly before incorporating it into RBPro Clickatell com is not available in the USA USA customers use EzTexing com DO NOT enable both Clickatell AND EzTexting 60 Copyright 2009 Soft Ventures Inc SMS EzTexting ct 3 Y Component Configuration O L ro Save Help Control Panel Bookings Categones Resources Services Book Offs UDFs Extras Configure Resource Booking Comfiguration Sasic Setup DateTime Setup Caler dars Graphic Availability Display Messages PayPal EMS Clickatell SMS EzTexting Front End Screers USA ONLY To use EzTexting you need to have an account wih them You wil need to request API access for RBPro to tak to their service Ze Yes Messages wil be sent via sms text messaging throwgh your EzTexting com account Ese E L No No t amp d messaging reminders Do Not enable both EzTexting AND Cictatsi Login User al Your EzTextng com login so RBPro can connect and send SUS reminders Login Password teses Your EzTextng com bgi so REPro can connect and send SUS reminders Rescurce Booking Fro Ver 2 0 Copyright 2006 2010 Sof Verteres Inc This screen is where you set RBPro to use EzT
29. 8 00 12 00 Service to lights e Display 20 Resource Booking Pro Ver 2 0 Copyright 2008 2010 Soft Ventures Inc Toolbar Icons Publish Only Published book offs will affect the popup calendar in the Resource Booking screen Unpublish Only Published book offs will affect the popup calendar in the Resource Booking screen Copy Copy a book off to a different resource Remove Deletes one or more book offs Edit Opens the Book Off edit screen to allow you to change the date or description New Creates a book off allowing you to set the resource date and description Help Opens this help screen Description is for internal use only and is not shown to the public Filters Resource Show book offs for a selected resource 33 Copyright 2009 Soft Ventures Inc List Area ID Unique ID for the book off record Resource Resource the book off applies to Date Off Date of book off Full Day Is this a full day book off yes no Hours hours for non Full day book offs Description Book off Description appears in GAD booking screen on Book off Click on the ID link to open the edit screen Click on the icon in the Published column to toggle the published state Click on the ID link to open the edit screen 34 Copyright 2009 Soft Ventures Inc Book Off Detail A Book Off is a specific date or dates that you do not want to allow bookings for a resource Examples would be holidays vacation days etc
30. An example might be where a es the administrator phones the Resource Test Resource x requester and agrees on a new date Service E or time The Administrator would then change the date here Start Date 2010 01 13 Start Time 08 00 hh mm End Date 2010 01 14 HB End Time 17 00 hh mm Comment User Defined Fields Label Value Type Cell phone Textbox This is intended for booking of items that need to be returned Staff can Resource E ESS T gt Availability Available set this to Out to Customer when Request Status Accepted v Payment Status Pending v Admin Comment Timestamp 2010 01 13 08 12 34 Resource Booking Pro Ver 1 3 5 Copyright 2008 2010 Soft Ventures Inc the booking begins and Avialable when the customer returns the item Set requestto Accepted Declined or Canceled Email messages will be sent when changing to Accepted or Cancelled Administrator can indicate payment has been received Administrator can enter an internal comment Example Phoned to confirmed new end time See the Resource Detail section of this guide for information of what the various fields mean 82 Copyright 2009 Soft Ventures Inc Front end Advanced Admin If you wish to give your resources more control such as setting timeslots and book off for the resources they administer you can give them access to the Advanced Admin screen Booking Admin Bookings Resources Servi
31. Booking Pro Ver 1 42 opyright 2008 85 Copyright 2009 Soft Ventures Inc if you are using Community Builder and wish to populate a Only Textbox or Textarea fields can pre fill from Community CB Profile Field y ccwesvmesvecscacscnscsonssomessaesvacce eee rrr Read Only Select a CB profile value address Display Order country Appointment Booking Pro Ver 1 4 2 4 e fax Published ear interests Notes All text fields can accept Sstname locaton meddlename name occupabton phone state Select the CB Profile field from the dropdown list This list is created from your CB profile table and will only be populated if you have CB installed You can also set the field to be read only if you do not want the person doing a booking to be able to change the values Note Changes if allowed are never written back to CB Changes are only stored in the RBPro booking 86 Copyright 2009 Soft Ventures Inc JomSocial and RBPro Overview RBPro can be set to pull user information from their JomSocial profile into a booking screen This is done by setting up RBPro UDFs user defined fields for your booking screen and telling RBPro to pre fetch data for these fields from the user s JomSocial profile UDF Settings for JomSocial 87 dl lf you are using JomSocial and wish to populate an ABPro UDF field from a JS profile field set the field mapping here Only Textbox or Textarea fields can pre fill from JomS
32. Configuration Control Panel Bookings Categories Resources Services Book Ofts Resource Booking Configuration Basic Setup Cabe Tiere Setup Calndara Graphic Avalabity Dis play Messaqes These messages are used for both email and saraan display PayPal Save Help UOFs Extras Confiqure SUS CEEA DHS ExTexting Front End Sereens SMS Note The only SMS seni to a customer is the reminder all other SMS messages are notifications to the resource adrninistrator Milti language Note For mulitanguage operation when placeing language keys in place of messages you MUST wrap the key with svkey Example fsvkeyMMY_CONF_MSGfsvkey Booking Complete Hos UD ae EB BB stes Format EL el b ES 28 x 2 This is The confirmation of request processing completion resource as been booked for freguester name for this date time Your Cancellation ID s cancellation_id To cancel your booking enter this code nto the booking screen Pathe image Pagebreak Resdmore J Toggle editor Altach ies file to To Customer Mo To Admin Mo To Resource Mo confirmation email SMS Booking Complete Booking In Progress B F Uo EEE se foma S Clo 4 ES Om 2 B xn Thank you requester name Your request in wil be reviewed shortly You can have a ics file attached to confirmation emails so the appolntmernt can be added to the customers admin s This ls the booking notification sent as a text message if Clic
33. LOTS AVAILABLE Nein jederzeit zur Verfugung RS1_INPUT_SCRN_FROM Start E A mo C ixampp htdocs dev_15_5ilanguage en GBien GB com_rsappt_pro14 ini f user screen rererere retes oo o input fields RS1_INPUT_SCRN NAME Your Name RS1_INPUT_SCRN_PHONE Phone RS1_INPUT_SCRN_ EMAIL Email o o Or Titi A aaa o o lic ca C xampp htdocs dev_15_5ilanguage en US en US com_rsappt_prot4 ini user screen o o Time Slots Book O Copyright 2009 Soft Ventures Inc User Credits taken from RBPro manual but works the same Overview The first thing to point out is that User Credit is OPTIONAL you do not need to implement user credits unless you want to What is a User Credit User Credit is a number representing a currency amount associated with a registered user You can sell your customer user credits OUTSIDE of RBPro then enter their number of credits into RBPro Now when they go to make a booking the cost of the booking is deducted from their credits Why use User Credit A few reasons If you want to sell your customer the ability to make multiple bookings without paying each time For example selling a package of 5 appointments Quantity discounting You can sell a package of 10 appointments for less than the cost of 10 individual appointments This could be done for example by selling 100 of credits for 75 Support additional payment
34. OLTIP Selecz how many you want EXTRA_1 HELPeWrites with red ink UDF COMENTS Corments UDF _ COMMENTS TOOLTIP Max 255 characters UDF_COMMENTS HELP Enter your comment here COUPON _5 OFF 55 00 OFF 4 a C ixamppihtdocsidev_15_5vanguagei es ES es ES com_rsappt_pro14 ini SUB_CAT 2 0este SERV 1 Short puerto de Tour SERV_2sTouzr de la Isla BOOKING COMPLETE Gracias por su solicitud resource resource service CANCEL_MSG Su reserva de rescuzcej de startdate ha sido cancelada gracias BOOKING_IN_PROGRESS Gracias requester name Su solicitud ser revisada en br ADULT_SEAT Adultos ADULT_SEAT_TOOLTIP Selecciona el n mero de asientos para adultos que quiere pedi ADULT_SEAT_HELP 10 00 el texto que queremos aqui CHILD SEAT Ninc CHILD_SEAT_TOOLTIP Selecciona el n mero de asientos del ni o que quiere pedir CHILD SEAT HELP gratis menores de 12 a os deben ir acompa ados por un adulto EXTRA_1l Rojo L piz EXTRA 1 TOOLTIP Selecciona el n mero que desee EXTRA_1 HiLPunscribe con tinta roja UDE COMMENTS Comentarios bDF_COMMENTS _TOOLTIP M ximo 255 caracteres UDF_COMMENTS_HELP Escribe tu comentario aqui COUPON_5_OFF la reducci n de 5 00 peice Cixamppihtdocsidev_15_S5language fr FRifr FR com_rsappt_pro14 ini 102 Copyright 2009 Soft Ventures Inc Editing Language File s Prior to version 2 0 RBPro only supported edit of a single language file from in the Admin area RBPro will
35. PayPal Txn link to view the details of the PayPal transaction read only 65 Copyright 2009 Soft Ventures Inc PayPal Transaction Detail This screen shows the data send from PayPal and is read only 66 Transaction Detail Request ID First Name Last Name Email street City Prow State Postal Zip Payment Date Amount Fee Tax Payment Status 954611060091 0082 13 Test User a 1 Ui eee er oe 1 Maire Victorin lane Toronto Ontario MSA 1E1 08 51 28 Jul 13 2010 PDT 14 54 0 72 0 95 Competed Resource Booking Pro Wer 2 0 Copyright 2008 2010 Soft Ventures Inc Copyright 2009 Soft Ventures Inc Coupons The coupon system allows you to create coupon codes assign discount levels and expiry dates to them and give them to customers With the coupon system enabled done in the Configure PayPal screen the booking screen will show a coupon entry box When the customer enters a code it is validated and the discount applied to the total cost Coupons are only meaningful when PayPal is enabled rt 3 Component Configuration s Control Panel Appointments Categories Resources Appointment Booking Configuration ra gt Setup Calendars Graphic Ava abiity Display Messages PayPal Enable PayPal Optional J Accept booking when Paid vesis UY Additional Fee 100 UD Foes wl Enable Coupons Yes w T 10 off 5 20 00 20 00 Additional Fee Discount 2
36. RESOURCE 1 Resource 1 E RESOURCE_BOAT Boat RESOURCE _CAR Car HEADER TEXT Enter header text here clear for no header FOOTER TEXT Enter footer text here clear for no footer CAT_l Morth CAT_2 South SUB _CAT_l Zast SUB_CAT_2 HMest SERV_1 Short Harbour Tour SERV _2 Island Tour BOOKING _COMPLETE Thank you for your order resource resource service has bee CANCEL MSG Yo0ur booking for resource on startdate has been cancelled thank BOOKING IN PROGRESS Thank you requester name Your request will be reviewed sh ADULT _SiiT Adulr ADULT_SEAT_TOOLTIP Select the number of Adult seats you wish to order ADULT SEAT HELP i0 00 whatever text you want here CHILD SiaT Child CHILD_SEAT_TOOLTIP Select the number of Child seats you wish to order CHILD SEAT HELP Free under iz yrs must be accompanied by an Adult EE 4 Cixamppihtdocsidev_15_5ilanguageles E5Sles ES com_rsappt_pro14 imi UDF_COMMENTS Comentarios RESOURCE I Rkecurso 1 RESOURCE_BOAT Lancha RESOURCE CAR Coche HEADER _TEXT Intreduzes el texte de cabecera aqui clare para no tener ninguno FOOTER_TEXT Introduzca el texto de pie de p gina aqui clare para no focter CAT_1 Norte CAT_2 Sur SUB_CAT_l Este SUB_CAT_2 0este SERV_i Short puerto de Tour SERV_2 Tour de la Isla NG_COMPLETE Gracias por su solicitud resource rescurce_service ha si CANCEL Ms Su reserva de resource de startdate ha sido cancelada gracias BOOXING_IN_PROGRESS G
37. RR o ooo o on o ooo o ooo o y Resource Booking Enter header text here clear for no header Your Name Phone Email Accept Terms f Comments a Category Select a Category Enter footer text here clear for no footer Resource Select a Category to fetch Resources Category Selecta Category v Resource Solod a a Edmonton Off Office Select a Resource Category Enter footer text here UES Category Calgary Office Resource Select a Resource owered b ResourceBackingPro com 11 32 Then it fetches the available dates 77 Copyright 2009 Soft Ventures Inc 2009 3 12 133 Time 8 00AM v lt lt March2009 gt 3 Time 8 00AM v Sf 0 Tp 7 Fl s 5 6 7 8 910 nfa 13 14 ere clear for no footer 15 16 17 18 19 20 21 22 23 24 25 26 27 28 293031 1 2 3 4 567891011 Finally choose start and end times 2009 3 12 Time 2009 3 12 S Time Submit Request 78 Copyright 2009 Soft Ventures Inc GAD Booking Screen The booking screen s appearance will vary greatly depending on what options you have configured in The screen here is fairly basic it has a few UDFs and uses categories Resource Booking Enter header text here Gear for no header Your Name Phone Email Accept Terms Comments Category Selecta Category Resource Submit Request Enter footer text here clear for no footer ResorzelociongPr com Again category Category S
38. Resource Booking Pro Joomla Version 2 0 User s Guide By Soft Ventures Inc updated 27 October 2010 Table of Contents OVEIIe Wisin E eiges eg unm as neu staweumeccesiuateda casei NE 5 What NEWN Dc a s 5 Terms andi CONCA los idd 6 RN 6 Cartero a di Cane 6 OIC ion ii Neeson oa cs incas 6 OOO iaa a 6 CAU A S A 7 A A ON IAN 7 UDS ose ananassae 7 Resource AMINO a do A 7 A cas astenchaanleca te tat epautde Neat Goes une cases a bea ns anoles east uaal a ea saemewa EON 7 COMVENTI ONS Used EIS 2 OCC estes ssc cast toate napainc a iio sd 7 LVS CaO eect tates ten tactics Coad has A O NS 8 SA a ON 9 CEE A A A inate ae eae tet cote te eens tee eats tones teen eens 9 Minimum Setup QUICK Tasa A A on i 10 TheAdmimnistrator Mensder iaaa adem ecntaes aeite rains Mlebea tot Gira soaged eae cue atiabeers EN 14 BOOMS SUNS Goh e A pearson E 14 BOOKING Detalladas A AAA A a 17 CICCONE S ales 19 Cato coy DEt seia E A ee ae ee 22 RESOURCOS st A A AA EA A eee ee 24 Resource Detalla iaa canas 25 A o A kata a a ass eidreetioe ar ceteris edd acetal at tute 29 SenvIco Detail cata 31 SEMIC CONV aia 32 A prea Pusat onsnee saniensticrahawalea ete le shyicsnnemunesnnengalsleesoun winac ene anneeibemnd eu nunbeds anual sepaqunestca ulate enees te chowacumatewest bier 33 BOOK OMDET anrea nio 35 CODY BOOK O a E E T E A A N 36 2 Copyright 2009 Soft Ventures Inc UDF Dal SS A dese eat eee 39 O ee er a CO ee en Cn eT ee Coen eee ee eet re ee er er
39. Resource Request best HTML email Yas T Login Required Ho Ly Name Read Only No Ly Phone Optional E optional Fetch data from CB profile Select a CE profile vale Read Only m E optional Fetch data trom JS profile Select a J5 profile value Email Requred T Hide logo No T Use DIV Calendar sE Date Picker Start Day Monday EP Pravent Booking Conflicts vs Y Auto Accepi Bookings Yes T InfQut Tracking No e T Yas T upto 24 e hours before booking Absolute hours not range hours a Mote This piter does not do PayPal refunds so if you have PayPal enabled AMD you Allow Cancellation you must manually refund payments Allow Credit Refunds sE Time Format 12 how AMP 8 Header Text Enter header text here clear for no header Footer Text Enter footer text here clear for no footer Send email notifications TO When a new booking request is created by the front end screen a notification is emailed to the address specified here Note this can be overridden at the resource level so different resources can send notifications to different addresses Email notification FROM address Any emails sent from the component must have a FROM address This should be the Same domain as you web site Example if your web site is abc com the FROM must be somebody abc com or else you mail server may reject the outgoing mail as relayed or spam 46 Copyright 20
40. Resource name and description directly 95 Copyright 2009 Soft Ventures Inc y Resource Detail Or to Cance Save Kelp A resource is who or what the appointment is being made for For example an appointment to vist doctor or test drive a car The resource would be the docig Resource ID Name Boat Description Boat This field is used in the booking screen dropdown list Kigi E You can set wheather this resource is available to everyone or only The screen will show Appointment Booking Emer header text here clear for no header Your Name Phone Email Comments Resource For Multilanguage sites you need to enter a language file key y Resource Detail OQ 0 Cancel Save Kelp A resource is who or what the appointment is being made for For example an appointment to vist doctor or test drive a car The resource would be the docig Resource ID 2 Name RESOURCE BOAT Description RESOURCE_BOAT This field is used in the booking screen dropdown list Kitii En You can set wheather this resource is available to everyone or only In this case made the key RESOURCE_BOAT You can define the key as any text you like with these limitations e All upper case e No spaces 96 Copyright 2009 Soft Ventures Inc e Unique in RBPro Now in the language files you add translations for RESOURCE_BOAT SERV _2 Island Tour Wi BOOKING COMPLETE Thank you for your order resource r
41. ay Order Enter a number to indicate what order this resource should appear in the dropdown list Published Only resources with Published set to Yes will appear in the dropdown list on the Booking screen These settings do not change the Graphic Availability Display GAD booking screen grid but do effect the validation That means a user may see a timeslot that shows as available but when they try to book it the validation may tell them there is not enough lead time 28 Copyright 2009 Soft Ventures Inc Services The first thing to point out is that Services are OPTIONAL you do not need to set up any services unless you feel they would help or be useful to you Resource Services 3 Le g a E _ Publish Unpubksh O Remove tat New Heip Bookings Categories Resources Services Book Offs UDF s Configure PayPal Transactions More Q sueo Resource Services Resource Meeting Rocm v See Help above for more informadon on when and why to use services ID Service Name Description Resource Order Published Board Room Seating Meet Room 4 i Social Seating Meeg R A What is a Service A Service is an arbitrarily define entity that can be associated with resource Services sit below resources in the structure hierarchy Why use Services If your resource can be booked to perform multiple tasks Creating services for a resource allows your user to choose the resource AND what service is to be performed An example would be a staff member
42. b2766ab2b1457c9e9eae146c To cancel your booking enter this code into the booking screen Attach ics file to confirmation email You can have a ics file attached to confirmation emails so the appointment can be added to the customer s and or admin s and or resource s MS Outlook This is a one way operation change made in Outlook have NO EFFECT on RBPro In Progress is used when Auto Accept is set to No or when using PayPal and the visitor gets back to the site from PayPal com before the PayPal ipn has confirmed payment Cancellation This is the confirmation message for user initiated cancellation It appears on the booking screen so best to keep it short and sweet L Copy me on the email request Submit Request Cancel Code 4 cfd dedSe9609004 1563 38066779b i Cancel Nowi Your booking has been cancelled Thank you Enter footer text here dear for no footer Too late to Cancel You set the number of hours before a booking that you will allow a cancellation See basic setup This is the message the user will get if they try to cancel too close to the booking time This is also on the booking screen so it should be kept brief 57 Copyright 2009 Soft Ventures Inc Cancel Code LS MIT VIVE VI Bit Cian YUT Submit Request e 5 5 5 1193680d0e2623404c6b4Jaabeb57025 Cancel Now Cancellation is only accepted up to 24 hours before your booking Please call our office at 403 555 1212 Enter footer text h
43. bune oor RDP Serios ISS OR 04 00 AR mim pending Umesut E 14 Rot Stevens robsteversgishaw co Catz RE Re Senice 2 Jul 24 08 00 03 00 hh mm pending timecat F 18 Rob Stevens rob stewers isottvenbures com Cat2 RbRe 2 Service Jul 260800 03 00 hhmm 688861106005 10082K paid accepted E 18 Rot Oierren robsteversGiectventures com Catz RA Ret Senice Apg 2 08 00 03 00 hh mm 26724249745 700K p id accepted F 17 Administrator robostewersBsoftvenbures com RE Resi Service i Jul i840 03 30 Mhh mm paid accepted Display al 15 fe O Stet G Pr 4203 Net O End O Paga tota Ferro Gooking Pro Wer 2 0 Copy rg 2000 2010 Sait Ventures Ihe 14 Copyright 2009 Soft Ventures Inc The Bookings screen lists all bookings in the system It has several filters to help manage a large list When a user submits a booking request via the Resource Booking component s entry screen a Resource Request is created This screen shows all requests The term request is a hold over from the programs early days An accepted Resource booking is still a booking request Toolbar Icons Remove Deletes one or more booking requests Edit Opens the Resources Edit screen to allow you to view and modify the request Email Reminders You can send reminder messages to users message is text defined in the configure screen Use the Date filter to choose a date then select bookings to receive reminders Reminders will only be sent t
44. ces Book Offs PayPal Bookings Send Reminders Send SMS Reminders Date Range 2009 03 04 453 3 Clear Dates Select Resource v Select Status v Name Email Resource Date Time Duration Service Status QBPro Sales rob stevens softventures com Room C Tue Mar 10 08 00 01 30 h m accepted Administrator supporn softventures com Room A Tue Mar 31 09 00 01 00 him Test Service accepted Resource Booking Pro Ver 1 3 3 Copyright 2008 2009 Soft Ventures Inc This allows the resource administrator to manage the day to day operations Each tab corresponds to the respective back end administration function but is limited where applicable to only the resources this user has been assigned to administer Note Categories is not available here as category is above resource in the hierarchy and can only be managed by the back end administrator 83 Copyright 2009 Soft Ventures Inc CSS The CSS file for the front end booking screens is editable via the Edit Files menu See the Edit Files section for more information The CSS file can be edited from within RBPro s admin screens under menu More Edit Files Language file The language file for the front end booking screens is editable via the Edit Files menu See the Edit Files section for more information This is used to translation of the front end to another language and also for changing the screen labels The language file can be edited from within RBPro s admin screens under menu More
45. cise room etc a person doctor hair stylist etc or an object computer golf clubs Ferrari The resources will appear in a dropdown list for you visitor to choose If you only have one resource it will be preselected when the visitor opens the booking screen Categories Categories were added for people who have too many resources to fit into a dropdown list They can also be used to group resources for example by physical location Calgary Office Toronto Office etc It is important to remember that categories are just way to group resources and make them easier to locate in the booking screen You do not book a category you book a resource A resource can one belong to only one category Categories are optional and should not be used unless there is a business reason to do so Services Services were added as an attribute to a resource a way for you to give the visitor a specific list of tasks that they can request of the resource You do not book a service you book a resource The service just specifies what you want the resource to do A resource can have any number of services Services have no effect on the time duration of a booking Services are optional and should not be used unless there is a business reason to do so Book offs Book offs are used to make a resource unavailable on one or more specific dates These would be used for vacation days statutory holidays etc In the resource setup screen
46. d Admin Booking Admin Booking Screen Booking Screen GAD My Bookings The GAD Booking screen has a grid displaying available and booked areas Lets use that one Enter a title for the menu item then save Menu Item Details Title Booking Screen Alias Link Display in Main Menu Main Menu 12 Home Joomla Overview Joomla License More about Joomla FAQ The News Web Links News Feeds Booking Screen Latest e Joo e Cor e The e Wel e Nev Welcor Joomla index php 7opton com_rsbook_prol3 amp view E a Copyright 2009 Soft Ventures Inc And here it is Resource Booking v1 3 Enter header text here clear for no header Time 8 00AM v Enter footer text here clear for no footer 13 Copyright 2009 Soft Ventures Inc The Administrator Menu The back end administrator menu is where all setup and management is done There are also two front end Administrator screens but these are for designated resource administrators to use and are limited in functionality As a rule there will always be a list screen and a detail For example a list of Resources then click on a link to access the details of a specific Resource Some exceptions are screens like Configure Backup Restore etc where the list detail idea does not apply There is a Help button at the top right of each screen with brief help information about the screen Bookings List This is the default opening screen f
47. e On both screens the Reset Factory Default button will load the original CSS or Language files into the screen You must click on Save to have the defaults written out to disk 72 Copyright 2009 Soft Ventures Inc Backup Restore The Backup and Restore functions built into the Appointment Booking component are primarily intended for use when upgrading from one version to another All component data is saved to backup tables in the database Old backup tables are removed before new ones are created 4d Backup Restore e Help Control Panel Bookings Categories Resources Services Book Otfs UOFs Extras Configure The Bacup and Restore functions built into the Resource Booting component are primarily intended for use when upgrading from ona version to another All component date is saved to BaGwe tables in De database Old backup tables are removed before mew ores ate Coeated The sequence of actions to upgrade fom one venicn to another is this ck i Pr gt gt Warning Badup Restore WILL NOT RETAIN YOUR CSS file across an uninstaliveinstell because Joomla Geletes the Erectory you mast manually baup and restore y _apotpro css if you heave added language file keys you must either indude the language file in your bedupresicore OR manually se add your language file teys afier restore ONLY the ENGLISH language file is touched in backwp restere Backup Now Restore Now CC Include Error Log in Bacup L include Error Log in Res
48. ed a coupon with the order Value This is the amount that will be discounted Type This tells what type of discount will be applied fixed amount or percentage Expiry This tells when the coupon will expire An expired coupon will return Coupon Expired when the user attempts to use it Published Indicates the published state Click on the ID to open the edit screen 68 Copyright 2009 Soft Ventures Inc Coupon Detail Cance Save Heip TO Coupon Detail Oe Q Use this screen to add edt a coupon ID 1 This text will appear on the booking screen when the coupon has been validated Description 10 Discount Example 5 seniors discount nter a alphanumen ng of character n ent rst Coupon Code 1238 Enter a alphanumeric string of characters to be the coupon code given to users to enter in order to receive the discount Example ABC 123 Value 10 Type Percent e Stent ions tisena e This is the maximum times an individual user can use this coupon Only works if 2 booking requires login Set to 0 for no limit This i m m tis in r Max Total Useage 0 Ued s the maximum times the coupon be used in total by all users Set to 0 for no You can assign this Coupon to one or more resources If NOT assigned it will De available for ALL resources Add gt gt a Select one or more resources that this Coupon applies to if you wish this Coupon to be available for ALL resources do not select any Resources Resource lt lt Remove
49. efunds are ever initiated by RBPro e Not compatible with manual booking acceptance Auto Accept No Administrator Screens The User Credits screen is accessed from the RBPro Control Panel 0 Appointment Booking Pro Control Panel Control Panel Appointments Categories Resources Services Time Slots Book Ofts UDFs Configure More S x 3 N T N P Appomtments Categores Resources Services Tene Slots Appointments i gt 2 E DY 4 Categories a PayPal Resources Book Ofts UDFs Coupons Configure Transactions Services Time Siots A Book Offs UDFs r Seats Booking User Credas Extras Coupons Configure T PayPal Transactions r d d Sesis Booking User Credis Edt Files p Restore Error Log Reminder Log Activity Log Extr Edt Fie a Backup Restor POF User Guide can be downloaded here Error Log About Reminder Log activity Log About Appoiriment Booting Pro Ver 1 4 6 Copyright 2008 2010 Soft Ventures inc The List screen shows all user credit accounts and their current balances 106 Copyright 2009 Soft Ventures Inc a User Credits 0 N O 3 ES Control Panei Appointments Categories Resources Services Time Slots Book Offs UDF s Configure More User Credits List The User Credits system allows you to assign credits to a user which can be used to pay for appointment bookings iD User iD Name User s Credit Balance AA 4 63 Testy Tester 990 00 Display 15
50. electa Category v Select a Category Resource Edmonton Office AA Select a Resource Category Enter footer text here ResourceBookingPro com y If you have multiple resources it will show in day mode all resources for one day 79 Copyright 2009 Soft Ventures Inc Room B 10 00 our Start SelectDate 3 Time SelectDate 3 Time Grid Start Date 2009 03 05 Bz Grid Star 8 00AM Eng 5 00PM BAM SAM 10AmM 11AM_ Noon_ 1PW_ 2P4_ 3PM j4Pm Thu 05 Mar 2009 fo Fri 08 Mar 2009 t 07 Mar 2009 Sun 08 Mar 2009 Mon 09 Mar 2009 Tue 10 Mar 2008 Things to note the grid date selectable by the customer as is the time range Available timeslots are green and clickable can be changed in css To select a timeslot click a green box My Bookings IF you have Require Login Yes a booking can only be made by a registered user If a logged in user makes a booking RBPro will record the UserlD with the booking This means you can offer them a My Bookings screen if you like My Resource Bookings Resource Date From Until Status Sun Jan 11 2009 10 00 AM 11 00 AM Delete Now accepted Tue Jan 20 2009 8 00 AM 9 00 AM Delete Now accepted Tue Jan 20 2009 9 30 AM Tue Mar 31 2009 Delete Now 9 00 AM 10 00 AM Cancel Now accepted Resource Booking Pro Ver 1 3 3 Copyright 2003 2009 Soft Ventures Inc 80 Copyright 2009 Soft Ventures Inc The Cancel
51. end reminder messages via SMS text messaging This feature requires an account with Clickatell com If you have SMS enabled see configuration for setting up SMS the booking screen will ask the customer if they want SMS reminder messages This will so if they said Yes or No SMS Phone If the customer wished SMS reminders they enter a cell phone to receive them SMS Dial Code If the site is being run in North America the dial code is 1 and that is the default for RBPro If the site is being run elsewhere the configuration area lets you set an alternate default dial code If you are running in a part of the world where your customers may come from different dial codes you can have a dropdown list of codes displayed for the customer to choose from Resource The resource being booked Service The service optional that the customer chose Comment This is the comment from the user and is not editable User Defined Fields UDFs This area shows the values entered by the user for any UDFs you have defined On the right shows the type of UDF and the label UDF data is not editable in the current version of RBPro Below the UDFs is the Admin area Request Status Used and an indicator for the administrator and also by the system if duplicate bookings are not allowed Bookings with status of Accepted OR Pending will trigger a conflict message if Prevent Duplicate Bookings is set to Yes Well it is a bit more complicated that that as you can allow
52. ere clear for no footer Reminder This message can be sent by Admin These are the tokens available Tokens that can be usedin the Booking oem Complete message resource These will be replaced at runtime by the requester name system istartdate starttime enddate endtime coupon for UDFs screen label for Extras screen label 58 Will be replaced with name of the resource being booked the name of the requester Start date of the booking start time of the booking end date of the booking end time of the booking the UDF label the Extras label Token resource_category resource_service phone email cancellation_id booking_total booking_due booking_idj UDF example Favorite Fruit Extras example Red Pencil Will be replaced with the resource category the resource service the phone number of the requester the email address of the requester the system generated cancellation_id value entered by user for Favorite Fruit number of Red Pencils ordered Copyright 2009 Soft Ventures Inc Graphic Availability Display Ss Component Configuration O Q X Save Help Control Panel Bookings Categories Resources Services Book Offs UDF s Extras Configure Resource Booking Configuration Basic Setup Date Time Setup Cakodars Graphic Avadebity Display Messages PayPal SMS Cickatel SMS EzTextng Front End Screens These settings are used for the Graphic Availabilty D
53. ere are some menu parameters Screen display and ID EM Menu Item Edit es OG Saya Apply Chat Hele Menu kem Type Parameters Basic Change Tyee A A A 4a i Parameters Component rsappt_prold ie serpen Display Senghe Faros puree e A ppomimer Boolang Pro system for Joong 1 53 j D ia H Parameters System Screen display can be set to Single Resource or Single Category ID is the resource or category id that you want the booking screen to display These are only used for the public booking screens DO NOT set these for the Front Desk menu item or its bookings screen will encounter errors Called by URL If you are calling from a content page you can use a querystring parameter on the URL You simply take the URL and add amp res x or amp cat x where x is the appropriate resource or category id http Yoursite conmvindex php option com_rsappt_pro14 amp view Booking 20Screen 20GAD4ltemid 96 http YourSite comvindex php option com_rsappt_pro14 amp view Booking 20Screen 20GAD amp ltemid 964res 18 http YourSite com index php aption com_rsappt_pro14 view Booking 20Screen 20GAD4ltemid 964cat 4 92 Copyright 2009 Soft Ventures Inc Querystring parameters Normally you would use the Configure screen to set your GAD grid to open on Today Tomorrow etc If you need to dynamically change that you can use a link from a content page and pass information telling RBPro how you want it to
54. esource service has bee CANCEL MSG Your booking for resource on startdate been cancelled thank jil Cixampplhtdocsidev_15 5 language en US en US com_rsappt_pro14 ini RS1 INPUT SCRN VALIDATION FAILED Validation Failed a RS1 INPUT SCRN VALIDATION OK Validation OK RS1_ADMIN SCRN_TIMESLOT DETAIL DESC Description RS1 ADMIN SCRN RES NON WORK HIDE Hide non Booking days RS1 ADMIN SCRN RES NON WORK_HIDE HELP If set to Yes days unckecked above will no RS1_ INPUT SCRN ALREADY CANCELED Booking already cancelled v 1 4 5 stuff RS1 ADMIN SCRN BOOKING LANGUAGE Langauge Code my translations RESOURCE 1 Resource 1 wm RESOURCE BOAT Boat RESOURCE CAR Car HEADER TEXT Enter header text here clear for no header FOOTER TEXI Enter footer text here clear for no footer CAT 1 North CAT 2 South q 4 1H Cixamppihtdocsidev_15 5 language es ESies ES com_rsappt_pro14 ini RS1_INPUT_SCRN ALREADY CANCELED reservas ya canceladas Cosas v 1 4 5 RS1_ ADMIN SCRN BOOKING _LANGUAGE Langauge C digo my translations UDF COMMENTS Comentarios RESOURCE 1 Recurso 1 gt RESOURCE _BOAT Lancha 97 RESOURCE CAR Coche HEADER _TEXI Introduzca el texto de cabecera aqui claro para no tener ninguno FOOTER_TEXT Introduzca el texto de pie de p gina aqui claro para no footer CAT 1 Norte CAT 2 Sur SUB CAT 1 Este SUB_CAT 2 Oeste SERV_1 Short puerto de Tour SERV _2 Tour de la Isla BOOKING COMPLETE Gracias
55. eting Room C Description Meeung Room C This fiel Cost is We need to publish the new resource by clicking on the red X Resource List O Publish Unpublish Remove Edt nen Hep Bookings Categories Resources Services Book Offs UOFs Configure PayPal Transactions More Resource List Display 1D Name a Description Bookable Days Category Order Published 1 Meeting Room C Meeting Room C Sun Mon Tue Wed Thr Fri Sat Desplay 15 e Resource Booting Pro Ver 13 3 Copyright 2008 2009 Sot Ventures inc i gt Resource List df 8 00 Publish Unpublish Remove Edt New Help Bookings Categories Resources Services Book Offs UDFs Configure PayPal Transactions More Resource List Display 1D Name Description Bookable Days Category Order Published i Weeting Room C Westing Room C Sun Mon Tue Wed Thr Fri Sat y DepayRF 15 e Resource Booting Pro Ver 133 Copyright 2008 2009 So Vertes inc That gives us a Resource so we can now map a booking screen to a menu item and try it out Go to the Joomla menu system and add a new Main Menu item 11 Copyright 2009 Soft Ventures Inc You have two choices for booking screens simple Booking Screen or the Graphic Availability Display or GAD Booking Screen a Menu Item New Select Menu Item Type 5 internal Link g Articles B Contacts g News Feeds g Polls 5 Resource Booking Pro 1 3 3 a o a O a o Search pa ileer Advance
56. ews Years day or holidays use the Book Offs tab For days not checked above you can display an optional message in the GAD grid for that day Example not available or My Day Of ase Normally setto No so the user can choose what time a booking starts Setto a specific hour will remove the start time dropdown list and force all bookings to start at the specified hour If set to Global the Fixed Start settings in the component Configure screen are used Normally set to No so the user can choose what time a booking end Set to a specific hour will remove the start time dropdown list and force all bookings to start at the specified hour If set to Global the Fixed Start settings in the component Configure screen are used Enter the minimum number of hours a person can book ahead Example setto 1 someone can make a booking for 1 hour from now set to 24 and appointments less than 24 hours from now will be blocked Normal setting is 0 with Disable Dates Before set to Tomorrow means a visitor can book anytime tomorrow Dates to disable on users popup calendar and GAD grid Today Disable booking of dates earlier than today allow current day booking Tomorrow Disable booking of dates earlier than tomorrow normal setting x days from now no bookings sooner that x days from now Specific date disable booking of dates before the selected date Dates to disable on user s popup calendar and GAD grid x
57. exting com for sending SMS text messages You should ensure you account is functioning properly before incorporating it into RBPro EzTexting com is only available in the USA and Canada Non USA customers use Clickatell com DO NOT enable both Clickatell AND EzTexting 61 Copyright 2009 Soft Ventures Inc Front End Screens Joomla 1 5 E a Mi Component Configuration 6 11 Central Panel Bookings Categories Resources Services Book Dffa UDFs Extras Configure BasicSetup Date Time Setup Calendan Graphic Availability Display Mesages PayPal SMS Clicketell SMS EzTexting Front End Sowers Yoa can configure the front end Advanced Admin soneen to show just the tabs you wish Show Services tab Yes 5 Show Book Ofs tabi ves 57 Show PayPal tab ves Show Coupons tab gt Show Extras tab Yas Renare Booking Pro Ver 2 0 Copyrighi 200 2010 Soft emee Inc Joomla 1 6 E dede Component Configuration Save Help Control Panel Bookings Resource Booking Configuration Basic Setup OsterTime Setup Calendars Advanced Admin Categories Resources Services Book Offs UOFSs Extras Configure GAD Display Messages PayPal SUS Clckntel SIS EzTexting Front End Screens You can configure the front end Advanced Admin screen to show just the tabs you wish Show Resources tab YES Show Services tab O Show Book Ofs tab Aute nwr E Show Coupons tab Show Ext
58. f the requestor Event Body This is what will be placed in the calendar body area You can use tokens too insert booking information These are the tokens available Token resource requester name startdate starttime enddate endtime for UDFs screen label Example 50 Will be replaced with name of the resource being booked the name of the requester start date of the booking start time of the booking end date of the booking end time of the booking the UDF label Token resource_category resource_service phone email cancellation_id UDF example Favorite Fruit Will be replaced with the resource category the resource service the phone number of the requester the email address of the requester the system generated cancellation_id3 value entered by user for Favorite Fruit Copyright 2009 Soft Ventures Inc Ay LA o i ig EY SARA oe Meengs gt Yate Mat Wii 3D resource name reguestname U hod Meeting Room Name resource lt br gt Date and Time startdate starttime lfenddate endtime lt br gt _ ontact requester name lt br gt ontect Email email O d Yields show using JCalPro but they all work the same CENETA the defatt caterer 2 Meeting Room Name Meeting Room D Date and Time Thursday March 2 009 9 00 AJA Thursday March 5 2009 10 30 AM tact Rob Steven mia t Email 00 510 i 3 req ta 237 Date
59. figuration Basic Setup Date Time Setup Calendars Graphic Availability Display Messages PayPal SMS Clickabel SMS EzTexting Front End Screens To use Clickalell com you need lo hyse an HTT PAS account with them The values below will be found on your Clickatell com Manage My Products screen aoa m el erst sla be sent via sms tex messaging oe your ERA A Kalell No td messaging reminders DO NOT enable both Clickalll com and Ezlexing com Login User Your Clickatell com login so RBPro can conned and send SMS reminders Login Password sesrsese Your Clickatel com login so REPO can conned and send SMS reminders API ED IRA This ID will be supplied by Clickatell com when you open an HTTF S account Default Dialing USA 1 Code This is your international dialing code Example Anywhere in Canada or USA 1 Yes Show the dropdown list of county dial codes on the booking screen You would only do this if your customer might be outside your dialing code country code nol area code Enable Unicode Wo wr Seto Yes for non English sites to support special character seis Show Code List Wo To test your Clickatell com account copy this lo your browser htipalapi clickatellcomhtipsendmsg7user your user idjzpassword your password api_id pour api_d to your cell number amp text Test from RePro Note your cell number must include the country dialing code for example add 1 in front of your number for USA and Canada 1403555
60. for Resource e Attended customer patient did show up for Resource e Deleted Resource deleted by customer patient List Area ID Unique ID for the request Name Requestor s name Email Email address if supplied of the requestor click on the address to send an email to the person Resource Name of the Resource being booked Time Date and time of the booking PayPal Txn PayPal transaction ID this ID is generated by PayPal Payment Payment status of the booking Status Request status see filters above Click on the Name link to open the edit screen Click on the Email link to send an email mail message Click on the PayPal Txn link to view the details of the PayPal transaction read only 16 Copyright 2009 Soft Ventures Inc Booking Detail Access the Booking detail by clicking on the name in the booking list screen y Booking Detail 1 Exit Reg O B Name Rob Stevens Phone Use SMS Yes SMS Dial Code Hamaca EA abia avaiabiry Start Date soos 8 Start Time 12 igs 00 ie mt mem End Date 2007 15 End Time 14 00 Ge hh mm Comment User Defined Fields Label Value Request Status Accepted e Payment Status Pending Total 51134 Amount Due 5 12 34 Credit Used 50 00 Coupon Used Current Calendar Google Post fo Calendar Yes ve PayPal Txn ID language Code en Timestamp 2010 07 12 15 34 10 Resource Booking Pro Ver 2 0 Cop
61. for bookings Note PayPal must be enabled for the financial portions of the booking screen to appear 108 Copyright 2009 Soft Ventures Inc Appointment Booking This is a demo for Users Credit Login as test test to see credit in action Your Name Testy Tester Email foo bar com Resource My Resource 1 10 hr Appointment Selection My Resource 1 Tue 09 Feb 2010 11 00 AM 12 00 PM Grid Start Date 2010 02 09 Bi lt lt gt gt Grid Start 8 00 AM e End 5 00 PM e 3 BAM 9AM 10AM 11AM Noon 1PM 2PM 3PM 4 Pi Indicates an available imestol dic on green checimar to select Indicates an unavailable timestot Applied Credit 10 00 Total If the user s credit balance is insufficient to cover the cost of the booking the shortfall will be charged to PayPal If you allow refunds on cancellation see next section no refund is made to PayPal RBPro NEVER initiates PayPal refunds If there was a shortfall amount it will be added to the user s credits on cancellation Allow Refunds You can set weather you want RBPro to refund credits if a booking is cancelled or not The setting to allow refunds or not is on the Configure screen Basic Settings tab Yes Allow Credit Refunds Allow Cancellatio f Onty applies to User Credit System Note This syste Ves Cancel re instates user credit payments No No Refunds cancel does not return credits Allow Credit Refunds vs Y
62. ft Ventures Inc Toolbar Icons Publish Sets one or more extras to Unpublished Only Published extras will appear on the Booking screen Unpublish Sets one or more extras to Unpublished so they will not show in the Booking screen Delete Deletes one or extras Edit Opens the Seat Extras Edit screen to allow you to view and modify the extra New Opens the New Extras Edit screen to allow you to add a new extra Help Opens this help screen List Area ID Unique ID for this extra Screen Label This is the booking screen label for the extra Extra Charge Charge per hour or flat rate per booking for this extra How to Charge Charge this extra item per hour of the booking or as a flat rate or fixed charge Order Order the extras will appear in the booking screen Published Indicates the published state Click on the Screen Label to open the edit screen 43 Copyright 2009 Soft Ventures Inc Extra Detail yy Extra Item Detail Qe OQ Cancel Save Help Use this screen to add edt an Extra fem Extras are lems your customer can choose to add to a booking thal have a cost associated and wii adjust the booking total charge ID 2 Screen Label Red Penod This is the screen label for the extra Tooltip How many do you need This text will appear when the customer hovers over the extra s dropdown list Extra Charge 0 10 per Mou This amount will be added to the Dooking either as a flat charge or a per hour charge Help Tex
63. g These Extras can have a cost associated with then and the booking total will be adjusted based on the user choices Extras are optional you do not need to set up any extras Extras can be used in conjunction with PayPal and the appropriate totals will be calculated To disable the Extras capability do not publish any Extras Resource Booking Enter header text here clear for no header Your Name Phone Email Resource Extras TestResource2 v Blue Pencit 1 Blue is too cool 0 25Mmr Red Pencil 13 Writes in red 50 10Mr Start When in use Start Date Start Time End Date End Time Extras Comment SelectDate Y extras appear in the booking details screen 2010 02 24 88 08 w 00 hh mm A 2010 02 24 it 11 e 00 hh mm Blue Pencil 3 Red Pencil 2 User Defined Fields 42 Label Value Type Copyright 2009 Soft Ventures Inc The Extras screen is accessed via the Admin menu Extras me Extras gfe gg OQ Publish Unpubash Memove toa New Mel Bookings Categories Resources Services Book Offs UDF s Extras Configure PayPal Transactions More Extras List Extras are tems your customer can choose to add to a booking Mhal have a cost associated and wil adust the booking total charge iD Screen Label Extra Charge How to charge Ordera Published Bue Panel gt H gt Red Penci Hc d 15 pei Resource Booking Pro Ver 1 3 5 Copyright 2008 2010 So
64. h support for UTF 8 all elements resources categories services messages etc will support language file keys For example rather than entering a confirmation message into the RBPro message box you can enter a language file key Create your confirmation message s in whatever language files you support and RBPro will send the language specific confirmation message While RBPro does not support Joom Fish they can co exist and work together nicely Limitations e Admin messages are sent in language of admin side An example of this would be if back end Admin sets the booking to Accepted the confirmation will go in whatever language the back end Admin is running In the case of auto accept where the confirmation is generated at booking time it goes in the current front end language the user has selected e Date format is not changeable Any expanded dates are translated ex mar 15 d c 2009 but the date picker fields will show YYYY MM DD format e Currency format does not adjust the and so all currencies show as The currency symbol is set in the language file so it can be translated to S etc e Language changes by the user may need screen refresh This is because RBPro uses many asynchronous AJAX calls and it is possible that immediately after a language change if you are on an RBPro screen when doing the change the screen may show part in the new language and part in the old A refresh will clear this
65. hat the resource is NOT available for booking For specific dates off use Book offs See the Book offs section of this guide for details Non Booking Days Message If you would wish you can show a message enter text here Minimum lead time Enter the minimum number of hours a person can book ahead This was added for sites allowing current day booking Example set to 1 someone can book an Resource for 1 hour from now set to 24 and attempts to book Resources less than 24 hours from now will be blocked Normal setting is 0 with Disable Dates Before set to Tomorrow means a visitor can book anytime tomorrow Disable Dates Before Dates to disable on user s popup calendar and the GAD display e Today Disable booking of dates earlier than today allow current day booking e Tomorrow Disable booking of dates earlier than tomorrow normal setting e Specific date disable booking of dates before the selected date Disable Dates After Dates to disable on user s popup calendar and the GAD display e Not Set allow bookings in the future with no limits normal setting e Specific date disable dates after the selected date You can use the above two settings when you want to allow bookings on ONLY certain dates ex Resources during a 3 day event Disable dates before and after the event so users can only book Resources during the event Leave as Tomorrow and Not Set for day to day Resource booking on an on going basis Displ
66. he coupon will expire And expired coupon will return Coupon Expired when the user attempts to use it Published Indicates the published state 70 Copyright 2009 Soft Ventures Inc Edit Files This screen allows the administrator to change the component s CSS and or language file from within the Administrator area The language file can be used for translation of the component s front end to another language or merely to change labels on front end screens The language file ONLY relates to front end screens not the administrator screens Toolbar Icons Save Save changes Help Opens this help screen Tabs Edit CSS This tab displays the component CSS file Make changes as desired then click on Save Edit Files Bookings Categories Resources Services Book Offs UDFs Configure PayPal Transac Edi css cde Language Fie CSS components com_rsbook_prot3 sv_bookpro css FPO SESS tods dto cd CSS file for Resource Booking Pro Front End dd mm fsw bookpro request font family Arial Helvetica sans serif font lt size l2px background color sFFrrrrrT border dashed border width ipx border color f999999 wun comment the following line to set booking screen width width 500px tsv_bookpro_request_gad font family Arial Helvetica sans serif font size 12px background color FrrrirT border solid v Reset Factory Default Note CSS settings for the popup calendar are in the fi
67. ices Book Offs UDFS Extras Configure Resource List ID Hares Description Days Availability Category Order Published F 1 Romi A Aim A Sint Mon Tue Wed Thu Fri Sat Available Calgary Office 1 a rl 7 Roome Ream Bl Sun Mon Tue Wed Thu Fri Saf Available Calgary Office F al O 8 Reome Room Sun Mon Tue Wed Thu Fri Sat Avalla bie Calgary Office ra 3 Room K Room K Mon Tue Wed Thu Fri A aa bla Edmonton Office 4 z 5 e 10 Service Booking Service Booking Sin Mor Tue Wed Thu Fri Sal Available Calgary Office El Display 20 ur Resource Booking Pra Wes 2 0 Copyright 2008 2010 Sofi Ventures Ima Toolbar Icons Publish Sets one or more resources to Unpublished Only Published resources will appear in the dropdown list on the Resource Booking screen Unpublish Sets one or more resources to Unpublished so they will not show in the dropdown list on the Resource Booking screen Copy Resource s Make a duplicate copy of one or more resources Remove Deletes one or more resources Edit Opens the Resource Edit screen to allow you to view and modify the resource New Opens the New Resource screen to allow you to add a new resource Help Opens this help screen List Area ID Unique ID for the resource Name Resource name Description Resource description that is used in the Resource dropdown list Days Shows what days of the week this resource is available for booking Availability A flag that can be set by admin or a front end
68. ields can pre fill from Community Builder CB Profile Field Select a CB profile valve Read Only No gt Set to Yes if you do not want visitor to change the value Note Changes if allowed are never written back to CB Changes ate only stceed in the REFro booking if you are using JomSocial and wish to populate an RBPro UDF field from a JS profile field set the field mapping here Only Textbox or Textarea fields can pre fill from JomSocial JS Profile Field Select a JS profile value y Read Only No gt Set to Yes if you de not want visitor to change the value Note Changes if allowed ate never written back to JS Changes are only stored in the RBPro booting Display Order 110 Published Yes Notes AM text flelds can accept a maximum of 255 characters Resource Booking Pro Ver 2 0 Copyright 2008 2010 Soft Ventures Inc Toolbar Icons Cancel Abort changes and return to the previous screen Save Save changes and return to the previous screen Help Opens this help screen 39 Copyright 2009 Soft Ventures Inc Edit Area Screen Label The label for the UDF on the booking screen Type Textbox Textarea List Checkbox or Radio Button Size You can set the size that textboxes will be shown on the booking screen The size of the textbox does not limit the amount of text that can be entered just the on screen size of the box The max text allowed is 255 characters Rows This will set the number
69. in a Spa she can be booked to do various services massage manicure etc Things to know about Services You can create as many services as you wish for a resource A service is specific to a resource but you can copy services to other resources For example if your Spa has three staff and all do massage you can copy the massage service to the other staff members resources Services and categories can be used together and have no real relation to one another The service selected by the user will appear in the booking detail 29 Copyright 2009 Soft Ventures Inc Hierarchy Resource Category gt Resource gt Resource Service Meeting Room A 12 50 hr v wvrrrvrrervvrrery VUVYE TYEE ET Tr rE rrrrrErY Board Room Seating v annnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn Board Room Seating Select Date Toolbar Icons Publish Sets one or more services to Unpublished Only Published services will appear in the drop down list on the Resource Booking screen Unpublish Sets one or more services to Unpublished so they will not show in the drop down list on the Resource Booking screen Copy Select one or more services to copy to another resource Remove Deletes one or more services Edit Opens the Service Edit screen to allow you to view and modify the Service New Opens the New Service screen to allow you to add a new Service Help Opens this help screen Filter Resource select the resource
70. ine the Extra O Extra Item Detail Use this screen to add edit an Extra item Extras are items your customer can choose to add to a booking that have a cost ID Screen Label Red Penal Tooltip How many do you need Extra Charge 025 per Hour Help Text Writes in red Maximum Number Default Number Now set the PayPal optional field tem Name resource startdate starttime Optional Field Name 0 Red Pencd count in your order Optional Field Value 0 Red Pencil The Name is whatever text you want to display on the PayPal screen for this optional item The Value is a token RBPro will replace with the number the customer chose For Extras Seat and UDFs you use the screen label as the token In our case the screen label is Red Pencil so the token is Red Pencil 54 Copyright 2009 Soft Ventures Inc In the booking screen Resource Adult 1 10 00 whatever text you want here Child O Free under 12 yrs must be acco by an Adult Total Seats 1 Extras RedPencil 3 Writes in red TH Jis AWT SAS ERE eee city Tou pur Fri 18 Dec 2009 10 00 AM 11 00 AM I choose 3 pencils In the PayPal screen Description City Tour Friday December 18 2009 10 00 Red Pencil count in your order 3 Quantty 1 item total Total PayPal is the safer easier way to pay 55 Copyright 2009 Soft Ventures Inc Messages E i gt Component
71. ing under does support that sort of thing via what is called cron jobs or scheduled tasks have made a module that uses cron to send automated reminders This requires cron be available from you hosting company most allow the use of cron jobs but some do not The module mod_sv_reminders an add on to RBPro does not do automated email reminders by itself 88 Copyright 2009 Soft Ventures Inc It installs a file reminders_cron php that can be called by your server s cron facility and when it is it will look at the module parameters and send email reminders to accepted bookings The module needs to be Published but need not appear on any site page It is really just a way to let you set parameters for the reminders _cron php to read at runtime Installation setup and test Step 1 Download and install the module Download from link above then install as with any other module nothing special here Step 2 Module Setup Set Enabled Yes and Show Title No Details Module Type mod_sv_reminders Title Email Reminders for ABPro and RE Show Title yo C Yes Enabled C No E Yes Position left v Order 0 Main Menu hd Access Level Registered Specal ID 64 Description Reminder Module for ABPro and RBPro This module is used in conjunci n with your server s cron facility to send out automated emai remnder messages You can set the Menus to None as it does not need to appear on any page Parameters
72. isplay booking screen only Default Grid Start Time 8 00 x Default Grid End Time 17 00 f t Hide Grid Start Stop controls No E hpi a olor dropdown lisis on the GAD screen The ond gt Today Today Grid will start with today s dale a Tomorrow Grid will start with tomorrow s date Tomorrow x days from now Grid will start at x days from now Grid Start Day Monday Specific date Grid will start at the selected date 1 days fom now Specific date Tomoerow ei You may need to adjust this to work with your template M cannot be a as the Grid V idih 600 system must calculate a ratio of pixels to grid minutes for resizing grid default is 700 This is the with of the Y Axis for the availablity table Either date or name casas zs default is 100 Path to image example ETNE A lagministratorimages publish_x png When viewing by resource this sets the number of days to show in the grid f is 7 Number of days to show 7 Default is More Gays longer screen and slower response as more days need to be calculated and added to the grid Resource Booting Fro Ver 2 0 Copytight 2008 2010 Soft Ventures Inc These settings are used for the Graphic Availability Display GAD booking screen only This display presents an alternate booking screen in which the user chooses a timeslot from a table of available slots Default Grid Start Time The user can adjust the grid or table of timeslots to display an appropriate ra
73. katell is enabled and the resource has an SMS phone number Sel MAX 160 characters for a text message When not running with auto accept enabled new bookings go in with a Status of new This is the generic Thank you message You might want to tell the user their requesi is being reviewed Several important messages produced by the system are represented here for you to edit There are two types of most messages an email message and an SMS text message SMS text messages are limited to 160 characters in length so we need essentially a short version and a long version Booking Complete This message is used when the booking is complete You can use the tokens listed at the bottom of the screen in this message Example 56 Copyright 2009 Soft Ventures Inc Booking Complete lt b gt Thank you for your order lt b gt lt br gt lt br gt lt b gt resource lt b gt has been booked for lt b gt lt i gt requester name lt i gt lt b gt for this date time lt br gt lt b gt startdate starttime lt b gt lt br gt to lt b gt enddatel endrime lt b gt lt br gt lt br gt Your Cancellation ID is lt b gt cancellation_id lt b gt lt br gt To cancel your booking enter this code into the booking screen Appointment Booking Thank you for your order Dr Bar has been booked for Rob Stevens for this datetime Monday October 27 2008 3 00 PM to Monday October 27 2008 4 00 PM Your Cancellation ID is c42124fe
74. le calStyles css Resource Booking Pro Ver 1 3 3 Copyright 2008 2009 Soft Ventures Inc 71 Copyright 2009 Soft Ventures Inc Edit Language File This tab displays the component s English language file Make changes as desired then click Save o Edit Files Bookings Categories Resources Services Book Offs UDFs Configure PayPal Tran Edt CSS Edt Language Fie Language Fie Nanguage en GB en GB com_rsbook_prot3 ini Note keys are predefined change only what comes AFTER the s This file only effects the Front End screens not administrator screens user screen RS1_INPUT_SCRN TITLE Resource Booking v1 3 RS1_INPUT_SCRN_MIONIGHT Midnight RS1_INPUT_SCRN_NOON Noon RS1_INPUT_SCRN_OK 0K ih gt input fields 2S1 INPUT SCAN _NAME Your Name RS1_INPUT_SCRN_PHONE Phone RS1_INPUT_SCRN_EMAIL Email RS1_INPUT_SCRN_RESOURCE_CATEGORIES Category RS1_INPUT_SCRN RESOURCE CATEGORIES PROMPT Select a Category RS1_INPUT_SCRN_RESOURCE Resource RS1_INPUIT_SCRN_SERVICES Services RS1_INPUT_SCRN_RESOURCE_PROMPT Select a Resource RS1 INPUT _SCRN _TIMESLOT PROMPT Select a Time RS1_INPUT_SCRN_DATE_PROMPT Select Date RS1_INPUT_SCRN_NO TIMESLOTS AVAILABLE No Times Available RS1_INPUT_SCRN_FROM Start RS1_ INPUT_SCRN_UNTIL End r e HI Reset Factory Default Resource Booking Pro Ver 1 3 3 Copyright 2008 2009 Sot Ventures Inc The file format is key value Change ONLY the value or the text AFTER th
75. lled now what The bare minimum you need before you can try out the booking screens is something to book You need to add a resource Select the Resources menu item Srte Menus Content Components Extensions Tools Help m Banner gt Extension amp cov News Feeds i Pols install Components MANAR Temnlates i PE Resource Booking Pro 1 3 3 pm Bookings O Install Component Suce Search fm Categories Resources pa Wed Links gt Services Resource Booking Pro system for Joomia 1 UDFs m Book Offs m Configure PayPal Transactons m More PayPal accept payment for appointment bookings via Payrai e SMS Reminder Messages send SMS text message reminders to users via Clickatell cos e SMS Hotificationsr Messages send SMS text message notifucations to resources via Cli New in version 1 3 3 O New The select New button to open the Resource Edit screen The Resource Detail screen is one of the busiest in the system but don t worry for now just enter a name and description The description is what will be shown in the booking screen Click on Save to save the new resource 10 Copyright 2009 Soft Ventures Inc E Resource Detail A resource is who or what the appointment is being made for For example an appointment to vist doctor or test drive a car The resour ould be the doctor or the car Resource ID Category Select Category w Name Me
76. nge of hours This setting is the default when the screen opens Default Grid End Time The user can adjust the grid or table of timeslots to display an appropriate range of hours This setting is the default when the screen opens Hide Grid Start Stop controls If you do not need or want your visitors to change the grid range you can turn off the controls Grid Start Day Set what day the grid opens on Grid Width This is the width of the timeslots grid You may need to adjust this to work with your template This must be a number of pixels not a percentage as the system must calculate a ratio of pixels to grid minutes for resizing grid default is 700 Name Width This is the width of the Y Axis for the availability table Either date or name Again it must be a number of pixels not a default is 100 59 Copyright 2009 Soft Ventures Inc Available Time Slot image You can specify an image to be shown in the available timeslots This is a path to image example administrator images tick png Number of days to show This setting determines the number of days to display in the availability grid Default is 7 The colors for this screen are set in the css file and can be tailored to you site See the section on CSS elsewhere in this guide SMS Clickatell APR y Component Configuration A ii iy Save Help Control Panel E gt okinga Categorias Resources Services Book Offs UDF a Extras Configure Resource Booking Con
77. now look through your language files and allow you to edit all RBPro language files at one time 0 Appointment Booking Pro Control Panel Control Panel Appointments Categories gt Resources Services Time Slots Book Offs We Appointments Categones Resources Services ca Cc Appointments pAg Ye Categories Resources Book Offs Coupons Configure Services Time Siots Bo00k O ffs ours Seats Booking Coupons Configure PayPal Transachons dL lad j d Seats Booking Extras Edt Files Backup Restore Error Log Reminder Log tot Fies Bachup Restore PDF User Guide can be downloaded here Edit Files Control Panel Appointments Eda CSS Edit Language File s CSS icomponents com_rsappt_prot4 sv_apptpro css J PPS SEH E SETHE rre recreo dee CSS file for Appointment Booking Pro Front End dd 103 UDF s Contigur e Extras dl Activty Log gt About Copyright 2009 Soft Ventures Inc 104 Control Panel Appointments Categories Resources Services Edit CSS Edit Language File s C xampp htdocs dev_15_ 5ilangquage de DE de DE com_rsappt_prot14 ini MAILS Li Lair LiL Li Lelie tee A A ee ro o o or nr n o mm hem NES Ca Ee Ee eee obs eet bee MITO o oo o o s o ar EES LT HT Ri o or eee Sree errr EEE LE enn eee nn eee eee s ETEK FER eRe eee A lt ae i e C3 6 ener Rae RS1_INPUT_SCRN_NO_ TIMES
78. o accept or decline the booking request With Auto Accept Yes the new status is skipped and the booking as added with the status of accepted Bookings with status of new do not lock the timeslot Only accepted bookings do that You can have any number of requests for the same timeslot but only one can be accepted With Auto Accept enabled the first booking locks the slot to prevent duplicates Unless multiple duplicates are allowed see resource set for details Allow Cancellation If set to Yes a system generated unique code is created and added to the booking You can add this code to the confirmation sent to the user via tokens see Tokens on the Messages tab With Allow Cancellation Yes a section will be shown at the bottom of the booking screen where the user can enter their cancellation code and have their booking cancelled This does not remove the booking it just changes the status to cancelled It will remove the booking from the calendar if one is in use Note PayPal refunds are not handled by RBPro so if you allow cancellation and are using PayPal you will need to manually refund as required up to x hours You can set a minimum time before the booking that cancellation will be accepted For example if you set it to 24 hours and the customer attempts to cancel 4 hours before they will get a message saying cancellations are only allowed up to x hours before the booking starts See Messages tab f
79. o bookings in the future that are in Accepted status SMS Reminders You can also send SMS text message reminders to users message is text defined in the configure screen Use the Date filter to choose a date then select bookings to receive reminders Reminders will only be sent to bookings in the future that are in Accepted status Export CSV Exports request details for one or more Resources to a csv file The csv file can be read into Excel for reporting purposes Export ICS Exports request details for one or more Appointments to an ics file The ics file can be emailed to Outlook and the selected appointments will be added to the Outlook calendar Note this is a one way operation Changes made in Outlook will and NO EFFECT on RBPro Help Opens this help screen Filters Date Filter by date use the Clear Date link to remove filter Category Filter by Category Resource Filter by resource e Show All Resources for all resources e name Choose a specific resource 15 Copyright 2009 Soft Ventures Inc Status Filter by request status e New a new request e Pending when using PayPal a new booking goes in a pending and is changed to accepted status when PayPal sends back an ipn message saying payment is complete e Accepted accepted request resource is booked e Declined admin refused the booking e Cancelled Request was cancelled by admin e No Show customer patient did not show up
80. ocial JS Profile Field Land phone Read Only Yes is Set to Yes if you do not want visitor to change the value Note Changes if allowed are never written back to JS Changes are only stored in the ABPro booking Copyright 2009 Soft Ventures Inc O O rr DOOR Te If you are using JomSocial and wish to populate an ABPro UDF field from a JS profile field Only Textbox or Textarea fields can pre fill from JomSocial JS Profile Field Read Only Select a JS profile value About me Address Birthday Display Order Cay Town D not want visitor to change the value never written beck to JS ABFPro booking College U Published Daa E Gender lt Graduabon Year Notes All text fields can E haracters Moble H State i Website Appointment Booking Pro Vef Copy zoos Soft Ventures inc Select the JomSocial Profile field from the dropdown list This list is created from your JomSocial profile table and will only be populated if you have JomSocial installed You can also set the field to be read only if you do not want the person doing a booking to be able to change the values Note Changes if allowed are never written back to JomSocial Changes are only stored in the RBPro booking Email Reminders cron module Overview Web applications are driven by people requesting pages so they cannot wake up in night and automatically send out reminders However the operating system that Joomla is runn
81. odules Plugins Languages Templates Upload Package File Package File C Wsersirobs Desktop Web Templstes Caps1 SVComp Browse Upload File amp Install Copyright 2009 Soft Ventures Inc Site Menus Content Components Extensions Tools Help Extension Manager Install Components Modules Plugins Languages Templates O Install Component Success Appointment Booking Pro system for Joomla 1 5 x Version 1 4 0 beta 4 Feb 9 09 You are done Setup Getting Started You might want to just look through the menus and screens to get a feel for how things are laid out Each screen has a help icon in the upper left that will bring up some help on the current screen est J1SN gt Y Looking Requests Mozilla Firefox e Ah _http wwew svhostd com test_I15N administrator components com_rsbook _prol3 help en GB screen rsbo ed e n 47 Bookings y Msookings S Oe Q a Es xporv CSV Help Description When a user submits a booking request via the Resource Booking component s entry screen a Booking Request is created This screen shows all requests The term request is a hold over from the programs early days An accepted Resource Booking is still a booking request s Accepted v j nt Status Toolbar Icons ding accepted Remove Nelates nne nr mare honkinn renitects 9 Copyright 2009 Soft Ventures Inc Minimum setup Quick Start Ok you have RBPro insta
82. of rows if the Type is textarea The size of the textbox does not limit the amount of text that can be entered The max text allowed is 255 characters Columns This will set the number of columns if the Type is textarea The size of the textbox does not limit the amount of text that can be entered The max text allowed is 255 characters Radio Buttons or List Items Enter a comma separated list of words or phrases that are to be used as the radio button labels or listbox items You can specify one to be initially selected by adding a d to indicate default selection Example Apples d Oranges Bananas will open the booking screen with the Oranges selected Required Field You can set any Textbox or Textarea UDFs to be a required field This setting is ignored for non Textbox Textarea UDFs Help Text You can define help text that will appear below the UDF on the booking screen This is intended to assist the user in filling in the box Tooltip Text You can define tooltip text that will appear when the user puts the mouse over the UDF on the booking screen Resources By default UDFs show for all resources You can set a UDF to only show for one or more specific resources For UDFs set to show for ALL resources they appear above the resource dropdown resource specific below 40 Copyright 2009 Soft Ventures Inc Resource Booking v1 3 Enter header text here dear for no header To receive a copy of the email sent b
83. open You can use querystring parameters to control what date the GAD screen opens on and also the time range Mygridstarttime mygridstarttime You can call the booking screen via a URL with a querystring parameter tacked on the end like www mysite com index php option com_rsap 20OGAD amp ltemid 1 14 amp mygridstarttime 9 00 amp mygridendtime 1 3 00 This might be used where you want to open the grid only showing the morning in one case and only the afternoon in another mystartdate You can call the booking screen via a URL with a querystring parameter tacked on the end like www mysite com index php option com_rsap 20GAD amp ltemid 114 amp mystartdate 2009 09 14 This could be used if you were booking for events in the distant future and wanted a link for the event detail screen to the booking screen with the booking screen opening on the event date or week See the previous section for how to call specific resource or category via URL Menu parameters You can set menu parameters to adjust the GAD grid start end times For RBPro 2 0 and above Grid Start Time Grid End Time 19 00 b Parameters Systen Grid End Time Enter time to override component settings ex 19 00 93 Copyright 2009 Soft Ventures Inc Multi Language Operation New in 2 0 Overview Prendre rendez vous Entrer le texte de t te ici clair pour aucun en t te otre nom Telephone Version 2 0 is the International version wit
84. operator Display Order Order the resources will appear in the Resource dropdown list Published Indicates the published state Click on the Name link to open the edit screen 24 Copyright 2009 Soft Ventures Inc Resource Detail The Resource is what is being booked or reserved A resource can be anything you want a room meeting room exercise room etc a person doctor hair stylist etc or an object computer golf clubs Ferrari TA o Resource Detail Edit A resource is who or what the appointment is being made for al ty Save Close H 21 For example an appointment to vist doctor or test drive a car The resource would be the doctor or the car Resource ID 1 Name Room A Description Room A Access Everyone C Category Calgary Office x Cost 12 50 hour Rate 1250 Rate Unit per Hour w PayPal Account Email to fob stevens113 gmai com rob stevens shaw ca SMS Phone Prevent Booking Conflicts Use Global w Max Conflicts 0 You can set wheather this resource is avallable to everyone or only registered users Optional Resource Category See Resource Category setup screen for more details on wher why how to use categories RBPro now supports a 2 level hierarchy for Categories Note Ensure you do not assign a resource to a parent category hal has children or you will get unpredictable booking screen results Resources must only be assigned to sub ca
85. or setting the exact wording you want Allow Credit Refund Yes reinstate credits on appointment cancel No do not reinstate credits Only applies to the RBPro User Credit system has not effect on PayPal RBPro never does PayPal refund Time Format You can specify the time format to be used on the front end screen either 24 hour or 12 hour AM PM All internal times and administrator screens are in 24 hour format 47 Copyright 2009 Soft Ventures Inc Header Text Enter any information text that you would like to be displayed above the input fields of the booking screen Footer Text Enter any information text that you would like to be displayed above the input fields of the booking screen Date Time Setup EES Component Configuration e 11 34Wb Help Control Panel Bookings Lategones ResQuIces ES Book Oils UDF s Extras Loniigqure Resource Booking Configuration Basie Setup DateTime Setup Calendars Graphs Avalabify Display PELET PayPal SMS Chckatel SHS ExTaxting Front End Screens Multi day allowed Multi day alowed T Fined Start Time so El Fixed End Time vo E Mo Limit 24 Hours Time selection lists Limitio Range Begin 8 00 Begin 17 00 T I using Fined Start End times above sal the Limit io Ranga to match the fixed sian and end times Max Booking 38 hours UY Min Booking 1 0 hours T Dropdown Time Increment Half Hour a Y Resource Booting Pro Ver 2 0 Copyright 2008 2010
86. or the component 7 Booki Jr YX kt p e oonga aie A Ramindes ere b e Email SMS Control Panel Bookimys Categories Resources Services Book Olts UOFs Extras Configure Booking List Search Date Range E ES ciear Dates Selecta Category e Suecia Resouros y Status Show an Fl ID Mame E mail Category Aesource Service Date Time Duration PayPal Txn Payment Status a 1 Adminis rob slevernGhecttventures com RE Res Senice 1 Sep Hob 02 00 hhi Pending sonepted E 2 Administrator robstevensisottventures com Catz RE Re 2 Senice 2 Julis 08 00 65 00 hh mm pending soonpted E 3 Adminis iobslevernGactiventures com RE Resi Serios 1 Jul17 06 00 01 30 hhmm pending soonpbed E 4 Adminisirabor rob stewens softventures com RE Red Semio id Julis 08 00 04 00 hh mm pending canceled E Administrator mob slewereiectivenbures com RE Rel Service 1 Jul 210809 00 30 Ahh mm pending sooephed E A Rob Stevens robstevensiisottvenbures com Gat2 RE Ret Senice 2 Jul 15 12 08 02 00 hh mm pending acoepbed E 3 adminadrator nob piver ioven buren com RE Rer Serios Jul2208309 0200 AR mm paid Boo fied E 10 Rob Stevens rob stewensgsothennbures com RA Fesi Senioe i Jul 23 08 00 0300 hh mm pending accepted E 11 Reb Siper neb pirani Hven bres Sori RE Re 1 Gemi Od 3008 00 07300 hhimm pending secepted E 12 Rob ever oroboslewersGectventures com RE Rea 1 Serios 1 Jul 30 OR 03 00 Ahi mm Bending acoepbed E 13 Ret OSes nob gheven Een
87. ox only applies if control type Textbox only applies if control type Textbox Comma separated radio button or dropdown l only applies if control type Textbox only applies if control type Textbox only applies if control type Textbox Comma separated radio button or dropdown lis Example Apples djOranges Bananas IA No only applies if control type val idy to indicate default selection 285 PMaracters exteres or Checkbox idy to indicate default selection itudii ha enhimam far Al t Copyright 2009 Soft Ventures Inc Now add language file keys RS1_INPUT_SCAN DATE_PROMPT Select pate o ss RS1_INPUT_SCAN_FROM Start RS1_INPUI_SCAN_UNTIL End Wad j C ixampp htdocsidev_15_5vanguage en US en US com_rsappt_pro14 ini SUB_CAT 2 West SERV_l Short Harbour Tour SERV_2eIsland Tour BOOKING COMPLETE Thank you for your order resource resource service has bee CANCEL MSGeYour booking for resource on startdate has been cancelled thank BOOKING _IN_PROGRESS Thank you requester name Your request will be reviewed sh ADULT_SEAT Adult ADULT SEAT _TOOLTIP Select the number of Adult seats you wish to order ADULT_SEAT_HELP 510 00 whatever text you want here CHILD SEAT Chiid CHILD SEAT TOOLTIP Select the number of Child seats you wish to order CHILD SEAT HELP Free under 12 yrs must be accompanied by an Adult EXTRA_1 Red Pencil EXTRA 1 TO
88. racias requester name Su solicitud ser revisada en br ADULT_SEAT Aduitos ADULT _ SEAT_TOOLTIP Selecciona el n mero de asientos adultos que quiere pedi ADULT SEAT HELP 5 10 00 el texte que queremos aqu _ CHILD_SEAT Nifie v a C xamppihtdocsidev_15_5ilangquage fr FRifr FR com_rsappt_pro14 ini 100 Copyright 2009 Soft Ventures Inc UDFs User Defined Fields If you are running a single language site you can enter UDF text directly into the UDF setup screen O User Defined Field Detail This screen is used to create or ed User Defined Fields ID 1 Screen Label Pet s Name Type Textbox Size 30 Rows 2 Columns 40 Radio Buttons or List items Example Apples d Oranges Bananas Required Field No only applies if control typ Help Text Tooltip As many user defined fields as you want Sample user defined field UDF Here showing a UDF textbox with the screen text Pet s Name For a multi language site you can define a language file keys O User Defined Field Detail This screen is used to create or edit User Defined Fields ID 1 Screen Label UDF_COMMENTS Type Textarea e Size 40 Rows 2 Columns 40 Radio Buttons or List Items Required Field Help Text UDF_COMMENTS_HELP Tooltip UDF_COMMENTS_TOOLTIP Var cam aecimna thie PIC tan anan ar mara rannan HAT aecinnand Here showing a textarea for comments 101 only applies if control type Textb
89. ras tab Resource Dein Pra Ver 2 0 Coppright 2000 2010 Soh Ventures Ina 62 Copyright 2009 Soft Ventures Inc Turns on off tabs in Advanced Front End Admin screen Appointment Booking Admin Y Bookings Resources Services Time Slots Book Offs PayPal Coupons Extras Bookings send Email Reminders Send SMS Reminders Date Filter 2010 08 30 ete HE Clear Dates Select Resource w Select Status Name Email Resource DateTime Service status Payment Super User rob stevens Msofwentures com Dr Bar Tue Now 30 11 00 6 amp 0 Minute New Pending Appointment Booking Admin y PayPal tab Bookings Resources Services Time Slots Book Offs Coupons Extras Bookings send Email Reminders Send SMS Reminders Date Filter 2010 08 30 HE HE Clear Dates Select Resource Select Status Name Email Resource Date Time service status Payment Super User rob stevens softventures com Dr Bar Tue Now 30 11 00 6 amp 0 Minute New Pending Joomla 1 5 You can turn the tabs on off Joomla 1 6 You can set what group sees the tab Joomla 1 6 supports users defined groups 63 Copyright 2009 Soft Ventures Inc PayPal Transactions PayPal Transactions aye Q Remove Wiew ExpoticSwv Help Comral Panel Bookings Categories Resources Services Bicak ls UGF s Extras Configure PayPal Transactions ET E Request ID Burner s Horne E mail Cua da ginis Total Foe Tax Tita ila rrp S596 1060091 0S82h 16 Urm Teat 08 61 28 Jul 13 2010
90. ries and assign the resources in the appropriate category Things to know about Categories There is a one to one relation between a resource and a category you can only assign a resource to one category Hierarchy Resource Category gt Resource gt Resource Service NEW you can now define one level of subcategory Mr Select a Sub Category sub Cat 1 Sub Cat 2 Apply Coupon Example Categories defined Calgary Office Edmonton Office Resources Dr Foo assigned Calgary Office Dr Bar assigned Edmonton Office 20 Copyright 2009 Soft Ventures Inc Mr Smith assigned Edmonton Office Mir Jones assigned Calgary Office Email Category Resource Comment Email Category Select a Category RATOS selecta Category Comment Edmonton Offic Select a Resource Category Email Category Calgary Office Resource Select a Resource v Comment Select a Resource Mr Jones What if Dr Foo works out of both offices He would no doubt not be in both locations at the same time Make two resources called Dr Foo and assign one to each office Each Dr Foo will need its own available dates and times To DISABLE the use of Resource Categories do not create any If ANY Resource Categories are published that will enable the use of Resource Categories on the booking screen When enabled ALL resources must be assigned to some category or they will not be displayed on the booking screen
91. right 2009 Soft Ventures Inc Overview Simply put Resource Booking Pro RBPro allows a visitor to your web site to book a resource for a specific period of time It has many features and many ways to set up screens and capture user data but ultimately it is just there to book a resource It does not do much but it does it quite well What s new in 2 0 There are actually two version 2 s since the Joomla team have chosen to make Joomla 1 6 totally incompatible with Joomla 1 5 we need one that runs under Joomla 1 5 and one for Joomla 1 6 Version 2 0 is the first MVC version of RBPro Some new stuff e Coupons e User Credit System e Part day Book Offs e UTF 8 support for multi language sites e Language files for front and back end e Sub Categories e Edit UDF data in the booking detail screen e WYSIWYG editor for messages text e Mail functions will use JMail e Configurable Front end Advanced Admin tabs e Extras accessible via Front end Advanced Admin Some J1 6 specific enhancements e Show hide Advanced Admin tabs based on user s group assignment either standard Joomla group or new J1 6 user defined group e Show hide Select a User drop down on booking screen based on user s group assignment either standard Joomla group or new J1 6 user defined group Terms and concepts Resources The Resource is what is being booked or reserved A resource can be anything you want a room meeting room exer
92. s sets the maximum number in the dropdown list This should be kept between 1 and 10 to keep the dropdown list size from being too large For extras where you need large numbers you can define packages example Package of 10 If combined with individuals and the customer wanted 32 he could specify 3 Package of 10 and 2 individuals The dropdown list starts from O so the user can specify they do not want any by choosing 0 Default Number This number is the default the booking screen will open with Resources You can assign this Extra to one or more resources If NOT assigned it will be shown for ALL Select one or more resources that this Extra applies to If you wish this Extra to be available for ALL resources do not select any Order This determines the order this Extra will appear in the booking screen Published Only extras with Published set to Yes will appear in the booking screen 45 Copyright 2009 Soft Ventures Inc Configuration The configuration screen is made up of several tabs Basic Setup Component Configuration Control Panel Bookings Categories Resources Streices Book Ofts UDFS Extras Resource Booking Configuration Basic Setup DateTimas Setup Callndara Graphic Availability Display Leggages PayPal SMS Cickatel Send email notifications T Sula open dongle josBab lt com MrankBxyl com Save Help SiS EzTaxiing Front End Screens peas me ficalion FROM SSeS SE Email notification SUBJECT
93. shed Yes Resource Booting Fro Ver 1 3 4 Copytigmt 2008 2009 Som Ventures inc Toolbar Icons Cancel Abort changes and return to the previous screen Save Save changes and return to the previous screen Help Opens this help screen Edit Area Resource The resource this service will apply to Name Name of the service this will appear in the drop down list on the Resource Booking screen Description For internal use only Service Rate Rate is used by the PayPal implementation Rate is the amount you charge as a decimal number This is used by the system to calculate total charge for PayPal This rate if set overrides the resource rate Rate Unit e per Hour calculate costs as rate x hours e per Booking flat rate charge per booking Services Duration The service duration will let set the length of the booking Example f the service duration of is 60 minutes and the customer chooses this service the end time of the booking will be forced to 60 minutes after the start time 31 Copyright 2009 Soft Ventures Inc Set to O to disable service duration for this service Rate Unit e Minutes e Hours Order This determines the order this service will appear in the service drop down list on the Resource Booking screen Published Only services with Published set to Yes will appear in the drop down list on the Resource Booking screen Service Copy You can copy a service from one resource to one or more others Select
94. t Viies in red SO 10vhr This text appears to the right of the dropdown list where the user selects how many of the Extra item they want Maximum Number 5 This is the max number in the dropdown list This should be between 1 and 10 so the dropdown list does not get too long Default Number 0 This is the default number selected when the customer opens the booking screen You can assign this Extra to one or more resources If NOT assigned it will be shown for ALL Add gt gt Test Resource 2 Select one or more resources that this Extra applies to if you wish this Extra to be available for ALL resources do not select any Resources Test Resource w cope Empty ALL Order 7 Published Yes w Resource Bocting Pro Ver 1 3 5 Copyright 2008 2010 Soft Ventures inc Use this screen to define details of an extra Toolbar Icons Cancel Abort changes and return to the previous screen Save Save changes and return to the previous screen Help Opens this help screen Edit Area Screen Label This is the booking screen label for the extra Tool Tip This text will appear when the customer hovers over the dropdown list for this extra Extra Charge Charge per hour or per booking for this extra How to charge per Hour or flat rate per booking Help Text This text appears to the right of the dropdown list where the user selects how many extras of this type they want 44 Copyright 2009 Soft Ventures Inc Maximum Number Thi
95. t allow the resource administrator to handle day to day tasks without needing to have access to the Joomla administrator back end User Credit User Credit is a number representing a currency amount associated with a registered user You can sell your customer user credits OUTSIDE of RBPro then enter their number of credits into RBPro Now when they go to make a booking the cost of the booking is deducted from their credits Conventions used in this guide Visitors making Resource bookings will be referred to as customers or visitors Some of the content here was pulled from the ABPro User s Guide so the images may show ABPro The functionality is the same between the two applications 7 Copyright 2009 Soft Ventures Inc Installation RBPro is a native Joomla 1 5 component and a native Joomla 1 6 component The installation procedure is standard Joomla stuff Site Menus Content Components Extensions Tools Help J instaWUninstall amp Module Manager gt y l Oo a Plugin Manager O Add New Article E Template Manager Prof Manager Language Manager se de _ Article Manager 2 A m a E pest Category Manager Media Manager Menu Manager Language Manager Browse to find the zip file you downloaded from Resourcebookingpro com Then upload and install Site Menus Content Components Extensions Tools Help m a Extension Manager Install Components M
96. t be setup and configured See the Configure screen Clickatell tab If this field is left empty no SMS messages will be sent to the resource SMS notifications are sent to the resource on these events New booking User cancel from front end Booking status change status any status gt accepted by admin or front end admin Booking status change status any status gt cancelled by admin or front end admin Prevent Booking Conflicts No means don t even check allow any number of conflicts Prevent Booking Conflicts Yes means check for dupes and stop any more than Max Conflicts Max Conflicts 0 allow only the first booking Max Conflicts 1 allow initial booking one conflict 2 bookings total Max Conflicts 2 allow initial booking two conflict 3 bookings total etc Global use the booking conflict setting at the control configuration level Default Calendar Category Enter a default calendar category for this resource This is only applicable if you are using auto accept and a 3rd party calendar JCalPro or JEvents Resource Administrators Select one or more users to be administrators for this resource When a resource administrator accesses the front end control they see only requests for their resources A user can administer one or many resources and a resource can have one or many administrators 27 Copyright 2009 Soft Ventures Inc Allow Booking on Days Un check any days of the week t
97. t displays the confirmation message if not it displays the in progress message These messages are set in the Messages tab There is a possibility that the customer may abandon the booking after being sent to PayPal In this case the booking will stay in pending and need to be cleared manually If the customer elects to Cancel the payment in PayPal the IPN will reflect that and RBPro will set the request from pending to cancelled Toolbar Icons Remove Deletes one or more booking requests View Opens the PayPal Transactions screen to allow you to view the details as received from PayPal Export CSV Exports request details for one or more PayPal Transactions to a csv file The csv file can be read into Excel 64 Copyright 2009 Soft Ventures Inc for reporting purposes Help Opens this help screen List Area PayPal txnID Unique identified generated by PayPal for the transaction Request ID The RBPro request to which this PayPal transaction refers Buyer s Name Name of the person who made the PayPal transaction This may not be the same name as on the booking request Email Email address of the person who made the PayPal transaction This may not be the same name as on the booking request Date Date and time of the PayPal transaction Status PayPal status Total Total amount of transaction Fee Fee if any Tax Tax if any Timestamp Date and time PayPal IPN was received by RBPro Click on the
98. t screen Click on the icon in the Published column to toggle the published state 38 Copyright 2009 Soft Ventures Inc UDF Detail The UDF system within RBPro allows you to add any number of additional data entry fields to you booking screen You can add textboxes checkboxes or radio buttons to you screen The values entered by the user will be displayed in the Resource detail screen gt User Defined Field Detail exi 90 Save Chose Heb This screen is used to create or eda User Defined Fields ID 1 Screen Label Comments i Type Textarea Size 40 only applies if contol type Textbox Rows 2 onty applies if contol type Textbox Columns 59 onty applies if contol type Textbox Radio Buttons or List Items Comma separated radio button ce dropdown list values use 4 to indicate default selection Example Apples I Cranges Bananas MAX 255 cherectess Required Field No tonty applies if control type Textbox Textarea or Checkbox Help Text Tooltip Max 255 characters You can assign this UDF to one or more resources NNOT assigned it will be shown for ALL Add gt gt Room B a Select one or more resources that this UDF applies to Ifyou wish this UDF to be shown for ALL resources do not select any Resources Room B lel aea Empty ALL if you are using Community Builder and wish to populate an RBPro UDF field from a CS profile field set the field mapping here Only Textbox or Textarea f
99. tegories OR parent categories that have no sub categories Cost is a free form text field so you can put things like 10 hr 20 deposit This appears in the resource dropdown list for the customer Rate is used by the PayPal implementation Rate is the amount you charge as a decimal number This is used by the system to calculate total charge for PayPal o per Hour calculate costs as rate x hours o per Booking flat rate charge per booking Minis field is lef blank the component level PayPal account set in Configure screen PayPal tab will be used To have notifications for this resource sent to one or more special email addresses enter them here Example foo bar com abc xyz com use comma to separate multiple addresses Minis field is lef blank resource requests will be sent to the address specified in the configuration section To have SMS text message notifications sent to this resource enter a cell phone here only one supported This feature requires a Clickatell account be setup and configured See the Configure screen Clickatell tab Prevent Booking Conflicts No means dont even check allow any number of conflicts Prevent Booking Conflicts Yes means check for Gupes and stop any more than Max Conflicts Max Conflicts 0 allow only the first booking Max Conflicts 1 allow initial booking one conflict 2 bookings total Max Conflicts 2 allow initial booking two conflict 3 bookings total etc
100. the PayPal button image For other images use PayPal to create a buy now button then cut amp paste the button URL Currency Code What currency you wish to charge in PayPal Account Enter your PayPal business account normally your email address PayPal Sandbox URL Use of the PayPal sandbox for testing is recommended but not mandatory How to use the sandbox is beyond the scope of this help file PayPal Production URL This is the URL to access PayPal it was made editable as it may change for non North American PayPal accounts Use PayPal Sandbox If set to Yes the buy now button will be send you to the PayPal sandbox URL rather than the production URL Logo Image PayPal You can display your logo on the PayPal screen Enter a URL here Item Name You can modify the item name this is what PayPal shows as the thing being purchased 53 Copyright 2009 Soft Ventures Inc Optional Fields 0 3 You can specify additional information to be show on the PayPal screen Purge Stale Bookings This is used to free timeslots when customer bails out of PayPal without paying The stale booking will have its status set to timeout Use with caution as this will cause eChecks to fail as they can take several days to clear PayPal Optional Fields Example Single Language ie not using language file keys In this example we will define an Extra call Red Pencil and show how many were ordered in the PayPal screen First def
101. the screen you can manually adjust the current balance The lower section shows all activity with most recent activity at the top of the list The ID of any bookings is a link to the booking detail The timestamp column shows when the change was made the operator column shows who made the change 107 Copyright 2009 Soft Ventures Inc Adding a New account Select New on the User Credits list screen User s Credit Detail Oe 0 Cancel Save nep Use this screen to add edt a user s credt balance The use of the cred system in ABPro is optional To use t you would sell the user credits OUTSDE of ABPro then enter the amount here When the user goes to make a booking the booking charge a deducted from hisMer creda balance ID User ID m Select user to create a credit account for This list will only show users who are User Name Select a User l z not already in the credit system Credit Balance So Enter a credit amount for this user Must be a currency number 0 00 or higher Creda Activity As bookings are made they wil appear below Any edts made by Admin wil appear here also ID Comment Booking increase Decrease Balance Operator Timestamp Appointment Booking Pro Ver 1 4 8 Copyright 2008 2010 Soft Ventures inc Select a user from the drop down list The list will only show users not currently in the credit system Enter a starting balance and hit Save That s it The Booking screen will now use the credit balance to pay
102. tore indude Reminder Log in Backup indude Reminder Log in Restore C include Language File in Backup incide Language File in Restore The enor and remindes log files can be very lange and should only be backed up A you really need the information Sroeght to the nea version Not recommended unless you have made a lot of changes lo the standard tenguage file If you are irstalling a new version of the component that has additional language Me teys you will need to manually add them Restore data and settings fom RBPTO verion 1 330 Restore from 1 2 x Now Resource Booking Pro Ver 2 0 Copyright 2006 2010 Soft Ventures Inc The sequence of actions to upgrade from one version to another is this Backup data gt Uninstall RB component gt Install new version gt Restore data With database tables you can merge old data into new table structures This cannot be done with the language file because it is a plain text file If you are doing a backup restore because you are moving from one RBPro version to the next the new version will have a new language file with possibly new language keys defined If you choose to backup restore the language file it will overwrite the new file with your old one That will keep all you old modifications but it will also remove any new language keys You will need to manually re apply these keys Toolbar Icons Help Opens the help screen Actions Backup Now This will create back
103. torn ere ce rere 42 ECT A A ee teeaeeaisa tasat sav tn ae makemeaaeaatios ce uncle atone te 44 COD O o Seana eee SOME ERS EERE EO oe eee ne reer err reer ree 46 Basic UU A ta Ge leas nee wee ic ran tcc ares ah wie Sets Bad ga sec AN esate 46 Bo 6 reer Memeo aM a Rae nn NETTLES SURO an aR MOEY SO SESS ERT eer nee TED a ore ame 48 o RN 49 PAV A esas ae a eee 52 PayPal Optional Fields Exam ai 54 MOS A pu O TOO 56 GrapruoAvalla bl DIS Pla elias eeiooe 59 SMS o e aN 60 OO al qa a A PPP E OE 61 Pront ENG Screens 62 PayPal Trans ACUOINS aid A 64 Raval Transaction Detalle coacalco O 66 CODOS tra odo coo acaoole 67 CORIO FID Call caps T pret deals Ran eedata Sosa a 69 ECG PMCS A piso anccebe aan ok E E ated ae Naam aati camara a tate ceenaneaehcaus 71 ES RES TOE oO RARO VC7 0OO mmm O O teas tact eisasasa arent vtareia E A T 73 BVO OSes ase a ak 3 eng a Stew eet mis vaso na nage lg cde Sa es ao Satta arc atin cs awe Petia Rea 74 Reminder LO io 74 O 75 FONTENO TEON meaa a ioe so eataaance oats tate ou saeee dels aaate N ws ceoetacened watts A 76 BOOKING SECC ia 77 GAD BOOMING OC eN eds oie do ata Soe etna ene 79 MY BOOKIE SS Sas oe a oan a ee a eae 80 Frontend eeaicoatcocats a a ar eeaetsaauaantnembnresesaaatnes nesevatieies ane cocannseeaiauneculsenat yeanangosant ouanaeseansSocumnse 81 Frontend AVIACION e de is a a e Si dinate ln 83 O oda 84 WANS A A 84 community Bulderana ABRO asia oir a a dan cece a ON A ied seca dicere ct aete enue 85 3 Cop
104. try fields to your booking screen You can add textboxes checkboxes dropdown lists or radio buttons to your screen The values entered by the user will be displayed in the Resource detail screen Resource Booking Selecta Category v Submit Request ty User Defined Fields o q im Unpubish Remove Eda Hew Heb Bookings Categories Resources Services Book Ofts UDFs Configure PayPal Transactions More User Defined Fields iD Screen Label Type Required User Help Order Published Meeting Type A Favourte Frut adi e Comments extarea a Resource Booting Pro Ver 1 3 3 Copyright 2008 2009 Soft Ventures Ina Toolbar Icons Publish Only Published UDFs will appear in the booking screen Unpublish Only Published UDFs will appear in the booking screen Remove Deletes one or more UDFs Edit Opens the UDF edit screen to allow you to change the UDF s information New Creates a new UDF Help Opens this help screen 37 Copyright 2009 Soft Ventures Inc List Area ID Unique ID for the UDF record Screen Label The label for the UDF on the booking screen Type Textbox Checkbox List or Radio Button Required You can set any Textbox UDFs to be a required field User Help You can define help text that will appear below the UDF on the booking screen This is intended to assist the user in filling in the box Order The order in which the UDFs are presented on the booking screen Click on the ID link to open the edi
105. u wil gat unpredictable booking screen results Resources must oniy be assigned to sub categories OR categories that have no sub categories Display Order 1 Published Yes y Resource Booking Pro Ver 2 0 Copyright 2008 2010 Soit Ventures Inc Toolbar Icons Cancel Abort changes and return to the previous screen Save Save changes and return to the previous screen Help Opens this help screen 22 Copyright 2009 Soft Ventures Inc Edit Area Name Name of the Category this will appear in the drop down list on the Resource Booking screen Description For internal use only Parent Category RBPro supports a 2 level hierarchy for Categories To define a sub category you select what the new categories parent should be Note Ensure you do not assign a resource to a parent category that has children or you will get unpredictable booking screen results Resources must only be assigned to sub categories OR categories that have no sub categories Order This determines the order this Category will appear in the Category drop down list on the Resource Booking screen Published Only categories with Published set to Yes will appear in the drop down list on the Resource Booking screen 23 Copyright 2009 Soft Ventures Inc Resources List List of resources that can be booked by visitors 9706 gt Resource List o Le a Publish Unpubleh Copy Resourcs a Remove Edi Hai Hel Control Panel Bookings Categories Resources Serv
106. up database tables and copy your current settings to them If the backup tables already exist they will be overwritten If a table has no data it will not be copied This is to prevent accidentally backing up empty tables over your real backup 73 Copyright 2009 Soft Ventures Inc Restore Now This will look to see if there are backup tables and if there are it will replace the contents of the production tables with the contents of the back tables If a backup table has no data in it it will not be copied This is to prevent accidentally restoring up empty tables over your production tables Include Error log in Backup Restore These can get large and may be of little value brought forward on an upgrade Include Reminder log in Backup Restore These can get large and may be of little value brought forward on an upgrade Include Language File in Backup Make a backup copy of your English language file Include Language File in Restore Restore a previously created English language file backup Restore from 1 3 x Now This will bring data and settings from RBPro 1 3 x into 2 0 Error Log Check here if you are experiencing problems This is also a good place to look if PayPal does not work correctly Reminder Log Originally added as a way to keep track of reminders sent especially by automated cron jobs it is also used now for logging SMS text messages o Appointments Categories Resources Services Time Slots Book Orfs UDFs Configure Pa
107. ur or 12 hour AM PM All internal times and administrator screens are in 24 hour format Calendars ox A Component Configuration Control Panel Bookings Categories Resources Resource Booking Configuration Basic Setup Date Time Setup Calendars Graphic Avallabity Display e Save Heip Services Book Offs UDFs Extras Configure Messages PayPal SMS Clickatel SMS EzTexting Front End Screens Choose which optional 3rd party Calendar you want the Resource Booking System to talk to None y EventList click here for more information about EventList This one it not a actually calendar but some people really lite A Google click here for more information adout Google Calendar Requires an scoount with Google and Zend Google Dats Client Libraries installed om your server JCalPro2 click here for more information about JCalPro JCalPro version 2 and above Calendar Fields Event Title E Event Body test 123 Comments This is the value that will appear in the calendar view on the day cell resource name the name of the resource being booked requestname the person making the booking UDFSs the screen labels for published UDFs of type textbox radio or list will be in the list also Ifyou select one of those the users choice or text entry will be used as the calendar entry ule Use caution with textbox types as anything he user enters will appear in the calendar This will appear in the calendar
108. who s services you wish to see List Area ID Unique ID for the Service Name Service name Description Service description for internal use does not appear on user screen anywhere Resource the resource this service is for Display Order Order the services will appear in the Service drop down list Published Indicates the published state Click on the Name link to open the edit screen 30 Copyright 2009 Soft Ventures Inc Service Detail A Service is an arbitrarily define entity that can be associated with resource Services sit below resources in the structure hierarchy Service Detail O O Q Lance Save Melo This screen as used to create or edt resource services ID 1 Resource Meeting Room C Service Name Test Service Description Test Service Rate is used by the PayPal implementation Rate is the amount you charge as a decimal number This is used by the system to calculate total charge for PayPal This rate f set Service Rate 0 00 Rate Unit per Hour overrides the resource rate o per Hour calculate costs as rate x hours o per Booking fat rate charge per booking The service duration will set the lenght of the booking Example if the service duration of is 60 minutes and the customer chooses his service the end time of he booking will be forced to Min j da Service Duration Rate Unit uies v 50 minutes after the start time Set to 0 to disable sertce duration for this service Display Order 1 Publi
109. x number of duplicates like x students booked into a class See the resource setup screen for more details on duplicate booking options Payment Status Change as required to indicate payment has been received This can be set to be changed by PayPal when payment is completed Current Calendar Read only indicator of which 3rd party calendar you current have RBPro set to use 18 Copyright 2009 Soft Ventures Inc Post to Calendar To have an entry added to a 3rd party calendar the following are required A calendar chosen in the configure screen The Request Status set to Accepted The Post to Calendar set to Yes Calendar Category The 3rd party calendars require a category be specified Calendar Comment This comment will appear in the calendar booking details This has been pretty much superseded by the new calendar body settings in the configuration screen calendars tab You can now define what is to go into the calendar body using tokens so the user s data will be inserted See Configuration Calendars for details Administrator Comment Administrator can enter an internal comment Example Phoned to confirmed new end time Timestamp read only showing time request was entered Note If you have set Calendar to None the calendar related fields will not appear in this screen Categories las Resource Categories Contre Panel Beckengs Resource Categories Caiegjctiasd ae OPTIONAL lo disable thee ute 0
110. y the system you need lo enter your real email address We de not sore sell or rent your address This text is set in the admin sareen Your Name Administrator UDFs for ALL resources Phone 403 555 1212 Email Meeting Name Cily Calgary Meetings E Safety Planning O Lunch UDFs for specific resources Category Calgary Office r Resource Meeting Room C 12 50 fhour Semices Accept terms f Terms res spec Start 2009 05 29 EN Time 9 00AM End 2009 05 29 Time 10 30 AM Grid Start Date 2009 05 27 Ea gg gt gt Grid Stat 3 00AM End SOOPM You can assign this UDF to one or more resources If NOT assigned it will be shown for ALL Add gt gt DrFoo Select one or more resources that this UDF applies to If you wish this UDF to be shown for ALL resources do not select any Resources Dr Foo To have a UDF appear for ALL resources do not Add any Community Builder You can map UDF textboxes to Community Builder profile data See Community Builder and RBPro for details JomSocial You can map UDF textboxes to JomSocial profile data See JomSocial and RBPro for details 41 Copyright 2009 Soft Ventures Inc Order The order in which the UDFs are presented on the booking screen Published Only Published UDFs will appear in the booking screen Extras Add in version 1 3 5 you can define any number of extra items that the user can add to a bookin
111. yPal Transactions More Reminder Log User Reg ID p Name Description Time ID 74 Copyright 2009 Soft Ventures Inc It can get big and should be emptied when it does Req ID The booking that this entry refers to User ID The user doing the activity example a resource administrator sending reminders interactively A 1 indicates no user can be determined Name Name from the booking request Description Description of the entry Time When it happened About License information 75 Copyright 2009 Soft Ventures Inc Front End Screens To access front end screen you need to assign a menu to them Normally the booking screen s would be on the Joomla Main Menu and the others would be on the User Menu only accessible after login EN Menu Item New Select Menu item Type Internal Link j Articles j Community Builder j Contacts News Feeds j Polls j Resource Booking Proz j Admin OG RBPro Admin j Advadmin 0 RBPro Advanced Admin Bookingsoreengad 0 RBPro Booking screen gad j Bookingscoreensimple G RBPro Booking scoreen simple j Mybookings G My Bookings j Search j User j Web Links 76 Copyright 2009 Soft Ventures Inc Booking Screen The booking screen s appearance will vary greatly depending on what options you have configured in The screen here is fairly basic it has a few UDFs and uses categories ooo oo oo os RRR o RRR RRR RR RR RR RR RR RR RR ooo RR
112. you can define which days of the week your resource is available for example Monday Friday Book offs are use for specific dates 6 Copyright 2009 Soft Ventures Inc Coupons Added in version 1 4 3 you can define any number of coupon codes You set the discount amount either currency or percentage of total order and an expiry date You can give this to prospective customers and the total changes will be adjusted when they enter the coupon code into the coupon box on the booking screen Extras Added in version 1 4 4 you can define any number of extra items that the user can add to a booking These Extras can have a cost associated with then and the booking total will be adjusted based on the user choices UDFs RBPro supports an unlimited number of User Defined Fields or UDFs UDFs are fields that you can place on the booking screen to gather additional information from the visitor RBPro supports the following types of UDFs textbox radio button dropdown list and text area You can specify some types of UDFs as required fields so the visitor must fill them in before making a booking UDF data cannot be changed You can see what the visitor entered but you cannot change it Resource Administrator You can assign any user or users to be a resource administrator A resource administrator can access front end admin screens to manage the administration for their resources The front end admin screens have limited functionality bu
113. yright 2008 2010 Sof Ventures Inc The heart of the component is the Resource booking e O Sarg Clone Help These fields are from the original request They can be modified by the administrator An example might be where a requested date 5 mol avaiable s0 the administrator phones the requester and agrees on a new date The Administrator would then change the date here Changing status wil send email to user s emal address above Accepted wil emai a confirmation message Canceled wil email cancelation message strator can indicate payment has been recered Amount charged io PayPal H User Credit System in use this shows amount deducted from user s credits A unique system generated Code that the user can use lo cancel their booking Hol recommended if you are using PayPal as no PayPal refunding in this release PayPal generated code for this transaction This screen allows you to view and edit the details of a request or Resource booking 17 Copyright 2009 Soft Ventures Inc Toolbar Icons Cancel Abort changes and return to the previous screen Save Save changes and return to the previous screen Help Opens this help screen Edit Area The edit area is divided into two sections the top is the request as it came from the user The lower section is an Admin area where the administrator decides what to do the request Name Phone Email The top fields are self explanatory Use SMS RBPro can s
114. yright 2009 Soft Ventures Inc IN A A II A ua abo nt aT ek a Rises Ha eR a RE ee ooo 85 UDESettines TOR E cera iiaseijecanea creatine inca caluiciaslesacoanosactess bac eee aden be naa ogee eee neo 85 VOMISOC lalla RIB O a gears ert acted cate aus neat ais Mace bene t aten enin coacasatueianeauacaatuat dan usiccuaued saasude tebe hetag dete uaate de au bens eeu dnceekaie 87 ON ON A E sa ase ace mea aes oceans 87 UDF Settings tor JOMISOCl alll Sieh icici ieee sad eos 87 EMail REMIMGEHS COM Mod le serana a ia 88 ON TN O a sees 88 Installation Setup ana testi aiii 89 HOw to setup Single Resourceor Categor Modes sss ia 91 Caled DY MEN ta ne 92 A tr omen at fOr eee A eee ee om eer RE ne eee ne Cen ere CCRT eee 92 Querying Data Mete lt staciccness esas topnesnasaea canes nna ee ws co pentensee aaa 93 Menu DAMAS asas 93 Multi Language Operation New in 2 0 irrena a a r a a EN RS 94 OW GIVI G W an ron 94 EMIA LO y ainesse O 94 IWMINAOWS AVES traia 94 UstmeLtanetasetie east da 95 Resources Categories etc a dl 95 MO Os 98 IDES USserDeine did at aos 101 a A e e O 0 a tyr aRaaia tenia t eat asia ag fatal tale eens 103 USES O caca 105 ONO Wisin par sauce eenties onde cuatesbagaale a bade cota re sala caane Wersisecodecnaa tae iene iaouecees 105 AdmiNet ator Sr SA da 106 VIEW ICCOUNtCACIVI os 107 Addine a NCW A A Eo ese eae em Batts one Goes aes ce aaa eaea es 108 PUNO WOR CTV CS AAA ES 109 WIV BOOKINGS SCF CON Gs a bea ados 110 4 Copy

Resource Booking Pro – Joomla Version 2.0 User's Guide

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Resource Booking Pro &ndash; Joomla Version 2.0 User's Guide

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Resource Booking Pro – Joomla Version 2.0 User's Guide