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Bookings Overview

Overview of the Bookings section: the Packages page (setting up bookable events) and the Current Bookings page (managing reservations).

In the Bookings section (formerly known as Wine Tasting), you can create repeating events (like daily tastings) or one-time events (like a concert at the tasting room), all within Corksy’s Admin Portal. The Bookings section has two areas:

  • Packages – where you set up what customers can book.

  • Current Bookings – where you view and manage the reservations customers have made.

In this section:

The Packages Page

The Packages page opens by default when you enter the Bookings section. This is where you set what types of bookings are available to customers.

  1. Location within the main menu to access the Bookings section. There are two subsections; it opens automatically on the Packages page, where you set what type of bookings are available to customers. The second subsection, Current Bookings, shows all the reservations customers have made (covered below).

  2. The Create Package button starts the creation of a package. Each package can have one event day with multiple entries (like a special tasting offered three times in a day), multi-date/single-time (happy hour, concerts, etc.), or multi-day/multi-time (like tastings). See Creating a Package.

  3. Search bar – look for a package; it filters as you type based on the package name.

  4. Column headers on the Packages page:

    1. Name – sorted by creation date by default; click the arrow next to “Name” to sort alphabetically.

    2. Time Period – the timeframe when the package was/is/will be available to acquire.

    3. Available On – when the tickets are available to purchase.

    4. Status – Active (still in use) or Archived (has served its purpose).

    5. Actions – Edit, Archive, and Delete.

  5. Navigation – move from one page to the next to see the rest of your packages.

The Current Bookings Page

The Current Bookings page shows all the reservations customers have made, and lets you search, filter, export, and manage them.

  1. Current Booking menu – where to access this part of the Bookings tool.

  2. Search bar – search by customer.

  3. Filters – by date (bookings made for a specific date) and by event name.

  4. Create Booking button – walks you through creating a reservation; great for customers calling in. See Creating a Booking.

  5. Export button – exports the bookings shown to a CSV. See Exporting Bookings.

  6. Column headers: Reserved/Slot Date (sortable), Event Booked, Event Name, Booking Information (guest name and email), No. of guests (sortable), Status (active or cancelled), and Action (view details or cancel). See Viewing Booking Details and Cancelling a Booking.

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