The Recurring Reservations feature allows you to create recurring reservations based on days of the week. For example, you may schedule flying lessons on Tuesdays and Thursdays from 1pm to 3pm for a given aircraft and flight instructor.

Creating a Recurring Reservation

  1. Click Menu / Things to Do / Recurring Reservations to view a list of your existing recurring reservations. General users will see a listing of their recurring reservations. Managers will see a listing of recurring reservations for all clients.
    recurring reservations menu

  2. Click Create a Recurring Reservation.

  3. Click select bookables to open a popup window where you can select the resources that you wish to reserve.

    first recurring reservation

  4. Select the starting day, time, and duration for the first reservation.

  5. Select the number of recurrances and the days of recurrance.

The First Reservation falls on a day of the week that is not selected as a recurring day, the first reservation will be moved to the first recurring day. For example, if Monday, October 12, 2015 is selected as the first reservation, and Tuesday and Thursday are selected as the recurring days, the first reservation will occur on Tuesday October 13, 2015.

  1. Click Submit to save the recurring reservation.

    save recurring reservation

When the recurring reservation is saved, Greenfolder will compute the series of individual reservations using the parameters provided. Individual reservations will be created and attached to the recurring reservation as a member in the recurring series. Individual reservations that are part of a recurring series may be edited or canceled manually. Once they are edited, they will be detached from the recurring reservation series.

Handling Reservation Conflicts: Ignore and Submit

You will receive an red alert message if all occurrances of a recurring reservation are not able to be saved.

ignore and submit

Click the Ignore and Submit button to save the recurring reservation and create as many individual reservations in the series as possible.

If you Ignore and Submit some reservations in the series will not be created. Their status will be shown on the recurring reservation status page.
status with ignored reservations

Clobbering Existing Reservations: Override and Submit

Administrators and Managers with the ability to override reservation conflicts will be given the option to Override and Submit. Using this option will clobber existing reservations and notify the client that their reservation has been clobbered.
override and submit

Viewing Recurring Reservations

  1. Click Manage Recurring Reservations on the Things to Do main menu panel.
  2. A list of recurring reservations will be shown. > Administrators and managers will see the recurring reservations for all clients.

recurring reservation listing

Identifying Reservations That Are Part of a Recurring Series

Greenfolder will highlight individual reservations that are part of a recurring series when they are viewed or edited.

edit series

Editing Individual Reservations Within a Recurring Series

After a recurring reservation is created, you may edit or cancel individual reservations that are part of the recurring series. Editing or cancelling an individual reservation will detach it from the recurring reservation series. The reservation will be reported as missing on the recurring reservation status page.

identifying individual reservations in a recurring series

Cancelling Individual Reservations Within a Recurring Series

Individual reservations that are attached to a recurring reservation may be cancelled. Cancelling an individual reservation will not cancel the recurring reservation series, or any other reservation in the series. After an individual reservation has been cancelled, the reservation will be reported as missing when the recurring reservation is viewed.

reservation_status

Restoring Cancelled Individual Reservations

Individual reservations that are missing from the reservation set may be restored by editing and re-saving the recurring reservation. This will cause all attached individual reservations to be deleted, and the entire set of reservations will be re-created using the parameters defined in the recurring reservation.

Editing Recurring Reservations

  1. Click Manage Recurring Reservations on the Things to Do main menu panel.
  2. Click Edit next to the recurring reservation that you want to edit. > WARNING: editing a recurring reservation will cause all attached bookings to be deleted and a new series of individual reservations will be created when the recurring reservation is saved.

Cancelling (deleting) Recurring Reservations

  1. Click Manage Recurring Reservations on the Things to Do main menu panel.
  2. Click Cancel next to the recurring reservation that you want to edit. > WARNING: cancelling a recurring reservation will cause all attached bookings to be deleted.

Expired Recurring Reservations

Recurring reservations will be expired and removed from the system when no future individual reservations exist.

Settings / Limits

The maximum number of reservations may be limited by the server settings. Please contact a manager if you reach the maximum reservation limit.

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