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Booking Form Policies in essensys Operate
Booking Form Policies in essensys Operate

Adding Policies to Booking Forms to essensys Operate

Stuart avatar
Written by Stuart
Updated over a week ago

When customers want to make a booking for your meeting rooms, or to cancel one, you might want to make them aware of the policies your company employs when it comes to each of these situations. Operate comes with three types of booking/reservation forms:

  • Booking Confirmation Forms - Used when a customer is being confirmed a booking.

  • Provisional Booking Forms - When a provisional booking is being accepted by you. Provisional bookings are temporary and are subject to change - this is what makes them different from a regular, firm booking.

  • Booking Cancellation Forms - Used when a customer’s booking cancellation is being confirmed.

The process of adding terms and conditions is the same for all of these types of forms, although the text of your Terms should be different, to cover needed provisions for each situation.

  1. Start by going to Settings > General, in the main navigation menu.

  2. Select Templates.

  3. Choose one of the forms for which you want to add policies: Reservation Cancellation, Confirmation or Provisional.

  4. Create a new template or edit an existing one, using the pencil icon next to it.

  5. Scroll down to the Terms and Conditions section of the form and paste in the text of your policies. These should correspond to the type of form you’re adding them to: e.g; If you are adding them to a booking confirmation template, the terms should address aspects such as check-in/check-out times, cancellation conditions, charges, etc.

Save your template when you are happy with it.

If you want to make any changes to your Booking form when completing a customer's booking, you can edit it right after generation. You do not need to adjust the template, you can just enter your desired information within the existing form. 

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