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Booking and managing Book-a-Spot assets

Updated over a week ago

You can book and manage Book-a-Spot assets for your clients using the Elevate Staff App.

Book an asset

To book an asset:

  1. Tap the Schedule tab.

  2. Tap on a date and time when the schedule is in calendar view Image or tap the Add button Image in the top-right.

  3. Tap Book Asset.

  4. Select an existing client by typing their info in the search box and selecting them from the list. To add a new client, tap Add new client.

  5. Under Date and Time, set the date and time when the asset booking will take place.

    1. Optional: To make the booking recur, set the Recurring option to ON and set an interval.

  6. Under Location, select the location for the booking.

    • The default booking location will be the location that the staff member selects when signing in.

  7. Under Resource category, select the asset category.

  8. Under Asset, select the asset that will be booked.

  9. Complete the asset booking:

    • Tap Book & pay to book the asset and require payment from the client when booking.

    • Tap Book unpaid (if available) to book the asset without requiring payment from the client when booking.

      • if the client is marked as flagged, in the Flagged Client popup, tap Allow to continue the booking.

  10. The conflict manager will inform you if there are any conflicts. Select how to resolve the conflicts and try to book the appointment again:

    1. To address all conflicts at once:

      • To book regardless of the conflicts, tap Book all anyway.

      • To cancel the appointment, tap Do not book all.

    2. To address each individual conflict, tap Fix for the individual conflict in the list:

      • To book regardless of the conflict, tap Book anyway.

      • To cancel the appointment, tap Do not book.

      • To change the booking, tap Fix.

Approve or deny an asset request

To approve or deny an asset request:

  1. Tap the Schedule tab.

  2. Tap the requested asset you want to approve or deny.

  3. On the booking details screen, approve or deny the asset request:

    • To approve the request, tap Approve.

    • To deny the request, tap Deny.

Add available or unavailable time for an asset

To add available or unavailable time for an asset:

  1. Tap the Schedule tab.

  2. Enable calendar view Image and select Asset.

  3. Tap a date and time on the schedule or tap the Add Image button.

  4. Tap Add Available Time or Add Unavailable Time.

  5. Set the Start Date and Time and the End Date and Time.

    • If you don’t want to set an end date, set the Ongoing option to ON.

    • If you want the available or unavailable time to repeat on specific days, use the Repeats On or Repeats Every options.

  6. Tap Complete.

Reschedule an asset booking

To reschedule an asset booking:

  1. Tap the Schedule tab.

  2. Tap the asset you want to rebook.

  3. In the top-right corner, tap the Action Image button.

  4. Tap Reschedule. The client, asset, and location are set to match the current asset booking.

  5. Under Date and Time, set the date and time when the asset booking will take place.

    • On the calendar, select the date when the asset booking will occur.

    • Under Start time, select the time when the asset booking will begin.

  6. Tap Reschedule.

  7. The conflict manager will inform you if there are any conflicts. Select how to resolve the conflicts and try to book the appointment again:

    • To book regardless of the conflict, tap Book anyway.

    • To cancel the booking, tap Do not book.

    • To change the booking, tap Fix.

View the asset layout for a session

To view the asset layout for a session:

  1. Tap the Schedule tab.

  2. Tap the session you want to view.

  3. In the top-right corner, tap the Action Image button.

  4. Tap View Layout.

  5. To adjust the position of the asset, tap and drag the asset to an available position, then tap Apply.

Change a client's asset for a session

To change a client’s asset for a session:

  1. Tap the Schedule tab.

  2. Tap the event session the client booked.

  3. Next to the client’s name, tap the ActionImagebutton.

  4. Tap Re-assign Asset.

  5. Select a new asset for the client.

  6. Tap Save.

Change client's attendance status for an asset

To change a client’s attendance status for an asset:

  1. Tap the Schedule tab.

  2. Enable calendar view Image and select Asset.

  3. Select the client's asset.

  4. Next to the client’s name, tap the Action Image button.

  5. In the Client card, tap the client’s current status, then tap the attendance status you want to set for the client:

    • Checked-In – The client has attended the session.

    • Early Cancel – The client canceled before your cancellation deadline and will be removed from the attendance list.

    • Late Cancel – The client canceled after your cancellation deadline and will be removed from the attendance list.

    • No-Show – The client missed the session without canceling.

  6. Under Notifications, set the Send Email, Send SMS, or Send push options to ON to send a notification to the client about the change.

  7. If you change a client’s attendance status to No-Show or Late Cancel, the client may be charged a fee based on your cancellation policies. However, if you have the appropriate staff role permissions, you can decide whether to charge the client the fee.

    1. Under Charge Late Cancel/No-Show Fee, choose whether to charge the client the fee:

      • Yes, charge the $[amount] [Late Cancel/No-Show] fee – The client will be charged the amount set in your cancellation policies.

      • No, don’t charge the $[amount] [Late Cancel/No-Show] fee – The client won’t be charged any amount.

    2. Under Reason for Cancellation, enter the reason for cancellation.

    3. Tap Update status.

    4. In the confirmation popup, tap I’m sure.

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