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website/content/en/docs/Event Management/Reservations/_index.md
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--- | ||
title: "Reservations" | ||
linkTitle: "Reservations" | ||
weight: 1 | ||
description: > | ||
How to manage Reservations | ||
--- |
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website/content/en/docs/Event Management/Reservations/create-custom.md
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--- | ||
title: "Create Reservation from Backoffice" | ||
linkTitle: "Create from Backoffice" | ||
weight: 1 | ||
description: > | ||
How to create Reservations from Backoffice | ||
--- | ||
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## Why and when? | ||
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Alf.io limits the number of tickets (default 5, configurable) that can be purchased in a single Reservation from the public. | ||
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This is for minimizing tickets contention, especially on small events, because when a Reservation is initialized its tickets are locked until the Reservation expires. | ||
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But what happens if you need to register a group of more than 5 people? Let's simulate this with an example | ||
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### Sample use case | ||
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let's say that you're organizing "My Awesome Event", and you have: | ||
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- 185 seats available for attendees, 100 CHF each | ||
- 10 seats for Speakers | ||
- 5 for the organizing team | ||
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for a total of 200 people. | ||
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So you can create an event with the following categories: | ||
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Category | Visibility | Price | Max Seats | ||
------------- | ------------- | ------------- | ------------- | ||
General Admission | Public | 100 | Dynamic | ||
Speakers | Hidden | 0 | 10 | ||
Team | Hidden | 0 | 5 | ||
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Then: | ||
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1. Ms. Jane Doe, member of _Example Org._, reaches out because she wants to attend your event along with 9 colleagues, but by company policy they must buy all the tickets with a single transaction (you know, Purchase Orders) | ||
1. You want to register the organizing team, so that you all have a pass for the event | ||
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## Example 1: create a pending Reservation | ||
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_Create Reservation_ is one of the most advanced and powerful tools in Alf.io. It gives full flexibility to the organizer as it's not subjected to the constraints imposed for the public. | ||
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Here's how to initialize the Reservation for Ms. Jane Doe and her colleagues. | ||
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### Access the "Create Reservation" page | ||
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from the event detail page, click on _Actions_ -> _create Reservation_ | ||
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![create Reservation menu](/img/event-management/custom-Reservation/001.png) | ||
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### Insert contact data | ||
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The contact person for this Reservation is Jane Doe, as she will take care of the payment. So let's insert her name in the relevant section | ||
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![insert contact data](/img/event-management/custom-Reservation/002.png) | ||
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### Fill Reservation details | ||
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Since you're very happy that _Example Org._ will send 10 people to your event, you decide to give them one ticket for free, that is, 10% discount. | ||
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#### Reserve 9 "General Admission" Tickets | ||
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In the "Reservation Details" section, fill up the form as shown in the picture: | ||
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![reserve 9 general admission tickets](/img/event-management/custom-Reservation/003.png) | ||
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**Insert Attendees** | ||
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It is possible to pre-fill First name, last name and email address of the attendees, either by entering them directly or by uploading a CSV file. In this example you don't know how their names in advance, so you can reserve **9 empty seats**. | ||
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**Assign attendees to a Ticket Category** | ||
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It is possible to reserve tickets from an existing category, or to create in-place a new one. In this case you can select the existing _General Admission_ category. | ||
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Now it's time to add the free ticket. Click on the _add Attendees for another Category_ button | ||
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#### Add 1 free Ticket | ||
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![add 1 free ticket to the Reservation](/img/event-management/custom-Reservation/004.png) | ||
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**Insert Attendees** | ||
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Same as before: you don't know the name in advance, so you reserve **1 empty seat** | ||
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**Assign attendees to a Ticket Category** | ||
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Since you don't have (yet) a "Group discount" category, this time you need to select _Create new_ and enter the name and price of the category. | ||
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Please note that: | ||
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- the "Group discount" category will be created as "hidden" | ||
- you can reuse the "Group discount" the next time you create a Reservation, if needed | ||
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### Save the Reservation | ||
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now you can click on _Save and continue_. | ||
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If everything's OK, you should land on the Reservation Detail page, where you can copy the link to share with Ms. Doe. | ||
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![copy Reservation link](/img/event-management/custom-Reservation/005.png) | ||
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{{% pageinfo %}} | ||
**Expiration date** | ||
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By default, custom Reservations are set to expire at the end of the following day. If you want to modify that, just select another deadline and click on _Update_ | ||
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{{%/pageinfo%}} | ||
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#### The Reservation link | ||
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Once you share the Reservation Link with Ms. Doe, she will be able to complete the Reservation and pay | ||
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![add 1 free ticket to the Reservation](/img/event-management/custom-Reservation/006.png) | ||
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## Example 2: create and confirm a Reservation | ||
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### Insert contact data | ||
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This time you can set yourself as contact person | ||
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![insert contact data](/img/event-management/custom-Reservation/007.png) | ||
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### Fill Reservation details | ||
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On the Reservation details section, you can fill all the Team's data and select the existing _Team_ category | ||
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![insert team](/img/event-management/custom-Reservation/008.png) | ||
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### Save Reservation | ||
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now you can click on _Save and continue_. | ||
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If everything's OK, you should land on the Reservation Detail page | ||
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![copy Reservation link](/img/event-management/custom-Reservation/009.png) | ||
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### Confirm Reservation | ||
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This time you can confirm the Reservation directly. To do so, click on _Mark as Completed_. The page will reload and the status will be _COMPLETE_ | ||
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![Reservation complete](/img/event-management/custom-Reservation/010.png) | ||
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{{% pageinfo %}} | ||
**GDPR & Privacy Policy** | ||
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If you create and confirm a Reservation from the Backoffice, you must send the Terms and Conditions and Privacy Policy to the attendees outside of Alf.io, as they won't be asked to accept them. | ||
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Please make sure that they're aware of your privacy policy. | ||
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{{%/pageinfo%}} | ||
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### Send Tickets | ||
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when a Reservation is confirmed from the Backoffice, Alf.io won't send the tickets automatically. | ||
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You have to send them manually by clicking on _Send tickets via email_ | ||
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![send tickets button](/img/event-management/custom-Reservation/011.png) | ||
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once clicked on the _Send tickets via email_ button, you can choose which tickets you want to (re)send. In this case, select all | ||
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![select tickets to send](/img/event-management/custom-Reservation/012.png) |
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