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Saving Changes to Recurring Bookings

Overview Launch27 lets Staff apply changes made to a booking in a recurring series to: This Booking only (i.e. the booking being edited) This Booking  + All Future Bookings Specific Bookings you choose This is useful if you need to make changes that should apply only to certain bookings in the series, while keeping the rest of the bookings unchanged. Here’s a few examples: Customer needs to make a one-time date/time change or change in their normal service A team is usually assigned to a booking […]

Editing/Cancelling Future Bookings availability

Overview As a reminder, Launch27 doesn’t actually create the “next” booking in a recurring series until the current one is marked as completed. However, if a Staff user needs to edit/cancel a future booking that has not been created yet, the system will still allow you to do so. We do this by first creating the booking you want to change, then allowing you to make the changes to this newly created booking as you normally would. Important: as of July 2017, only staff […]

Adding Notes and Comments to a Booking

Overview You have the option to add different types of notes in Launch27: Staff Notes for a booking (added by staff) Customer Notes for a booking (added by the customer) Comments on a Booking (added by staff, customer, or teams) Staff/Customer Notes vs Comments on a Booking The main difference between the Staff/Customer notes and the Comments is that the notes are “permanent” (i.e. copied to future bookings in a recurring series), whereas comments are only added to a particular […]

Making Items One-Time vs Every Time in a Recurring Booking

Overview You have the option of setting these items as “This Booking only” or “every booking” on a recurring booking: Extras Tip Price Adjustment This is useful when: the customer only wants to have the extra service done for a specific booking in the recurring series the customer wants to add the same Tip amount for every booking staff wants to add a Price Adjustment for “This Booking only” or for every booking Default Preference for Extras You can specify […]

Invite Teams to a Booking

Overview The Invite Teams feature allows you to automatically invite all available teams via email/SMS to see if they’re interested in doing a booking. Teams can reply back as “Interested” or “Not Interested”, and have the option to leave Comments or a Bid amount (i.e how much they’re willing to do the job for). Your staff can then see who’s Interested when they’re doing their scheduling and dispatching. How it Works Before you can use this feature… You must have […]

Cancel a Booking – Overview

Overview There are two ways of canceling a booking, either by Staff or the Customer can cancel their booking by logging into their account.  There are Cancellation Policies and Fees you can customize, as well as Cancellation Emails to notify your customers of your policy and fees.   Booking Cancelled by Staff Open the booking that you want to Cancel, and select Cancel Booking or Cancel Booking with Fee. You have two choices when Cancelling a booking. If you have […]

Cancelled Bookings Page

Overview Your Cancelled Bookings page will provide you with a list of all bookings that have been Cancelled by either your customer or staff.   From the Cancelled Bookings page you can either edit the Cancellation Price for that booking, or you can restore the booking to an Active Booking.   Restore a Booking Go to your Cancelled Bookings Page Select the blue restore icon to the right of the booking A pop up will appear asking “Are you sure […]

Active Bookings Page – Overview

Overview Your Active Bookings page is going to show a list view of all bookings (non-cancelled bookings, completed bookings, current bookings). Based on your Block Settings, you can also view what days your forecasted bookings in a recurring series will fall on. Your Active Bookings page is the first page that will appear when you log into your account. If you are anywhere else in the system, you can find the Active Bookings page by selecting the three horizontal lines […]

Staff Booking Form – Overview

Navigating the Staff Booking Form The staff booking form has a different appearance than the booking form on your website. This form is used internally for staff to view, make changes, or create new bookings for customers’ on their behalf. The very top of the form, before any sections begin will be the booking service Date, Time, and Customer Name. To the right of the customer’s name will be a green tag if it is a new customer (a customer who […]

Cancel a Recurring Booking

Overview When a Staff user tries to cancel a booking in a recurring series, the system will ask if it should cancel: This Booking only (i.e. the booking being edited) This Booking  + All Future Bookings Specific Bookings you choose This gives Staff the flexibility to cancel only certain bookings vs all bookings in the  series. Here’s a few examples of when this would be useful. How to Cancel a Recurring Booking Staff users may cancel a recurring booking by: Find the booking on the Active Bookings and […]