Creating Bookables
Customers make Reservations on Bookables. Bookables are the reservation types that Providers make available for booking. Bookables live within Providers,...
Account Management
Settings and Configuration for Your Account
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Embedding Providers or Bookables Directly into Your Website
Every Provider and Bookable in the Dashboard comes with a code snippet to allow you to embed a button or... -
Creating Forms and Managing Customer Data
Periodic Forms allow you to create questions and messages to gather and communicate information to customers when booking. All bookings... -
Attaching Resources to Bookables
Required Resource Resource is assigned automatically with every reservation. Priority Order Resource is assigned automatically and never seen by the... -
Bookable Status
Bookables offer four unique statuses which determine both the availability and visibility of your Bookables on your Booking Site.... -
Creating Custom Domains
When your Periodic Marketplace is first created it is hosted in a temporary domain space in the following convention: Dashboard... -
Optimizing and Uploading Images on Your Booking Site
Why it’s important to make your images web ready: Your booking site is a vital piece of your business and... -
Magic Link Feature
The Magic Link is a Resource feature used to invite a user to update Resource details with contact info, availability,... -
Creating Notifications and Message Templates
Message Templates allow users to send customized email and SMS notifications to customers and staff whenever a reservation is booked.... -
Reservation Notification Triggers
Notifications associated with reservations are triggered by events surrounding those reservations. Dashboard users can pair Message Templates with any trigger... -
Customer Groups
Customer Groups can be defined to limit Bookable access to specific customers. Customers not in the group will not have... -
Dashboard User Permissions
Dashboard users have various levels of permissions. Those permissions are granted usually based around gated access to certain Providers and... -
Downloading Reservation Data
Reservation data can be downloaded as a PDF or CSV files from the Reservation List. The PDF offers a concise... -
How to Create and Manage Resource Groups
Resource Groups allow for varied types of Resource assignments on reservations using one or more Resources. Resource Groups also allow... -
Reservation Status
All Reservations have a given Status based on configurations on its given Bookable. Whether it’s simply Booked or Cancelled, Reservation... -
Passing Form Questions and Responses into Calendar Events
Adding reservations details into calendar events makes life easy on both the customer and Resource associated with each reservation. The... -
Message Variables
These variables are available throughout the Dashboard but most notably found when editing or creating a Message Template. ALL_ATTENDEES A... -
Provider Booking Site Wording
Use the Booking Site Wording fields to customize the language used to communicate your services and appointment types offered to... -
Adding, Removing, or Replacing Resources on Reservations
Dashboard users can manage Resources on an existing booking through the Reservation Details in the Reservation List or Reservation Calendar...