Tutorial: Planyo set-up (3 / 3)
Tutorial Table of Contents
part 1: Adding a new planyo sitepart 2: Adding a new resource
part 3: Setting site properties
Part 3 of 3: Setting site properties
Now that we took care of the court settings, let's specify the global settings for the whole site (tennis club). After editing resource settings we are taken back to the site settings. You can also go directly to site settings using the settings tab or the quick links dropdown.
Fig 6. Site settings (part 1 and 2) The site settings are rather clear. Other than company details, address etc. you can specify if you'd like to be able to accept online payments (with either a credit card or a PayPal account) using your planyo site. If you do, you'll need to enter your PayPal registered email address (in the future more payment options will be supported). Please note that planyo does not charge any fees for online payments. More in this FAQ Other than the site settings, in this tab you can add new resources (as we've already done) or new products. In the case of our courts we will not need any products. In other cases (site types), additional products can be either extra charges always added to the bill (such as visitor's taxes or final cleaning) or one-time optional products or services (such as airport pick-up, water skis for motorboat rentals, etc.), or recurring products (such as breakfast). More in this FAQ
Fig 7. Site settings - actions The action buttons allow you to specify additional site settings or perform actions related to it - many of the actions are similar to the resource actions:
Fig 8. Notification settings Here you can specify who receives standard planyo messages, when, and by which means (email/fax/sms). Please note that fax and sms notifications are only available for planyo PRO sites and require an additional payment. Please note that if you specify custom messages, e.g. when a new reservation is made or when a reservation gets confirmed, you may want to stop the standard planyo messages from being sent for the same event. This way the clients will only receive one (customized) email.
Fig 6. Site settings (part 1 and 2) The site settings are rather clear. Other than company details, address etc. you can specify if you'd like to be able to accept online payments (with either a credit card or a PayPal account) using your planyo site. If you do, you'll need to enter your PayPal registered email address (in the future more payment options will be supported). Please note that planyo does not charge any fees for online payments. More in this FAQ Other than the site settings, in this tab you can add new resources (as we've already done) or new products. In the case of our courts we will not need any products. In other cases (site types), additional products can be either extra charges always added to the bill (such as visitor's taxes or final cleaning) or one-time optional products or services (such as airport pick-up, water skis for motorboat rentals, etc.), or recurring products (such as breakfast). More in this FAQ
Fig 7. Site settings - actions The action buttons allow you to specify additional site settings or perform actions related to it - many of the actions are similar to the resource actions:
- Add/remove moderators - Moderators are additional persons who can administer the site. Basically they can perform the same operations as the site admin. More in this FAQ
- Customized messages - just like the customized messages for a specific resource, here you can specify site-specific custom messages (for all resources in the site) sent to the clients when a new reservation is made, when the reservation gets confirmed by the admin or any number of days/hours before or after the rental. If you specify a custom message for the same event for a given resource and for the whole site, only the custom message for the resource will be sent. More in this FAQ
- Pricing Manager - here you can define your pricing for all resources. More in this FAQ
- Upload/remove images - here you can add images that represent the whole business
- Banned/preapproved users - banned users are ones who are not allowed to make reservations for any of your resources. The ban is set for a given email address. Pre-approved users are the clients we know and trust, and we will not have to manually confirm any of their future reservations.
- Integrate with your site - here you will find HTML code that you can copy and paste into your website to either display a calendar that shows availability on your site or allow your clients to initiate the booking from your site. More in this FAQ
- Detele this site - click to remove the site. Warning! This cannot be undone!
- Notification settings
Fig 8. Notification settings Here you can specify who receives standard planyo messages, when, and by which means (email/fax/sms). Please note that fax and sms notifications are only available for planyo PRO sites and require an additional payment. Please note that if you specify custom messages, e.g. when a new reservation is made or when a reservation gets confirmed, you may want to stop the standard planyo messages from being sent for the same event. This way the clients will only receive one (customized) email.