Conducting an In-House Facility Rental

How to Conduct an In-House Facility Reservation

Conducting an in-house facility reservation is a straightforward process in the OttoApp. Follow these steps to book a room or facility for a patron.

Step 1: Start a New Transaction

1. From the main Dashboard, click on the Transact icon.
2. In the Transaction screen, select the All Items.
3. Use the search bar to find the facility you wish to reserve (e.g., search for "comm" to find the Community Room Rental).
4. Click on the desired facility from the search results to open the Facility Availability window.

Step 2: Assign an Account

1. At the top of the Facility Availability window, click None Selected next to "Account of Record".
2. Use the Account Search to find the patron by name or phone number, then select their account.

Step 3: Select Date and Rate

1. Choose the Reservation Date using the calendar picker.
2. Select the appropriate Rate Filter (e.g., Per 30 Minutes, Per Hour Rate, etc.).

Step 4: Choose the Time and Location

1. In the availability grid, find the specific room (e.g., COM 2) and the desired start time.
2. Click and drag or click the start and end times in the grid to highlight the duration of the reservation.
3. Verify the Duration and Total Price shown next to the grid.
4. Click the Add to Cart button.

Step 5: Process Payment

1. Review the items in the Cart on the right side of the screen.
2. Click the Add Payment button.
3. Select the Payment Type (Cash, Check, or Credit/Debit).
4. Click Add Payment to apply it to the transaction.
5. Click Complete Transaction to finalize the reservation.

Step 6: Receipt and Confirmation

1. Once the transaction is complete, a confirmation window will appear.
2. Click View/Print Receipt to generate a copy for the patron.
3. You can now Email Receipt or Print Receipt from the top of the receipt view.