Holidays
This document provides comprehensive guidelines on how to effectively manage holiday periods and bookings within the HirePOS system and the Online Store. By following these instructions, users can ensure smooth operations and accurate scheduling during holiday times.
Notification of Holiday Periods
Holiday periods can significantly impact staff availability and booking schedules. To facilitate seamless operations, the HirePOS system notifies users in the following ways:
A colored heading on the holiday dates displayed on the Availability screen and drill-down popup.
A colored heading on the holiday dates shown on the Calendar screen.
Warning prompts on the Sales Record screen (Quote/Booking/Invoice) when booked dates clash with holiday dates.
A warning prompt for the holiday dates shown on the Online Store screen when the "Block availability when booking dates overlap a holiday" setting is applied in Online Store preferences.
It is important to note that the holiday check is performed at the invoice level of booking or hire dates, not at the item level.
Adding a Holiday
To add a holiday to the system, please follow these steps:
Navigate to Setup > Preferences > Holidays.
Enter a description for the holiday on a new row (e.g., Australia Day).
Specify the Date From and Date To for the holiday period (e.g., 26/01/2021 for both dates in this case).
All fields are required.
Click Save Changes when all details are entered.
Color Coding Holidays
The system allows customization of the color used to represent holidays on the Availability and Calendar screens. To adjust the color for holidays, follow these steps:
Navigate to Setup > Preferences > Theme.
Modify the color for holidays.
Remember to press Save after making changes.
Blocking Out Availability for Holiday Bookings in the Online Store
To prevent customers from making online store bookings over a holiday, follow these steps:
Navigate to Setup > Preferences > Online Store > Availability tab and check the toggle option for Block availability when booking dates overlap a holiday to enforce this setting.
Click the Holidays button to review, add, or edit the holiday dates (as described in the section on Adding a Holiday). These dates can also be leveraged against the Online Store booking process.
Remember to press Save after making changes.
All items listed in the Online Store will now be unavailable if the booking period entered overlaps with a holiday that has been recorded in HirePOS.
By adhering to these guidelines, users can effectively manage holiday periods and bookings within the HirePOS system, ensuring smooth operations and accurate scheduling.
