Assets

Overview

Assets are anything that is bookable in your business.

Asset can be any resource you want your customer to book. It can be a physical asset such as a forklift for rent or it might be electrician’s time.

Some common business examples can be found in here

An asset that is bookable typically has a schedule and defined by various attributes.

Before you can make an asset bookable, you must make the asset active. See activating assets for more details.

Creating Assets

You can create one or more assets from asset order page.

Asset Order

To activate the assets, you need to subscribe an order. Its not possible to activate or cancel individual assets of an order separately. If you cancel the subscription of an order, all assets created using that order will be cancelled and will not be renewed after the end of billing cycle.

You can create multiple orders.

You can access your asset orders by clicking on the Payments menu and then clicking on the Orders button.

Please see the Getting Started guide for the process of creating an asset order.

Cancelling an Asset Order

To cancel an order please see the following steps:

• click on the Payments menu and click on the Go To Stripe Billing button.
• You will be redirected to your Stripe account which lists the plans that you are subscribed to. Each plan will correspond to the asset orders from the BookAndPay application. You can match up the plan with an asset order by looking at the quantity and the renewal date.
• Click the Cancel Plan button on the button corresponding to the plan that you would like to cancel.
• Click the Cancel Plan button again to confirm the cancellation.
• You will be sent back to the Billing page which should show the cancelled plan now as Cancelled.

Note: Its not possible to activate or cancel assets of an order individually.

Asset Group

When you create an asset order the assets created will belong to a group. The group is identified with an asset group id.

Asset groups help in configuring assets easily as the attributes for one asset may be common to many other assets.

They also make it possible for booking to happen at a consolidated or group level. For example, if there are 5 electricians, your customer may not really mind if its Tom (Electrician 1) or Harry (Electrician 3). You may show the availability for a particular time as available if any of them is available.

Note: Consolidated group bookings are only currently available for slot booking configurations.

See booking for more details.

Asset Name

Assets will be assigned with a name by the system when its created. You may edit the name by clicking on edit link in the asset list which can be accessed by clicking on the Assets menu item.

Activating Assets

You can activate an asset by the following methods

• Paying for subscription. The Getting Started guide has some instructions on subscribing to assets.
• Trial. Users who requested trial will have assets activated automatically for 15 or 30 days.
• Post payment. Some customers with post payment option enabled will have assets activated by support team.

Asset Type

The following asset types are supported:

• services_and_people - use to represent a person or a service, e.g. booking to a psychologist.
• coaching_classes - use to represent a class, e.g. a yoga teacher who has a class on Monday every week at 9-10am.
• rental_and_hire - use to represent a physical asset which can be rented out, e.g. a forklift.
• courts_and_sports - used to represent a court which can be booked into, e.g. a tennis court.
• venues_and_locations - represents a specific venue/location which can be booked into, e.g. a meeting room.

Note: Update the asset type before activating asset for booking. The application will create a default schedule and message rules based on the asset type.

Asset Attributes (system)

To update an asset attribute, select the Asset menu item, and then click Settings for the asset that you would like to modify.

authenticated_booking

If enabled then this permits your customer to login to their account prior to making a booking. This can be an account created via the BookAndPay application, or they can login via Google/Facebook.

Default value: enabled

block_booking_max_slots

Maximum number of time slots which can be booked in block booking

Default value: 5

booking_allowed_time_offset

The minimum interval in minutes before the event time that is required for a booking.

Default value: 30

booking_allowed_time_offset_after_first_event

Specific date, not hours until which booking is allowed after the first event when booking is allowed. Applies to term booking only

Default value: 0

booking_confirmation_type

Defines what additional steps are required from the user to confirm the booking.

Supported values:

• none - no confirmation is required.
• url_confirmation - the user must click a link in an email or text message to confirm the booking.
• payment_confirmation_prepay - a payment is required at booking time to confirm the booking.
• payment_confirmation_postpay - a payment is required after the booking is created to confirm the booking.

booking_type_block

Booking in contiguous blocks of time is enabled or disabled.See booking types

Default value: disabled

booking_type_casual

Casual or one-off booking is enabled or disabled.See booking types

Default value: enabled

booking_type_recurring

Bookings which are repeating or recurring is enabled or disabled.See booking types

Default value: disabled

booking_type_term

Term booking can be enabled or disabled for an asset. See booking types

Default value: disabled

booking_user_identification

This value defines how a user should identify in the booking form.

Supported values are

• email
• phone
• email_or_phone
• email_opt_phone
• phone_opt_email
• email_and_phone

Default value: email

Note: Some options may not be available in your version

busy_out_code

A unique string which can be used to book a timeslots or term for the purpose of adding a participant to a term or slot booking. The string should not be made public. The attribute will be in effect if the busy_out_code_type is not none

Default value: none

busy_out_code_type

Supported values

• none
• email
• phone
• string

Default value: none

calendar_google

If enabled, synchronization to google calendar can be enabled by user

Default value: disabled

cancellation_period_after_booked_event

No of hours after the booked event refunds might be made. E.g. 24 hours means, if the user cancel the booking before 24hrs after the start of the first booked event, refunds are applicable. Applies to one time, term and recurring booking.

Default value: 0

cancellation_period_after_booking_request_non_compliance

No of hours after which the booking will be cancelled by the system or administrator for non payment or similar reasons such as identity / email verification

Default value: none

cancellation_period_before_booked_event

No of hours before the booked event cancellation are permitted. E.g. 24 hours means, if the user cancel the booking before 24hrs before the start of the first booked event refunds are applicable. Applies to one time, term and recurring booking

Default value: none

Note: Some options may not be available in your version

cancellation_period_cooling_off

Period in hours during which user can cancel a booking without giving any reason and receive a full refund without any deduction. Default is 336 hours i.e 14 days.

Default value: 336'

chat

Enables chat support on the booking page.

Default value: enabled.

contact_email

Contact email specific for the asset.

Default value: [email protected]

contact_name

Contact name specific for the asset.

Default value: Tom Citizen

contact_phone

Contact phone number specific for the asset.

Default value: +614455667788

country

Asset country in two letter ISO code

Default value: AU

description

Description of the asset

Default value: none

Note: You can use HTML tags in the text box

file_attachment

File uploads are enabled for assets. File uploads are sometimes required for blocking out times. This feature is not available for all versions.

Default value: disabled.

location

Location or address of the asset.

Default value: None

logo

URL of the logo which will be displayed in default booking page.

Default value: https://storage.googleapis.com/bnp-static-assets/images/calendar_red_128.png

max_number_of_events_in_availability_response

This determines the maximum number of events returned on the public booking page. This applies to schedules where a user lists the events prior to booking.

Default value: 25

max_users

max users or participants that are allowed for an event associated with the asset.

Default value: 1

message_general

General information to be displayed about the asset.

Default value: edit this message in asset settings

Note: You can use HTML tags in the text box

message_terms

URL to the terms and conditions specific to the asset.

Default value: none

minimum_booking_duration

Supported values:

• none
• day
• week

monitoring

Override the system level monitoring for an asset.

Default value: disabled

notification

Notifications are enabled or disabled for this asset.

Default value: enabled

page_header

HTML content which appears at the top of the public booking page. This can be customized in a WYSIWYG editor or through raw HTML.

Default: has some default HTML which should be customized to your needs.

privacy

Asset visibility can be public or private.

Default value: private

Note: Assets privacy will be changed to public when you ‘activate booking’ in the console

recaptcha

This option will enable recaptcha on your public booking page associated with the asset.

Supported values

• none
• v2_checkbox
• v2_invisible
• v3

Default value: none

Note: v2_invisible and v3 may not be available in your version

recaptcha_score_threshold

Score used as a threshold in recaptcha v3

Default value: 0.5

seo_analytics_code_type

Analytics code provider such as google,adobe

Default value: none

seo_analytics_code_value

Analytics code such as google analytics code.

Default value: none

sms

SMS notifications can be enabled or disabled on per asset basis.

Default value: disabled

sms_from

From number used for sending sms.

Default value: none

sms_overseas

If enabled, sms can be sent to an overseas number with reference to country attribute

Default value: disabled

timezone

Timezone of the asset in the format similar to Australia/Sydney

Examples

`America/New_York`  
`Europe/London`   
`Australia/Sydney` 

Timezone names can be found here

The supported values are defined in the tz database. In this database, time zones are identified with a name consisting of an Area and a Location, separated by a forward slash.

trigger_threshold

Threshold when a trigger occurs. e.g booking reached 80 percentage of capacity.

Default value: none

url

URL specific for the asset

Default value: https://public-url-of-the-asset

whatsapp

WhatsApp notifications can be enabled or disabled.

Default value: disabled

Note: WhatsApp may not be available in your version

Asset Attributes (custom)

In addition to system defined attributes, you can define custom attributes. Custom attributes help you to build message template variables specific to your needs. See messaging for more details.