Introduction
This article will show you how to set up, generate and send a facility booking confirmation to a club member, which can be generated in the PGM for a given member in a specified date range.
- This article shows a step-by-step configuration of the Facility Booking confirmation letter.
- This article will be helpful to PG Champion, Club Manager, and Club Owner.
Before you start
In order to start the configuration you need to follow a few steps beforehand.
Set up the appropriate system permission:
- Go to the PGM -> Clubs -> System permissions.
- Click on the Permissions button.
- Search for Generate booking confirmation and tick that checkbox SystemManFacilityBookingGenerateConfirmation.
- Click Save.
Set up RDLC template file:
- Go to the PGM -> File store;
- Upload BookingConfirmation.rdlc file.
Example RDLC file:
Instruction
How to generate and send a booking confirmation?
1. Go to the PGM -> Classes -> Facility booking -> Facility booking calendar ->
2. Click on the ••• icon and select Send confirmation letter.
3. Select a date range and the user you want to generate the booking confirmation for. You will see all bookings under the Bookings preview section.
4. Click Next to generate a booking confirmation PDF file (based on RDLC) and click Download to preview the document.
5. Now you can preview the file. If you want to refine the report you can go back, if it's correct you can click on Next with a modal's button.
6. Now you can send the document to a user by an e-mail configured in the user's profile. Fill in all necessary data (they are required) and click Send.