Work Instruction Overview This work instruction details how to process a facility booking payment utilising the LINKS software system via POS
Work Instruction Details Step One: Open specific booking that requires payment from the Facility Booking Scheduler (Visual)
Go to POS > Click on Facility Booking Scheduler
Select applicable date
Select the applicable facility
Utilise either the ‘Favourite’ quick reference key at the top of the screen, or the Facility Tree on the left hand side.
Ensure appropriate facility is selected. For example, an enquiry for a volleyball court, select the Volleyball facility.
Double click on booking to open the Facility Booking
Step Two: Search for the booking from the requesting client/customer
Search for the customer/client using the ‘Booking Search’ function within the booking screen.
Complete all details within the selection criteria
Click on filtering, and amend ‘From Date’ and ‘To Date’ to reflect current calendar year
Select specific facility within ‘Facility Tree’ if known. If unknown, select ‘ARC’ within ‘Facility Tree’
Click on either ‘Customer’ (individual) or ‘Client’(organisation)
Free type the name within the text box, or click ‘…’ to search within the ‘Search for People’ screen
Within the ‘Search for People’ screen > free type in part of client/customer name within the ‘Containing’ text box > click ‘Search’
Double click on client/customer name to select
Ensure attendance is selected as all > click ‘Apply’
All bookings will display in ‘Results’
Double click on the booking you wish to open
or click once on the booking line to highlight > click ‘View Selected’.
Step Three: Process Payment Click ‘Pay Now’
Free type amount the customer would like to settle into the ‘Pay This Amount’
or next to each amount in the ‘Pay’ column > Click ‘Ok’ to proceed
Click ‘Yes’ when prompted to confirm.
This will take you to POS to finalise the payment.
Once processed, open the booking request email and annotate.
Include date, initials, court booked and notes.
For example: 22/3/18 – SJ – Court 4A booked and paid
Categorise email as black – booked and paid.
Move into ‘Actioned’ folder.