Skip to main content

Policies & Booking Settings

Booking settings and other policies for an amenity can be configured for each User Group separately, if needed. If all users of the system have the same set of rules and policies, then the configuration has to be done just once.

Policies tab shows list of defined User Groups, in addition to an item which is "Policies for all user groups without explicit settings". If a User Group doesn't have specific policies configured here, settings of this item will be applied to users of that User Group. It is possible for each User Group to have its own configuration, or simply follow the default policies. When name of a User Group is grayed out and there is a plus button in front of it, it is following the default policies defined under the first item.

note

To define User Groups and manage users in them, select User Groups under Administration in left sidebar. See User Groups for more information.

By clicking the pencil icon in front of an item, or the plus button for a User Group that didn't have explicit policies, a panel with below options appear.

Payment Type​

There are three options available for this field.

  • "No Fee" allows reservation or access without any fee calculation or payment collection. In this case, the step to show fees will be skipped when user is going through the reservation process.
  • "Manual" will perform fee calculations and will show fee breakdown to the user, but no payment will be collected in the system. This case is useful for scenarios where payments have to be made in person, by cash, by check, etc.
  • "Online" will calculate and show fees and, as an extra step during reservation process, allows the user to enter credit card information. Online payments in WiseIngress are processed by Stripe using administrator's own account. WiseIngress won't be involved in processing or collecting credit card payments, so the money goes directly to administrator/organization account.

Fee​

Base amount for calculating the actual fee. It doesn't include deposit, tax and addon services. Should be in the currency configured for the Location.

Fee Type​

The actual fee amount is calculated based on Fee and Fee Type. For example, if Fee = $10 and the user wants to book a two-hour availability, they will pay

  • $20 if Fee Type = Per Time Slot ($10 for each 1-hour slot)
  • $10 if Fee Type = Per Booking (doesn't matter how many slots)
  • $30 if Fee Type = Per Person and three people are attending
  • $60 if Fee Type = Per Person Per Time Slot and three people are attending

Deposit​

The amount that will be added to calculated fee and can be returned after the reservation ends.

note

When a deposit amount is defined and online payment type has been selected, the total amount (fees plus deposit) will be authorized on user's card initially. The system will automatically capture the amount equal to calculated fees after five days (120 hours from the moment reservation was made) and will release the deposit part, if no action is taken by the administrator regarding the authorized payment. It is recommended that the administrator uses this window to review photos and notes submitted by user and decides to release the deposit right away, or capture part/all of the deposit due to damages or other policy violations made by user.

See User Actions for information about how to allow users to report damage and return equipment (also known as checkout process).

Addons & Taxes​

Select fees, addon services, and taxes that should be enabled during reservations by the user group. Fees and taxes will be added on top of the calculated fee for payment purposes.

See Addons & Taxes for details on defining these items.

Advanced Options​

Cancellation Policy​

When set to a number greater than zero, the system allows the end user to cancel the reservation up to X hours before start date/time (X = value set for Cancellation Policy). In this case, to prevent abuse, the system doesn't show the PIN code to the user until cancellable window has passed.

Daily Restriction​

Maximum number of slots that a user can reserve in one day.

Booking Threshold​

When enabled, it stops users from booking a slot if the current time is close to start of the availability. It is useful for cases in which X minutes (X = value set in front of Booking Threshold) are needed by administrator/staff to prepare the venue, for example.

Reservations Require Admin Approval​

When enabled, the system creates reservations of the current Amenity in "Pending Approval" mode. Users won't get a PIN code and/or Bluetooth key to unlock the smart lock. The administrator can review pending requests and approve or reject them. See Pending Requests for more information.

Notify by Text Message for Admin Approval​

If enabled, the system will send a text message to the administrator in addition to the usual notification.