Booking Module

The booking module of Hammerhead CMS allows you schedule and manage dive trips and print a dive roster as information for the tour leader about the divers on a trip.  There are a number of steps involved in adding the required information to allow the booking module to work so please refer to the user guide, other tutorials or the FAQs if you don't understand certain steps, links to these three resources can be found at the bottom of the page.

Setup Activities

The following section defines the one off activities you need to perform to start using the booking module.

1. Select Customers, Groups
2. Create a group called Customers and make it the default group. The booking module needs a default group to function although the name of the group is not relevant.
3. Select Website, Categories
4. Create a new category called Rental Equipment that is configured as not visible.
5. Add your different types of rental equipment in the Rental Equipment category.  For example BCD, regulators, wetsuit, mask, fins, snorkel etc.  Create on one item per piece of rental equipment and add all the relevant details such as rental price.  Each item that should be made available for rent should be configured as visible - this can be changed later as you change the types of equipment you rent.

Creating Trips

The following section describes how to create the trips for which you are going to add bookings.

1. Select Website, Categories
2. Create a category called Trips.  This can either be visible or not depending on whether you want it displayed on your website.  If you already have a suitable category that contains trips then the items in that category can be used.
3. Add your scheduled trips to the Trips category, or the category that you already created to contain your trips.

Grouping Rental Items with Trips

With each booking it's possible to group rental items to be added to each diver's booking to ensure that the correct equipment is provided.

1. Select Website, Categories
2. Open the category containing your day trips
3. Click the Group button for the trip for which you want to group rental items
4. Click the Search button to display the list of items.  If too many items are available then you may not see the rental item you want to group with the trip so type the name of the item into the Title box and click Search.  As you type items that match with what you type are automatically displayed as options.
5. Drag and drop the rental item onto the Add Item button and repeat for each items you want to group.  To ungroup an item drag and drop the item from Associated items on to the Delete Item button
6. Once you've grouped all the required items of rental equipment, click Save

Create Calendar Items

The next task is to create calendar items.

1. Select your Calendar from the menus.  The calendar view now contains two extra views which can be selected using the boxes at the top.  These boxes are for the original tile view plus the new month and day views.
2. Create a new calendar event and associate the event with the trip created in earlier in these instructions for which you grouped rental items, or any other trip for which you may already have grouped rental items.  Recurring events will be added in the furture to make it easier for you to schedule your events more effectively into the future.

3. Now when you click on the new event in the day or month views, it will bring up the booking screen.  If you don't see the booking for this will be because your browser is preventing the display of pop-ups, so you'll need to add https://www.hammerheadtechnologies.com/ to your list of Trusted Sites - this depends on the browser you are using.
4. There are two main options in the booking form; Add Booking which adds a new group and Add Guest which adds a guest to a group. For a single person booking, its essentially a group of one.

5. If you type into the First Name or Last Name boxes a list of matching existing contacts will be displayed, or you can just type a new name.
6. Click through the Contact, Equipment, and Profile tabs to fill out the information, this is also automatically filling out the same information for that person's record in the contact database.  Only the First Name and Last Name are required.
7. There is a Group Leader check box, there can only be one group leader per group. This is for informational purposes.
8. There are Amount Paid, Payment Status and Booking Status fields to allow you to collect and track the information.
9. Once complete click on the green tick mark, a small indicator at the top flashes up showing you its saved.
10. Once complete close the booking screen by clicking the arrows on the left. The underlying screen will refresh showing the first name of each person booked. Group leaders have a * next to their name. The names are ordered by group.
11. Click on the calendar booking again to get back to the booking form and now click on Roster, this gives you a printable dive roster sheet for the day. There are spaces to write in time in and time out for up to 5 dives for the day. The Present column indicates that the person showed up.

There will be improvements made to the booking module to improve it's function, but now the basic functionality is in place your feedback is appreciated.

Useful Resources

Hammerhead CMS Tutorials - these contain instructions and video help for understanding the basics of Hammerhead CMS.

Hammerhead CMS User Guide - This a downloadable PDF document for offline reference.

Hammerhead CMS FAQ Tutorials - specific FAQs that explain how to perform certain tasks in Hammerhead CMS so you an get more out of your website.