How to do a manual booking

Samma Karuna

Version 1.1, March 2017

Audience: Welcome Centre Manager, Bookings Manager

Abstract: This document describes the procedure how to make a manual booking for a student paying in cash at the counter or that has paid through a confirmed bank transfer.

If the customer didn’t book before with follow this procedure:

1. Login to http://www.sammakaruna.org/wp-admin/
   1. Click on Users à Add new user
      1. Username should be displayed automatically with the student number generated for the customer.
      1. Fill up field First Name, Last Name and Email address
      1. Keep role as “Suscriber”
   1. Click on “Add new user” button

For bookings for Awakening & Healing program, Holiday Packages and Detox follow this procedure:

• Click on Bookings à Add Booking
• Click on Customer and type the name, generated student number or email of the customer and select the customer from the drop-down menu.
• Click on Book a Product and select the name of the product the customer wants to book.
• Click on “Create a new corresponding order for this new booking.”
• Click on Next
• Select the date the customer will check-in from the calendar and click on “Create Booking” button.
• Select the type of accommodation for “Accommodation Options”
• Click on “Create Booking” button.
• Click on “Woocommerce” –-> Orders
• Locate the booking and click on it
• If he customer has paid for the booking change the order statud from pending to completed.
• On the column “order notes” add a note specifying how the customer paid for this booking.
• Click on “Save Order” button.

For Yoga Teacher Training Bookings of Deposit follow this procedure:

1. Click on WooCommerce à Orders
2. Click on “Add Order” button
3. If the customer has paid for the booking change the order status from “Pending” to “completed”.
4. Click on Customer and type the name, generated student number or email of the customer and select the customer from the drop-down menu.
5. Scroll down and click on “Add Item” button.
6. Click on “Add product”, type “Yoga Teacher Training Course” and select the right date from the drop-down menu.
7. Click on “Add” button.
8. Click on “Save Order”