With our latest update to the Facility Management tool, you can now enable your customers to self-book open spots on your facilities spaces! We've added even more features to this tool in Spring 2025 - check out the details here!
To set up a Customer to self-book, you'll go to your Dashboard > Customers and edit the Customer in question:
You'll also want to set up the option and rate to self-book under the Facility Space Settings:
Here you'll allow for Self-Booking and set some default event times for the space:
You'll also notice a Self-Booking tab where additional settings (availability of space by day of the week, customer rules, available booking windows & team staff rules) can be set up:
Customer Rules: Allows you to enable & set rules for Customers to book time on your Facility Spaces.
General Public Rules: Allows you to enable & set rules for the General Public (no Customer record required) to book time on your Facility Spaces.
Team Staff Rules: Allows you to enable & set rules for Coaches to book time on your Facility Spaces; this allows you to choose specific seasons and/or teams to allow to self-book time for their teams.
Rostered Player Rules: Allows you to enable & set rules for Players rostered to specific teams or teams within a specific season to book time on your Facility Spaces.
Once set up, here is the flow your Customers will see:
TIP: You control who can take advantage of the self-booking function! Whether open to the full public, predetermined customers, specific teams or all of the above, this function allows those you enable to book & pay for their facility space directly on your site.
For more or questions on how to utilize this, reach out to us at help@crossbar.org!