Products with bookings

When customers book a meeting room, they often need more than the room, such as coffee for the meeting or lunch for the team. Offer these shop products with the booking, so customers add them in the same booking form, pay for everything at once, and your team knows what to prepare.

Offer products with bookings

1. Add the products on the Catalog > Products page, such as a coffee break priced per person.
2. Create or edit the room, desk, or other resource, and open its Booking tab.
   • Offered with bookings shows only while the resource has a Money or Credits booking rate on its Pricing tab.
3. Under Offered with bookings, click Add product and select the products. A resource can offer up to 25 products.
   • The list shows the location’s products with the Order switch on.
   • Users see a product only when its Visibility lets them see it.
4. Drag the products into the order users see them in, and click Save.

How users add products to a booking

In the member web portal or mobile app, users:

1. Fill in the booking and select Continue.
2. Under Add to your booking, set the quantity of each product they need and select Continue.
3. Choose the payment method. Its price includes the products.
   • Products are paid with credits, an invoice, or a card. Company credits or a company invoice pay for them only when the company’s payment method permissions let the user use them for shop products.

The products become an order on the user’s Account > Orders page, and the booking’s page lists them under Added to your booking. Users can’t add products:

• to a recurring booking
• to a booking that needs approval
• to a free booking, or one paid with day passes
• after the booking is made

In these cases, they order the products in the Shop.

Add products to a booking for a customer

1. Create a booking for the customer.
2. Under Add to this booking, click Add, select a product option and its quantity, and click Save. Repeat for every product.
3. Choose the payment method. Its price includes the products.
   • With Free, the products are free too.

Adding products needs the Can manage permission for Shop. You can’t add them to a recurring booking, a booking paid with day passes, or a booking that’s already made. Instead, create an order for the customer.

Prepare the products

Products added to a booking become a shop order of the booker, which you get notified about and process like any other order:

• The order shows on the Catalog > Products > Orders panel. Its Open booking button shows when and where to deliver the products.
• The booking’s page lists the products under Added to this booking, with the order’s status and an Open order button.

Cancel or refund products

Canceling or refunding a booking doesn’t cancel or refund its products. The exception is a booking paid with credits that haven’t been charged yet, such as one in a later subscription period: canceling it cancels its products too. To cancel the products, cancel their order. Its refund depends on how it was paid:

• Credits or invoice — refunded when you confirm the refund, as for any other order.
• Card or External — not refunded when you cancel the order. To refund it, refund its amount from the booking’s transaction on the Billing > Transactions page.

Users can cancel the order themselves on their Account > Orders page once its payment goes through. An order paid by card isn’t refunded then, so they ask an administrator for the refund.

FAQs

Can I offer a product only with bookings and not in the Shop?

No. A product offered with bookings also shows on the Shop page to the users its Visibility lets see it. To set such products apart there, put them in a category of their own, such as Meeting extras.