Schedule settings: Reservations
You can reserve time in the Calendar for which you prefer not to schedule appointments. These reservations can be recurrent or non-recurrent.
To configure reservations, in the GEM-CAR 2022 Main menu, go to Schedule > Settings and select Reservations.
Refresh
Before making any change, select Refresh to avoid concurrency conflicts.
Add reservations
To add reservations, follow the instructions below.
- Select the + (plus) button.
- Configure the options and select Apply to save.
Edit reservations
To edit reservations, follow the instructions below.
- Select Edit on the top-right corner of the badges.
- Configure the options and select Apply to save.
Delete reservations
To delete reservations, follow the instructions below.
- Select Edit on the top-right corner of the badges.
- Select the Trash can button.
GEM-CAR won't let you delete reservations currently used in the Calendar. Once they aren't used anymore, you can delete them.
Configure reservations
Follow the guidelines below to configure reservations.
- Start date: Go to the Mini calendar and select the start date and time for the reservation.
- End date: Go to the Mini calendar and select the end date and time of the reservation.
- Description: Enter a description for the reservation.
- Resources: To impose a reservation on a resource, select the + button to add a drop-down menu in the field. Then, use it to select the resource. You can add multiple resources. To remove a resource, select it on the list, select the trash can and then Apply.
- Read only: Turn on this toggle to disallow appointments to overlap the reserved time. Otherwise, turn it on to allow appointments to overlap it.
Regular reserved time show as plain gray on the Calendar while read-only reservations show as gray bars.
Regular reservations | Read-only reservations |
---|---|
Configure recurrences
You can configure recurrences if you want reservations to repeat on a regular basis. To do so, select Add recurrence to open the Appointment-Recurrence window.
Reservation recurrence options
Reservation time
Use one of the methods below to set the reservation time.
- Select the start time and the duration. The end time will automatically adjust.
- Select the start time and the end time. The duration will automatically adjust.
Recurrence pattern
To configure the recurrence pattern, select daily, weekly, monthly, or yearly and follow the guidelines below for their respective options.
Daily
- To configure a day interval, select Every and enter a numerical value in the field. For example, the reservation could repeat every day or every two days.
- To configure a recurrence on weekdays, select Every weekday.
Weekly
- To configure the week interval, select Recur every and enter a numerical value in the field. For example, the reservation could repeat every week or every two weeks.
- To include or exclude specific days, select or deselect their respective checkboxes.
Monthly
- To make the reservation recur on a specific day each month, select Day and enter a numerical value in the field. As in the example above, you could make the reservation recur on the 13th day of the month.
- To base the recurrence on other criteria, select The and select the criteria using the two drop-down menus. As in the example above, you could configure a recurrence the first day of the month.
- To configure the month interval, enter a numerical value in the Of every fields. As in the examples above, the reservation could repeat every month on the 13th day or the first day.
Yearly
- To make the reservation recur on a specific day each year, select Every, select the month using the drop-down menu, and enter a numerical value in the field. As in the example above, you could make the reservation recur yearly on August 13.
- To base the recurrence on other criteria, select The and select the criteria using the three drop-down menus. As in the example above, the reservation could repeat yearly on the first day of August.
Range of recurrence
- To determine the recurrence start date, go to the Mini calendar and select a date.
- If you don't want the recurrence to end, select No end date.
- To make the recurrence stop after a given number or occurrences, select End after and enter a numerical value.
- To end the recurrence on a specific day, select End by, go to the Mini Calendar, and select a date.
Cancel reservation recurrence
To cancel an appointment recurrence, follow the instructions below.
- Select Edit recurrence to open the Appointment-Recurrence window.
- Select Remove recurrence.
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