MiBaseNZ has created this Click and Collect booking system for admin and members to be able to book a time to pick up and/or drop off toys.

Before you can start using this system, you will need to complete two steps first.

Step 1: ensure your toy library’s opening times have been set up correctly. To learn how to do this read the article Days and Times page. Once set up, these opening times will be seen by admin and members when they go to reserve a toy as you will need to reserve a toy first before you can book a pick-up/drop off time.
(To see how to reserve a toy, go to the article How to Reserve a toy in the Admin Website for admin or for members go to the article How to Reserve a toy in the Members Website).

Step 2: set up the booking system. To do this go to Reserve -> Click and Collect

Click the Settings and content button.

There are six settings to change.
To make these changes click the Edit button alongside each setting, use the arrows or type in your preference and click Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

• #300: select Yes for the booking system to be activated
• #301: decide how many members you would like per time slot
• #302: decide how many minutes would you like to allocate to each time slot
• #303: select Yes if you would like to activate the Bookings setting in the Member Website. This will allow members to book a time to drop off toys only
• #304: select Yes for the booking system to be activated on the Public Website
• #305: select Yes to activate the dropdown menu for vaccine passes. This will allow members to inform you whether they are vaccinated or not

Select the Go Back button to take you back to the Click and Collect Booking page.

With this part of the setup complete, the module has now added the Click and Collect page on your Member Website.

It has also added a Book a Visit button underneath the Google map on the home page of your Public Website.

To personalise your Click and Collect page, you will need to edit the title and content of the Member/Public website content page listed under the settings. Once you have made the changes click Save.

This will automatically update the Member/Public Website and the title and content will appear on the Click and Collect page before the booking system.

View the video here:

(This video has two sets of instructions in it. The first will show you how to set up the booking system, the second, how to use the booking system on the admin website)

Now that you have set up the Days and Time page and the Click and Collect page, you are ready to make a booking. The following two articles will tell you how to use the booking system on the admin website and on the member website.

How to use Click and Collect in the Admin Website

How to use Click and Collect in the Member Website

The post Setting up the Click and Collect Booking Module appeared first on MiBase New Zealand.

Booking option 1: toy drop off only where no toy reservations have been made.

Booking option 2: reserving a toy first then selecting a pick-up and drop off time for this toy.

To see how to reserve a toy, go to the article Reserving a toy on the Admin Website.

Once you have done that, you are ready to book a pick-up and drop off time. (These times will be based on what you set up on the Days and Times page.)

Go to Reserve -> Click and Collect

You can see on this page a list of all the bookings made by admin and by members from the Member Website. You can also see which toys were reserved or whether it is a drop-off only.
As mentioned above, the dates and times are taken from the Days and Times page.

You can delete a booking by clicking the yellow Delete button alongside it.

Drop off only booking

To add a drop off only booking, click on the Add Visit button at the top of the page.

Fill in all fields from the dropdown menus:

• Borid: lists all the toy library members. Select the member you are making the booking for.
• Date: lists the dates the toy library is open based on what you set up on the Days and Times page. Select a date.
• Time: lists the time slots that were set up in the Settings and contents page. Select the time slot the member would like to drop off the toy/s.
• Covid Vaccine: select an option from the dropdown menu to indicate if the member is vaccinated or not
• Note: type in the name and contact number of the person who will drop off the toy/s if that person is not the member the toy has been reserved to. Or you can add any other notes you think are relevant.
  Remember, the note will show up on the Member Website on the My Library page under Bookings.

Once all fields have been completed click Save.
You will see the Success message appear underneath. An Error message may appear if there is a problem.
Click OK and you will be taken back to the Click and Collect – Booking time and date page.

Add a new pick up and/or drop off booking connected to a reservation

To add a new pick up and drop off booking, click on the Add New C&C booking button.

Note: Members who have reserved multiple toys will only need to make one booking.

Fill in all fields from the dropdown menus:

• Borid: lists all the members who have reserved a toy. Select the member you are making the booking for
• Covid: select an option from the dropdown menu to indicate if the member is vaccinated or not
• Date pick up: lists the date the member has reserved the toy/s for. Select a date.
• Time pick up: lists the time slots that were set up in the Settings and content page. Choose a time slot the member would like to pick up the toy/s.
• Date drop off: this date will be based on how long your library hires toys for. For example, if you hire toys for two weeks, the date will be two weeks from the pick-up date. Select a date.
• Time drop off: lists the time slots that were set up in the Settings and content page.  Choose a time slot the member would like to drop off the toy/s.
• Note: type in the name and contact number of the person who will collect the toy/s if that person is not the member the toy has been reserved to. Or you can add any other notes you think are relevant.
  Remember, the note will show up on the Member Website on the My Library page under Bookings.

Click Save once all fields have been completed.
You will see the Success message appear underneath. An Error message may appear if there is a problem.
Click OK and you will be taken back to the Click and Collect – Booking time and date page.

A toy has been reserved but the date is not available

If this happens it means all time slots have been taken for that day. You will need to change the dates of the reservation to another day. To do this, you can simply edit the dates on the Reservation List page or delete the reservation and reserve the toy/s again for another day.

Booking List Page

Your booking will now be listed here. If it is a rather long list, you can search for the member by typing the name in the “MemberName” box.

You can also sort this list by the categories listed depending on your preference. Click the arrows next to the category you want to sort the list by.

You can also download/print the list to PDF and/or Excel by clicking the Export to PDF or Export to Excel buttons.

View the video here:

(This video has two sets of instructions in it. The first will show you how to set up the booking system, the second, will be how to use the booking system on the admin website)

Now you know how to book a pick up/drop off time on the admin website, the following article will explain how a member can book a time on the member’s website.

How to use Click and Collect on the Member Website

The post How to use Click and Collect in the Admin Website appeared first on MiBase New Zealand.

Step 1

Members need to log in to the member website using their login details.

Step 2

Decide if they want to reserve a toy and choose a pick up/drop off time (first booking form) or choose a drop off time only, no reservation required (second booking form).

Note: they can only use one booking form at a time.

Select My Library at the top of the page.

Members can see their Toys on Loan or scroll down to see their Reserved Toys if any.

Step 3

Using the booking forms.

Booking form 1: To use this form, members will need to reserve a toy first.

To find out how to reserve a toy, go to the article Reserving a toy on the Member Website.

Once a toy is reserved, select Click and Collect at the top of the page.

Fill in all fields from the dropdown menus

• Date pick up: choose a date to pick up the reserved toy/s
• Time Pick up: choose a time to pick up the reserved toy/s.
• Date drop off: choose a date to return the toy/s
• Time drop off: choose a time to drop off the toy/s
• Covid Vaccine: select an option from the dropdown menu to indicate if the member is vaccinated or not
• Notes: type in the name and contact number of the person who will collect the toys if that person is not the member the toy has been reserved to.

Click Save once all fields have been completed. They will see the Success message appear underneath. An Error message may appear if there is a problem.
Click Back to Booking.

Booking form 2: Select Click and Collect at the top of the page and scroll down.

Fill in all fields from the dropdown menus

• Date: choose a date to return the toy/s
• Time: choose a time to drop off the toy/s
• Notes: type in the name and contact number of the person who will drop off the toys if that person is not the member the toy has been reserved for.

Click Save once all fields have been completed. They will see the Success message appear underneath. An Error message may appear if there is a problem.
Click Back to Booking.

What happens if there are no time slots available?

If this happens it means all time slots have been taken for that day and the member will need to change the dates of their reservation to another day. To do this, they will need to delete the reservation and reserve the toy/s again for another day.
For further information go to the article There are no more time slots available – what do I do?

Step 4

Select My Library at the top of the page.

Scroll down to Booking. They will now see a list of all their bookings.

If a member has made a mistake or would like to change the booking, they will need to delete the booking by clicking the yellow Delete button alongside it and start from Step 3 again.

Once a member has made a booking, a confirmation email will be sent to their email address.

Admin can edit this template to their liking by going to Setup -> Email Templates and editing the template “click_collect_booking “. For more information read the article Booking Confirmation – Email template.

An email will also be sent to the toy library email address informing admin a new booking has been registered.

View the video here:

The post How to use Click and Collect in the Member Website appeared first on MiBase New Zealand.

If this happens, this is what you need to tell your members.

Firstly, what you need to know is that once all time slots have been taken for that day, the system will not allow your members to just select another day from the dropdown menu, even if there are options available. The reason being is that the member has reserved that toy in the reservation system for a certain day which is linked with the Collect and Collect system. (The other days that they may see in the dropdown menu will be linked with other toys that have been reserved for those days).

What your members will need to do is to change the reservation dates for the toy/s. To do this, they will need to delete the reservation and reserve the toy/s again for another day. Unless your toy library opens up other time slots for that day, the member will not be able to pick up/drop off their toys for that day and will need to choose another one.

Once they have changed the reservation date, they can then go back into the Click and Collect page and select another time slot.

The post There are no more time slots available – what do I do? appeared first on MiBase New Zealand.

Admin can modify this template to their liking by going to Setup -> Email Templates, searching for “click_collect_booking”, and clicking edit.

Then change the content.

The result is

An email will also be sent to the toy library email address informing admin a new booking has been registered.

The post Booking Confirmation – Email template appeared first on MiBase New Zealand.