Setup the Click and Collect Booking Module

If you are reading this page, you have purchased the Click and Collect Booking Premium Module under the Reserve page.

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: go to the article How to setup Days and Times of your Library. This is where you setup the opening times of your library for members to see on the Reserve Toy page or the admin Reservation page as you will need to reserve a toy before you book a pick up/drop off time. (To see how to reserve a toy, go to the article Book a toy with the Reservation System for admin or for members go to the article How to Reserve a toy in the Members Website).

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

Click on the “Settings and content” button.

There are four settings to change.

The first setting will need to be changed to “Yes” for the system to be activated.

In the next two settings, you will need to change according to your library’s preferences.

The fourth setting will need to be changed to “Yes” if you would like to activate the Drop Off Only setting in the Member Website.

To make these changes click the “Edit” button alongside each setting, use the arrows or type in your preference and click “Save”.

Select the “Go Back” button to take you back to the Booking page.

With this part of the setup complete, the module has now added the Click and Collect page on your MiBaseNZ member website.

 

To personalise your Click and Collect page, you will need to edit to your liking the title and content of the Member website content page and click “Save”.

This will automatically update the member 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 setup the booking system, the second, how to use the booking system in the admin website)

Now you have setup 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

How to use Click and Collect in the Admin Website

There are two types of bookings to use in the MiBaseNZ Click and Collect Booking system in the admin website.

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 Book a toy with the Reservation System.

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 setup in 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 on the member website. As mentioned above, the dates and times are taken from the Days and Times page.

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

Drop off only booking

To add a drop off only booking, click on the “Add Drop Off” button.

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 drop off: lists the dates the toy library is open based on what you setup in the Days and Times Select a date.
  • Time drop off: lists the time slots that were set up in the Settings and content 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 drop off the toy/s if that person is not the member the toy has been reserved to or add any other notes. Remember, the note will show up in the My Library page on the Member website.

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.

When you click “OK” 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” button.

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.
  • 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 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 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 add any other notes. Remember, the note will show up in the My Library page on the Member website.

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.

When you click “OK” you will be taken back to the Click and Collect – Booking time and date page.

Booking List Page

If you look at the list of bookings, you will see your booking. 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 setup the booking system, the second, will be how to use the booking system in the admin website)

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

How to use Click and Collect in the Member Website

How to use Click and Collect in the Member Website

Now that MiBaseNZ has this amazing click and collect booking system, members can have the choice of two booking options. First option they can choose to ONLY drop off their toys which is great if no toy reservation has been made. The second option they can make a toy reservation, then select their own pick up and drop off times.

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 in 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
  • 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 drop off: choose a date to return the toy/s
  • Time drop off: 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 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”

 

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 icon      “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 edit “click_collect_booking “. For more info read the Email template for booking article.

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

 

View the video here:

 

Email template for booking

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 edit “click_collect_booking “.

Click EDIT to 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.