Reservations#

The list of what clients have booked with you. This is where reservations are confirmed, cancelled and looked up.

You will find it in Moje firma → Agenda → Rezervace.

Three states#

State	What it means
Čeká na potvrzení (awaiting confirmation)	the booking arrived but nobody has confirmed it yet
Potvrzená (confirmed)	you approved it
Zrušená (cancelled)	it is gone — cancelled by you or by the client

🔴 A person confirms, not the system. A booking from the site will never confirm itself, however long it waits. Until you confirm it, all the client knows is that you received it.

An unconfirmed reservation still occupies the time

In the computation of free time it counts exactly like a confirmed one, so nobody else can book that time. Leaving the list "for later" therefore does not mean nothing is happening — it means an occupied calendar that the client does not know is valid.

Columns of the listing#

Column	What it means
Termín	the date and time the reservation is for
Jméno	the client's name
Kontakt	email and phone
Účet	the user account, if the client was signed in
Stav	awaiting / confirmed / cancelled
Vloženo	when the reservation was created

It can be filtered by name, contact, state and creation date — see Search and filters.

Every row carries three actions: Detail, Potvrdit (confirm) and Zrušit (cancel). The detail lets you edit Poznámka klienta (the client's note).

E-mails#

The module sends four messages. Their wording is edited in E-mail templates, found by key.

Template key	When it goes out	To whom
`CMP_RESERVATION_RECEIVED`	reservation received	the client
`CMP_RESERVATION_REQUESTED`	reservation received	the company
`CMP_RESERVATION_CONFIRMED`	you confirmed it	the client
`CMP_RESERVATION_CANCELLED`	reservation cancelled	the client

The email the client gets after booking carries a one-time cancellation link. It works without signing in, so a client can cancel themselves even without an account.

The cancellation link really is one-time

Once used, it stops working. A second click on the same link — when the client is not sure they really did it, say — ends with a message that the link is invalid or has already been used. It is not a fault and cannot be undone; a new appointment has to be booked again.

If emails reach clients late, look in the queue

Messages are sent in the background. Before you start hunting for a fault in the module, go through the E-mail queue.

Postup: dealing with a new reservation#

Open Moje firma → Agenda → Rezervace.
In the Stav filter choose Čeká na potvrzení.
On the row choose Detail and check the appointment, the contact and the client's note.
If it fits, choose Potvrdit — a confirmation email goes out to the client.
If it does not, get in touch with the client and only then consider Zrušit.

Cancelling sends the client an email and cannot be taken back

The administration asks before cancelling and states outright that klientovi bude odeslán email (an email will be sent to the client). A cancelled reservation cannot be confirmed again — a new one has to be created. Cancel one by mistake and it means a phone call and a manual entry from Schedules.

Writing a reservation in by hand#

A reservation does not have to be created by the client. You write it in from Schedules — by clicking a free block in the day view. The procedure is described there.

A manual entry differs from a client's one in two ways:

The email goes out only if you ask for it — by ticking Poslat klientovi email.
No personal-data consent timestamp is created. Consent is collected by the form on the site; when writing from the administration the system has nowhere to take it from and does not fabricate it.

Only the manual entry bypasses the company's switches

A client's booking only gets through for a company that is aktivní, prezentovaná and has rezervace povoleny. Your entry from Schedules has no such conditions — it is an internal tool. So the fact that your entry from the administration went through does not mean bookings on the site work.

Schedules — creating, shortening and cancelling reservations in the calendar.
Time slots — the Nosič rezervace record that belongs to a reservation.
Booking an appointment — how the client sees it.