Planner 2.0 | features & suitability

Created by Doug Stoddart, Modified on Tue, 25 Mar at 2:33 PM by Doug Stoddart

When will it be live?


The new Planner 2.0 was successfully launched as Beta during late 2023.  We have been gathering feedback and refining the design and functionality



Here is a summary of the key benefits ✨

  • modern look and feel
  • all-in-one to get jobs done.  Browse availability, make reservations, search and manage reservations all on the same page
  • dual-view.   See from one point of view (product) and then switch to the other view (reservation) in a second
  • get your answer in one or two clicks


How to try it out - please see this link for full details


The next phase is about extending the feature set so that it does all that the old one could do.

  • see the table below 'Feature Rollout'


 and then doing NEW things the old version couldn't do.  For example;

  • drag and drop changes (e.g. dates and bikes within reservations)
  • set custom searches
  • more default behaviour - to suit your business best


Key concepts of new version

  • 2 minute 'concept overview' video ?
  • there are 3 dimensions - bikes, dates and reservations.  Tell us one or two and we'll do the rest
  • 2 sides of same coin.  Easy switch between product view and reservation view.
  • expired reservations shown with a faded colour.
  • we use chips to show what you're looking at.  Inventory chips are blue & yellow, reservation chips are green.
  • Tendency for pre-population - a page is easier to understand when it has data in it.


Feature Rollout


We are rolling out features incrementally to the Planner 2.0

Here is the grid of our live progress.


last update Wed 25th March '25.


sectionfeature and 1.0 help article1.02.02.0 help article
setupdefine the definition of a NEW bookingdefine the definition of a NEW booking 
define custom searchesdefine custom searches






coretwo modes of operation, create & searchtwo views, product & reservation

Reservation Summary Popup (RSP)Reservation Summary Popup
Reservation Detail Panel (RDP)Reservation Detail Panel (RDP)




create reservationCreate page overviewCreate view overview
automatically see availabilityautomatically see availability

search for specific bikessearch for specific bikes
create reservation by selecting spacecreate reservation by selecting space


create reservations with multiple items
create reservations with multiple items

multiple create reservation workflowsmultiple create reservation workflows




find & manage
reservations
Search view overview

List View (grid of reservation details)List view
Day View (by day)Day View
Hour View (by hour)

Search by Quick filtersSearch by Quick filters

search by 'new' reservationssearch by 'new' reservations

search by this weeksearch by this week

search by month


search by stage


search by live & late



Detail SearchDetail Search

Search by selecting dates from picker
Date Range selection

drag and drop change dates


Drag and Drop change dates

include / exclude cancelled reservationsinclude / exclude cancelled reservations

Modify criteria for reservation searching
advanced search menu (coming soon)





optional package / feature supportGBAL


multi-location


virtual products


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