Planner 2.0 | features & suitability

Created by Doug Stoddart, Modified on Wed, 9 Apr at 7:08 PM by Doug Stoddart

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.

section	feature and 1.0 help article	1.0	2.0	2.0 help article
setup	define the definition of a NEW booking			define the definition of a NEW booking
	define custom searches			define custom searches
	define favourite rental durations

core	two modes of operation, create & search			two views, product & reservation KB
	Reservation Summary Popup (RSP)			Reservation Summary Popup
	Reservation Detail Panel (RDP)			Reservation Detail Panel (RDP)

create reservation	Create page overview			Create view overview
	automatically see availability			automatically see availability
	search for specific bikes			search for specific bikes
	create reservation by selecting space			create reservation by selecting space KB
	create reservations with multiple items			create reservations with multiple items KB
	multiple create reservation workflows			multiple create reservation workflows
	Create Customer record pre-reservation

find & manage reservations	Search page overview			Search view overview
	List View (grid of reservation details)			List view
	Day View (by day)			Day View
	Hour View (by hour)
	Search by Quick filters			Search by Quick filters
	search by 'new' reservations			search by 'new' reservations
	search by this week			search by this week
	search by month
	search by stage
	search by live & late
	Detail Search			Detail Search
	Search by selecting dates from picker			Date Range selection
	drag and drop change dates			Drag and Drop change dates
	include / exclude cancelled reservations			include / exclude cancelled reservations
	Modify criteria for reservation searching			advanced search menu (coming soon)

optional package / feature support	GBAL
	multi-location
	virtual products
	packages
	Lightspeed-R integration, 'return& pay'
	Customer Ticker Panel