Booking Settings
Open DayTidy → Settings → Booking for shared booking behavior. Review these settings before creating offerings, then check whether individual offerings inherit them. Enabling Booking and configuring its options are separate steps from authorizing Pro-only operations.
Booking Options
Section titled “Booking Options”| Control | Choices and effect |
|---|---|
| Method | Date/time then options, options then sessions, or sessions then options; controls customer selection order |
| Auto Confirm Booking | Disabled, Paid Bookings Only, Free Bookings Only, or All Bookings; defaults to Disabled when unset |
| Unavailable Dates | Visibly Disabled Dates or Hidden Dates; defaults to Visibly Disabled Dates when unset |
| Registration | Whether to create a WordPress account for the main participant |
| Username & Password | Auto uses the customer’s email and a generated password; Manual asks the customer to provide credentials |
An existing site can have saved choices different from the defaults. Inspect its current values before changing a shared policy. Individual offering and gateway settings can override confirmation behavior; check those when one flow behaves differently.
Choosing Hidden Dates changes the picker presentation, not the underlying availability rules. A disabled or hidden date must still be investigated through its sessions, options, resources, and capacity.
Customer Portal
Section titled “Customer Portal”Select a published Customer Portal Page containing [daytidy-customer-portal], or use the supplied page-creation action. Configure Customer Cancellation and Cancellation Cutoff Hours to match the business policy. The cutoff uses positive whole hours relative to the first session and defaults to 24 hours. Zero falls back to 24 hours rather than disabling the deadline. Cancellation must occur before the deadline and before the booking starts; it is not a general refund policy.
Follow Customer Portal and Cancellations to verify logged-in access, guest verification, eligible cancellation, and policy restrictions. A customer portal page is different from the Pro frontend management dashboard.
Booking Form
Section titled “Booking Form”Open the Form tab, headed Booking Form, for the shared Booking Fields and Participant Fields builders. Save the containing settings form after editing. An offering with Inherit from global options enabled uses these fields; an override must be edited on that offering instead. See forms and conditional display for field types and a worked example.
Fees and tax
Section titled “Fees and tax”For the independent checkout path, Fees & Tax provides the relevant builders. Review any configured charges when calculating the final payable amount, including a nominally free option. This panel is not shown for WooCommerce Cart; review the cart approach’s own checkout configuration rather than assuming independent settings apply identically.
Save and verify a policy
Section titled “Save and verify a policy”For a basic free reservation, choose a method suitable for one session and decide whether staff should confirm it manually or use Free Bookings Only. Save, then complete a controlled booking on an offering that inherits the global configuration. Read both Booking Status and Payment Status in the saved record. Test a locally overridden offering separately.
Changes to registration affect the customer’s account journey, while notification templates and transport determine messages. Check the launch checklist before applying shared changes to a live booking business.