Now you’re aware of any booking requests coming in, it’s time to approve them.
From the Frontdesk, head to the Requests header, click Current.
On this page is a list of Booking Request tiles. This includes information such as the booking ID, client name, date of booking and relevant labels such as “New” “Expression of Interest” “Guest” and “Front End”.
As we can see from the above example, several actions must be taken before the booking request has been approved. We can complete this by clicking the Actions button and viewing the options.
In the above example, we need to allocate sessions to Ms Green, which we can do by pressing Allocate sessions, and selecting the sessions requested, their status, and clicking Save.
Next, we need to send a confirmation email, which we can do from the Send confirmation email button.
Finally, we can update the status of this booking from “Actions Required” to “Done” and “In Progress” through the Update Status button.
And we’re set! Ursula Green’s booking request has been approved and she’s ready to begin woodworking classes. However, Ursula Green’s booking request was free of charge. There are also action options for paid activities to send and mark-off invoices, establish payment plans and rollover clients from one activity to another using the same request.
