This article provides a standardized framework for tracking every stage of a booking, ensuring staff can efficiently process requests, manage capacity, and provide clear communication to clients. 


1. Core Definitions

Booking Status Labels

These primary statuses indicate the current stage of a specific booking request

Status
Technical Description
All 
A comprehensive view of all bookings received to date
New 
Online bookings that have been received but are not yet linked to a specific client profile
Action Required
An alert for staff to complete specific tasks, such as to seek payment or assess class  eligibility (e.g., ACFE).
Done
Bookings that have been successfully processed and finalized
Archived
Historic or inactive bookings that have been moved out of the current requests view



Approval Status Labels

These sub-statuses help track the administrative progress of a request.

  • All: Shows all requests regardless of their approval stage.

  • In Progress: The booking is currently being reviewed or handled by staff.

  • Approved: The booking has been officially accepted.

  • On Waiting List: The client is queued for an activity that has reached capacity.

  • On Hold: The client is not attending due to personal circumstances.

  • Rejected: The booking request was not accepted or was removed because the client does not want to attend.

Origin Labels

The Origin field identifies the platform or method used to create the booking.

  • All: Displays bookings from every available source.

  • Frontend: Bookings initiated by the client directly through the public-facing website or portal.

  • Backend: Bookings manually entered or processed by staff members.

  • Rollover: Bookings moved from a previous term or period