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Release Details
Product: Bookings - EQ1
Release Date: Tuesday 19th November 2024
Summary: A new feature in Equiem One which allows you to configure a resource so that manual approval bookings apply to specific companies
Overview
Manual Approval for Specific Companies
Background
Previously, resources could only be set to either automatically approve all bookings or require manual approval for every booking. Customers requested a more flexible option to allow manual approvals for specific companies while enabling automatic approval for others.
Manual Approval for Specific Companies
Previously, a resource could be configured to either automatically approve or require manual approval for every booking.
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The list of companies shown in the drop down is derived from the companies which are able to make a booking based on the  |
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Booking Cost Visibility
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This feature is typically used to hide the booking cost so that the cost of the booking can be negotiated with the user prior to finalising it. It can be used in conjunction with the Ensure that the payment type configured for the resource is |
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Enabling this option hides the 'Costs' section when a user makes a booking that requires manual approval. This is often used when the booking cost needs to be negotiated directly with the end user. The 'Costs' section will be displayed to the user once the booking is approved.
Booking a Resource With Hidden Costs
If the Booking Cost Visibility is hidden the following will happen when a user requests to book it:
Limited Visibility of Resource Rates
When a user views the resource, they will only see the Hourly price configured for the resource as an indicative cost. All other configured rates will be hidden (e.g. Half/full day rates, weekend rates etc)
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Your request will be sent to the bookings team, who will confirm the total price before approving your booking. You will receive an email notification once the approval is complete.
Completing the Booking
Once the required date and time of the booking is configured, and any additional extras added (if applicable), a user will be able to continue to complete their booking but they won’t see the Costs section which is normally displayed at the bottom of the side panel. As can be seen on the below example, this section is no longer visible:
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Once they select the REQUEST BOOKING button, a request will be sent to the bookings team.
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Viewing My Booking
When the Host views the booking request, via the My bookings tab, the Costs section will remain hidden and they will be informed that the booking is pending approval by the bookings team (including finalising the total cost).
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Email Confirmation
End User
There are a few notable differences on the confirmation email which is sent to the end user after they’ve requested their booking:
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An example of this email is shown below:
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Booking Team
There are a few notable differences on the confirmation email which is sent to the booking team after a booking has been requested by an end user:
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An example of this email is shown below:
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Converting the Booking Request
There are three options available to the bookings team at this point.
Approve the booking which will approve it based on the default rates applied to the resource i.e. the booking total is the regular price the Host would pay based on the resource configuration
Decline the booking
Edit the booking and override the default rates
Approve/Decline the Booking
There’s no change to the current workflow, simply select the Approve or decline option in the menu.
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Edit the Booking & Override Default Rates
Select the Edit option and set a new total price for the booking.
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Overriding the default rates of a resource is covered off in separate release notes. View these Release Notes for further information. |
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FAQs
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If you configure a resource for manual approvals, for selected companies, what happens to all other bookings? | If you don’t belong to one of the selected companies, and the resource is available to you to book, your booking will automatically be approved. |
Can a resource be configured to accept automatic approvals and manual approvals at the same time? | Yes. If you select the |