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Release Details
Product: Bookings - EQ1
Release Date: Wednesday 13th Monday 25th November 2024
Summary: A new feature in Equiem One which….which allows the bookings team to override the default rates of a resource when approving a booking request
Overview
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Resource Cost Override
Note |
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Certain parts of this feature need configuring at a resource level. |
Background
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Manual Approval for Selected Companies
Previously, a resource could be configured to either automatically approve or require manual approval for every booking.
It’s now possible to have a combination of both. In the Permissions
section of the resource form, there are 3 options to choose from for BOOKING APPROVALS
:
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The first two options relate to the original functionality:
Automatically approve all bookings
Manually approve all bookings
The third option Manually approve bookings for selected companies
enables you to specify which companies require approval for their bookings. When selecting that option, you’ll be presented with a drop down field to select which companies this applies to:
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Info |
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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 This feature applies to manual approval bookings (i.e. the booking is in a |
Info |
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This feature is typically used when a resource is configured to have the |
Background
Previously, all booking requests used the default rates set for a resource. To address the need for “Enquiry” bookings—where bookings can be converted to paid resources at a custom rate—we’ve introduced a feature allowing the bookings team to override default rates and set a new total price for the booking.
Overriding the Default Resource Rate
Providing a booking is in the Pending approval
state and the Host has chosen to pay via Invoice
, you are able to edit the booking and override the default resource rate cost before it is approved or rejecteddeclined.
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You cannot do this after the booking is approved. In order to make adjustments after this point, you will need to use the refund and additional charge functionality when viewing the booking. |
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Tip |
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The booking has now been approved and the default resource rates have been overridden with a new total. A confirmation email will be sent to the Host confirming their booking and the total cost. |
Activity Log
If a booking has had the default rates overridden, this will be recorded in the activity log section when viewing the booking.
Additionally, an info icon will be shown next to the total to indicate that the original total cost was overridden.
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Reconciliation Report
Similarly, when viewing the Reconciliation
tab, any bookings which have been overridden will show an info icon next to the Total cost
to indicate the original total:
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If the booking total has been overridden, the new total will be shown in the Total cost
column and the original total in the Original total cost
column.
FAQs
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Question
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Answer
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If you configure a resource for manual approvals, for selected companies, what happens to all other bookings?
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Host Confirmation Email
When a booking request has had the rates overridden (i.e. new total cost) the booking is automatically approved and a confirmation email is sent to the Host.
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The confirmation email will provide a single |
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FAQs
Question | Answer |
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Can I override the total cost of a confirmed booking? | No. You can only override the total cost for bookings in the |
Does the booking automatically get approved after overriding the total cost? | Yes. You do not need to approve the booking after this. Overriding the total cost is considered an approval of the booking,. |
How can I avoid a Host being shown the cost of the booking in the first place so that I can negotiate a final price before completing the booking? | Refer to these Release Notes in particular the Booking Cost Visibility section. |