Release Details
Product: Bookings - EQ1
Release Date: Wednesday 13th November 2024
Summary: A new feature in Equiem One which….
Overview
Enquiry Type Resources & Rate Override Capability
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:
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:
The list of companies shown in the drop down is derived from the companies which are able to make a booking based on the Who can book this resource? settings:
Overriding the Default Resource Rate
Providing a booking is in the Pending approval state, you are able to edit the booking and override the default resource rate before it is approved or rejected.
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.
Go to the Bookings management tab, find the booking in the Pending approval state:
Select the Edit option in the operations menu:
In the side modal, scroll to the Costs section and you’ll see a pencil icon:
A modal will be launched which allows you to enter a New Total Cost:
It’s important to take note of the information in the banner at the top of the modal:Editing enables you to override the total booking cost, including any paid extras and tax. The Host will see a single total amount on their booking confirmation. Ensure the new total is communicated with the Host prior to making this change.
In summary:
Ensure you have communicated the new total cost with the Host (the person who made the booking) prior to overriding the booking cost
The new total cost includes any paid extras and tax
Simply enter the new total cost and Confirm to save the new total. The booking won’t be completed until you finalise it.
You’ll be shown the difference in price between the original and new total as indicated below:
Once you’re happy with the changes select GO TO PAYMENT and then CONFIRM CHANGES on the final step:
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.
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:
When extracting the Reconciliation report a new column called Original total cost is included:
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
Question | Answer |
|---|---|
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 companies, and the resource is available to you for booking, your booking will automatically be approved. |
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, |