Release Details

Product: Bookings - EQ1

Release Date: Tuesday 10th September 2024

Summary: An enhanced proxy booking workflow integrated into the newly improved end-to-end booking process.

Overview

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Proxy Workflow

The original proxy booking workflow was a standalone workflow via it’s own dedicated page bookings/proxy-booking/[resource uuid]

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We’ve been working on several improvements, over the past few months, to create an improved bookings interface in Equiem One and we’ve now incorporated the proxy booking capabilities into that. It serves the following benefits:

• A more integrated booking process whether you’re an end user or are making a booking on behalf of someone else

  • There’s no need to go to separate pages to complete different workflows. If you have an authorised role to make a proxy booking, you will see the necessary fields on the booking form to complete this

• It’s the same form whether you’re making a booking for yourself or on behalf of another person

• The mobile experience has been improved making it easier to complete these proxy bookings on the go

Filtering Capabilities for Proxy Booking Resources

If you have one of the authorised roles to make proxy bookings (Property Manager, Workplace Manager, Booking Manager) you will see the ability to filter resources owned by your company (for which you can make proxy bookings for) and resources which are owned by other companies which you may be able to book as a regular end user. To filter the resources, select the Managed by filter option at the top of the screen:

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Then choose from one of the two options:

• Managed by Me = resources which belong to the company I work for

• Managed by Anyone = resources which belong to another company of which I’m able to book

New Form Components

Having enabled the Managed by = Me filter, and having selected one of the resources which belong to my company, and of which I’m authorised to make proxy bookings for, you’ll see a few changes on the side modal which pops out.

There’s a new field called HOST which allows you to select the person who the booking is being made for:

The TITLE field is an optional field which is shown to the end user on their booking and may or may not be required when you complete the booking on behalf of someone else.

Once you’ve completed the required form components you can then complete the booking. A booking can be configured to accept the following payment options:

• No payment required - Free

• Invoice payment

• Credit card payment

• Credits payment (coming soon)

If booking on behalf of another end user, and these options are configured for the resource, you can use the following payment methods:

• No payment required - Free

• Invoice payment

• Credits payment (coming soon)

If booking on behalf of yourself, you can also use:

• Credit card payment

FAQs