How to Request and Approve Bookings

In this tutorial, I will show you how to set up the parameter to allow users to request bookings and how to approve them.


As an administrator or any user that has been given the profile right to approve bookings in the Schedule Module will be able to review bookings and approve them.


Let me show you how to set that up.


SETTINGS TO APPROVE BOOKING


1. Just go to the Users Module


2. Click on the Profiles icon on the top right-hand side of the page.


3. Select the profile.


4. Now select ‘Schedule’ from the menu on the left-hand side.


5. Under Aircraft Schedule check off "Approve Bookings".


Note: If you made the booking yourself as the administrator you do not need to approve it. This is only used when you give the profile rights to some users to allow them to add and edit bookings. In the case that you want to allow students to book themselves, for example, for hours building and rental, you can let students reserve their own bookings.


SETTINGS TO REQUEST BOOKINGS


Now let me show you how to set up self-booking.


Basically, you will allow users to view the aircraft schedule and add and edit some booking types.


1. Just go to the Users Module.


2. Click on the Profiles icon on the top right-hand side of the page.


3. Select the profile.


4. Now select Schedule from the menu on the left-hand side.


For example, for a student profile I can allow them to view the Aircraft Schedule but don't allow them to "View all bookings". This way they will be able to view only their bookings.


Check off the box 'Add and edit bookings'. Select the type of bookings you want to allow them to add and edit, such as solo flight and rental.


With these profile rights, any user with the student profile would be able to reserve a solo flight or rental flight.


REQUEST BOOKINGS AS A STUDENT:


I am going to log in as a student and reserve a booking.


As a student, I only see my booking with the details. The other bookings are showing as reserved in gray.


Now, if I want to request a booking as a student, I can click on the aircraft I want to book, select the time, select solo flight, VFR, local, and save.


Now, on the schedule, the booking is outlined in red because it has not been confirmed yet by my school.


APPROVE A BOOKING AS THE SCHOOL:


Now, I will sign in as the school. Go to the Schedule Module. Here I see the booking outlined in red. 


When I click on it I have the option to edit, cancel or approve the booking. Just click on the check mark in the small circle. Now the booking has been approved. The student will receive an email to confirm their booking.


If you edit the booking you still need to approve it.


If you cancel, select a reason and check off 'Send an email' to notify the student of the cancelation, the booking will turn black.


Please watch the tutorial, How to Add/Edit/Delete/Cancel Aircraft Bookings and How to Configure the Profile Rights for the Schedule Module to learn more.


For more information on the Schedule Module, please check out other tutorials.

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