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Category: 

Schedule

How to Request and Approve Bookings

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


An administrator or any user that has been given the Role and Privilege 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.


ROLES AND PRIVILEGES TO APPROVE BOOKINGS: (0:25)


1. Just go to the Users Module.


2. Click on the Roles and Privileges icon on the top right-hand side of the page.


3. Select the role.


4. Now select the Schedule tab from the menu on the top.


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 privilege to another user role 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.


ROLES AND PRIVILEGES TO REQUEST BOOKINGS: (1:04)


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 Roles and Privilege icon on the top right-hand side of the page.


3. Select the role.


4. Now select the Schedule tab from the menu on the top.


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


6. 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.


Any user with a role with these privileges will be able to reserve a solo flight or a rental flight.


REQUEST BOOKINGS: (1:57)


For example, I am going to log in as a user who has a role with the privileges previously mentioned and reserve a booking.


I can only see my booking details. The other bookings are shown as reserved in gray.


Now, if I want to request a booking, 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: (2:29)


Now, I will sign in as a user who has a role with the privilege to approve bookings. Go to the Schedule Module. Here you can 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 checkmark in the small circle. Now the booking has been approved. The user 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 user of the cancellation, the booking will turn black.


Please watch the tutorial, How to Add/Edit/Delete/Cancel Aircraft Bookings and How to Manage the Roles and Privileges for the Schedule Module to learn more.


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

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