Controlling Bookings

Calpendo offers three ways to control bookings. This section describes how to choose between the three, Time Templates, Booking Rules and Permissions. It also describes Time Templates and Booking Rules.

The Automatic Booking Approval Process

First some preferences that are set up globally that will affect the process:

Default booking status set up in Global Preferences->Bookings->Default Booking Status,

1.Regular users the default value is Requested.

2.Admin users the default value is Approved

Also by using Global Preferences it is possible to specify that Time Templates and Booking Rules do not apply to Admin users.

The process:

1.When a user creates a booking, they get a booking pop up with the booking status set to Best Possible.
 

2.The user may change the default booking status for that booking if they have permission to do so.
 

3.Once the user presses the Create Booking button, the Calpendo Client will check the booking against any Time Template that exists for that time period and resource:

a.If the booking is automatically approved the booking status is set to Approved and the property Approved by Template is set to True.

b.If not Automatically Denied it will keep the booking status chosen in the pop up when the booking was created.

The full list of possible outcomes is in the table below (if there is no outcome mentioned, that combination of chosen booking status and Default Booking Status are not possible):

If the booking is not automatically denied it is then passed to the server and depending on the current booking status (and Approved by Template property) more checks are done:

a.Requested:

i.the server checks against the Time Template again and any messages associated with that Time Template's target group is displayed

ii.the Booking Rules are checked, and if the booking is denied a customised message may then be displayed

iii.the Permissions are checked, and if the booking is denied the Permission Denied message will then be displayed

iv.The Calpendo administrator will now have to manually approve the booking.
 

b.Approved by Template:

i.the server checks against the Time Template again and any messages associated with that Time Template's target group is displayed

ii.the Booking Rules are checked, and if the booking is denied a customised message may then be displayed

iii.the Permissions are checked, and if the booking is denied the Permission Denied message will then be displayed
 

c.Approved,  (only for Users with a Default Booking Status of Approved who do not have a Time Template applying to them)

i.the Booking Rules are checked, and if the booking is denied a customised message may then be displayed (this is optional as Admin users may be set up to not have Booking Rules applying to them)

ii.Permissions are checked, and if the booking is denied the Permission Denied message will then be displayed

The booking is now approved.

See Also: Permissions