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General Administration of Bookings

  1. The Booking list page shows a list of Bookings in the system.  Like other list pages, the list can be filtered and sorted on the columns.
  2. In addition, the Bookings list page has a date filter, and only shows bookings which were created within the dates specified.  The default date period is the current year, although this will change in the next version of the application to be a period covering from the current date to 18 months prior.  This can be changed by the Administrator for their login session, allowing the Administrator to see older bookings.
  3. Intelligent search can be used to great effect to provide summary data. Some examples are:
    1. 22W4 English – to show all 2022 week 4 bookings for English School
    2. G8 Junior – to show all grade 8 bookings for Junior School for all Services
    3. W3G8 Senior – to show all week3, grade 8 bookings for Senior school
    4. Column sorting can also be performed AFTER the results of an intelligent search are shown,  This therefore allows a combination of intelligent and column sorting, which can produce very quick reporting.
  4. Provisional bookings can be changed to confirmed status from within the Bookings details page. NB  It is advisable to add some Administrator notes for future reference if this is done.
  5. Details, such as transport or room share preferences can be updated by the Administrators from with the booking details page.
  6. The token used for the booking can be changed from within the bookings details page.  This allows an Administrator to move a booking from, for example, week 1 to week 2, if this is appropriate, without having to cancel and re-make the booking.  Tokens must be available.
  7. Two different bookings can have their tokens SWAPPED if desired.  The token ‘swap’ function allows tokens which have been allocated to a Booking to be swapped.  This can be used if the Administrators wish to, for example, swap a Participant booked on Week 1 with another Participant booked on Week 2 and avoids the need to cancel and re-book each booking.
  8. Bookings can be canceled from the Bookings list view.  The token will be returned to the Token pool. The booking record will be retained in canceled status.
  9. Bookings can also be deleted from the Bookings list view.  The booking record will be deleted.
  10. When a User pays for a provisional booking and the booking moves to confirmed status, an email is sent to the User confirming the booking and payment.  The email is also copied to the CJ Accounts department (v2).
  11. Payment Transaction details for a booking can be seen in the Transactions list page.
  12. Contacting the User who made a booking (SMS)

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One response to “General Administration of Bookings”

  1. Very well written

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