Booking statuses are used in the Booking Manager to set statuses, such as tentative, confirmed, etc and can be colour-coded to fit your display preferences.
TABLE OF CONTENTS
- Adding a new Booking Status
- Editing an existing Booking Status
- Archiving a Booking Status
- Deleting a Booking Status
- Viewing the Booking Statuses Report
- Related Articles
Booking Statuses can be configured by navigating to Manage > Configuration.
and Selecting the Booking Status node.
Right-click the Booking Statuses heading and choose Add Booking Status from the provided menu.
This will then prompt you with the Booking Status Wizard to further customise various elements of the Booking Status.
From here you will be able to perform the following:
- Adjust the Name of the new Booking Status
- Check if you want to make the new booking status the Default
- Remove this booking Status from active use (Making it inactive)
- Change the Occurrence or Booking colour preferences
Now proceed to Click Next and then Finish to finalise these changes and make this Booking Status available for use.
Editing an existing Booking Status
Expand Booking statuses to display the list of each individual status:
Right-click the status you wish to modify and choose Edit booking status.
This will open the Booking Status Wizard where you can adjust these values to your liking; to save these modifications, click Next and then Finish.
Archiving a Booking Status
To archive an existing Status; click the "This booking status is inactive" checkbox after following the Editing an Existing Status Process.
To save these modifications, click Next and then Finish.
Note
Archived Booking statuses can be found and retrieved from the Archived Booking Status node.
Deleting a Booking Status
Expand Booking statuses; right-click the status you wish to permanently remove and choose Delete booking status.
Proceed to click Yes when asked to confirm the deletion of the selected Booking Status.
Note
If an error occurs, the status has likely been used previously and is included in historical data. In this case, you will need to archive the status to remove it from active use.
Viewing the Booking Statuses Report
The Booking Statuses report is a Standard Report that Displays each Booking Status and their assigned colour preferences.
To display the Booking Status Report right-click Booking statuses and select Show Booking Statuses Report.
The report will then be displayed in a new Tab/Window as so:
Related Articles:
- Booking Manager
- Booking Steps (configuration)