Accept / Decline Booking Proposal | User Approval for Bookings

Modified on Thu, 25 Apr, 2024 at 10:35 AM



The Booking Accept / Decline option allows you to invite Users/Resources (Freelancers) to a job and have them actively accept or decline the job (if they can login). You can also invite multiple to the same booking and have them all accept/decline and later decide who’s going to do the job.

The Decline action by the Users/Resources (Freelancers) can trigger a return notification email to the Booker and you can filter in the Long Form by accepted / declined bookings. 



Users/Resources (Freelancers) receive a notification email with new proposals and changes in their schedule. 


Configuration 

  • Web Profile 

    In the Web Profile Manager, create a new Profile (right mouse click in top left window > New, enter a name): e.g. Users/Resources (Freelancers) accept/decline:

    • Enable the ‘Schedule Changes Email Sendout’ and ‘Notifications’ (for push notification).
    • Enable the ‘User Must Accept New Bookings’ option in the User Permission Profile (for Request/ Approval Workflow). 
    • From 7.1 you can force a "Mandatory Note When Declining Booking" where the user is prompted to always add the note when declining a booking proposal. 

  • Color-coding for User Approval Status 

    Go to Toolbox > Settings > Display > click on the coloured bar and choose a colour. Click the X to remove a colour. The colour will then default back to the ‘Confirmed’, ‘Preliminary’, ‘Planning’ colour. 

    * These colours are individual per User.



    The colours are shown on User level in the Long Form Projects, Objects and Personnel Tree, as well as in the Hourline. 



Booking Proposals

  • Create a new Proposal aka Booking 

    A new Proposal is basically creating a new Booking for a User. There are different ways to create a new Booking. In the Long Form or the Hourline. 

    To make re-occurring Bookings click on the Booking icon > Repeat > choose: Multiselection Calendar. 

    Make sure to repeat the Booking before it was ‘Accepted’ otherwise all repeated Bookings will also be ‘Accepted'. 

    If using Shifts: Check the below settings for desired behaviour in Toolbox > Settings > Personnel Tree 
    • Allow Bookings Outside Defined Shifts 
    • Allow Bookings When No Shift Found


  • Notification on new Proposals 

    The Schedule Changes email has a section on top that lists all ‘‘New Pending Approvals’’. 

    For a User to receive the Schedule Changes Email:

    • An email address needs to be defined in the User Profile.
    • The access tier ‘Schedule Changes Email’ needs to be checked in the Users’ Profile.
    • Email functionality must be configured in Server Setup > General Tab > Allow Mail: Yes. 
    • Define the frequency of such mail out in Toolbox > Settings > Server Setup. In the iOS and Mobile Web Client a ‘Notifications’ stream also shows all new Proposals and the Freelancer can directly from here ‘Accept’ or ‘Decline’. 



Accept / Decline the Booking


The Users can accept/decline the booking.

Accept - booking remains with the set Global Status (Confirmed/Preliminary etc.) in their timeline

Decline - booking will disappear from their timeline but remain visible in the booking in the Desktop client with the approval status: Decline and it's colour. Timereport will be disabled for that User and will not appear in Reports.


  • Web Client: Users can accept or decline from the Booking.

  • iOS: Users can directly accept or decline from the Notifications tab in the iOS or by going to the Event/Booking and then Accept / Decline from there.





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