Bookings page gives you access to
• View booking details
• Create bookings
• Approve/reject bookings
• Filter bookings on status/agents
Bookings page can be accessed for the left hand menu on dashboard.
All the leads on which bookings have been created by agents using the sales app, are visible here. This page displays cards for each lead and details of the latest bookings created.
Note: In case of multi-booking, bookings are listed together encased in an outer box with the lead name.
Lead card displays all important booking information for each lead. For more information, click on lead card to view details
Note: A booking can only be edited before it is sent for approval.
On clicking 'View details' on any booking of a lead, booking details can be seen. It displays the complete information about the booking created its booking status and status history.
Authorized booking approvers for level 1 and level 2 can also approve or reject booking from here.
Create a new Booking
Note: This option is also available on leads tab on dashboard.
On clicking this icon, a form will open to complete booking. Enter customer's mobile number, name and email. If mobile number is already present in the project as an existing lead, name and email will auto populate. Click 'Next' to proceed.
Add lead owner and source details of the customer. Click 'Next' to proceed.
Note: If the customer is pre-existing, lead owner and source details will be auto populated.
After that enter agreement value for the unit sold and service fee will be auto calculated based on a service fee rule.
Adjustments can be done to the agreement values and service fee.
Note: Service fee rules are configured by the finance team on mandate panel.
Click 'submit' to create a booking.
Approve or Reject Booking
From the booking details, authorized level 1 and level 2 approvers can approve or reject the booking. On rejection, at both level 1 and level 2, the booking will go back to the sales agent and he needs to send it again for approval.
Leads on which bookings have been created, can be filtered using the following filters
- Mandate Filter: Leads from the chosen mandate are only displayed.
- Booking Status Filter: Leads can also be filtered based on the status of their bookings. Bookings can have the following status:
- Newly Created
- Awaiting at level 1
- Rejected at level 1
- Awaiting at level 2
- Rejected at level 2
- Approved at level 2
- Booking Date Filter: Leads can be filtered based on when the first booking was created on the lead.
- Name, Email ID, Lead ID, Phone No: Leads can also be filtered on these basic details of lead.