---
title: "Manual Approval [2.05.2023]"
canonical: "https://help-equiem.refined.site/space/CS/1336541631/Manual%20Approval%20%5B2.05.2023%5D"
format: markdown
---
# Product Update

|  |  |
| --- | --- |
| Release date: | 02/05/2023 |
| Product/Application: | Equiem One |
| System URL: | [https://one.getequiem.com/bookings](https://one.getequiem.com/bookings)<br><site>.web.getequiem.com/bookings |

# ***New Manual approval setting***

## Objectives

Provide the Property Manager the capability of setting a resource to manual approval, thus allowing the Property Manager an opportunity to review the booking before approving

## Key features

The feature includes:

- Ability to set the resource to manual approval where the resource is either free or payment by invoice
- User can see the status of the booking
  - Pending Approval
  - Declined
  - Where it is Approved no status will be displayed as it will be assumed that the booking has been approved
- User will receive email notifications advising them that the booking is:
  - Awaiting approval from the Property Manager
  - Approved, or
  - Declined, with a reason for the booking being declined
- Property Manager will receive email notifications advising there is a booking request awaiting their approval
- Property Manger will receive Equiem One notification advising there is a booking request awaiting their approval (will not be ready by 02/05/2023 but is expected to be available before June)
- Property Manager can see bookings awaiting approval
- Property Manager can approve the booking
- Property Manager can edit the booking
  - Where the booking has been edited it will be automatically approved
- Property Manager can decline the booking
  - Where the booking is declined the Property Manager must provide a reason

## How to set manual approval on a resource

Below is a step by step basis on how to set manual approval for a resource

- By default when creating a new resource it will be set to automatic approval. To change this the Property Manager will need to uncheck the "Automatically approve bookings" under the Permissions section

- Where a resource is set up for payment by Credit Card the Property Manager will not be able to set the resource to Manual approval

- That completes the set up steps for manual approval
- Where a User wishes to make a booking request the User will be notified along the way that the resource will require approval from the Property Manager

|  |  |  |
| --- | --- | --- |
| ![image](media://9a26de74-c5c9-46c6-af7a-7752f92a671c) | ![image](media://1d0167ee-48ad-49f5-a98e-1fc7c2e20700) | ![image](media://b73bdeac-32ca-43f3-84c2-4b38cfc57392) |

- Where the request has been made the User will be able to see the status of the request in the "My Bookings" page
- The request wil be in a "Pending Approval", "Declined" or approved status. Where it is approved it will not display the Approved status as this is consistent for all approved bookings
- Where a request has been declined the User will be able to see the reason it was declined by viewing the booking details

|  |  |  |
| --- | --- | --- |
| ![image](media://d77809f9-b49a-4773-b836-add401b3fb28) | ![image](media://c8889c6c-531c-428c-909f-953fd6f95098) | ![image](media://9ec879fe-3989-4d09-8f1d-1359e6512a48) |

- When a resource has a booking request made against it, the Property Manager will be able to identify any request that is awaiting approval in the "Bookings Management" section as the request will have a status of "Pending Approval"
- The Property Manager wil be able to view, approve, decline or edit the request

- Should the Property Manager wish to view the request before deciding which action to take they will be able to approve or decline the request from the View details page

- To approve or decline it is as simple as selecting the option they wish to perform, but please note when declining a booking request they Property Manager must provide a reason for declining the request

|  |  |
| --- | --- |
| ![image](media://d70b92c0-e2c9-4dc6-9dee-91ef73e4b68a) | ![image](media://a6cadb7b-8b9a-4308-a900-0b7c8a7e617f) |

- Please note that where the Property Manager edits a request that is in a "Pending Approval" status the booking request will be approved when the update is saved

## Notifications

- The User will receive the following email notifications when making a booking request and subsequent actions
  - Confirmation that their request has been made and is awaiting approval
  - Confirmation that the request has been approved
    - This notification will include the ics file
  - Confirmation that the request has been declined including the reason for the request being declined
- In addition the User will receive the standard reminder and cancellation notifications where applicable
- The Property Manager will receive both an email notification advising that request is awaiting approval, and an Equiem One notification. (The latter will be developed this month)

## Summary

- Property Manager can now set a resource to be automatically or manually approved
- User can see the status of their request
- Resource cannot be double booked whilst a request is in a pending status
- All Pending and Declined requests will be excluded from the Reconciliation report