Booking Settings

Booking Settings  

Under Assets > Assets Booking and Loan > Booking Settings, you can enable Asset Booking by enabling the Booking Settings toggle and configure the various booking configurations such as the product types and their specifications, maximum booking allowed booking days, and maximum/minimum allowed days for advanced booking.

Role Required: SDAdmin.
 

Note:

Components can now be booked.

Assets added under loanable assets will only be available for booking.

Product Type Specification  

Under this, you can choose which product type specifications must be displayed to the end users while they book. This will help them filter specifications and choose the product they want. Values from default fields and picklist additional fields added to the loanable asset list are used to list specifications.   

Use the checkbox beside each entry in the Available Filters section to select or deselect a specification. You can preview the selected filters.

 

 

General   

Under this, you can configure maximum days of booking allowed, and maximum/minimum allowed days for advanced booking, and interval between each booking.

 

Maximum days of Booking allowed: Set the maximum allowed booking period for assets.

Maximum days of Advance Booking allowed: Set how far in advance your users can book an asset.

Minimum days of Advance Booking allowed: Set the minimum days required to book an asset.

Minimum interval time: Set the time between consecutive bookings for individual assets.

 

 

Purpose   

Under this, you can add the various purposes for which the assets can be booked. The purposes you add here will be listed in the asset booking form.

Click New Purpose to add new ones.

 

 

History  

Under this, you can view all the activities done in asset booking.

 

 

 

Asset Booking Notifications  

The following notifications are added under Notification Rules specifically for Asset Booking. You can configure these notifications to notify users with respect to Asset Booking events. You can click the customize template option against each notification to modify the notification content as per your requirement.

 

Notify user when they book new asset: Use this to notify users when they have made a booking.

Notify user when they reschedule their upcoming booking: Use this to notify users when they reschedule their booking.

Notify user when they cancel the asset they booked: Use this to notify users when they cancel an asset that they booked.

Notify user when the booking is under Ready for Pickup: Use this to notify users when their booking is ready to be picked up.

Notify technician when asset is not allocated to the booking: Use this to notify technicians in advance when the requested assets in a booking are unavailable due to some scenarios like the allocated assets getting moved to repaired status, etc.

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