Booking No Capacity Reasons

When Enable Selection of Slots without Capacity is enabled in Appointment Booker Settings, users are permitted to book a job into a slot that has no capacity - i.e. no resources have enough free time to take the job. In this scenario, the system prompts the user for a reason code to justify why they're booking in that slot, and that reason code is then recorded in the job's activity log to prevent accidental overbooking and maintain an audit trail.

You need the Booking No Capacity Reasons permission to access this feature. For more details refer to Permissions.

Add a Booking No Capacity Reason Code

1. In WebAdmin select Optimise Admin.

   The Universal Settings and Worlds page appears.

2. Select a World.

3. In the Settings section, select Booking No Capacity Reasons.

   The Booking No Capacity Reason Codes page appears.

4. Select Add New Booking No Capacity Reason Code .

5. Select the Enter Reason Code field and enter a reason, for example Customer Request.

   

6. Select Save.

Edit a Booking No Capacity Reason Code

1. In WebAdmin select Optimise Admin.

   The Universal Settings and Worlds page appears.

2. Select a World.

3. In the Settings section, select Booking No Capacity Reasons.

   The Booking No Capacity Reason Codes page appears.

4. Select a Booking No Capacity Reason Code

5. Select the field and amend the text.

6. Select Save.

Delete a Booking No Capacity Reason Code

1. In WebAdmin select Optimise Admin.

   The Universal Settings and Worlds page appears.

2. Select a World.

3. In the Settings section, select Booking No Capacity Reasons.

   The Booking No Capacity Reason Codes page appears.

4. Position your cursor over a reason code and select the Delete icon.

   

   The Confirm Delete dialog appears.

5. Select Delete.