Booking Past Due Date Reasons

When Enable Selection of Slots after the Due Date is enabled in Appointment Booker Settings, users are permitted to book a job into a slot that falls after the job's due start date. In this scenario, the system prompts the user for a reason code to justify why they're booking outside the due date range, and that reason code is then recorded in the job's activity log.

You need the Booking Past Due Date Reasons permission to access this feature. For more details refer to Permissions.

Add a Booking Past Due Date 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 Past Due Date Reasons.

   The Booking Past Due Date Reason Codes page appears.

4. Select Add New Booking Past Due Date Reason Code .

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

   

6. Select Save.

Edit a Booking Past Due Date 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 Past Due Date Reasons.

   The Booking Past Due Date Reason Codes page appears.

4. Select a Booking Past Due Date Reason Code

5. Select the field and amend the text.

6. Select Save.

Delete a Booking Past Due Date 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 Past Due Date Reasons.

   The Booking Past Due Date 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.