This Control Panel page is used to configure Bookings. To configure which fields appear in Bookings, see Bookings Layout.
Your organisation’s process for enquiries and bookings is unique. Bookings Workflow lets you model that process using:
- Stages, which represent high-level phases of a Booking
- Steps, which represent detailed progression within a Stage
- Transitions, which define the allowed movement between Steps
- Entry & Follow Ons, which define starting points and follow-on Bookings
Table of contents
Transitions
Transitions define the allowed movement between Steps and represent the relationships between them. They determine how a Booking progresses through your workflow and can enforce required data capture and trigger automation.
In the workflow view, Transitions are displayed as connecting lines between Steps:
- The current Step is highlighted
- Available next Steps are shown with highlighted transition lines
- Hovering over a Step previews possible paths
- Unavailable Steps appear greyed out
Required Attributes
Required Attributes are fields that must be completed before a Transition can be actioned.
If required data is missing, the system prevents progression and highlights the incomplete fields. This ensures key information is captured before moving forward.
Triggers
Triggers automate the creation of records using data already captured in the Booking. This reduces manual entry and helps prevent errors.
Early Transitions can create CRM records such as Accounts and Contacts, while later Transitions (for example, when a Booking is won) can generate Registrations, Invoices, or Training Tokens.
| Trigger | Behaviour |
|---|---|
| Create Account | Create Account from Booking |
| Create Contact | Create Contact from Booking |
| Create Invoice | Create Invoice from Booking |
| Create Registration | Create Registration from Booking |
| Create Token Issue | Issue Training Tokens |
Entry & Follow Ons
Follow On
Follow Ons allow you to create a related Booking from an existing Booking without re-entering data.
This is useful when additional work is identified, such as adding more learners or selling additional Events.