Approve bookings
Review and approve pending bookings as a Sales Head or Accounts approver, including discounted deals and non-standard payment plans.
You need the Admin role (or higher) to complete the steps on this page.
Bookings submitted for approval land in the Booking approvals queue. Approvers see every pending booking with the discount applied, the net price per sq ft and the submitter, so a quick scan can approve the simple cases and dig in on the risky ones.
Only roles with booking.approve see the queue — Sales Head, Admin, Super Admin. Approvers can delegate their queue when they are on leave; see Delegations.
Open the approvals queue
Step 1: Open Approvals → Booking approvals
The queue shows every pending booking. A rose badge on the sidebar entry shows the pending count.
booking-approvals-01.png
Step 2: Pick a booking
Open the row. The booking preview shows the customer, unit, pricing (list vs effective), discount percentage, payment plan and advance paid.
Approve or reject
Step 1: Click Approve
The booking moves to APPROVED. Inventory status flips to BOOKED. The customer receives the booking confirmation message if WhatsApp or SMTP is configured.
Step 2: Click Reject
Pick a rejection reason and leave a note explaining what the submitter should fix. The booking returns to the submitter's draft with the note visible.
If a batch of similar bookings came in (typical at campaign launches), the queue supports multi-select — tick several rows and click Approve selected to clear them in one go.
What's next
- Payment plan overrides — approve non-standard payment schedules.
- Bookings — see what the submitter sees.