Bookings Overview

Learn about Users

1 About Bookings
2 Benefits
3 Key Terms and Glossary
4 Bookings Management
5 FAQ’s

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About Bookings

Bookings are created when a basket is completed! The booking includes the information about what was purchased/booked, who the customer was, and when the booking was made, which means that bookings are an excellent source of information to report on buying patterns. Bookings also support you with sending booking confirmation emails to your customers, to confirm their purchases immediately after the booking is complete.

For more information please visit SmartGrids: Bookings

Benefits

Here are the benefits of using Bookings

Clear Purchase Records	Bookings capture details of what was purchased, who bought it, and when, giving you a complete record of every transaction.
Valuable Reporting Insights	Track buying patterns over time to better understand customer behaviour, forecast demand, and make data-driven decisions.
Automated Confirmation Emails	Ensure customers receive instant confirmation of their booking, improving their experience and reducing follow-up queries.
Simplified Admin & Organisation	Having a structured record of bookings helps with viewing customer activity

Key Terms and Glossary

Booking Type	The Booking Type will be Private if the basket is billed to the individual user, rather than a non-private booking, where the user's account will be billed instead. If the Private option is ticked, the Account Name/ID will be empty as the booking is billed to the individual user.
Booking Smart Grid	This is a list of all Bookings made through your Platform (Shopping Basket/Checkout)
Booking Status	Depending on how the Booking was made, this can be Online if the Booking User ID is the same as the User ID (e.g. an end user) and Offline if not (e.g. an admin processing the booking).
User ID and User Name	This will be the user who was logged into the system taking this booking, so it could be an admin or end user.
Booking User ID and Booking User Name	This will be the user who was selected as the 'Booker' within the basket, they are the key contact for the booking.
Delegate User IDs	These are the Delegates that have been booked onto the courses.