Reserve and confirm

Step by step

1. Check the request Booking Coordinator

   Booking Coordinator selects the organization, owner and resource, then records the requested interval and quoted amount. Check customer entitlement through the agreed procedure and ask Fleet Technician to resolve any uncertainty about vehicle condition.

   • Establish the booking's scope and owner
   • Updates Bookings, Organizations, Team members, Resources

2. Check the interval Booking Coordinator

   Compare the resource's eligibility with existing capacity claims. Include setup and cleanup time around the requested ride. A vehicle marked Available can still have a conflicting reservation for the same interval.

   • Check capacity across the intended interval
   • Updates Booking resources, Bookings, Resources

3. Place the hold Booking Coordinator

   Move an eligible Requested booking to Held and preserve its reserved resource lines. Apply the agreed expiration rule so an abandoned request releases its capacity once and cannot remove another booking's claim.

   • Record Held and the capacity claim
   • Updates Bookings, Booking resources, Operation receipts

4. Confirm the evidence Booking Coordinator

   Booking Coordinator checks required consent and requests confirmation after the required deposit evidence has been verified through the agreed procedure. Booking Supervisor can inspect the relevant provider event under authorized read access. Move Held to Confirmed only after the required checks; the quoted amount cannot establish provider collection.

   • Record Confirmed after required checks
   • Updates Bookings, Payment evidence, Record attachments

5. Prepare arrival Booking Coordinator

   Booking Coordinator checks the confirmed schedule and hands the selected resource to the ride team. Begin service from actual arrival and device evidence, keeping planned timing separate from the eventual ride record.

   • Hand the reservation into actual service
   • Updates Bookings, Ride sessions, Resources

Booking Coordinator

, Fleet Technician, Booking Supervisor and Auditor.