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  1. Fitness Trainer Platform
  2. Process
  3. Booking to attendance
Process · Booking to attendance

Booking to attendance

A training appointment starts as a request with an organization, assigned trainer, resource and planned time. The coordinator owns the commitment to the client. The trainer owns the record of what happened when the appointment begins. Both can follow the same booking rather than maintaining separate appointment histories.

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Step by step

  1. Booking request Booking Coordinator

    Booking Coordinator records the client, subject, quote and requested interval. The booking begins as Requested.

    • Create the requested appointment and owner
    • Updates Bookings, Organizations, Team members

  2. Hold interval Booking Coordinator

    Booking Coordinator checks the selected resource and its reservation lines, then moves the booking from Requested to Held.

    • Reserve the eligible interval and record the guarded action
    • Updates Bookings, Booking resources, Resources, Operation receipts

  3. Confirm booking Booking Coordinator

    Booking Coordinator checks the required evidence and moves the held booking to Confirmed.

    • Keep confirmation and its evidence together
    • Updates Bookings, Payment evidence, Operation receipts

  4. Begin training Booking Coordinator

    Booking Coordinator records the trainer’s arrival and moves the accepted booking to in progress.

    • Record the start of service
    • Updates Bookings, Operation receipts

  5. Record attendance Trainer

    Trainer records the attended session, duration and workout revision under the parent booking.

    • Attach attended work to the booking
    • Updates Training sessions, Record attachments

  6. Complete booking Booking Coordinator

    After independent session review, Booking Coordinator records completion time and marks the booking Completed.

    • Close the appointment after review
    • Updates Bookings, Training sessions, Review decisions

Who does what

Roles and permissions
Booking Coordinator
, Trainer, Booking Supervisor and Payment Reviewer.

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