Bookings: how a deal becomes a booking

Introduction

A booking in BMexa starts on the client, not on a blank form. When a rep logs a Success outcome (for example "Booking Done") on a client and picks the unit, BMexa creates a draft booking on that unit. The rep then fills in the booking form, submits it, and the project's approval chain signs it off level by level. Only the final approval gives the booking its booking number, marks the client as Booked and creates the payment schedule.

Open CRM › Bookings to see every booking you are allowed to see: admins see all of them, back-office teams see the projects they have access to, and reps and heads see the bookings they created, are assigned to, approve, or that belong to clients in their team.

The Bookings page

• The header counts active bookings, their value, what has been collected and what is still receivable. Four cards below break this into Total bookings, Value booked, Collected and Average ticket.
• Each row shows Booking #, App # (the application number, given on first submit; a draft shows "Draft"), Client, Project · unit, Value, Payment (collected so far, with a progress bar), Status, Owner and Date. Click a row or View to open the booking.
• Pending approval switches the list to the bookings waiting on your decision; the badge on the button shows how many there are.
• Record booking finds a client by mobile number and takes you to their booking form.

Booking statuses

• Booking initiated: a draft created by a Success log. The unit is already the booking's; the form has not been submitted yet.
• Under approval: submitted, with an application number, and moving through the approval chain.
• Rejected: an approver sent it back. The unit stays with the booking until the rep corrects and resubmits, or the booking is cancelled.
• Success: approved at every level. The booking has its booking number, the client is Booked and demands can be raised.
• Cancellation in process and Cancelled: see Cancelling or revising a booking.

Starting a booking

1. Open the client and log a Success outcome. Pick the project and the unit the client is taking, and record the token payments with their proof. BMexa creates the draft booking on that unit.
2. On the client's Bookings tab click Continue booking, or on the Bookings page click Record booking, type the client's mobile number and click Search.
3. Fill in and submit the form: see Creating a booking.