Accept a Booking Request on Behalf of a Fieldworker

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Accept a booking request on behalf of a fieldworker

OctopusPro gives admin users the ability to control everything about a job, from assigning fieldworkers, to sending them job requests to even accepting and declining these requests. 

In case you need to accept a booking on behalf of a fieldworker, you can easily do that with just a few clicks. You can even convert the request status back to pending after accepting it or decline the request on behalf of your fieldworker.

Table of contents 

How to accept a booking request on behalf of a fieldworker as an admin user

Some users may have permission to accept booking requests on behalf of Fieldworkers. To do this:

  1. Go to Bookings
  2. Select the type of booking you wish to view or select All Bookings
  3. On the booking overview, scroll down to the bottom of the page
  4. Click on the question mark icon

     

Then, select Accept All, or in case there are multiple appointments for this booking, select the appointments you want to approve and click on Save.

The booking will now be confirmed and assigned to the selected fieldworker. 

Or, you can accept booking requests from the booking list page. Go to Bookings > All Bookings On the booking list page, you will be able to view all bookings and know whether their job requests have been accepted by the fieldworker/admin user or not. You can directly accept the job requests that are yet to be accepted by clicking on the question mark icon.

A popup window will appear, select Accept All, or in case there are multiple appointments for this booking, select the appointments you want to approve and click on Save to approve the booking on behalf of the fieldworker.

How to decline a booking request on behalf of a fieldworker as an admin user 

After accepting the booking request on behalf of a fieldworker, you can decline the request if needed. 

To do that:

  1. Go to Bookings
  2. Select the type of booking you wish to view or select All Bookings
  3. On the booking overview, scroll down to the bottom of the page
  4. Click on the tick icon

Then, click on Decline All, or in case there are multiple appointments for this booking, select the appointments you want to decline and click on Save.

The booking will now be declined for the selected fieldworker. 

How to convert a booking request to pending after accepting it

After accepting the booking request, you can convert the status back to pending.

To do that:

  1. Go to Bookings
  2. Select the type of booking you wish to view or select All Bookings
  3. On the booking overview, scroll down to the bottom of the page
  4. Click on the tick icon 

Then, click on Convert to pending, or in case there are multiple appointments for this booking, select the appointments you want to convert to pending and click on Save.

For more information please visit Octopuspro user guide, and subscribe to our youtube channel.

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