Booking — End-user view
This page describes who clicks what in the booking flow, from the customer and admin/staff side.
Customer (Customer Portal / AimyMe)
Step 1 — Select sessions
- Open Booking Flow → Course List, pick a course → see available sessions.
- Select sessions for an attendee. At this stage the system creates no booking state — it only keeps client-side selection.
- If not signed in: click Next → login popup opens; the selection is preserved after login.
Step 2 — Review & pay
- The customer's account holder is preloaded and locked (cannot be changed).
- Review sessions, add-ons, and applied discounts.
- Choose a payment method → Submit:
- Pay Now (full / deposit), Direct Debit, or Pay Later (if eligible).
- After submit, depending on configuration: confirm immediately, or receive a Quote to review then Accept.
My Bookings
- View placed bookings, Edit (if still editable), or cancel per policy.
- When editing a booking related to another attendee/course (same
ActionLogId), a combine popup may appear — see Combine booking rule.
Admin / Staff (Admin Portal / Onsite App)
New booking
- Open Normal Booking Step 2 for a new booking: Account Holder Info starts empty — the system does not preselect from login/route/profile, nor from the account Subscription Booking just selected.
- Staff must select an account (or select an attendee to derive the account) before submit is enabled.
- Changing the account clears attendees and account-scoped selections.
Actions & confirmation
- Actions: Submit Booking, Confirm Booking, Submit & Confirm Booking, Cancel Booking.
- Each action shows a confirmation popup listing bookings as
BK-xxxx(with attendee names when available). - For an edited confirmed booking: the Billing Difference preview appears before the confirmation popup.
- The popup has a Mute Notifications option (off by default) — applies to submit/confirm/cancel.
Editing a confirmed booking
Submit & Confirmin edit mode is split into two steps: submit (silent, muted) → review Billing Difference → click Confirm to actually confirm.- Staff may Edit again, or View Submitted Booking in Booking Manager without confirming.
Booking Rule Options (admin override)
Admins can turn off individual rules in the Booking Rule Options panel, for example:
- Booking Cut-off OFF → past sessions become selectable (all program categories).
- Height / Weight Restriction OFF individually → bypass that one rule; the other still blocks.
Next: Core concepts.