Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Bulk Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
      • Deleting payment methods
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
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  1. Bookings
  2. Lifecycle of a Booking
  3. Activating a Booking

Before Activation

Last updated 7 months ago

Before a booking can be activated, the system will validate that the booking is in the correct state before continuing. The following checks will be performed:

  1. If drop-off details are added to the booking, check that the return date is in the future.

    • If this check fails then the user will be prompted to edit the booking dates to continue

  2. If a VIN is assigned, check that the asset is available.

    • An asset is available if:

      • there are no other confirmed or active bookings during the period of the booking,

      • the start date of the booking is not during the "end of booking" buffer period of a previous booking,

      • booking enabled is switched on for asset,

      • the asset is available at the selected location,

      • there are no blocked dates against the asset e.g. for maintenance,

      • the asset's category is assigned to the selected package

    • If any of these checks fail then the user will be notified that the asset is no longer available and prompted to Edit the booking to select a different asset

  3. If an asset is not assigned to the booking (category based booking), check if there are any available assets for the given category, date, location and package.

    • If this check fails then the user will be prompted to edit the booking to select a different asset

  4. Check if all requirements are completed,

    • if not then the user will be prompted to view the requirements

  5. Check if today is earlier than the booking start/pick-up date

    1. If the asset is available from today, then the user will be alerted that it is an "early activation", and prompted to "Activate early for an additional fee" before they can continue.

      • If they agree, the booking will be extended forward to today and the invoice will be updated to include the additional day

      • if they disagree/cancel, they will have to wait until the start date before they can activate

    2. if the asset is not available until the existing start date (some time after today), then the user will be notified that the asset is not available until the handover date. They can edit the booking and swap the asset, or wait until the handover date to activate

  6. Check if today is after the booking start/pick-up date

    • if so, then the user will be alerted that it is a "late activation" and prompted to "Activate late and offer a partial discount" before they can continue with the activation.

      • If they agree, the booking will be updated to start from today and the invoice will be updated to reflect the new dates