{"id":81355,"date":"2023-04-18T10:40:18","date_gmt":"2023-04-18T08:40:18","guid":{"rendered":"https:\/\/officebooking.com\/?post_type=ht_kb&#038;p=81355"},"modified":"2026-11-12T15:56:16","modified_gmt":"2026-11-12T14:56:16","slug":"reservation-requests-and-booking-rules","status":"publish","type":"ht_kb","link":"https:\/\/officebooking.com\/en\/kb-article\/reservation-requests-and-booking-rules\/","title":{"rendered":"How to set up a reservation request"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1331.2px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:0px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\"><p>Do you have an asset, such as a car or a large conference room, that should require approval before it can be booked? You can set up a reservation request rule for that asset. Instead of confirming immediately, the reservation is submitted as a request: super users or regular users can request the reservation, but a l<strong>ocation manager or admin must approve it before it&#8217;s confirmed<\/strong>.<\/p>\n<p data-renderer-start-pos=\"748\" data-local-id=\"9a09276d451e\">Request rules can be applied in two ways:<\/p>\n<ul>\n<li data-renderer-start-pos=\"748\" data-local-id=\"9a09276d451e\"><strong>To a specific asset<\/strong>: for example, a pool car that needs manager sign-off every time it&#8217;s booked.<\/li>\n<li data-renderer-start-pos=\"748\" data-local-id=\"9a09276d451e\"><strong>Based on a booking rule:<\/strong> for example, requiring approval for a conference room booking only when the number of attendees exceeds 30, so smaller meetings can still be booked instantly while larger events get reviewed first.<\/li>\n<\/ul>\n<div class=\"_3iDTPbvLZJ renderer-heading-wrapper\" data-testid=\"renderer-heading-wrapper\" data-level=\"2\">\n<h3 id=\"Set-a-reservation-request-rule-for-a-specific-asset\" tabindex=\"-1\" data-local-id=\"cd83ea5ace0b\" data-renderer-start-pos=\"1122\">Set a reservation request rule for a specific asset<\/h3>\n<\/div>\n<ol>\n<li data-renderer-start-pos=\"1177\" data-local-id=\"d96541a0dad7\">Navigate to <b>Assets<\/b> in the main menu.<\/li>\n<li data-renderer-start-pos=\"1177\" data-local-id=\"d96541a0dad7\">Select the asset for which you want to require approval.<\/li>\n<li data-renderer-start-pos=\"1177\" data-local-id=\"d96541a0dad7\">Click <b>Edit<\/b>.<\/li>\n<li data-renderer-start-pos=\"1177\" data-local-id=\"d96541a0dad7\">Scroll down to Reservation settings.<\/li>\n<li data-renderer-start-pos=\"1177\" data-local-id=\"d96541a0dad7\">Select <b>Default to booking request<\/b>.<\/li>\n<li data-renderer-start-pos=\"1177\" data-local-id=\"d96541a0dad7\">Click <b>Save <\/b>to apply the changes.<\/li>\n<\/ol>\n<h3><strong data-renderer-mark=\"true\">Set a booking rule<\/strong><\/h3>\n<ol>\n<li data-renderer-start-pos=\"1470\" data-local-id=\"811dadb1119f\">Navigate to <b>Settings<\/b>.<\/li>\n<li data-renderer-start-pos=\"1470\" data-local-id=\"811dadb1119f\">Select <b>Booking Rules<\/b>.<\/li>\n<li data-renderer-start-pos=\"1470\" data-local-id=\"811dadb1119f\">Enter an Attribute, for example Attendants.<\/li>\n<li data-renderer-start-pos=\"1470\" data-local-id=\"811dadb1119f\">Select a Condition, for example 20.<\/li>\n<li data-renderer-start-pos=\"1470\" data-local-id=\"811dadb1119f\">Enter a value type (for time-based settings)<\/li>\n<li data-renderer-start-pos=\"1470\" data-local-id=\"811dadb1119f\">Once all rules are set, select <b>Save<\/b><\/li>\n<\/ol>\n<p data-renderer-start-pos=\"1704\" data-local-id=\"c684b1b57c40\"><i>For example:<\/i><\/p>\n<ul>\n<li data-renderer-start-pos=\"1704\" data-local-id=\"c684b1b57c40\"><em>All reservations booked more than 2 days in the future must be set as a reservation request.<\/em><\/li>\n<li data-renderer-start-pos=\"1704\" data-local-id=\"c684b1b57c40\"><em>All reservations with more than 30 attendees will be set as a reservation request.<\/em><\/li>\n<\/ul>\n<p data-renderer-start-pos=\"1902\" data-local-id=\"f6f0abbf59f5\">More options will be added to Booking rules in the future.<\/p>\n<h3><img decoding=\"async\" class=\"alignnone size-full wp-image-81356\" src=\"https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2.png\" alt=\"\" width=\"2808\" height=\"812\" srcset=\"https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2-50x14.png 50w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2-200x58.png 200w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2-300x87.png 300w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2-400x116.png 400w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2-600x174.png 600w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2-768x222.png 768w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2-800x231.png 800w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2-1024x296.png 1024w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2-1200x347.png 1200w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2-1536x444.png 1536w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRules2.png 2808w\" sizes=\"(max-width: 2808px) 100vw, 2808px\" \/><\/h3>\n<h3><strong>Workflow<\/strong><\/h3>\n<p>Once a user submits a reservation request, it will appear with a <strong>yellow marker in the planner overview<\/strong>. A location manager or admin can view all pending requests in the <strong>List view<\/strong> and either approve or cancel them. The reservation is made within Officebooking so even though the status is a request, the asset can\u2019t be booked by another user. The reservation will become a reservation request, visible with a different color and style in the planner view. A location manager or admin can view all requests in the listview and approve or cancel the request.<\/p>\n<ul>\n<li class=\"isSelectedEnd\"><strong>When approved:<\/strong> The request becomes a confirmed reservation. The user receives a confirmation email.<\/li>\n<li class=\"isSelectedEnd\"><strong>When cancelled:<\/strong> The user receives a notification that the request was cancelled, and the request is removed from the reservation overview.<\/li>\n<\/ul>\n<p data-renderer-start-pos=\"1995\" data-local-id=\"413763ec447f\"><img decoding=\"async\" class=\"alignnone size-full wp-image-81358\" src=\"https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner.png\" alt=\"\" width=\"1692\" height=\"842\" srcset=\"https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner-50x25.png 50w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner-200x100.png 200w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner-300x149.png 300w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner-400x199.png 400w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner-600x299.png 600w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner-768x382.png 768w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner-800x398.png 800w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner-1024x510.png 1024w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner-1200x597.png 1200w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner-1536x764.png 1536w, https:\/\/officebooking.com\/wp-content\/uploads\/2023\/04\/BookingRulesPlanner.png 1692w\" sizes=\"(max-width: 1692px) 100vw, 1692px\" \/><\/p><\/p>\n<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>How to use reservation requests in combination with Booking Rules to add an approval step when specific booking conditions are met.<\/p>\n","protected":false},"author":29,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"content-type":"","footnotes":""},"ht-kb-category":[302,327],"ht-kb-tag":[],"class_list":["post-81355","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-managing-reservations","ht_kb_category-policy-settings"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - 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