The booking reason is customisable. There are three default booking options, Business, Personal, and Maintenance, but the Organisation Admin can add other reasons.
Note: if FBT reporting is enabled, any booking reasons categorised as Personal makes the vehicle FBT-obligated.
To create a booking reason:
- Manage settings > Booking reasons. The Booking reason settings screen appears
- Add. The Add booking reason panel appears
- Enter the reason
- Select the category from the drop-down menu
- Add.
The Add booking reason panel closes and the booking reason is saved.
To delete a custom booking reason:
- Manage settings > Booking reasons. The Booking reason settings screen appears
- Click "..." next to the custom booking reason. A drop-down menu appears
- Delete. A pop-up appears asking you to confirm your actions
- OK
The pop-up closes and the custom booking reason is deleted.
To disable a booking reason:
- Manage settings > Booking reasons. The Booking reason settings screen appears
- Click "..." next to the booking reason. A drop-down menu appears
- Click Edit. The Edit booking reason panel appears
- Tick Disabled, option hidden for new bookings
- Click Update
The Edit booking reason panel will close and the reason will no longer be visible to users.
Note: Admins will be able to see the disabled options when making a booking, however, other users will not.