What are Statuses used for?

This article explains what statuses are used for and how to create a new status record.

Statuses indicate what should happen to the inventory of available space when an event is entered.  The most basic statuses are:

  1. Confirmed 
  2. Cancelled

A confirmed event is one that has been scheduled and will be taking place.  If the event organizer decides the space is no longer needed, the status of the event can be changed to ‘Cancelled’.  A status of cancelled makes the room available for another event at that date and time.  Rather than deleting the event, the status is changed to cancelled and the ‘history’ of the event is available to view and report on.  

There are 2 types of statuses that the system uses, Booked and Cancelled.  These control what ultimately happens with the room inventory, it’s either booked or cancelled.  The name of the status, in this example, confirmed, doesn’t determine how the system manages the status.  That is handled by the status type, in this case, booked. This allows you define more that one status that books space and more than one status for cancelled events.  Examples of  different statuses are:

 

  • Confirmed (book)
  • Tentative (book)
  • Hold (Book)
  • Cancelled (Cancelled)
  • Lost Business (Cancelled)
  • Request (book)
  • Cancelled Request (Cancelled)

Every time a new event is entered into the system via the web or mobile interface, a status is associated to each occurrence (date/time/room) of the new event.  To change the status of an occurrence, open the associated event and select the occurrence and then select ‘Change Status.’

 

This video demonstrates how to add a new status.

Status