1.2 — Finding the Bookings module

Open Bookings from the left sidebar. Sub-pages organise work by state:

• Bookings › All Bookings — every booking your role can see.
• Bookings › Pending Approval — bookings submitted for approval and waiting for a decision.
• Bookings › Payments Due — approved bookings with upcoming or overdue payment instalments.

A project filter and date-range selector (top-right) scope the list and KPI strip. They do not affect individual booking detail pages.

1.3 — Booking statuses

Every booking carries a status that reflects where it is in the lifecycle:

2.2 — KPI strip

Clicking Payments Due or Pending Approval tiles jumps to the corresponding sub-page with the filter pre-applied.

2.3 — List columns

Filter the list using the status chips (All, Draft, Pending, Approved, On Hold, Cancelled), the project dropdown, or by typing in the search box (customer name, booking ID, or plot number).

3.1 — Creating from a lead

Open the lead in Leads › All Leads and click Create Booking in the lead detail. The booking form opens with the customer's name, phone, email, and project interest pre-filled from the lead. Complete the remaining fields:

Click Save as Draft to hold the plot and return later, or Save & Submit to send the booking directly into the approval workflow.

3.2 — Direct creation (without a lead)

From Bookings › All Bookings, choose + New Booking. The same form appears but customer details must be entered manually. You can optionally link to an existing lead using the Linked Lead field — this keeps the lead and booking connected in reporting even if the booking was created separately.

3.3 — Adding co-applicants

After the booking is saved (Draft or Pending), open it and go to the Co-Applicants tab. Click + Add Co-Applicant to add a joint buyer or co-owner:

A booking can have multiple co-applicants. Each one requires their own KYC documents before the booking can be submitted for approval.

4.2 — Plot / unit info

The Property panel (top of the detail page) shows:

• Project — the project name and a link to its workspace.
• Plot / Unit — the specific plot number or unit code, its type (e.g. Residential Plot, Villa, Apartment), area in sq ft or sq m, and facing direction.
• Floor / Block — for multi-storey projects, the block and floor number.
• Status — always Booked once a booking exists, even in Draft. Changes to Available only if the booking is cancelled.

4.3 — Pricing summary

The Pricing panel summarises the financial position of the booking:

The pricing summary is read-only after the booking is approved. Pricing corrections on an approved booking must go through an amendment request — contact your workspace admin.

5.2 — KYC fields

Open the booking and go to the KYC tab. Fill in the identity details for the primary applicant:

Repeat for each co-applicant by switching to their tab within the KYC section. A completion indicator shows how many applicants have complete KYC.

5.3 — Uploading KYC documents

Below the KYC fields, the Documents section lists the required documents and their upload status. Click Upload on any row to attach the file (PDF, JPG, or PNG; max 10 MB per file):

Uploaded documents show a Uploaded tag. Documents that are pending show Pending. All required documents must be uploaded before you can submit for approval.

6.2 — Understanding instalments

Open the booking and go to the Payment Schedule tab. The schedule is a table of instalments, one per row:

The schedule is read-only once the booking is approved. To adjust instalment dates or amounts after approval, contact your workspace admin — changes require an amendment.

6.3 — Recording a payment

When the customer makes a payment, record it in blink i immediately so the schedule stays accurate. On the Payment Schedule tab, click Record Payment on the relevant instalment (or on the booking header for a general payment).

Click Save Payment. The instalment's Paid and Balance figures update immediately, the booking's overall Collected and Outstanding update, and the payment appears in the activity log. If the payment fully covers the instalment, its status moves to Paid.

6.4 — Payment modes

7.1 — Submitting for approval

Once the booking form is complete and all KYC documents are uploaded, click Submit for Approval on the booking detail. blink i validates that required fields and documents are present before allowing submission. If anything is missing, a checklist highlights the gaps.

On successful submission:

• The booking status moves to Pending Approval.
• The first approver in the configured workflow is notified.
• The booking appears in Bookings › Pending Approval for approvers.
• The submitting agent can no longer edit the booking while it is pending.

7.2 — Reviewing, approving & returning

Approvers see pending bookings in Bookings › Pending Approval and via the Pending Approvals tile on the Home Dashboard. Open a booking and review the detail, KYC documents, and pricing. Three actions are available:

If the approval workflow has multiple steps (e.g. Sales Manager → Finance Head), the booking moves to the next step after each approval. The approval history panel on the booking detail shows every decision and comment.

8.1 — How to cancel

Open the booking and click Cancel Booking (visible on Draft and Approved bookings; Pending Approval bookings must be returned first). A confirmation form appears:

Confirm cancellation. The booking status moves to Cancelled, the plot returns to Available, and a cancellation record is appended to the activity log. The associated lead (if any) moves back to Visit Done so the agent can continue working the customer.