Placly
Workflows

The right context.A clearer decision.

Bring requests, screening answers and required documents together for review. Configure the emails that keep customers and the right members of your team informed as the booking changes.

  • Booking review and decisions
  • Documents and screening answers
  • Event-based email updates

Everything you need to say yes.

Review this example request, then try an approval or decline.

Riverside SpacesBooking request
AL
Request BW-1042

Riverside
Community Club

Main hall · Riverside Hall16 September 202618:00–20:0040 guests
AM
Alex MorganCommunity organisation

Review request

Awaiting approval
Booking
One-off space hire
Duration
2 hours
Booking value
£80.00

Approval notes stay internal. Decline notes go to the customer.

Interactive example with illustrative data.

01

Choose the booking flow

Set whether payment comes before or after review, or allow confirmation without manual approval. Space and package settings determine the effective requirements.

02

Decide with context

Review customer details, screening answers and uploaded documents beside the booking. Approve or reject documents, then record the booking decision with the relevant note.

03

Notify the people doing the work

Configure emails for requests, confirmations, cancellations, payments and booking changes. Choose recipients for each event, with customer updates and team notifications serving their respective audiences.

Keep the decision.Send the right update.

Approval notes stay internal; a decline reason is shown to the customer. Keep the decision with the booking, then configure communications for booking, finance and change events. Delivery activity shows the recipient, status and any send failure.

Booking BW-1042

The decision, with its context

Request receivedRiverside Community Club · Main hall

Approved by AlexInternal note: Layout agreed with the organiser.

Customer notifiedThe booking has been confirmed.

A little more detail

Good to know.

Does every booking need manual approval?

No. Space and package settings control approval. Pending requests only reserve availability when approval holds are enabled.

What happens when a request is declined?

The request stops holding its slot. Your decline note becomes the reason shown to the customer, with email updates governed by the communication settings.

Can only certain people approve bookings?

Yes. Booking-management permissions control who can decide, and venue access limits where they can act.

Can we choose who receives team notifications?

Yes. Choose the team inbox, all active members, people with a selected permission or specific members. You can also add external email addresses per event.

Can we change the email wording?

Yes. Edit the subject and body, insert available booking details, preview the message and send a test of the saved version. Default wording can be restored.

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