Customer Information Booking Flow

📌 Purpose

This page describes expected system behavior for creating and editing bookings in a system that requires customer information acknowledgment for various components (transport, hotels, resorts, destinations, extras). The focus is on ensuring that all mandatory customer info is acknowledged before finalizing a booking.

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🆕 New Booking Flow

Overview

A user creates a new booking and is required to acknowledge all mandatory customer information related to selected services. Booking cannot be completed unless all such information is reviewed and confirmed.

Steps & Expected Results

Step	Action	Expected Result
1	Create a new booking by pressing “New booking”	Booking Edit page is displayed
2	Insert required data (number of passengers, customer details)	Data is properly saved
3	Choose the transport (with customer info that requires acknowledgment)	Transport is selected
4	Choose a hotel (with customer info that requires acknowledgment)	Hotel/room is selected and passengers are auto-allocated
5	Press “Take allotment”	Passenger Info pop-up appears listing customer info (Hotel, Resort, Destination); checkboxes must be marked to proceed
6	Acknowledge all displayed info	Checkboxes are marked
6.1	Press “Save”	Info is saved and pop-up closed
7	Select extra service(s) with mandatory info	Extra is selected
7.1	Press “Save Passengers”	Pop-up with extra-related info appears, checkboxes must be marked
8	Acknowledge extra service info	Checkboxes are marked
8.1	Press “Save”	Info saved and pop-up closed
9	Press final “Save”	Booking saved with “OK” status

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✏️ Edit Booking Flow

Overview

Modifying an existing booking may retrigger the need to acknowledge any changed or newly required customer information, especially when editing hotels, allocating passengers, or adding extras.

Steps & Expected Results

Step	Action	Expected Result
1	Edit an existing booking	Booking Edit page is displayed
2	Edit hotel option or allocate passengers	Data is saved
3	Press “Take allotment”	Passenger Info pop-up appears with updated hotel/resort/destination info; checkboxes must be marked
4	Acknowledge all displayed info	Checkboxes are marked
4.1	Press “Save”	Info is saved and pop-up closed
5	Press “Edit Passengers” and select extras	Extra is selected
5.1	Press “Save Passengers”	Pop-up with extra-related info appears; checkboxes must be marked
6	Acknowledge extra service info	Checkboxes are marked
6.1	Press “Save”	Info saved and pop-up closed
7	Press final “Save”	Booking saved with “OK” status

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⚠️ Mandatory Acknowledgment Enforcement

• All customer information requiring acknowledgment is marked as mandatory.

• Users cannot save or proceed with the booking unless all checkboxes are checked.

• If not acknowledged, a warning message appears:

  "You must check all mandatory terms before you create the booking!"

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🔁 Notes

• The "Passenger Information" pop-up appears:

  • When allotment is taken.

  • When editing passengers or extras.

• All check-box items in the pop-up represent mandatory terms and must be confirmed before proceeding.