Book on Behalf of can be configured for the Online Space Booking (OSB) portal. This feature allows a contact to book an event for another contact. This could be an assistant booking on behalf of an executive or an administrator booking for users. When the public-facing user books using this option, the event will have them listed as the main account or contact. The contact they are booking on behalf of will be listed as the Requester contact.
Contacts will need to have a relationship set between them and the contact they are booking for in the back-office of Momentus Enterprise before being able to log in and book. To do this, have a look at the Relationship Types article. It is possible to have contacts linked to multiple contacts to book for, however this will need to be administered through back-office. Only one Relationship Type can be selected for Book on Behalf of on each OSB configuration, so ensure the one you are using to link your contacts is the same when setting the relationship links.
In addition, if you are using Booking Roles both the user who is booking and the user they are booking on behalf of must be added to the booking role. If the user who you are booking on behalf of is not on the booking role, you will receive an error message when selecting the user in the Select Account window while booking in OSB.
Prerequisites
Make sure that these fields have been added to your layout:
- Allow Book On Behalf Of
- Requester Relationship Type
- Set Event Account To
Update OSB Configuration
- In the Main Menu, search for and select Online Space Booking Configurations. The Online Space Booking Configurations screen opens.
- Select the configuration on which you are updating Book on Behalf of.
- Right Click and select Edit. The Edit Online Space Booking Configuration screen opens.
- On the Settings Tab update:
- Set Event Account To - From the dropdown select Allow Selection. This will make the Allow Book on Behalf Of field editable.
- Check Allow Book on Behalf of.
- Requester Relationship Type - From the dropdown select the relationship type.
- Click OK.
Your configuration is ready to be used for Book on Behalf of.
For complete instructions on configuring an OSB portal, see Online Space Booking Configuration.
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