{"id":4065,"date":"2023-02-28T16:06:55","date_gmt":"2023-02-28T16:06:55","guid":{"rendered":"https:\/\/resourceguruapp.com\/blog\/?p=4065"},"modified":"2025-01-14T13:46:31","modified_gmt":"2025-01-14T13:46:31","slug":"booking-approval-workflow","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/product-updates\/booking-approval-workflow","title":{"rendered":"New feature \u2013 booking approval workflow for in-demand people"},"content":{"rendered":"<p>Sometimes team scheduling can seem like a free-for-all. All too often, in-demand teammates are snapped up quickly, leaving them unable to work on high-priority projects.<\/p>\n<p>The bigger and busier your business gets, the harder it is to keep track of who\u2019s booking who. What you need is more control \u2013 and our new Approval Workflow will give it to you!<\/p>\n<p>&nbsp;<\/p>\n<div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/www.loom.com\/embed\/0f1659d78dbb4412bf2a1bad903208ad\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<h2>Extra control for high-priority bookings<\/h2>\n<p>Our Approval Workflow allows you to assign approvers for anyone on your team.<\/p>\n<p>Those approvers act as the gatekeepers to those people\u2019s time \u2013 so any new bookings for them must be first requested, then approved before they are confirmed in your schedule.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4107 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/resource-booking-approvers-kenji.jpg\" alt=\"resource booking-approvers\" width=\"1912\" height=\"960\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/resource-booking-approvers-kenji.jpg 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/resource-booking-approvers-kenji-943x473.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/resource-booking-approvers-kenji-1042x523.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/resource-booking-approvers-kenji-1536x771.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/resource-booking-approvers-kenji-943x473@2x.jpg.webp 1886w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<p>This is particularly useful if you want to protect the time of team members that have limited availability or skills that are in high demand.<\/p>\n<p>It can also help you manage work allocations for external partners or freelancers that require a stricter booking process.<\/p>\n<div style=\"background-color: #fcf2fe; padding: 30px 40px; margin-top: 40px;\">\n<p><em>&#8220;We&#8217;re excited to use the Approval Workflow feature. It will help us work more smoothly with contractors and partners that have established authorization processes that we need to respect. It will allow us to better integrate their resources into our planning cycles.&#8221;<\/em><\/p>\n<p><strong>Jason Dinsdale<\/strong>, Director, Cloud Services and Platforms, VMware<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<h2>Set up approvers any way you choose<\/h2>\n<p>Every team works differently, so you have full flexibility to assign as many approvers as you need.<\/p>\n<p>You can set default approvers who are automatically assigned to every person and resource in your account. You can also get more granular and set specific approvers for individual team members.<\/p>\n<p>For example, you may want your Creative Director to manage all booking approvals for the design team, while your Senior Engineering Manager manages approvals for all software engineers.<\/p>\n<h2>Put an end to scheduling issues right from the start<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4067 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/request-booking-approval.jpg\" alt=\"request booking approval\" width=\"1912\" height=\"1249\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/request-booking-approval.jpg 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/request-booking-approval-943x616.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/request-booking-approval-1042x681.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/request-booking-approval-1536x1003.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/request-booking-approval-943x616@2x.jpg.webp 1886w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<p>With approvers in place, team members who create bookings in the <strong>Schedule<\/strong> must now request approval.<\/p>\n<p>As soon as a request is submitted, the relevant approvers will be notified by email. An approval request will also appear in their <strong>Dashboard<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4068 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approval-workflow-email-notification.jpg\" alt=\"approval workflow email notification\" width=\"1912\" height=\"1132\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approval-workflow-email-notification.jpg 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approval-workflow-email-notification-943x558.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approval-workflow-email-notification-1042x617.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approval-workflow-email-notification-1536x909.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approval-workflow-email-notification-943x558@2x.jpg.webp 1886w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<p>This gives approvers the chance to review the details of the booking request and consider:<\/p>\n<ul>\n<li>The skills and availability of the person or resource being booked<\/li>\n<li>The priority of the project and client<\/li>\n<li>Any conflicting demands and deadlines<\/li>\n<\/ul>\n<p>Team schedules can quickly get out of control, but adding this extra checkpoint empowers approvers to get ahead of resource allocation issues.<\/p>\n<p>In-demand teammates can be reserved for the most important work and conflicts resolved upfront, not afterward, when schedules are packed and moving things around is more difficult.<\/p>\n<h2>More control without sacrificing speed<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4069 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-pending-approval.jpg\" alt=\"booking pending approval\" width=\"1912\" height=\"1009\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-pending-approval.jpg 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-pending-approval-943x498.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-pending-approval-1042x550.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-pending-approval-1536x811.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-pending-approval-943x498@2x.jpg.webp 1886w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<p>More control is great, but it shouldn\u2019t come at the expense of speed.<\/p>\n<p>Approvers are instantly notified of booking requests via email. And once they\u2019ve made a decision, they can approve or decline the booking with a single click from either the <strong>Schedule<\/strong> or <strong>Dashboard<\/strong>.<\/p>\n<h2>Keeping track of approvals<\/h2>\n<p>Another crucial part of any approval system is keeping track of pending approvals so nothing slips through the cracks and holds up work.<\/p>\n<p>Outside of email notifications, there are plenty of other ways to stay on top of things.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4101 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approval-pending-approved-declined-labels.jpg\" alt=\"approval pending approved declined\" width=\"1714\" height=\"1012\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approval-pending-approved-declined-labels.jpg 1714w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approval-pending-approved-declined-labels-943x557.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approval-pending-approved-declined-labels-1042x615.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approval-pending-approved-declined-labels-1536x907.jpg 1536w\" sizes=\"auto, (max-width: 1714px) 100vw, 1714px\" \/><\/p>\n<ul>\n<li>Bookings that have been declined or are pending approval can be easily identified in the <strong>Schedule<\/strong><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4073 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-approval-status.jpg\" alt=\"booking approval status\" width=\"1912\" height=\"960\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-approval-status.jpg 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-approval-status-943x473.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-approval-status-1042x523.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-approval-status-1536x771.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/booking-approval-status-943x473@2x.jpg.webp 1886w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<ul>\n<li>You can check on the approval status for any booking by opening it up in the <strong>Schedule<\/strong>. If the booking has been approved or declined you can see who did it and when. If it\u2019s been declined and a reason given, you can see that too.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5466 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/dashboard-booking-approvals.jpg\" alt=\"booking approvals on the dashboard\" width=\"1912\" height=\"1068\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/dashboard-booking-approvals.jpg 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/dashboard-booking-approvals-943x527.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/dashboard-booking-approvals-1042x582.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/dashboard-booking-approvals-1536x858.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/dashboard-booking-approvals-943x527@2x.jpg.webp 1886w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<ul>\n<li>Approvers and bookers can also check the status of any bookings that require approval in the <a href=\"https:\/\/resourceguruapp.com\/blog\/new-dashboard\"><strong>Dashboard<\/strong><\/a><\/li>\n<\/ul>\n<h2>Minimizing uncertainty in your schedule<\/h2>\n<p>Of course, it\u2019s not ideal to have hours and hours of work sitting unapproved and unconfirmed in your team schedule.<\/p>\n<p>So we\u2019ve included a few ways to ensure that unapproved hours don\u2019t stack up uncontrollably:<\/p>\n<ul>\n<li>Account admins have the power to approve any booking request, so you can avoid backlogs caused by approvers being unavailable or unresponsive<\/li>\n<li>Anyone who has requested a booking but hasn\u2019t received an approval decision can send a reminder to the approver to prompt them<\/li>\n<li>You can analyze how many hours or days of work are pending approval in <strong>Reports<\/strong>. This will help you quantify the scale and impact of any approval backlog.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4102 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approvals-reports-tooltip.jpg\" alt=\"approvals reports\" width=\"1912\" height=\"1391\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approvals-reports-tooltip.jpg 1912w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approvals-reports-tooltip-922x671.jpg.webp 922w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approvals-reports-tooltip-977x711.jpg.webp 977w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approvals-reports-tooltip-1536x1117.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2023\/02\/approvals-reports-tooltip-922x671@2x.jpg.webp 1844w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<h2>Time to take back control<\/h2>\n<p>As ever, the best place to get to grips with all the in\u2019s and out\u2019s of how this new feature works is in our <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/6960054-setting-approvers-and-approving-bookings\">Help Center.<\/a><\/p>\n<p>The Approval Workflow is available now for any Resource Guru customers on our Master plan. Simply ask your account admin to turn it on in <strong>Settings<\/strong>.<\/p>\n<p>Finally, it\u2019s time to take back control over the booking process for your most in-demand people and resources!<\/p>\n<p>We\u2019d love to hear your thoughts on how our Approval Workflow could fit into your <a href=\"https:\/\/resourceguruapp.com\/blog\/human-resource-planning-processes\">resource planning process<\/a>. Get in touch at <a href=\"mailto:happytohelp@resourceguruapp.com\">happytohelp@resourceguruapp.com<\/a>\u00a0and share your feedback.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sometimes team scheduling can seem like a free-for-all. All too often, in-demand teammates are snapped up quickly, leaving them unable to work on high-priority projects. The bigger and busier your business gets, the harder it is&hellip;<\/p>\n","protected":false},"author":26,"featured_media":4066,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[30],"tags":[61,62],"class_list":["post-4065","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-product-updates-feed","tag-heartbeats"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>New Feature \u2013 Booking Approval Workflow for In-Demand People<\/title>\n<meta name=\"description\" content=\"In-demand teammates being snapped up before you can book them onto high-priority projects? Approval Workflow will help you take back control.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/booking-approval-workflow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Feature \u2013 Booking Approval Workflow for In-Demand People\" \/>\n<meta property=\"og:description\" content=\"In-demand teammates being snapped up before you can book them onto high-priority projects? 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