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Agency helpdesk: What happens in a booking?
Agency helpdesk: What happens in a booking?

A guide for agencies - on the full journey of a booking for all stakeholders involved

Michelle avatar
Written by Michelle
Updated over a month ago

Imagine a brand user has successfully requested an activation, here is what happens next.

It varies - depending on the settings for the activation but it tends to follow this process:

1.Brand approval

For high value campaigns, the activation manager might need to approve the investment first. If that is the case, it's likely the sales person has filled out a request form

The activation manager will review the context provided, looking at whether it's the right fit for the brand, and a good commercial opportunity.

If they decline it, both the sales person and the venue will receive an email notifying them that it has been declined with a message from the activation manager. You will never get the booking.

If no brand approval is required, it will go straight to the agencies involved with a PO auto-assigned.

2.Agency approval

Once the brand has approved the booking, the request will then be sent to the agencies involved in the delivery or staffing of the activation.

This will come through to you by email;

  • If you have asked us to turn on the Collate Emails setting for the campaign, you will receive a daily email summarising your bookings for the day. In the meantime, the booking will sit in your New column in your Booking Requests on the platform

  • If Collate Emails is off, then you will receive an email for that individual booking. Read more about this here. Again, this booking will be sat in your New column on the platform.

  • If the No Agency updates before confirmation setting has been turned on during the campaign set up you will not receive any emails. This is used for scale campaigns so the agency can confirm them all in one go.

You will need to review whether you are free and able to facilitate - and you may suggest some new dates and timings prior to approving too.

If you decline it, both the sales person and the venue (& any other agencies) will receive an email notifying them that it has been declined with a message from the agency. The booking will be cancelled. *You have an option here not to include the venue in the cancellation comms however please be aware that it is the person who is cancelling's responsibility to update the venue if required.

Once all agencies involved have accepted, the venue will receive an email notifying them that it has been confirmed, with everything they need to know about what is happening and when.

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