Review changes on Approvals
Approve or reject the bookings and changes TrakkHQ proposes from emails.
When a customer emails a change (a new time, an extra stop, a cancellation) or a booking TrakkHQ isn't sure about, it files a card on Approvals instead of changing the job.
- Open Approvals. The badge on the menu shows how many are waiting.
- Read the card. A change shows what the job says now and what is proposed, with the email it came from.
- Press Approve & apply (or Create this booking for a new one) to make the change.
- Press Reject… and say why if it's wrong, or Manually fixed if you've already sorted it yourself.
Approving needs an admin or scheduler login.
Common questions
Has anything changed just because a card is on Approvals?
No. Nothing on Approvals has changed a job until you approve it.
Why does Reject ask me why?
Your reason teaches TrakkHQ, so the same mistake isn't proposed again.