Create Booking Types

Booking types define categories of activities in your flight school, each with specific requirements for resources, participants, and completion tracking. This guide shows how to create custom booking types tailored to your operations.

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Creating a New Booking Type

Follow these steps to create a booking type:

1. Navigate to Booking Types
   • Open the sidebar menu
   • Click on “Bookings”
   • Select “Types” from the submenu
   • The booking types management page will open
2. Start Creation Process
   • Click “Add Booking Type” button in the top right corner
   • The booking type configuration form will appear

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Configuration Options

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Basic Information

3. Enter Type Details
   • Name: Descriptive name for the booking type
     • Examples: “Training - PPL”, “Check Ride - IR”, “Maintenance - 100hr”
     • Use consistent naming conventions
   • Color: Select a color for visual identification
     • Appears on timetable views
     • Choose distinct colors for different categories
     • Consider color-coding by activity type (training=blue, maintenance=red)

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Resource Configuration

4. Select Resource Type Choose what this booking type reserves:
   • Aircraft: For flight activities
   • Simulator: For simulator training sessions
   • Classroom: For ground school or briefings
   This determines what resources can be booked with this type.

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Lesson Completion Settings

5. Configure Lesson Requirements
   • Lesson Completion Required: Toggle on/off
     • When enabled: Bookings automatically require lesson completion records
     • When disabled: No lesson completion tracking enforced
     • Useful for training flights that must track progress
     • Not needed for maintenance or personal flights

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Participant Configuration

6. Define Participant Layout Configure which roles can participate and their requirements: For each role type:
   • Instructors
     • Required: Yes/No (Is an instructor mandatory?)
     • Multiple: Yes/No (Can multiple instructors be assigned?)
     • Example: Training requires 1 instructor, no multiples
   • Students
     • Required: Yes/No (Must students be assigned?)
     • Multiple: Yes/No (Allow multiple students?)
     • Example: Group lessons allow multiple students
   • Renters
     • Required: Yes/No (Is this for rental bookings?)
     • Multiple: Yes/No (Multiple renters allowed?)
     • Example: Aircraft rental requires 1 renter
   • Examiners
     • Required: Yes/No (Examiner needed?)
     • Multiple: Yes/No (Multiple examiners?)
     • Example: Check rides require 1 examiner
   • Other
     • Required: Yes/No (Other participants allowed?)
     • Multiple: Yes/No (Multiple others?)
     • Example: Observers for training flights
7. Save the Booking Type
   • Review all settings for accuracy
   • Click “Save” to create the booking type
   • The type is immediately available for use

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Common Booking Type Examples

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PPL Training Flight

Name: Training - PPL Color: Blue Resource: Aircraft Lesson Completion: Required Participants:

• Instructor: Required, Single
• Students: Required, Multiple allowed
• Others: Optional, Multiple allowed

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Instrument Check Ride

Name: Check Ride - IR Color: Orange Resource: Aircraft Lesson Completion: Not required Participants:

• Examiner: Required, Single
• Students: Required, Single

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Aircraft Maintenance

Name: Maintenance - Scheduled Color: Red Resource: Aircraft Lesson Completion: Not required Participants:

• All roles: Not required

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Simulator Session

Name: Simulator - IFR Training Color: Green Resource: Simulator Lesson Completion: Required Participants:

• Instructor: Required, Single
• Students: Required, Multiple allowed

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Best Practices

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Naming Conventions

• Use prefixes to group similar types: “Training -”, “Check Ride -”, “Maintenance -”
• Include relevant qualifications: “Training - PPL”, “Training - CPL”
• Be specific enough to avoid confusion

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Color Selection

• Use consistent color schemes across similar activities
• Ensure sufficient contrast for visibility
• Consider organizational standards or conventions

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Participant Rules

• Only require roles that are absolutely necessary
• Allow flexibility where appropriate with optional roles
• Consider edge cases (substitute instructors, observers)

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Lesson Tracking

• Enable for all training activities
• Disable for non-training bookings (maintenance, rentals)
• Align with your syllabus requirements

The booking type system provides the flexibility to handle any aviation activity while maintaining structure and compliance requirements.