Booking rules
The rules every batch follows unless its course says otherwise: when a batch is confirmed or cancelled, who gets a freed seat, and how late a learner can book, move or cancel.
Rules switched on
of 9
Batches below minimum
Next go / merge / cancel decision
Course overrides
courses with their own rule
Overrides per course
| Course | Rule | Default | This course | Why | On |
|---|
Decision watch
| Batch | Sold / min | Decide by | Days left | Minimum |
|---|
How a booking is checked
- Registration cut-off: is the batch still open for booking?
- Seats: is there a free seat, or does the learner join the waitlist?
- Prerequisites and screening: has the learner completed the required course?
- Payment: seat held until paid, or until the purchase order is received.
- Transfer and cancellation windows apply from the start date.
Staff with the right role can override any check; overrides are written to the audit log.
Who can override a booking check
- Seat limit
- Operations lead
- Prerequisite
- Instructor of the batch
- Late registration
- Operations lead
- Refund outside window
Operational overrides are role permissions: Roles and permissions. Anything with money or a cancellation goes through the approval policy below.
Approvals that booking rules can trigger
Read from the central approval policy. Thresholds are provisional until approved. Approval policy