01Map the School's Actual Booking RulesDocument lesson lengths, service areas, transmission types, instructor availability, vehicle restrictions, package terms and cancellation policies. Identify the decisions that require instructor, manager or safeguarding review.
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02Define Records, Permissions and Connection OptionsAgree on learner, instructor, vehicle and booking identifiers, then assess available exports, APIs or other supported access methods. Confirm field mappings, data permissions and retention requirements before selecting implementation methods.
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03Test Routine Cases and Difficult ExceptionsTrial workflows using controlled records covering duplicate enquiries, last-minute cancellations, disputed credits, missing documents and vehicle unavailability. Require staff approval for sensitive messages, record corrections and operational restrictions.
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04Launch with Queues, Logs and Review MeasuresAssign owners to exceptions and record workflow actions against the relevant booking or learner. Review measures such as unresolved booking conflicts, overdue follow-ups and unmatched payments, then adjust rules with staff approval.