Data Validation for Customer Information

Creating a booking - valid data

These scenarios cover if a booking is created and the phone number and/or email address entered is valid. These scenarios also cover bookings with or without payments.

Create with phone number only

Booking is created and the customer record only has a mobile number.

Create with email address only

Booking is created and the customer record only has an email address.

Create with phone number and email address

Booking is created and the customer record has both a phone number and email address saved.

Creating a booking - invalid data

These scenarios cover if a booking is created and the phone number and/or email address entered is invalid. These scenarios also cover bookings with or without payments.

Create with phone number only

Booking can not be created. A error message appears on the field. Data needs to be corrected. This happens even if valid data is entered in the email address field.

 

Create with email address only

Booking can not be created. A error message appears on the field. Data needs to be corrected. This happens even if valid data is entered in the email address field.

Create with phone number and email address

Booking can not be created. A error message appears on the field. Data needs to be corrected.

 

Creating a booking - no data

This scenarios cover if a booking is created and no phone number and email address is entered. This scenario covers bookings with or without payments.

Create with no phone number or email address

Booking is created. There is no customer created or attached to the booking.

Summary of creating a booking

Summary of outcomes (booking and customer created or not) depending on the validity of data entered. This will cover bookings with or without payments.

Editing a customer- valid data

Update when only phone number exists

Change can be saved. Save confirmation appears.

Update when only email address exists

Changes can be saved. Save confirmation appears.

Update when phone number and email address exists

Changes can be saved. Save confirmation appears.

Editing a customer - invalid data

Update when only phone number exists

Change can not be saved. Data needs to be corrected.

Update when only email address exists

Change can not be saved. Data needs to be corrected.

Update when phone number and email address exists

Changes can not be saved. Data needs to be corrected.

Editing a customer - deleting data

Remove phone number when email address exists (or vice versa)

Changes can not be saved. Amend data.

Remove phone number or email address when only one exists

Phone number or email is required to save changes.

Remove phone number and email address

Phone number or email is required to save changes.

Summary of editing a customer

Summary of outcomes depending on the validity of data entered. This will cover bookings with or without payments.

Payment confirmation - valid data

Update when only phone number exists

Changes can be saved.

Update when only email address exists

Changes can be saved.

Update when phone number and email address exists

Changes can be saved.

Payment confirmation - invalid data

Update when only phone number exists

Changes can not be saved.

Update when only email address exists

Changes can not be saved.

Update when phone number and email address exists

Changes can not be saved.

Payment confirmation - deleting data

Remove phone number when email address exists (or vice versa)

Changes can not be saved. Amend data.

Remove phone number or email address when only one exists

Phone number or email is required to save changes.

Remove phone number and email address

Phone number or email is required to save changes.

Summary of payment confirmation

Summary of outcomes depending on the validity of data entered. This will cover bookings with or without payments.

Payment confirmation - valid data

Update when only phone number exists

Changes can be saved.

Update when only email address exists

Changes can be saved.

Update when phone number and email address exists

Changes can be saved.

Payment confirmation - invalid data

Update when only phone number exists

Changes can not be saved.

Update when only email address exists

Changes can not be saved.

Update when phone number and email address exists

Changes can not be saved.

Update one valid and one invalid when phone number and email address exists

Only changes to valid entry will be saved.

Payment confirmation - deleting data

Remove phone number when email address exists (or vice versa)

Changes can not be saved. Amend data.

Remove phone number or email address when only one exists

Phone number or email is required to save changes.

Remove phone number and email address

Phone number or email is required to save changes.

Summary of payment tab

Summary of outcomes depending on the validity of data entered. This will cover bookings with or without payments.

‘Do not send emails or SMS’ - configuration

• If SMS is not set up then the tick box will be called ‘Do not send emails’

• If SMS is set up then the tick box will be called ‘Do not send emails or SMS’

• By default the tick box will be unticked

‘Do not send emails or SMS’ - on booking

Create a new booking - ‘Do not send emails or SMS’ ticked

When booking is created no emails or SMS will be sent to the customer. This includes all email templates and SMS templates.

Create a new booking - ‘Do not send emails or SMS’ not ticked

When booking is created email and/or SMS will be sent to the customer.

Edit a booking - ‘Do not send emails or SMS’ ticked

• The ‘Do not send emails or SMS’ tick box will appear on the Summary tab.

• The ‘resend SMS confirmation’ and ‘Resend email confirmation’ will be disabled.

• If the tick box is unticked - the emails and SMS will not be sent in retrospect

Edit a booking - ‘Do not send emails or SMS’ not ticked

The ‘Do not send emails or SMS’ tick box will appear on the Summary tab.

‘Do not send emails or SMS’ - payment confirmation

‘Do not send emails or SMS’ ticked

The ‘Send email & Save’ and or the ‘Send SMS & Save’ buttons are disabled.

‘Do not send emails or SMS’ not ticked

The ‘Send email & Save’ and or the ‘Send SMS & Save’ buttons are not disabled.

‘Do not send emails or SMS’ - payment tab

‘Do not send emails or SMS’ ticked

The ‘Send email’ and or the ‘Send SMS’ buttons are disabled.

‘Do not send emails or SMS’ not ticked

The ‘Send email’ and or the ‘Send SMS’ buttons are not disabled.

Summary of ‘do not send emails and SMS’

Summary of outcomes depending on whether ‘do not send emails and SMS’ is ticked or not. This will cover bookings with or without payments.