# 2019-04-02 - Booking Finalisation Workshop

## Summary

With the Open Booking Specification nearing finalisation this workshop offered a presentation of its features and limitations, the decisions that have been taken by the community to date, and provided a final opportunity for feedback.

Delegates attended both in person and via live stream, and included executive representation from major booking systems, brokers, leisure operators, and other activity providers.

The following changes will be made to the Open Booking specification as a result of the workshop:

* Change the language in the logical steps from "Register" to "Identify", to clarify that registration is not mandatory.
* Add a property that can be used by the Broker to clearly display free text restrictions such as "2:1 adult/child ratio", in addition to improved guidance for the Broker to prominently communicate existing age and gender restrictions in advance of the booking being confirmed.
* Add guidance for `attendeeInstructions` to be sent as part of the booking confirmation from the Broker to the Customer, so that information about how local car parking works, locker tokens, etc are guaranteed to be communicated.
* Clarify financial data / reconciliation requirements including cost centre.

Additionally we created the following GitHub issue for further discussion:

* [Attendee detail capture](https://github.com/openactive/open-booking-api/issues/107)

## Slides

{% embed url="<https://docs.google.com/presentation/d/1obGCA0BhYYzO92A2WU7fp0aH3qu3GUK0kxZIwdkVoTc/edit>" %}

## Video

### Part 1: Slides 1-36: **Introduction and OpenActive Overview**

{% embed url="<https://youtu.be/HHxNq5XR-6U>" %}

| **Slide** | Video | Section Title                             | Speaker                                                         |
| --------- | ----- | ----------------------------------------- | --------------------------------------------------------------- |
| 1         | 0:00  | **Introduction and Agenda**               | Nick Evans, Technical Engagement Lead, Open Data Institute      |
| 8         | 7:30  | **OpenActive Background**                 | Izy Champion, Data and Innovation Manager, Sport England        |
| 20        | 16:00 | **OpenActive and Open Data Introduction** | Richard Norris, Programme Manager, Open Data Institute          |
| 27        | 25:10 | **Open Data Q\&A**                        | Richard Norris and Nick Evans                                   |
| 28        | 41:30 | **Open Booking Introduction**             | Richard Norris                                                  |
| 35        | 46:20 | **Why now?**                              | Sean Maguire, Managing Director, Legend Club Management Systems |

### Part 2: Slides 37-68: **Booking Finalisation Part A**

{% embed url="<https://youtu.be/9JwXulzy4mM>" %}

| **Slide** | Video | Section Title                                   | Speaker                                                |
| --------- | ----- | ----------------------------------------------- | ------------------------------------------------------ |
| 37        | 0:00  | **Developing standards for OpenActive**         | Leigh Dodds, Director of Advisory, Open Data Institute |
| 42        | 9:00  | **Booking Finalisation Introduction and Scope** | Nick Evans                                             |
| 49        | 13:10 | **Key Actors**                                  | Nick Evans                                             |
| 50        | 17:48 | **Booking Flow and Leasing**                    | Nick Evans                                             |
| 57        | 35:25 | **Roles and Responsibilities**                  | Nick Evans                                             |
| 59        | 40:50 | **Receipts and Notifications**                  | Nick Evans                                             |
| 62        | 43:55 | **Types of Broker**                             | Nick Evans                                             |
| 65        | 50:30 | **Tax and Tax Exemption**                       | Nick Evans                                             |
| 68        | 56:00 | **Open Booking Q\&A 1**                         | Nick Evans and Richard Norris                          |

### Part 3: Slides 69-90: **Booking Finalisation Part B**

{% embed url="<https://youtu.be/jY-cm0YNlSc>" %}

| **Slide** | Video | Section Title             | Speaker                       |
| --------- | ----- | ------------------------- | ----------------------------- |
| 70        | 0:55  | **Guest Checkout**        | Nick Evans                    |
| 73        | 3:30  | **Marketing Preferences** | Nick Evans                    |
| 75        | 6:26  | **Access Control**        | Nick Evans                    |
| 77        | 8:28  | **Cancellation**          | Nick Evans                    |
| 79        | 12:48 | **Booking Approval**      | Nick Evans                    |
| 81        | 14:46 | **Dynamic Pricing**       | Nick Evans                    |
| 84        | 20:45 | **Open Booking Q\&A 2**   | Nick Evans and Richard Norris |
| 86        | 46:24 | **What's next?**          | Nick Evans                    |


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