Overview
Define who can reserve, what checks must pass, and which conditions apply before a reservation can move forward.
Prerequisites
- Projects or units are already available inside the workspace
- Customer identity or approval workflow is connected if required
Permissions required
Steps (4)
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1
Open reservation rules
Go to HomeBridge → Reservations → Settings or Eligibility Rules and create a new rule set.
Tips
Validation
Success criteria
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2
Define access and approval conditions
Specify whether approved account status, access tier, customer type, or project-specific restrictions are required before a reservation can be submitted or reviewed.
Tips
Validation
- Blocked customer types are rejected correctly in preview or test mode.
Success criteria
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3
Attach reservation terms and commitment conditions
Set rules for commitment fee requirements, acceptance of reservation terms, expiry windows, and any required supporting details.
Tips
- Keep project-specific expiry windows short enough to reduce stale reservations but long enough for payment proof submission.
Validation
Success criteria
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4
Test the reservation path
Run a test reservation using a sample customer and confirm the reservation enters the correct state such as submitted, blocked, or pending commitment fee.
Tips
Validation
Success criteria
- Reservation state changes reflect the configured rule set exactly.
About this guide
HomeBridge gives real-estate teams a single workspace to manage the customer-to-property journey from early interest to formal assignment. Capture project and unit enquiries, brochure requests, callback requests, consultation requests, and waitlists from one controlled system.
Once a customer is ready, HomeBridge manages reservation workflows, hold windows, allocation preferences, and final assignment. Teams can preserve every transition in history, expose clear statuses to customers, and coordinate internal review without losing context.
HomeBridge also owns the customer-facing commercial meaning of payment within the property relationship. It shows payment plans, schedule items, proof uploads, clarification requests, confirmation states, next actions, and property account visibility, while connecting to lower-level finance and document systems as needed.