Applicants & parking

This tab lists everyone who will own the unit and the share each holds, and the parking slots that were allocated with the booking. Use it to add a co-applicant after booking, correct a relationship or share, or take a co-applicant off.

Where to find it

Open a booking and choose the Applicants & parking tab. It is the second tab and is always shown to anyone who can view the booking (the View permission on Bookings).

What you see

Applicants card

The subtitle reads "The primary applicant holds <x>%; co-applicants share the rest." The primary applicant's share is worked out as 100% minus everything the co-applicants hold.

• The first row is the primary applicant (the opportunity's contact) with a Primary badge, "phone · email · PAN …" underneath, and their share on the right.
• Each co-applicant follows, in the order they were added: name, relationship, "phone · email", their share (or "—" when none was entered), and the edit and remove icons.

Parking slots card

Each parking slot allocated with the booking, as "<parking slot no> <parking area>" with its status badge. When there are none it reads "No parking slots allocated with this booking."

The note under the list explains: "Parking slots are allocated when booking and released on cancellation; manage the project's parking slots from its Parking tab." The link opens the project's Parking tab. Parking can't be changed on this screen.

KYC & documents card

One block per applicant with their residential status (Resident, NRI, OCI, Foreign National), PAN, masked Aadhaar, date of birth and passport, and the document checklist built from the KYC document types lookup: Document, Status (Pending / Received / Verified / Rejected, a dropdown with the Edit permission), Received, Verified. The badge counts "N of M received". Build checklist (later Refresh checklist) adds the rows each applicant is expected to provide: NRI rows join only for non-resident applicants, Company rows only for a company buyer. Edit KYC (the Edit permission on Contacts) opens the applicant's KYC form: Aadhaar is 12 digits and shown masked once saved. The plus icon asks one applicant for another document type; only a Pending row can be removed. Scanned copies go under the Documents tab.

What you can do

All three actions need the Edit permission on Bookings and an Active booking. In the default roles that is the Administrator, the Sales Manager and Legal & Documentation. On a cancelled booking, or without the permission, the button and icons aren't shown.

Add co-applicant

Opens the panel "Add co-applicant".

• Contact: pick an existing contact, or enter a new one (a first name and a phone number at least). The choice between the two needs the View permission on Contacts; without it you can only enter a new contact. Validation messages: "Pick a contact", "First name is required", "Enter a phone number (at least 5 digits)".
• Relationship (placeholder "e.g. Spouse"; up to 50 characters).
• Share (%, 0 to 100).

Confirm with Add co-applicant (or Cancel to close without saving). A toast reads "<name> added as co-applicant." A new contact is created with the customer contact type. Refusals appear in a banner at the top of the panel.

What the app refuses:

• Shares that go past 100% in total: "Co-applicant shares add up to <n>%, more than 100%".
• The primary applicant added again as a co-applicant: the message shows as "The primary owner cannot also be a co-owner."
• The same contact twice on one booking: "That conflicts with existing data."

Edit a co-applicant

The pencil icon (label "Edit <name>") opens a panel titled with the co-applicant's name. Only Relationship and Share can change; the contact itself can't be swapped. Save changes stays greyed out until you change something. A toast reads "<name> updated." The 100% rule applies here too.

Remove a co-applicant

The trash icon (label "Remove <name>") asks "Remove co-applicant?" with "<name> will no longer be a co-applicant on <booking no>. The contact record is kept." Confirm with Remove. A toast reads "<name> removed."

Things to know

• Shares are ownership, not payment. They record who owns what part of the unit for the agreement; demands and receipts are raised on the booking as a whole, not split by applicant.
• The primary applicant can't be changed here. The primary is the contact on the opportunity, so the booking always belongs to the person the deal was made with. To book in a different name, cancel and book again from a fresh opportunity.
• The primary applicant's share is whatever is left. You never type it; it is 100% minus the co-applicants' shares, so adding a 50% co-applicant leaves the primary with 50%.
• Parking follows the estimate. Parking slots were chosen on the estimate before booking, so this tab only shows them. They are released automatically when the booking is cancelled.
• Allottee purchases (a landowner or tenant buying their allotted unit) may already carry co-applicants: when the booking was made with none, the allottee's co-owners were copied in with their shares.
• Two messages use the tenant wording of the rehab side: "The primary owner cannot also be a co-owner." and "The 'Tenant' contact type is not configured. Ask an administrator to add it under Lookups." On a booking the second one means the customer contact type is missing from your organization's lookups; ask an administrator to add it.

Related

• Booking overview
• Booking wizard
• Cancel booking
• Parking
• Contacts
• Greyed-out buttons
• Parking areas and parking slots