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            How to add a booking

            Modified on Thu, 14 Nov, 2024 at 10:11 PM

            1. To create a booking, follow these steps:


            • Click on the 'Work' page under Bookings menu to create a Booking
            • Select 'Add Booking'


            • Choose the Client you wish to create a booking for
            • Select the relevant Job from the list
            • Enter an appropriate Booking Name (which should reflect the purpose of the meeting/visit)
            • Complete ALL remaining fields noting that "Work Units" could be the anticipated number of hours required for the meeting or visit, or a quantity of items you need to take
            • Select 'Save Booking'


            • You will be notified of a successfully created booking
            • Select 'Ok'
            • Bookings will now be visible in in the 'Bookings' page under the Bookings menu.




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