How to add a booking
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Created by: Paul Clapson
Modified on: Thu, 14 Nov, 2024 at 10:11 PM
- To create a booking, follow these steps:
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'
Paul is the author of this solution article.
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