Booking Tasks

A new booking can be created from within either a Diary View or a Schedule View.

The ability to complete any booking task is subject to user privileges.

The initial tasks below can be completed via the right-click context menu within the grid in any Diary view.

• Create a Booking
• Register Availability
• Create a Booking Request

The following tasks can be completed within any Schedule View, or via the right-click context menu on any booking in a Diary view.

• Delete a Booking
• Edit a Booking
• Set a Booking's Duration
• Move Bookings Within a Schedule
• Set a Booking Stage
• Set Booking Flags
• Reallocate Staff
• Move a Booking to a Different Schedule
• Review Scheduling Details
• Edit Booking Notes
• Open a Schedule (not available in the stand-alone My Diary module)

The booking context menu also provides access to user-defined forms:

• View Staff UDF
• View Job UDF
• View Client UDF

For instruction on how to populate a Schedule, see Schedule Tasks.