Create a New Booking

Create a new booking

When a customer makes a booking, a new booking must be created on the system. To do this:
  1. From anywhere on the system, select New at the top left of the page
  2. Use the drop down arrow to select New Booking
  3. This will bring you to the new booking form. Fill in the information in the required fields
  4. If the booking has been made by an existing customer, use the magnifying glass icon to search your customer list and select the customer
  5. If the booking has been made by a new customer, use the + icon to enter the details of the new customer
  6. The form will allow you to add a first visit date, which is when the job is due to begin
  7. Add a description to describe the nature of the booking. It’s important to include information that the contractor will need to complete the job successfully here
  8. Add a service to the booking by clicking + Add Service at the bottom right of the page
  9. When you have completed the form, click Save Changes
  10. The booking confirmation email will appear, click Send to email the confirmation to the customer

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