38 Articles

Job Management

Last update 2 days ago

BoothBook

Manage your clients' Events from Leads to Bookings and beyond. View, design and update your Leads and Bookings page layouts in a way that suits you and your business' workflow.

How to apply a discount for booking multiple services

Last update 4 months ago

How to view your leads

Last update 4 months ago

How to view your Bookings

Last update 4 months ago

How to view bookings as a client

Last update 4 months ago

How to update your Package prices

Last update 4 months ago

How to include Products in a Package

Last update 4 months ago

What are Job Management fields?

Last update 13 days ago

How to add and update questions in my leads and bookings fields

Last update 4 months ago

How to update the status of a Lead

Last update 4 months ago

How to update the status of a Booking

Last update 4 months ago

How to manage and update the Leads page Pipeline view

Last update 4 months ago

How to manage and update the Bookings page Upcoming view

Last update 4 months ago

How to manage and update the Bookings page Calendar view

Last update 4 months ago

How to add a new type of View on the Leads and Bookings pages

Last update 4 months ago

How to view shifts for a Booking

Last update 4 months ago

How to add and assign shifts to a job as an admin

Last update 4 months ago

How to assign users to work specific Services on a shift

Last update 4 months ago

How to assign users to work specific Products on a shift

Last update 4 months ago

How to assign users to work specific, custom roles on a shift

Last update 4 months ago

How to update the global time increments in shifts

Last update 4 months ago

How to manage and update the Leads page Table view

Last update 4 months ago

How to add a Booking as an admin

Last update 4 months ago

How to force the full balance payment for a booking taken days before an event

Last update 13 days ago

How customers view their Client Portal

Last update 2 days ago

How does a client view their Invoice

Last update 8 days ago

How does a client view their Contract

Last update 8 days ago

How to assign a contract template to an individual Booking

Last update 8 days ago

How to hide a contract from a client

Last update 13 days ago

How to update and edit an individual client's Contract text

Last update 13 days ago

How to change the next Booking Number

Last update 6 days ago

How to add a new Pipeline status in Leads

Last update 4 months ago

How to add a new Pipeline Status in Bookings

Last update 4 months ago

How to manually convert a Lead to a Booking as an admin

Last update 4 months ago

How to add an Event Type

Last update 4 months ago

How clients can book a multi day event

Last update 4 months ago

How to add an Action button

Last update 2 months ago

How to set a Minimum Time Between Jobs

Last update 4 months ago

How to upload Artwork to Jobs

Last update 13 days ago

Job Management

How to apply a discount for booking multiple services

How to view your leads

How to view your Bookings

How to view bookings as a client

How to update your Package prices

How to include Products in a Package

What are Job Management fields?

How to add and update questions in my leads and bookings fields

How to update the status of a Lead

How to update the status of a Booking

How to manage and update the Leads page Pipeline view

How to manage and update the Bookings page Upcoming view

How to manage and update the Bookings page Calendar view

How to add a new type of View on the Leads and Bookings pages

How to view shifts for a Booking

How to add and assign shifts to a job as an admin

How to assign users to work specific Services on a shift

How to assign users to work specific Products on a shift

How to assign users to work specific, custom roles on a shift

How to update the global time increments in shifts

How to manage and update the Leads page Table view

How to add a Booking as an admin

How to force the full balance payment for a booking taken days before an event

How customers view their Client Portal

How does a client view their Invoice

How does a client view their Contract

How to assign a contract template to an individual Booking

How to hide a contract from a client

How to update and edit an individual client's Contract text

How to change the next Booking Number

How to add a new Pipeline status in Leads

How to add a new Pipeline Status in Bookings

How to manually convert a Lead to a Booking as an admin

How to add an Event Type

How clients can book a multi day event

How to add an Action button

How to set a Minimum Time Between Jobs

How to upload Artwork to Jobs

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Job Management