Job Management
How to add a Booking as an admin
You're able to manually add bookings or move bookings from an alternative booking system.
To import a booking, you must first add the booking as Lead, and then convert it to a Booking. Please see How do I import Leads from another system?
From your dashboard, select the Bookings icon.
Ensure you are on a View that shows the +Add Booking Button (any view apart from Forms)
Click on +Add Booking.
Enter the Job Name.
Select a Date - Choose a Start date and time and an End date and time and click Set.
Set a Status by choosing from the Dropdown menu. Every Booking has a Status. These are split between Unconfirmed and Confirmed. If this is a Confirmed Booking select Confirmed.
On the Details Tab, you can enter any relevant information relating to the Lead, such as
Customer - Choose from your Contacts List, or +Create New Contact and enter the details.
Event Type - Choose which Event Type this Lead is for.
Venue - Choose from your Venues List, or +Create New Venue and enter the details.
Additional Notes - Add any Additional Notes if applicable.
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Note - Additional Fields can be amended in your Job Management Fields.
On the Quotes tab, you can Create Quote.
Click on +Add Package and choose a package or Create New Package.
Click on +Add Product (if necessary) and choose a package or Create New Product.
Click Save Quote.
Click Save.
Close the drawer by clicking on the X.