How to add a booking

Click on the 'Work' page under Bookings menu to create a Booking

Select 'Add Booking'

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'

You will be notified of a successfully created booking

Select 'Ok'

Bookings will now be visible in in the 'Bookings' page under the Bookings menu.