To create a booking, follow these steps:
- 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.
