Bookings, calendar and staff

Bookings

Bookings lists records from the moment a client accepts a proposal. Cards show Bookings, Deposit, Paid and Completed. You can filter by source (House of Booths or Direct) and by date (Next 30 days, Upcoming events, Past events). Click Add booking to enter one by hand.

A booking's tabs

• Overview: client and event details, add-ons, the proposal, payment schedule, links to the proposal, contract and invoice, chat with the client, and the Manage buttons (Edit client or event, Record payment, Mark completed, Cancel booking).
• Gallery: an event is created automatically once the deposit is paid. Check the photos, then click Publish gallery to email the client.
• Design: send the client a choice of layouts and designs, then review what they pick or request.
• Requests & history: date changes and cancellations the client asks for, plus the booking history.

Assign staff

1. Open Settings → Staff and click Add staff.
2. On a booking, click Edit and choose a Booth attendant. You can also set one when building a proposal.

An attendant cannot cover two overlapping events. Schedule on the staff list shows their events.

Calendar

Calendar shows a month with three kinds of entry: Booking (solid), Enquiry (outlined) and Blocked (striped). Click a day to see its items.

To block time:

1. Click Block this day, or use Add unavailable time.
2. Set a Date. Leave both times blank to block the whole day.
3. Add a Reason and click Block this time.

The bin icon removes a block. Blocked time is checked when a House of Booths lead asks if you are free. It does not stop clients sending your booking form.