Steps

  1. Open Bookings from the main navigation, select the service booking view, and choose New booking. Creation requires permission to create service bookings or service-management access.

  2. Choose Service, Starts, Ends and Guest count. Select the required accommodation, Venue and Resource where offered, then enter guest contact details and Notes and instructions.

  3. For quoted services, enter the agreed Approved amount. Review the Pricing summary and the service's approval/payment rules.

  4. Choose Check availability and inspect resource/venue conflicts or suggested alternatives. Update the booking window and recheck if necessary.

  5. Choose Save as hold to retain a provisional booking, or Confirm booking to submit a confirmed booking. Review the resulting state in the calendar or list. A booking without a venue remains unassigned until one is selected.