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Creating bookings

  1. To create a new booking:
  • either click on the "Add booking" button that appears on numerous pages at the top right,

Add booking button located at top right for creating new resource bookings

  • or click&drag directly on a resource within the "Planner" page.

Click and drag interface on planner resource for direct booking creation

  1. In the new booking dialog window, name the booking.

Booking name assignment field in new booking dialog window

  1. Select or adjust date and time. You can choose whether the entire rage should be one booking, or if days are to be skipped.

Date and time range selection with options for continuous or skip-day booking

  1. Select a Project.

Project field selection for assigning booking to specific project

  1. Assign resources: Click the "Suites, staff and resources" field. Text can be entered to filter results.

You can search for "Names", "Roles", "Groups" and "Sites"
e.g. Typing "Editor" will bring up a list of any staff members that have the role of "Editor"

Resource assignment interface with filtering for names, roles, groups, and sites

Warnings are displayed when a resources are pre-booked, or when employee is absent.

Booking conflict warnings for pre-booked resources and employee absences

  1. The "Details" tab can be used to add further information to the booking such as, assigning a status, or writing a description.

Details tab for adding booking status and description information

  1. Create your booking by clicking "Add booking".

Add booking save button to finalize and store new booking