How to search for a booking
Select the “Bookings” Tab from the menu on the left-hand side of the screen. You are able to search for bookings using the following filters: Consultant Booking: Search by selecting the name of the consultant. Origin: Search by the location of the ...
How to convert a quote into a booking
Select the “Quotes” Tab from the menu on the left-hand side of the screen. Search for and open the desired quotation. On the “General Information” Tab, select the version you would like to be converted into a booking. Click “Create Booking”: A new ...
How to update a booking from a quote
Explanation: If a booking needs to be updated with additional information or amendments, it is advisable to perform these changes on the original quotation. Select the “Quotes” Tab from the menu on the left-hand side of the screen. Search for and ...
How to delete a booking
Follow the steps to cancel a booking which has not been invoiced and on which no suppliers have been paid: NB: make sure to cancel all reserved suppliers to avoid cancellation fees! Select and delete any created vouchers on the booking: Under Program ...
Updating booking statuses & forms of payment
Once confirmations have been received from the suppliers, the booking status of each service needs to be updated. This helps you keep track of each service, create vouchers, and to create a guide cash advance. Once the booking statuses have been ...