Creating Bookings | Teambook

Creating Bookings

Planners and administrators can create bookings for their team members on projects from the Planner Board:

  1. Go to your Planner Board

  2. Click on the day where you'd like to create a new event, providing this day has still some remaining free time. You can also select numerous days in one shot for bulk booking

     
    E.g. : Multiple cell selection 

  3. In the New Booking panel, select the project and complete booking details:

    • Tentative: select this option if the booking is not yet confirmed

    • On client site: select this option when the member must work on this booking on customer’s site.

    • Duration: define the duration of your booking.

    • Start-time: enter the start time of your booking. Note this field is only informative, it doesn't influence the booking order.

    • Time-off: when the booking is related to a time-off project, the option client site is no longer available and an info field “Time-off” is displayed to let you know that this project is of type time-off.

    • Booking description: add any information that can help the assigned member to better achieve the assignment related to this booking

  4. Click Save