How to Add New Bookings?

Field Name

Description

Service Location

Select the selected Service Location. To select the Service Location(s):

• Click + icon and the Service Location pop-up window opens.

• Search and select the required Service Location.

• Click the tick box.

If logged in as a Professional:

• For a professional associated with multiple Service Locations, no Service Location will be selected by default.

• For a professional associated with only a single Service Location, that Service Location will be selected by default.

NOTE: If logged in as Admin - No Service Location will be selected.

Delivery Location

Once a Service Location is selected, all associated Delivery Locations will show up.

To select the desired Delivery Location:

• Click the + icon and the Delivery Location pop-up window opens.

• Search and select the required Delivery Location.

• Click the tick box.

Qualification

As a default, all available active Qualifications will appear as per the Generic Client Portal Settings in your Booking Masters.

Select the required Qualification. You can add multiple Qualifications.

Shift Date

To select the date for the new Shift Booking, you can select customised date(s) or from the Date Range for multiple Bookings. Shift Bookings can only be created for current and future dates.

To select the Shift Date(s) for a New Booking:

• Click the Calendar icon and click to select the shift booking date(s). You can select multiple dates by clicking on the required date.

• Click the Date Range toggle.

• Provide the Start Date and End Date for the shift bookings. By default, the No Weekend checkbox is selected i.e. weekend dates will be excluded from the booking range. Untick this box as required.

• You can select the No Public Holiday checkbox to exclude public holidays in the booking date range.

Shift Type

Shows the list of available Shift Types. To select the required Shift Type:

• Click the + icon and the Shift Type pop-up window opens.

• Search and select the required Shift Type.

• Click the tick box.

PRO TIP:  to save time in creating repeat shift types, use the “Client Default Shift” in the Members Shifts Masters. This will prefill your shift type with the Start Time and End Time of the shift in the New Booking.

NOTE: Shift Types available in the pop-up window are fetched from the Allocations Master → Members Shifts of the Staff Portal application.

Recall: How the shift names are fetched from the Member Shifts master?

In the Members Shifts Master of the Staff Portal (refer to the figure shown below):

• When Show in Booking is set to Yes and in the Nominate Shift Type Text to view in Invoices, the name of the shift is defined. This name appears in the Shift Type list

• Otherwise, the name shown in the Shift Name appears in the Shift Type list

• Note that the Shift Types are displayed in the pop-up based on the Shift Priority set in the Members Shifts Masters. For instance ‘AM’ shift is set as Shift Priority '1', it will appear as first Shift Type in the List.

Order By

Shows the name of the person who has ordered the Shift for the selected Service Location. It displays the account name or the name manually provided by the logged in user.

You can also select the name from the Order By pop-up window. To select the name:

• Click the + icon and the Order By pop-up window opens.

• Search and select the required name from the available list. Note that all the associated professional names corresponding to the selected client will appear in the search window.

Start Time - End Time

The Start Time and End Time are auto-selected based on the Shift Type selected.

• Click the clock icon.

• From the time picker, select the new time.

• Click Set and the new time will be set.

Search Preferred Personnel

To select your Preferred Personnel for a new booking:

• Click the search icon and the “Available Personnel who worked at your location” pop-up window opens and displays the Personnel Name, Qualification(s), Expertise, Years of Experience, Last Shift Worked, Proximity (kms), and Shifts worked for you.

• The Personnel Name displays the member profile picture or default image if none is available.

• Select the required Personnel. Note that you can select any one of the matched personnel.

• Click the tick box.

The Search Preferred Personnel field appears only if “Allow “Search & Appoint" available members: Show previously worked members available for a shift appointment” flag is set to YES in the Global/Client Booking Masters Settings.

The Search Preferred Personnel appears only if “Preferred Personnel: Set the Preferred Personnel count to show in new and edit booking” is setup in the Global/Client Level Master settings. By default, the value provided on that setting is “0” meaning zero preferences will be available and you’ll see all member names in new and edit booking screens. To set up the option for preferred personnel, you must enter a value between 1-5 in line with how many preference options you wish to be shown.

Show More Fields: To fill in more field details for a New Booking, click the expand icon.

Expertise

Select the Expertise based on the Qualification selected.

To select the Expertise for the New Booking:

• Click the + icon and the expertise pop-up window opens.

• Select the required expertise.

• Click the tick box.

Sub Expertise

Select the Sub Expertise based on the Expertise selected.

Order Number

Provide the Order Number of the new shift booking.

The Order Number can be set as a mandatory or optional field based on the “Order no: Set Order number as mandatory in new and edit booking” flag being set to YES/NO in the Booking Masters Settings.

Booking Notes

Provide the Booking Notes for the new shift booking.

The Booking Notes can be set as a mandatory or optional field based on the “Booking Notes: Set Booking notes as mandatory in New and Edit Booking” flag being set to YES/NO in the Booking Masters Settings.

Release Shift: Broadcasting Shift(s) to Available Members

To release the shift and broadcast it to available members, select the Release Shift toggle.

Internal agency staff will be notified and the Shift Log will be created in the Staff Portal.

The Release Shift toggle appears if “Release Shift: Allow the client the ability to release a shift” flag is set to YES in the Booking Masters Settings.

Confirm Shift(s)

When all the required details are provided in the New Booking, click Confirm Shift(s) and the message ‘Shift(s) created successfully’ appears.

On clicking Confirm Shift(s), a shift is created as “Entered.” If the shift is created with preferred members selected, the status of the shift created will be “Client Confirmed”.

A notification will be sent to the allocated member(s) along with the internal agency staff. A Shift Log will be created against the shift in the Staff Portal.