Bookings in the Client Portal 2.0

What are the Bookings in Mobile View?

The Bookings in mobile view shows weekly data and by default, current week data is displayed. When the user modifies the date in the calendar, the weekly data is displayed based on the selected date, and the booking data is shown from Monday to Sunday.

All the highlighted features displayed in the Bookings will be applicable in the mobile view as well.

 

Users can tap on a day and all the available bookings are loaded below the Calendar view. You can click the refresh icon to fetch the updated data.

On clicking the member photo or member name, the member card opens.

MA-AddBooking22082023

How to Add New Booking in Mobile View?

 

Click the New Booking icon as shown in the figure below.

 In the New Booking, provide all the required details and click the green tick icon.

MP-Add New BookingN 

For detailed information about the Add New Booking, click this link

How to Edit Booking in Mobile View?

To edit the existing Booking in the mobile view:

  • Select the Day from the Calendar and click the Edit Booking icon as shown in the figure below

 

  • The Booking Details screen opens with all the available bookings for the day. You can edit the required Booking by clicking the Edit icon

  •  Alternatively, select the Day and scroll down the page and all the existing Bookings are displayed. You can edit the required Booking by clicking on the Edit icon

 

  • Edit all the required Booking details and click the green tick icon

MP-Edit BookingNew-1

 

For detailed information about the Edit Booking, click this link

How to set Booking Filters in Mobile View?

In the mobile view, you can retrieve specific booking details based on the Service Location, Delivery Location, Date Filter, and Advance Filter by clicking the relevant icons explained in the figure below.

 

For detailed information about the Booking Filters, click this link.

 

:arrow_backward: Back to Bookings in the Client Portal 2.0