Bookings in the Client Portal 2.0
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      What are the highlighting features of the Bookings?

      The highlighting features available on the Bookings page are listed below:

      1. The shift bookings are shown in a Calendar view organised date-wise and display all the bookings at a glance with the highlighted month as ‘current month’

      2. You can navigate to view the previous/future month bookings by using the forward or backward icons

      3. Clicking on any Shift Category shows the corresponding shift count number in the Calendar view and you can select/unselect any of the Shift Category

      4. You can filter bookings based on the available Shift Categories that are shown in different colored boxes with Shift Category names (Completed, Open, Pending Client, or Pending Agency) and the numbers of shift bookings shown

      5. In the Calendar view:

        1. The total number of shifts is shown after the forward slash ‘/'. For example, ' 3/10’ - 10 indicates the total number of shifts. The default view shown is ‘Completed Shifts/Total Shifts’

        2. The total number of shift categories associated are shown before the forward slash ‘/' and will change depending on the Shift Category selected
          For example, on clicking the ‘3/10’ Completed Shift Category, ‘3’ indicates the total number of Completed Shift Category, or on clicking the '4/10’ Pending Client Shift Category, '4’ indicates the total number of Pending Client Shift Category and so on

        3. The color of the Shift Category will vary depending upon the color defined in your Master and by default, the Shift Category selected will be Completed

        4. The total available shift count in the calendar view for the day will always be in black

      Note that the color of the shift count shown before forward '/' is picked as defined in the Bookings Calendar Categories in the Client Masters → Configure New Client Web App Settings of the Staff Portal.

       

      Field Name

      Description

      Service Location

      Select the Service Location. By default, the Service location is selected in case the professional is linked with a single client.

      If the infection is applied to the Service Location, it will appear in Red. On tap, the Applied Infection(s) are shown with the name of Infection(s) and Restriction Period.

       

      Delivery Location

      Select the Delivery Location(s) associated with the Service Location.

      If the infection is applied on the Delivery Location, it will appear in Red.

      Category

      Shows the shift categories such as Completed, Open, Pending Client, or Pending Agency.

      The shift categories and their color are picked as defined in the Bookings Calendar Categories in the Masters → Client Masters → Configure New Client Web App Settings of the Staff Portal application.
       
       

      6. When you hover over the Shift Category, a tooltip message is displayed. This tooltip is
          displayed based on the Description provided and the Description Visibility to Client set
          to ‘YES’ in the Bookings Calendar Categories Master Settings.

       

      :arrow_backward: Back to Bookings in the Client Portal 2.0