It's time to make a booking!
If you've had an Enquiry, then simply click on 
All of the information below will be carried forward.
If it's for an existing hirer, select the space & date/time from the calendar & click B 
. The booking form will open as below.
- Booking Query
- Select client from drop down box. For new clients, click 
populate and Save.
- Purchase Order - will appear on the invoice (a separate invoice for each purchase order number is generated)
- Category - allows you to tag each booking. This shows on the Bookings tab and Bookings Value Report and is helpful for analysis. It also allows you to easily identify when special events are booked!
- Checklist - adds a pre-set checklist to your booking (eg Regular Bookings, Special Events) - you can create these in the Manage tab.
- Spaces
- This will be pre-filled from the Enquiry or Calendar. It can be amended if required.
- Any additional spaces can be added via 
- VAT will be set according to the Clients account (can be overridden if required)
- Sundry Items
- Ideal for ad-hoc charges eg tea/coffees.
- Note - the sundry will be replicated against each bookable space.
- Date and Time
- Select date/time of first occurrence of the booking. Only make the 'On the' date the day after if the booking goes over midnight.
- Deposit
- This field is purely a record of whether a deposit has been taken against a booking. It does not generate any financial entries.
- Recurrence
- Option for daily/weekly occurrence, select as required
- Click 'Term Time only' if required. This is based on the holiday dates predefined within your Manage area.
Now select 
The table gives you a clear guide to the availability across the sessions requested. Dates appearing in Green are available, Dates in Red are either already booked by another client or the venue is closed (the narrative will explain).
Dates can be cancelled by clicking on the red cross 
to the right (for single line), or by ticking box on left of line & selecting 
Editing can be done at single line level by clicking on the 
, or ticking box on left of line & selecting 
Select item to be edited (space or times) and click on 
This will change all of the selected items to the amended fields.
See Check Availability across Venues
Once the booking dates/times have been availability checked, complete the bottom section of the booking form, providing as much information as possible.
Once you click 
, you will have the option to send a Provisional Booking email.
If you click to send a Provisional Booking email, it will also generate a Welcome Email which contains a password & log-in instructions. See Welcome Email for further information.
For next steps on how to confirm a booking see Confirm a Booking
