Steps
- Open Calendar.
- To book something new, click an empty time slot in a person's lane. The booking form opens with the time filled in.
- Pick the client, the location and the services. Choose "Add to existing project" to book onto a project you already have.
- To place work you have already accepted, drag it from the unscheduled sidebar onto a lane.
- A confirmation shows the project, the time and the person before anything is saved. Check it and confirm.
- To move a shoot, drag it to a new time or lane. An Undo shows for a few seconds.
On a phone, tap Schedule on a project. It shows who can do the work at that location and only the start times that fit. Then tap Book.
Good to know
- Travel time between bookings is worked out from the locations. Shaded bands show the gap each booking needs.
- The person booked gets a bell and an email with a calendar invite. Booking yourself sends nothing.
- Busy time from a connected Google Calendar or Outlook shows on the Calendar and counts against availability.
- D, W, M and L switch between Day, Week, Month and List. T jumps to today.
What it does not do
- A booking on top of one the same person already has is refused, unless an admin, or someone with full booking access, chooses to double-book.
- Deleting a whole project is final. Undo covers moves and removed visits only.
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