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I'm a partner agency user
I want to action a booking shared with me by my Lead agency
I want to action a booking shared with me by my Lead agency

You've seen a job appear on your Bookings screen and you want to action it

Alex Plant avatar
Written by Alex Plant
Updated over a week ago

Your booking screen will look something like this when you first log in, with different status' depending on the bookings available. Please note, this list contains all bookings, including historic bookings - it's sorted by date.

If the status is "Pending", these are bookings shared with your agency that haven't been actioned yet. To action this booking, click into the relevant line and a separate window will then appear with additional information.

To allocate a worker to the shift, please choose the name of the worker from the drop down list and click the blue "fill" button.

You'll then be asked to confirm your choice.

If the booking contains more than one shift, you can select which shifts you would like to fill using the tick boxes.

As changes are made to the bookings the status will reflect on the bookings page to allow for real time updates. Click the link below to see the different status'.

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