Create a New Event or Add Bookings to an Existing Event From the Booking Calendar or Booking Agenda

To create a new event from the Booking Calendar or Booking Agenda:

  1. Click the Calendar or Booking Agenda link from the Main Menu. The Booking Calendar or Booking Agenda screen opens.
  2. Enter the date the booking is needed into the Date field.
  3. Press Enter. The Booking Calendar or Booking Agenda updates to the entered date.
  4. Locate the space for the booking and the date the booking starts.
  5. Click in the area with the mouse where the booking space and start date meet on the calendar/agenda.
  6. Drag the mouse for the dates the space is needed.
  7. Release the mouse button. The Pending Bookings section opens at the bottom of the calendar/agenda.
  8. Confirm the space, date and times of the booking. You can edit information by clicking into the appropriate field.
  9. Click the Book button. The Add Event screen opens with the booking in the Bookings tab.
  10. Enter the necessary event information.
  11. Click OK to add the new event and to book the space on the calendar.

Add Bookings to an Existing Event

You must have the Existing Event drop-down available on the Pending Bookings section to create bookings on existing events. To show the Existing Event drop-down:

  1. Select the Settings tab on the Booking Calendar or Booking Agenda.
  2. Click Configuration. The Calendar Configuration screen opens.
  3. Check the Show Existing Event Field check box.
  4. Click OK.

To add additional bookings to an existing event:

  1. Click the Calendar or Booking Agenda link from the Main Menu. The Booking Calendar or Booking Agenda screen opens. 
  2. Enter the date the booking is needed into the Date field.
  3. Press Enter. The Booking Calendar or Booking Agenda updates to the entered date.
  4. Locate the space for the booking and the date the booking starts.
  5. Click in the area with the mouse where the booking space and start date meet on the calendar/agenda.
  6. Drag the mouse across the dates the space is needed.
  7. Release the mouse button. The Pending Bookings section opens at the bottom of the calendar/agenda.
  8. Select the event to add the booking to from the Existing Event drop-down. The Pending Bookings section updates to display all the current bookings for the event.
  9. Confirm the space, date and times of the booking. You can edit information by clicking into the appropriate field.
  10. Click the Book button. The Edit Event screen opens with the new booking(s) in the Bookings tab.
  11. Click OK to add the new booking to an event.

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Comments

3 comments

Date Votes
  • Sean Tame
    • Edited

    Is there any way to disable the selection of space/dates and thus eliminate the pending bookings window for a given user/s?  Many people choose to use the booking calendar as a means to locate existing events due to its graphical nature which they find more appealing than the event list.  However, they continually 'accidentally' invoke the pending bookings window which is annoying and confusing for them.  I'd like to know how to disable this.

    Thanks.

    0 upvotes

  • Maggie U.

    Hi Sean,

    The only way to eliminate the Pending Bookings screen would be to use the View Only option on the Allow Access to Booking Calendars access privilege. This would block the users from being able to edit the event but does prevent the Pending Bookings screen from coming up when clicking on the calendar.

    Thanks,
    Maggie

    0 upvotes

  • Sean Tame

    Thanks so much Maggie,

    I'll try that.  This might work.  As long as the Peek window shows and we can get to the actions associated with the event (Documents, Functions, Orders) then we will be fine.

    0 upvotes

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