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Assign Booking Templates To a Booking
Assign Booking Templates To a Booking

This article goes through how to assign booking templates to regular and hire bookings

Traffio avatar
Written by Traffio
Updated this week

A single or multiple booking templates can be added to a booking in order to create a standardised list of resource items and tasks quickly for the booking. In the booking, you need to choose whether it is a regular booking (standard shift work) or a hire booking (where requirements may change over time).

For Regular Bookings:

  1. Navigate to Bookings on the sidebar

  2. Enter Booking information

  3. Under Booking Type, select Regular Booking

  4. Select Booking Template from dropdown list

  5. Click Create

For Hire Bookings:

  1. Navigate to Bookings on the sidebar

  2. Enter Booking information

  3. Under Booking Type, select Hire Booking

  4. Select Booking Template from dropdown list

  5. Under Hire Requirements section and click +New

  6. Select the Time Overrides (if the start/end date and times are further within the booking start/end times)

  7. Add in a Title and Description

  8. Select a Booking Template

  9. Alter the quantity of resources (if required)

  10. Alter the task instances (if required)

  11. Click Create

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