The Booking tab allows you to see bookings in a daily or calendar list view. These different options are available in the tabs at the top of the page.

By default, the bookings board will be displayed. This bookings board shows you all relevant bookings taking place that day.

This article will go through these areas of the client portal:

The bookings board gives you a snapshot of the bookings scheduled for the day. Each booking tile represents a specific booking made by your suppliers. The tile provides an overview of key details, such as the booking status, supplier company, address, timeframe, and the assigned staff, vehicles, equipment, permits, and more.

The filter bar above the bookings board lets you filter bookings by date, supplier, project, or status. By default, the filter is set to hide deleted bookings.

The booking calendar provides a timeline view of your current and upcoming bookings. You can adjust the view to display by day, week, or month by clicking the corresponding buttons in the top right corner.

Booking entries are colour-coded by their current status:

You can also toggle between the previous and next set of bookings by clicking the arrows in the top left corner.

Ongoing bookings are recurring bookings that span a period of time. The details, location, and required resources are carried over for each booking. Instead of creating a new booking each time, they are cloned and linked together. This linkage enables any changes to be applied across all bookings in the series.

This section displays a list of your ongoing bookings, along with a summary of each set, including the supplier, project, location, overall date range, and description.

To view a set of ongoing bookings, click the arrow in the first column of the row. This will expand the ongoing booking series in a side panel.

In this view, you’ll see a breakdown of each booking within the ongoing series. You can also open individual bookings in separate panels for more details.

The booking archive section displays a list of all your past, current, and upcoming bookings.

By default, the list shows bookings from today onward. However, you can filter the list by any date range by adjusting the 'Date From' and 'Date To' filters in the menu bar above the list.

To expand this view and access more of the booking details, click on the tile and select Details button.

The Overview tab displays booking details, including start and end times, straight-to-site time, address, and any location-specific notes.

Client Information includes company details related to the booking, such as site contacts, the booking requester, purchase order numbers, and billing codes.

Booking Requirements specify all the resources needed for the booking, such as personnel, vehicles, and equipment.

The Dockets tab shows all the work dockets submitted by the workers for this booking.

Each docket includes a breakdown of the workers' total hours, any associated docket or billing reference number, the date from which the invoice will be billed, and the signatures of both the workers and site contacts.

To generate a PDF of the booking's work dockets, simply click the PDF button in the top right corner of the panel. The PDF will be created and opened in a new browser tab.

The notes tab includes a list of note entries that are relevant to the booking.

The documents tab displays a list of files associated with the booking. To download a copy of any document, just click the download button.

The forms tab includes a list of form submissions completed by workers on-site. These usually include pre-start checklists, signage and equipment checks, SWMS reports etc.

Simply click the download button to download a copy of the form submission.

To open a form submission in the side panel, click on the arrow in the first column of the row.

The permits tab includes a list of permit requirements for this booking as well as any permits which have been attached.

To open a permit requirement in the side panel, click on the arrow in the first column of the row. The permit details, validity status and any available documents will be shown in the side panel if there is a permit attached.

Click the last tab 'Print' to generate a PDF version of all the booking details listed