This Help Article covers;

Bookings are visible to Staff Members using the Katipolt Mobile App.

Adding a Booking to the Scheduling Calendar is done from Katipolt's Side Menu's Scheduling

Bookings can be added in 2 ways;

1. From the Side Menu, Press Scheduling to display the Scheduling Calendar, then Press the [+ADD BOOKING] button to display the “Booking” popup

2. From the “Booking” popup, Add/Edit;

💡 TIP: If you want to add a Booking for a non-job-related event, enter a name for the event in the “Name” field, then DON’T select a Job

1. Navigate the Calendar to the day the Booking is for, then Press & Hold on a Job of the Job Pool and Drag & Drop onto the “Lane” of the Staff Member the Booking is for

💡 TIP: "Charge Up" Jobs by default land on a Staff Member "Lane" as a 2-hour Booking. "Quoted" Jobs by default land on a Staff Member "Lane" as an 8-hour Booking.

💡 TIP: To increase/decrease the duration of the Booking, either; grab the end of the Booking and drag it to the desired time OR Press on the Booking to display the Booking popup, then Press on the Edit Booking "pencil" and edit the Start*/Finish* time.

💡 TIP: If you have Jobs to be done on a scheduled day but you do not want to assign yet, Drag & Drop onto the "Unassigned Lane" (bottom of the calendar) of the scheduled day as a reminder. Then closer to the day, Press on the Unassigned Booking and assign it to a person.

1. Press the Booking to display the Booking Card, then Press the Edit Booking "Pencil" to display the Booking popup

From the Booking popup, Key in a Name, then [SAVE]

From the Booking popup, Press in the Colour field to launch the colour selector, then Select a Colour and [SAVE]

From the Booking popup, Press the Staff Member dropdown button, Select from the available Staff Members, then [SAVE]

⚠️ NOTE: Adding another Staff Member to the Booking OR Adding another Booking to a Staff Member on the same day and selecting "Add to Existing", all Bookings will display "White". You can open any Booking and select a colour which changes the colour for all Bookings to indicate they are all linked.

From the Booking popup, Key in the required Notes, then [SAVE]

💡 TIP: Notes entered from the Booking popup display on the Katipolt Mobile App’s Booking only and are visible to the Booked person(s) only.

Adding a Booking from a Job is done from the Job Window's Scheduling Top Tab. Only Bookings for that Job can be added from here.

1. Either Press the [+ADD BOOKING] button and follow the above instructions OR Press & Hold on the Staff Member's "Lane" at the Starting Time of a Booking, then Drag to the Finish Time of the Booking and Release to highlight the period of the Booking, then Press [+ADD BOOKING]

⚠️ NOTE: Only bookings for that Job can be added to the Scheduler from that Job, other Bookings will display greyed out.

💡 TIP: Pressing [VIEW ALL BOOINGS] will display a list of Bookings for that Job only.

1. Drag & Drop the Booking onto a Staff Member’s "Lane" OR from an existing Booking, Press to open the Booking popup

2. From the Booking Popup, Press the “Repeat*” dropdown, then Select a Repeat option to display the Custom recurrence popup for that selection

3. From the Custom recurrence popup check/further customise the booking to suit, then Press [DONE] to return to the Booking popup

4. When finished, Press [SAVE] on the Booking popup

To schedule a Booking for every day of the week for a period of time (eg Person(s) continuous on a Project Job)

To schedule a Booking on a Day or Date each month (eg. Em Lighting Check)

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