How it is organised
One calendar, with the views Week, Day, Month and Agenda, your resources down the side, and Insights for bookings, no-shows, hours, revenue and how full each resource is. Click a resource to show only its bookings.Common tasks
Add a resource
Choose Add Resource and pick its type (Employee, Room, Equipment, Staff, Space, Asset, Table, Vehicle, Chair, Desk, Court, Lane, Station, Booth, Bay, or your own). Set its working hours and its capacity, how many bookings it can take at once, for a class or a court.- Linked employee: link a person, and their approved leave blocks bookings automatically.
- Available for online booking: customers can pick this resource when booking a service on your online store.
Make a booking
Drag across a time on the calendar to open New Booking. Choose the resource, the service and customer if there is one, and the status (Confirmed, Pending, Tentative or Cancelled). Tick Private to hide the details from colleagues; they see the time as busy. To repeat it, choose Weekly, Every 2 weeks or Monthly, and when it stops. Dates that clash, or fall on approved leave, are skipped. When you remove a repeated booking you choose Remove this occurrence or Remove this & future. Softbooq will not let a resource be booked over its capacity.Afterwards
Mark the booking Attended or No-show. If it has a service, Bill this booking creates the sale and its invoice. A cancelled booking stays on record as Cancelled.Sync your own calendar
Under My Calendars, you will be able to connect Google or Outlook and see your bookings in your own calendar.Coming soon. Google Calendar and Outlook cannot be connected yet.
See also
Online store
Where customers book.
Human Resources
Leave that blocks bookings.
Projects
Bookings tagged to a project.