How to Add Bookings to Your Timeline

Follow

1. Navigate to the Timeline and click "+ Task"

2. Select the Task Type "Booking" and choose "Single" or "Multiple" Slots

  • If you know the name of the person you're booking choose "Single Slot"
  • If you don't know who you're booking and need to create empty slots choose "Multiple Slots"
Add Booking

3. Choose Your Work Call

  • Bookings live inside of Work Calls
  • If you haven't created one yet, you can do so on the fly here.
Add Booking

4. Enter the Date & Time

  • If you selected an existing Work Call the date & time will auto-complete. If not, enter it here.
  • If you check the box, any changes you make to the date & time of the Work Call will automatically update the Bookings inside it.
Add Booking

5. Enter Booking Details and Click "Add"

5.1. Single Slot

If you selected "Single Slot" enter:

  1. Role
  2. Department(s)
  3. Contact Name
  4. Notes
  5. Status (None, Tentative, Confirmed)

When you're finished, click "Add".

Add Booking

5.2. Multiple Slot

If you selected "Single Slot" enter:

  1. Role
  2. Department(s)
  3. The number of Booking Slots you'd like to add.
  4. Notes
  5. Status (None, Tentative, Confirmed)

When you're finished, click "Add".

Add Booking

View your Bookings

Once added, your Work Call and Bookings will appear in the Timeline!

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