Goal
Create one operational booking, assign the correct resources, and confirm that its occupied time is visible on the calendar.
Prerequisites
- The client, passenger, journey, service, and price are known.
- The intended driver and vehicle are active and belong to your company.
- You know the pickup time in the company's operating timezone.
Steps
- Open Bookings and select New Booking. If the job came from an accepted enquiry, open the linked booking instead of creating a duplicate.
- Select or create the client, then confirm the passenger and billing party.
- Enter every journey in chronological order with its local pickup date and time, pickup, stops, drop-off, passengers, luggage, service, and flight details.
- Enter the agreed commercial amount. For multi-journey work, check that the journey fares reconcile to the booking total.
- Select Create Booking.
- Open the booking and review each journey before assigning resources.
- Assign the intended vehicle and driver to the correct journey. Read any availability or conflict warning before confirming the assignment.
- Open Calendar, move to the pickup date, and confirm that the booking appears at the expected local time with the expected driver, vehicle, or partner coverage.
- Return to the booking and review the operational status, confirmation state, payment state, and driver briefing before the job starts.
- If the customer changes a route or time, update the booking, recalculate affected pricing when necessary, and review conflicts again.
Expected result
The booking appears once in Bookings and Calendar, every journey has the intended coverage, and no unresolved conflict is hidden behind the assignment.
Troubleshooting
- A conflict warning appears: inspect overlapping occupied windows, not only pickup times. Deadhead and service duration can extend the blocked period.
- Your own accepted assignment is reported as a conflict after an edit: refresh and reopen the booking. If it persists, report the booking reference and both resource IDs.
- The booking appears at the wrong time: confirm the company timezone and the local pickup time entered on the journey.
- A recurring instance has an unexpected window: generated instances reserve an approximate window using default deadhead and a 60-minute service assumption. Recalculate long or unusual instances before final resource assignment.
- A partner is still shown after assigning your driver: revoke or cancel the active partner award before switching that journey back to your own resources.
- The price no longer matches the itinerary: recalculate and review the breakdown before issuing an invoice or updated customer document.