Kindhearted Operations software
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Documentation ยท Booking

How To Add A Booking

What this does

This guide explains how to start a new booking from the internal Booking app.

Use this when a manager or admin needs to create a booking draft from one of the published booking forms.

Before you start

  • The user must already have access to Booking.
  • Managers and Admins can reach the add-booking route.
  • At least one published form should already exist for the booking type you want to create.

Why the Admin App matters here

The booking flow is easier to trust when shared company structure already exists in the Admin App.

That matters because bookings often need to line up with the same divisions, services, teams, staff, and downstream apps used elsewhere in the Kindio Suite.

Steps

  1. Open Booking.
  2. Go to the add booking page.
  3. In Booking Type, choose the kind of booking you want to create.
  4. If that booking type requires service selection, choose:
  • Division
  • Service
  1. Review the published forms shown below.
  2. Click the form you want to use.
  3. Confirm the draft creation flow when prompted.

Common mistakes

  • Trying to create a booking before the right form is published.
  • Assuming every booking type needs a service when some forms do not.
  • Creating bookings before the company structure behind them is stable.

What to do next

After the draft is created, continue inside the booking edit flow to complete the actual booking details.

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