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Documentation ยท Booking

How To Manage Booking Workflow Settings

What this does

This guide explains the Workflow settings page in Booking.

Use it to control how bookings move into In Progress and Completed, how final job time is handled, and how the Booking to Timecards handoff behaves.

Before you start

  • The user must already have access to Booking.
  • This page is intended for Admins.

Why this matters across the suite

This page directly affects how Booking hands work into Timecards.

If the Add Timecard handoff is enabled here, Booking still checks whether the staff member has Timecards access and whether the booking service and division are eligible before opening the handoff flow.

Steps

  1. Open Booking.
  2. Go to Settings.
  3. Select Workflow.
  4. In In Progress, choose the In Progress mode.
  5. In Completed, choose the Completed mode.
  6. If manual completion is used, decide whether to enable the day-end fallback and set Day-end completion time.
  7. In Final Job Time, decide whether to Enable final job time.
  8. In Actual Labor Time, decide whether to Enable actual labor time.
  9. In Add Timecard, decide whether to Enable Add Timecard from Booking.
  10. If the handoff is enabled, review the linked Timecards sync behavior and any parking or rounding options.
  11. Click Save.

Common mistakes

  • Changing workflow status behavior without telling staff what now happens automatically versus manually.
  • Enabling the Timecards handoff without confirming the shared Timecards access and structure are actually ready.

What to do next

If Booking should hand work cleanly into Timecards, review the matching Timecards setup and Admin App structure as well.

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