Before a Bid is Awarded

You may want to block time on a Resource’s calendar before the client has approved the Bid.

1. Resource Calendar

Go to the Schedule page amd double click on a day to add a booking.

2. Add Booking

Fill in any details about the job, including status of the booking.

3. Booking Details

Fill in any details about the job, including status of booking.

4. Multi-Book

Click the 'Multi-Book' button to create a multi-book to book a resource across multiple days.

Once Bid is Awarded and Job is Created

A. Staff Resources

You can schedule resources in the main Job screen.

B. Schedule View

You can also schedule resources on the Schedule screen.

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