Creating a Booking

There are three areas where a booking can be created. They can be created from the bookings tab, from the contact level, or from the account level. 

1. Select bookings on the left panel. Once within the booking category, you will see a "Create Booking" button in the top right corner. Select create booking to begin.



2. Select Contacts on the left panel, click on the contact you wish to create the booking for. Once within the contact, in the top right corner you will see "Create". Please click on create then select booking.


3. Select Accounts on the left panel, click on the account you wish to create the booking for. Once within the account, in the top right corner you will see "Create". Please click on create then select booking. 


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