Create a booking

You can request a booking directly from the portal. Your request is created with a Pending status — your provider then confirms it and assigns staff.

Three ways to start

• New Booking in the sidebar — a full page for the same flow, handy when you're raising several bookings.
• Create New Booking in the command bar of the Bookings page — opens the flow in a panel.
• New booking on the Dashboard, or clicking an empty future day in the Dashboard calendar — clicking a day pre-fills the request to that date.

However you start, it's the same two-step flow: Add Details → Summary.

📷 Screenshot: The New Booking page on the Add Details step.

Step 1 — Add details

Each booking card has these fields (required fields are marked *):

• Service Required * — the service you're requesting. Start typing to search your provider's services.
• Agency — optional. The agency you're booking through; leave it empty for no agency. If your agency runs the free-booking scheme, bookings made without an agency are the ones that count toward a free booking — the field's hint tells you which way the current choice counts.
• Start Time * — date and time, in 15-minute steps. Past times can't be picked.
• End Time * — fills in automatically to 5 hours after the start; adjust it if the shift is longer or shorter. Must be after the start.
• Time Zone * — the zone the shift's times are anchored to. Defaults to your browser's zone; change it if the site is elsewhere.
• Remarks — any notes or special instructions (optional).

Need several bookings at once? Add another booking adds a fresh card, and each card's Duplicate button copies it — handy for the same shift on different days. The bin icon removes a card.

If you have free-booking credits available, each card also shows a Use a free booking credit tick box (with your balance beside it). Tick it to spend a credit on that booking — see Dashboard for how credits are earned.

If anything is missing when you continue, the incomplete fields are highlighted and a "Some details are missing" message appears.

Step 2 — Summary and create

Click Next to review a summary of every booking — the service, the agency (if you chose one), when, time zone, any free credit being applied, and remarks. Then click Create Booking (or Create N Bookings). You'll get a confirmation, and the new bookings appear in your list and calendar straight away, marked Pending.

You don't choose a staff member — your provider assigns one after confirming the request.

If a booking can't be created, you're returned to the details step with just the failed cards, so you can fix and resubmit them without re-entering the rest.

Leaving without creating

If you close or navigate away with unfinished details, the portal asks "Discard this booking?" — choose Keep editing to stay, or Discard to throw the draft away.