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Showing articles from booking diary tag

How to show more mechanics in the booking calendar

If you have recently hired more mechanics or you're looking at using the booking diary more, you might want to adjust the number of mechanics displayed in the booking calendar. In the image below you can see that there are only 4 mechanics displayed per page ![][1] You can change this by going to _Settings > Compan…

How to create a labour product (required for bookings to appear in booking diary)

1. Click on **Products** from the menu options down the left hand side of the screen and then click on the '**+**' icon at the far right of the blue bar that says Products: ![][1] 2. Enter the details of the labour product, only the Item Code field is a required field, it is up to you how much information you enter …

How to set up your mechanic's work schedule in Workshop Software

The purpose of this article is to show how to add work times to a Mechanic, and then adjust these when you need to. 1. Go To Mechanics. 2. Choose a Mechanic. 3. At the bottom of the screen you have an area called "**Schedule**". Here you set up the start and end times for the mechanic for each day: ![][1] 4. Nex…

How to change a quote to a booking

When you have created a quote (see how to do this by _clicking here_ - hyperlink to "to create a quote" ), you can change the item into a booking. You do this by: 1) Clicking on the Action (star) icon 2) Selecting "Create Booking" ![][1] [1]: https://hf-files-oregon.s3.amazonaws.com/hdpworkshopsoftware_kb_attac…

Booking Diary Setup - What do I need to do before using the diary?

The purpose of the following article is to point out the requirements for the Booking Diary to work correctly: 1) Make sure your State and Country are set correctly. This is required to ensure that daylight saving is correct. ![][1] ![][2] 2) Set your Timezone: You do this by going to settings - company settings,…

How to set a holiday in your booking diary

Workshop Software allows you to create a holiday for your workshop in the Booking Diary section. This holiday will make all mechanics unavailable for the day so nothing can be booked. 1. Click on **'Settings'** from the list of menu options down the left hand side of the screen and then click on **'Schedule'**; ![][…

How to assign a mechanic to a booking

A booking can be created without assigning it to a mechanic and a mechanic can then be assigned or added at a later date. **Adding a mechanic at the time of creating a booking** For information on how to create a booking: [https://support.workshopsoftware.com/kb/article/102-how-to-create-a-booking- in-workshop-softw…

How to create a booking in Workshop Software

1. Click on the '**+**' button at the top of the page and select '**Create New - Customer Booking'**: ![][1] 2. Search for an existing customer and click to select or click on the '**+**' button to add the details of a new customer: ![][2] 3. Click to select an existing vehicle or click on the '**+**' button to ad…

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