View and manage group bookings in the resource calendar
Learn how resources can manage group bookings in their schedule

Work (that is, single booking jobs, group event jobs, shifts), activities, and availability/Unavailability can be managed directly from the Resource Calendar.

When selecting a time block in the future, you have the option to add a work, activity, or availability item. Access is controlled via a custom setting. Select Cancel to hide the options and return to the console.

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Create a group booking

The Add Group Event Job option will open a modal for the scheduler to select the Group Event to which they want to add the job. Only those in a status of Active should be shown, group event has a “cancelled” status, it will not be available to select from the Group Event dropdown.

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Select Group Event modal

After a group event has been selected, the group event Schedule Job modal is displayed with the resource and the date already pre-populated. The same Service Agreement and Availability checks will be done as on the single client job.

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Group Event – Schedule Job modal

Viewing a group booking

Hover over the job record to display a summary of the group event job.

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View Job Example

Updating a group booking

Right-click an existing group event job record to display job record options for managing the job.

Job Options

  • Edit Job – Select to edit job details.
  • Travel and Transport – Select to view or edit Travel and Transport.
  • Remove from Job – Removes the resource from the job and the job will revert back to a Pending Allocation status so that a scheduler can allocate another resource using the Skedulo web app. Only a single job can be deleted at a time (there is no recurring option).
  • Complete Job – Select to open a modal enabling job completion. See the following section for further details.
  • Cancel Job – A cancellation reason must be selected to cancel the job. There is also the option to indicate if the job will be billable or not.
    • The Notes field when cancelling jobs can be made mandatory in case the business requires information in addition to the cancellation reason only.
  • Cancel – Select to cancel the display of the option.

For HCP customers

  • Add Case Note – Select to add a Case Note that ties to Client(s) and Job ID. See the following section for further details.

User Guide Details

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