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Account > Booking Types
(Used in the Resources module only)
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Booking types are used for sorting your bookings for reporting purposes. When you run a booked utilization report, you can group and/or filter your results by booking type. For example, you may want to distinguish between bookings for billable work, and bookings for non-billable work. You could create a "Billable" booking type, and a "Non-billable" booking type.
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Note: You can require that users select booking types for bookings they create by enabling the "Require booking type when booking resources" check box on the My Account > Company > Settings page.
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To create a new booking type:
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1. Click on the Account tab.
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2. Click on the "Create..." drop-down menu and select "Booking type."
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3. Enter the name of the booking type you want to add. You can also select a priority for the booking type. For example, if "Billable" bookings are more important than "Non-billable" bookings, you can assign the "Billable" booking type a higher priority, and then see this priority in your reports.
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4. Click on "Save."
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To modify an existing booking type:
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1. Click on the Account tab.
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2. Click on the "Booking types" link.
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3. Click on the name of the booking type you want to change.
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4. Make your changes in the "Edit booking type" dialog box.
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5. Click on "Save."
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To delete an booking type:
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1. Click on the Account tab.
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2. Click on the "Booking types" link.
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3. Click on the name of the booking type you want to delete.
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4. Click on the "Delete" button in the "Edit booking type" dialog box.
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Note: You cannot delete a booking type that is associated with an existing booking.
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