Account > Booking Types (Used in the Resources module only) 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. 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. To create a new booking type: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Booking type." 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. 4. Select any user role(s) that you want to restrict from editing or creating bookings with this booking type by highlighting the roles in the "Available Roles" column and/or clicking the appropriate green arrow. (Users with restricted roles will be able to see these booking types, provided their filter sets permit it, but not create or edit them.) 5. Enter any desired notes. 6. Check the "Suppress booking notification email" boxes to prevent email from being sent to the resource whose booking was created or changed or the resource's line manager. (These boxes will appear only if "Notify booked resource when a booking is added, modified, or deleted" and/or "Notify line manager of booked resource when a booking is added, modified, or deleted" are selected in the Resources section of Company Settings.) 7. Uncheck the "Active booking type" box if you want to inactivate this booking type. 8. Click on "Save." To modify an existing booking type: 1. Click on the Account tab. 2. Click on the "Booking types" link. 3. Click on the name of the booking type you want to change. 4. Make your changes in the "Edit booking type" dialog box. 5. Click on "Save." To delete an booking type: 1. Click on the Account tab. 2. Click on the "Booking types" link. 3. Click on the name of the booking type you want to delete. 4. Click on the "Delete" button in the "Edit booking type" dialog box. Note: You cannot delete a booking type that is associated with an existing booking.