How do I add a task to a booking item?

You can configure bookable items so that a task will generate whenever a Customer books it. This can be used for instances where the booking needs more in-depth confirmation, supervision, etc.

What steps do I need to follow to add a task to a bookable item?

1. Go to Administration > Bookings and Appointments > Items. From here, you can view and edit existing bookable items. You can search for particular booking items, and use the filter button next to the search box to locate specific types of booking items.

2. Locate the relevant bookable item, and click on the edit button to configure it.

3. The following page will appear. Click on Add >  Task  on the right side of the screen.

4. The following pop-up box will appear on the screen, where you can configure the task for this booking item. Give it a Subject, and select the appropriate Task Type (the Status should automatically populate with the Task Type's initial status). Set when this task is due to occur (before, during, or after the booking), and how long the task should take to complete. You can also add an optional action description to inform other Admin Users.

5. Click on  Add  to finish. 

6. On the booking item page, scroll down or click on "Automatically created tasks" to view the task you have added.