Biller EditPerson

Book Services on Person

With the book on person function, you can book one or more services on a selected person at the same time.

• In the book on person view, an overview of the services that are already booked on the selected person is shown; service shows the type of service, no. of shows the number of booked services of that type and cost shows the cost of each service.
• If you want to see inactive services as well, uncheck the display only active bookings box.
• In the table under services, the bookable services are shown.
• The table can contain several pages. Click a number to go to the corresponding page.
• By checking the box in the favorites column , you can place that service at the top of the list for future use.

How to - Show the Book on Person View (Advanced options)

1. Use the search function to find the person you want to book the service on
2. Check the corresponding box
3. Select book service in the action menu
4. Select advanced options

How to - Filter Selectable Services

1. To filter your selectable services:

   • Use the toolbar

     - or -

   • Click the filter button in a column header to select what values to show
     • The filter button is highlighted in blue when filter is applied

How to - Book Services on Person (Advanced options)

1. Define a start date for new bookings in the start date field (the earliest possible date is shown above the table, and today's date is shown as the default date)
2. Select the service(s) to be booked for the person by checking the box in the choose service column
3. If you want to add specific information about a booking, enter the information for that service in the info field
4. If the same service is to be booked several times, define the number in the no. of field
5. If the service is of the service type single payment service (variable), the price must also be defined
6. Click book

   • The booking is placed on the person and at the top of the table, the number of affected rows are shown

How to - Book Services on Persons (Quick booking)

1. Use the search function to find the person you want to book the service on
2. Check the corresponding box
3. Select book service in the action menu
4. Select a service in the list

   • Selected favorites are shown at the top of the list

5. Book service for
   • Select no object in the drop-down list if the subscription should be booked on person
   1. Select a main group
   2. Select an organization group

   - or -

   • Select an object in the drop-down list if the subscription should be booked on an object connected to the person

6. If the service is of the service type single payment service (variable), the price must also be defined

   • Add a price and/or an info

7. If the service is of the service type subscription service, you have the ability to set an end date

   • Check the box to the right of the end date field and set an end date

8. Click book

   • The subscription is booked with today´s date

Note: It is not possible to use the function multibook on persons

How to - Edit Bookings on Person

1. Use the search function to find the person you want to book the service on
2. Check the corresponding box
3. Select book service in the action menu
4. Select advanced options

   • An overview of the services already booked on the selected person is shown

5. Click edit next to the booking you want to change

   • The services of the selected type are shown

6. Edit the fields that need editing (e.g. set an end date for a subscription service)

   • To set an end date, check the set end date box and then define the end date

7. Click save