Book an Appointment Using Advanced Booking Availability

The following guide will show you how to make an Advanced Booking. There are a few things that differ to an Insured Booking Link:

1. The Insured isn't doing the booking
2. You have the option to view availability by Estimator
3. You can book additional Appointment Types
4. You can choose the full day time window or a morning or afternoon slot.

Alert! Advanced Booking is currently only available for Laura and Admins. It is intended to make this more widely available in the future.

Steps

1. Navigate to https://admin.ethosbuilding.com.au/bookingavailability

2. Click "Advanced"

Tip! To perform an Advanced Booking we need to know 3 things:

1. What Job (to get the location)
2. What Estimator (to get the Types of Work each Estimator can do)
3. What Appointment Type (to get the duration required for the appointment)

3. Type in the Prime Job Number

4. Press Enter or use the Find Icon until the Job Details are shown.

5. Select an Estimator or click "[Any Estimator]"

6. Select an Appointment Type. In this case "Field Quotation" was chosen.

7. Click "Search" to see the Availability for that Job, that Estimator, for that Appointment Type.

Tip! Use Any Estimator where possible. "Estimator TBA" will be assigned to the Appointment. This will give the booking system more flexibility to move appointments to different estimators and make a more efficient route.

8. Choose "Book" to select an Appointment Date

9. You can choose a time window (Whole Day, Morning or Afternoon)

10. Click "Book" to confirm

11. Your new booking will be shown in the Bookings Page