Create a New Booking Link for an Insured

The following steps will guide you how to create a Booking Link for the Insured to book in time with an Estimator. You can either send this link to the Insured automatically or copy the link and use it in your own message.

Create the Booking Link

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

Tip! Here you will see all Booking links and their status. You have options to open the related Prime Job or the link (the same as the Insured would see).

2. Click "Create a New Booking" button.

3. Enter a Prime Job Number and the Type of Appointment.

4. For example, type EB0005

5. Optionally click "Notify the Insured for the Job via SMS". If you want to create the link without telling the Insured, leave this unchecked.

6. Then click "Create" to create the Booking Link

7. Your new Booking link will appear in the list of Bookings

8. The Booking list will include the Suburb and State

9. And the current status of the booking.

Opening the Booking

Tip! Follow these steps if you want to book on behalf of the Insured.

10. Click "Open Booking"

11. To Book a Date; pick from an Available Date and Click Book.

12. When Booking is Clicked:

• An Appointment is created
• Scheduled for an Estimator
• and a Note added to Prime with the Booking Link