Watch the third part.
For managers and admins. A booking here puts the session in the mentor's Planner, ready for them to plan.
Steps
- Open Scheduling and go to the week. Choose By practitioner or the by-young person view.
- Press the empty box on the right day, on the right row. A form opens.
- Choose the young person, the mentor, the session type, the time and how long it lasts.
- Choose the venue and, where the form asks, the room. Wait for the room check to finish.
- Set Repeat to a single slot or weekly, and say when the repeat ends.
- Press Create session. The booking appears in the grid.
- For a whole group, use New group session. To copy last week, use Clone on a mentor's row.
If it goes wrong
- If the form warns about leave, a holiday or a clash, read it. Change the time, or use Book anyway if it is on purpose.
- If a room is not offered, another booking holds it. Try another time or room.
- If you cannot add anything, you only have permission to look. Ask a manager or an admin.
How it links together
A booking creates a session in the mentor's Planner and the tablet app, and holds a room if you chose one. Rooms come from the venue's hours. Closed days and leave stop clashes.
Booking a single slot
Pressing an empty box opens a form for that day. A box that already holds sessions opens the day's list first, with a way to add another.
You cannot book into a past day. You also cannot book a mentor onto a day they are on leave without confirming it.
Rooms and venues
When you choose a venue, the form checks its rooms for that time. A room that is already booked is not offered.
You can also type a place that is not on the list, for example a family home. A session with no venue is flagged in the alert strip so you can fix it later.
Repeating a booking
Choose weekly on this weekday and set an end date. The form creates one booking for each week. Dates that cannot be booked are listed after you save.
On a young person's row, Generate sessions in the weekly pattern form does the same for several weekdays at once. It tells you which dates it skipped and why.
Group bookings
New group session books one session for several young people at once. Pick the date, time, mentor, venue and who is coming, and give it one shared intent.
Copying last week
Clone copies that mentor's sessions from last week into this one. It says how many it copied and lists any it could not copy, with the reason.
Time off and training
On each mentor's row there are buttons to record leave and to record training or other time. Time recorded there stops the day being booked by mistake.